Gevo Generates Approximately $5 Million in Revenue from Opportunity in High-Performance Sustainable Racing Fuels

Gevo (NASDAQ: GEVO) reported approximately $5 million in revenue for the year ended December 31, 2025, from producing and selling its patented specialty racing fuel blendstock.

Rhea-AI Summary

Gevo (NASDAQ: GEVO) reported approximately $5 million in revenue for the year ended December 31, 2025, from producing and selling its patented specialty racing fuel blendstock.

The company positions this product as a high‑performance, low‑carbon, drop‑in renewable fuel serving motorsports and broader markets such as sustainable aviation fuel, marine fuels, and low‑carbon gasoline components.

Positive

• $5 million revenue from specialty racing fuel for year ended Dec 31, 2025
• Proprietary blendstock meets high‑performance and low‑carbon demand in motorsports

Negative

• None.

Argus Mar 19 session

+1.74% close to close Open Argus

Details

News Market Reaction – GEVO

On Mar 19, the day this news came out, GEVO closed 1.74% above the previous close.

Data tracked by StockTitan Argus for the Mar 19 session.

Market Context

This announcement highlights Gevo’s initial traction in high-performance sustainable racing fuels, w...

Analysis

This announcement highlights Gevo’s initial traction in high-performance sustainable racing fuels, with approximately $5 million in 2025 revenue from specialty blendstock. It complements broader 2025 progress, including total revenues of $160,580 thousand and a narrowed net loss of $33.8 million. Investors may track how this motorsports niche scales relative to larger targets such as sustainable aviation fuel and low‑carbon gasoline components, while also monitoring insider activity and ongoing execution on debt refinancing and carbon-focused partnerships.

Key Figures

Racing fuel revenue: approximately $5 million Formula One fuel mix: 100% advanced sustainable fuel MotoGP transition target: 100% non-fossil fuel by 2027 +2 more

Racing fuel revenue

approximately $5 million

Year ended December 31, 2025 from specialty racing fuel blendstock

Formula One fuel mix

100% advanced sustainable fuel

Fuel used in 2026 Formula One season

MotoGP transition target

100% non-fossil fuel by 2027

MotoGP sustainable fuel transition goal

Racing season year

2026

Beginning of the 2026 racing season referenced in article

Specialty fuel market potential

several billion dollars per year

Company view of addressable specialty fuel market size

Historical Context

5 past events · Latest: Mar 17

5 events

1. Mar 17

   Compliance partnership

   24h Move

   +1.7%

   Verity and CIBO partner on 45Z compliance and carbon intensity verification.

2. Mar 05

   Earnings and update

   24h Move

   +13.2%

   Reported strong 2025 revenue, positive Q4 operating cash flow and EBITDA gains.

3. Feb 13

   Earnings date notice

   24h Move

   +5.7%

   Announced timing and access details for upcoming Q4 2025 earnings call.

4. Feb 11

   Debt refinancing

   24h Move

   +0.5%

   Consolidated debt into new facilities and freed restricted cash via bond redemption.

5. Feb 04

   Data integration deal

   24h Move

   -6.5%

   Verity and Bushel integrate on-farm data for traceable practices and 45Z credits.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

low-carbon advanced renewable fuels, blendstock, drop-in fuel solutions, renewable feedstocks, +3 more

7 terms

low-carbon advanced renewable fuels technical

"which meets the increasing demand for low-carbon advanced renewable fuels."

Low-carbon advanced renewable fuels are liquid or gaseous fuels made from non-food biomass, industrial or municipal waste, captured carbon, or other sustainable sources, designed to produce much lower overall greenhouse‑gas emissions from production through use than conventional fossil fuels. They matter to investors because they can reduce a company’s regulatory and market risk, qualify for clean‑energy credits or premiums, and represent growth opportunities as economies shift toward cleaner energy—like replacing disposable plastic with reusable materials to cut long‑term costs and waste.

blendstock technical

"specialty racing fuel blendstock, which meets the increasing demand"

A blendstock is a basic petroleum fuel component that is mixed with other ingredients—such as ethanol, additives, or different hydrocarbon streams—to make finished gasoline or diesel that consumers buy. Investors care because the cost, availability, and regulatory treatment of blendstocks affect refining margins, fuel prices, inventory valuation, and compliance costs; think of it as the plain cake batter that determines the final product’s quality, cost and market demand.

drop-in fuel solutions technical

"Gevo develops drop-in fuel solutions that serve motorsports today"

Drop-in fuel solutions are fuels created to behave like conventional petroleum fuels so they can be used in existing engines, pipelines and fueling stations without hardware changes — think of swapping in a cleaner gasoline that fits your car and pumps exactly the same. For investors, they matter because they lower the cost and risk of shifting to lower-carbon energy: companies producing true drop-in fuels can access existing markets and customers immediately, making commercial scale-up and revenue growth faster and more certain.

renewable feedstocks technical

"converts renewable feedstocks into high-octane hydrocarbon blendstocks"

Raw materials sourced from replenishable or recycled biological and waste streams—such as plant oils, agricultural residues, or recycled plastics—used to make fuels, chemicals, and industrial products instead of fossil-derived inputs. Investors care because switching to renewable feedstocks can reduce exposure to oil price swings, meet regulatory rules and customer demand for greener products, and require capital changes to operations; think of it like a factory choosing home-grown ingredients to cut cost volatility and appeal to eco-conscious buyers.

hydrocarbon blendstocks technical

"into high-octane hydrocarbon blendstocks designed for demanding engine applications."

