Gevo Awarded Patent for Ethanol-to-Olefins Process To Produce Renewable Jet Fuel, Expanding Gevo’s IP Portfolio

Rhea-AI Summary

Gevo (NASDAQ: GEVO) was awarded U.S. Patent No. 12,486,207 B2 on Jan. 14, 2026, protecting catalyst combinations and use of Ethanol-to-Olefins (ETO) to produce fuels.

The process makes light olefins from ethanol that can be converted to transportation fuels via Alcohol-to-Jet (ATJ) technologies, and ETO is stated to offer up to 35% lower capital and operating costs versus current technologies. Gevo is developing ETO with LG Chem for chemicals and with Axens and IFPEN for fuel applications, and expects to pioneer North American deployment while Axens provides global licensing and services.

Positive

• USPTO grant of U.S. Patent No. 12,486,207 B2
• ETO process claims up to 35% lower capital and operating costs
• Partnerships with LG Chem, Axens, IFPEN for deployment and licensing

Negative

• None.

News Market Reaction

+1.48%

1 alert

+1.48% News Effect

On the day this news was published, GEVO gained 1.48%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Patent number: U.S. Patent No. 12,486,207 B2 Cost reduction potential: 35% lower capital and operating costs

2 metrics

Patent number U.S. Patent No. 12,486,207 B2 USPTO patent for ethanol-to-olefins fuel process

Cost reduction potential 35% lower capital and operating costs Expected benefit of ETO technology vs current technologies

Market Reality Check

Price: $1.86 Vol: Volume 1,822,865 is below...

low vol

$1.86 Last Close

Volume Volume 1,822,865 is below the 20-day average of 2,680,645 (relative volume 0.68x). low

Technical Price at $2.03 is trading above the 200-day MA of $1.68 and 31.19% below the 52-week high.

Peers on Argus

GEVO was down 0.49% with mixed peers: several renewable/specialty names like MNT...

GEVO was down 0.49% with mixed peers: several renewable/specialty names like MNTK (-5.26%), AMTX (-4.88%), LOOP (-4.24%), and CLMT (-2.64%) were weaker, while LWLG rose 5.01%. The modest GEVO move suggests a stock-specific response within a generally soft group.

Historical Context

5 past events · Latest: Jan 05 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 05	Leadership planning	Neutral	+2.4%	COO succession planning with hire of EVP operations and engineering.
Dec 18	Carbon credit rating	Positive	+3.8%	Gevo North Dakota carbon credits upgraded to an “A” rating by BeZero.
Dec 15	CEO succession	Neutral	-5.2%	Announcement of CEO retirement and appointment of Paul Bloom as successor.
Nov 18	Partnership news	Positive	+2.1%	Biotech collaboration announcement highlighting development of new oral treatments.
Nov 10	Q3 2025 earnings	Neutral	-3.2%	Q3 results with strong revenue growth and positive Adjusted EBITDA but net loss.

Pattern Detected

Across the last five events, GEVO showed 3 aligned and 2 divergent reactions, with some selling pressure on leadership changes and earnings despite generally constructive operational updates.

Recent Company History

Over the past few months, GEVO has reported several strategic and financial milestones. Q3 2025 results on Nov 10 showed revenue of $43.7M and a second consecutive quarter of positive Adjusted EBITDA, yet the stock fell 3.2%. Leadership transitions in December, including naming Paul Bloom as incoming CEO effective April 1, 2026, triggered a 5.17% decline. Conversely, operational and carbon-credit achievements, such as the Gevo North Dakota “A” rating on Dec 18, saw positive share reactions. Today’s patent further extends this trajectory of building technology and IP around renewable fuels.

Market Pulse Summary

This announcement highlights an incremental strengthening of Gevo’s technology moat, with a new U.S....

Analysis

This announcement highlights an incremental strengthening of Gevo’s technology moat, with a new U.S. patent covering its ethanol-to-olefins process and linkage to Alcohol-to-Jet fuel production. The company has recently emphasized scaling revenue, managing losses, and executing leadership succession. Investors may focus on how this IP, which targets up to 35% lower capital and operating costs, supports future project economics, licensing potential with partners, and the broader transition from development milestones to durable profitability.

Key Terms

ethanol-to-olefins, olefins, alcohol-to-jet, intellectual property portfolio

4 terms

ethanol-to-olefins technical

"explicitly protects the use of Ethanol-to-Olefins (“ETO”) technology to produce fuels"

A chemical process that converts ethanol — a simple alcohol often made from crops or biomass — into light olefins such as ethylene and propylene, which are basic building blocks for plastics, synthetic fibers and many chemicals. Investors care because it links agricultural or renewable feedstocks to high-value industrial products: it can change raw‑material costs, profit margins and environmental profiles of chemical producers, much like turning raw lumber into finished furniture raises value.

olefins technical

"The patented process produces light olefins from ethanol and can convert those olefins"

Olefins are a family of basic hydrocarbon molecules made of carbon and hydrogen that contain a carbon–carbon double bond, which gives them high reactivity. Think of them as chemical building blocks — like Lego pieces — used to make plastics, synthetic fibers, rubber and many industrial chemicals; their availability and price influence manufacturers’ costs and profitability, so changes in olefin supply, demand or feedstock costs matter to investors in petrochemical and materials companies.

alcohol-to-jet technical

"convert those olefins into transportation fuels using commercially proven Alcohol-to-Jet"

A process that converts alcohols made from plants, waste or other feedstocks into synthetic jet fuel suitable for aircraft engines. Think of it as a chemical recycling line that turns ethanol or similar alcohols into a ready-to-use aviation fuel; it matters to investors because it links renewable feedstocks to a large, regulated fuel market, offering potential revenue, carbon credits, and exposure to demand for lower‑carbon aviation alternatives.

intellectual property portfolio technical

"We continue to build an intellectual property portfolio that we believe will put Gevo"

A collection of a company’s legally recognized creations and rights—such as patents, trademarks, copyrights, trade secrets and licensing agreements—that together protect its products, brands and technologies. Think of it as the company’s toolbox or recipe box: some items keep competitors out, some can be rented or sold, and some enable unique products. For investors, the breadth and strength of this portfolio affect future revenue potential, competitive position and legal risk, so it influences valuation and investment decisions.