Hydrocarbon blendstocks are unrefined or partially refined petroleum liquids used as the basic ingredients to make finished fuels, lubricants and chemical products. They matter to investors because changes in their supply, quality or price directly affect the cost and profit of refiners and fuel sellers—like raw ingredients determining the price and quality of a final recipe—and can drive volatility in energy company earnings and fuel markets.

sustainable aviation fuel technical

"supporting broader markets such as sustainable aviation fuel, marine fuels"

Sustainable aviation fuel is a low‑carbon replacement for conventional jet fuel made from renewable sources (like plant residues, waste oils, or captured carbon) but refined to meet the same safety and performance rules as regular jet fuel. Investors care because SAF can lower airlines’ carbon footprints and exposure to tightening regulations, create new supply and cost dynamics in the fuel market, and drive long‑term demand shifts — like using cleaner fuel in the same airplane.

low-carbon gasoline components technical

"and low-carbon gasoline components."

Low-carbon gasoline components are fuel ingredients produced or blended in ways that emit fewer greenhouse gases over their lifecycle than conventional gasoline parts—think of them as lower-emission ingredients in a recipe for petrol. Investors care because these components can reduce regulatory and carbon-cost risk, meet growing consumer and corporate sustainability demand, and affect production costs and market access, similar to choosing eco-friendly materials that open new customers and avoid penalties.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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ENGLEWOOD, Colo., March 19, 2026 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO), a leader in next-generation renewable fuels, is delivering sustainable fuels to some of the fastest motorsports. Gevo recently reported approximately $5 million in revenue for the year ended December 31, 2025, from producing and selling its patented, proprietary specialty racing fuel blendstock, which meets the increasing demand for low-carbon advanced renewable fuels.

As the 2026 racing season begins, global motorsports are continuing their rapid adoption of sustainable fuels. The 2026 season of Formula One launched with cars running on 100% advanced sustainable fuel, while MotoGP continues its transition toward 100% non-fossil fuel by 2027. IndyCar is also continuing its commitment to renewable fuels, and NASCAR recently announced the use of zero-carbon bioethanol as a blending component.

“Motorsports push fuels to their limits, demanding exceptional performance under extreme conditions,” said Paul Bloom, president of Gevo. “At Gevo, we are delivering renewable fuel solutions that meet our customers’ needs for performance and sustainability.”

The rapid adoption of sustainable fuels in motorsports reflects a broader shift across global fuel markets toward lower-carbon solutions that do not compromise performance. We believe the specialty fuel market could exceed several billion dollars per year, which includes naphtha blending, aviation, performance automotive, and marine fuels.

Gevo’s racing fuel capabilities build on its proprietary renewable fuel technology, which converts renewable feedstocks into high-octane hydrocarbon blendstocks designed for demanding engine applications. Gevo develops drop-in fuel solutions that serve motorsports today while supporting broader markets such as sustainable aviation fuel, marine fuels, and low-carbon gasoline components.

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 alcohol-to-jet (“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 ability to meet the needs of the various specialty fuels markets, the size of the specialty fuel market, 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, 2025, 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.

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

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

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much revenue did Gevo (GEVO) generate from racing fuels in 2025?

Approximately $5 million in revenue from racing fuel blendstock for the year ended Dec 31, 2025. According to the company, this revenue reflects sales of its patented specialty racing fuel to global motorsports as adoption of sustainable fuels accelerates.

What is Gevo's (GEVO) specialty racing fuel and who uses it in 2026?

Gevo's specialty fuel is a patented, high‑octane renewable hydrocarbon blendstock for demanding engines. According to the company, it is being used by global motorsports as Formula One, MotoGP, IndyCar, and NASCAR advance sustainable fuel adoption.

Does Gevo (GEVO) claim its racing fuel is drop‑in compatible with engines?

Yes, Gevo describes the product as a drop‑in renewable fuel solution designed for demanding engine applications. According to the company, the blendstock converts renewable feedstocks into high‑octane hydrocarbons for performance use without engine redesign.

How does motorsports adoption in 2026 affect Gevo (GEVO) fuel demand?

Motorsports' shift to sustainable fuels in 2026 could increase demand for Gevo's blendstock. According to the company, Formula One runs on 100% advanced sustainable fuel and other series are moving toward non‑fossil fuels, supporting market uptake.

Which broader markets could Gevo (GEVO) serve with its racing fuel technology?

Gevo plans to leverage racing fuel technology into sustainable aviation, marine fuels, and low‑carbon gasoline components. According to the company, its proprietary renewable fuel technology enables applications beyond motorsports in multiple high‑performance fuel segments.

What market opportunity does Gevo (GEVO) see for specialty fuels?

Gevo believes the specialty fuel market could exceed several billion dollars per year, spanning naphtha blending, aviation, performance automotive, and marine fuels. According to the company, this reflects a broader shift toward lower‑carbon solutions that maintain performance.