AI-generated analysis. Not financial advice.

ENGLEWOOD, Colo., Jan. 14, 2026 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO), a leader in renewable fuels and chemicals, as well as carbon management, today announced that it has been awarded U.S. Patent No. 12,486,207 B2 from the United States Patent and Trademark Office (“USPTO”). The patent broadens protections for different catalyst combinations and explicitly protects the use of Ethanol-to-Olefins (“ETO”) technology to produce fuels.

Gevo is developing ETO with partners LG Chem, Ltd. to deploy Gevo’s next-generation ETO process for renewable chemical applications and with Axens, and IFP Energies nouvelles (“IFPEN”) for fuel applications. The patented process produces light olefins from ethanol and can convert those olefins into transportation fuels using commercially proven Alcohol-to-Jet (“ATJ”) technologies. Olefins can be used to make cost-effective renewable chemical building blocks such as bio-propylene. ETO technology continues to advance and is expected to deliver up to 35% lower capital and operating costs compared to current technologies.

“We are actively developing the most efficient pathways to convert ethanol to fuels and chemicals,” said Dr. Paul Bloom, president of Gevo. “The effort by our team to secure this patent expands our proprietary technology position and enhances a pathway to renewable jet fuel that is more cost-effective for Gevo and our partners. We continue to build an intellectual property portfolio that we believe will put Gevo in a cost-leadership position on ATJ for years to come.”

Gevo is expected to pioneer the deployment of its ETO technology in North America, expanding economic development and creating jobs in rural areas, while Axens is expected to provide licensing, equipment, and engineering services globally.

About Gevo

Gevo is a next-generation diversified energy company committed to fueling America’s future with cost-effective, drop-in fuels that contribute to energy security, abate carbon, and strengthen rural communities to drive economic growth. Gevo’s innovative technology can be used to make a variety of renewable products, including synthetic aviation fuel (“SAF”), motor fuels, chemicals, and other materials that provide U.S.-made solutions. Gevo’s business model includes developing, financing, and operating production facilities that create jobs and revitalize communities. Gevo owns and operates an ethanol plant with an adjacent carbon capture and sequestration (“CCS”) facility and Class VI carbon-storage well. We also own and operate one of the largest dairy-based renewable natural gas (“RNG”) facilities in the United States, turning by-products into clean, reliable energy. Additionally, Gevo developed the world’s first production facility for specialty ATJ fuels and chemicals operating since 2012. Gevo is currently developing the world’s first large-scale ATJ facility to be co-located at our North Dakota site. Gevo’s market-driven “pay-for-performance” approach regarding carbon and other sustainability attributes helps deliver value to our local economies. Through its Verity subsidiary, Gevo provides transparency, accountability, and efficiency in tracking, measuring, and verifying various attributes throughout the supply chain. By strengthening rural economies, Gevo is working to secure a self-sufficient future and to make sure value is brought to the market.

For more information, see www.gevo.com.

Forward-Looking Statements

Certain statements in this press release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements relate to a variety of matters, including, without limitation, Gevo’s ETO technology, the agreements with LG Chem, Ltd., Axens and IFPEN, how and whether the ETO technology will be commercialized, the cost effectiveness of ETO, the benefits that might accrue as a result of the granted patent, and other statements that are not purely statements of historical fact. These forward-looking statements are made based on the current beliefs, expectations, and assumptions of the management of Gevo and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Gevo undertakes no obligation to update or revise these statements, whether because of new information, future events or otherwise. Although Gevo believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Gevo in general, see the risk disclosures in the Annual Report on Form 10-K of Gevo for the year ended December 31, 2024, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the U.S. Securities and Exchange Commission by Gevo.

Media Contact
Heather L. Manuel
VP, Stakeholder Engagement & Partnerships
PR@gevo.com 

IR Contact
Eric Frey
VP of Finance & Strategy
IR@Gevo.com 

FAQ

What did Gevo announce on Jan. 14, 2026 about U.S. Patent No. 12,486,207 B2?

Gevo announced the USPTO awarded U.S. Patent No. 12,486,207 B2, covering ETO catalyst combinations and use to produce fuels.

How does Gevo say its ETO process affects costs for renewable fuels (GEVO)?

Gevo states ETO is expected to deliver up to 35% lower capital and operating costs versus current technologies.

Which partners is Gevo working with on ETO for chemicals and fuels (GEVO)?

Gevo is developing ETO with LG Chem for chemicals and with Axens and IFPEN for fuel applications.

What products can Gevo's ETO patent help produce from ethanol (GEVO)?

The patented ETO process produces light olefins that can be converted to transportation fuels via ATJ and to chemicals like bio-propylene.

Will Gevo deploy the ETO technology in North America (GEVO)?

Gevo is expected to pioneer ETO deployment in North America, with Axens providing global licensing and services.

What does the ETO patent mean for Gevo's IP position and ATJ cost leadership (GEVO)?

Gevo says the patent expands its proprietary position and enhances a pathway toward cost-effective ATJ production for the company and partners.