Gevo Names Alex Clayton Chief Carbon Officer to Lead Gevo’s Carbon Market Expansion

Rhea-AI Summary

Gevo (NASDAQ: GEVO) named Alex Clayton as Chief Carbon Officer, transitioning from Chief Business Development Officer as part of strategic organizational realignments to support Gevo’s growth plan. Management emphasized the company's focus on voluntary carbon markets and carbon dioxide removal credits. Gevo stated its North Dakota facility (GND) is the largest producer of engineered carbon dioxide removal credits and is the only ethanol carbon capture and storage project to issue credits with thousand-year permanence. Leadership framed the role change as advancing new revenue opportunities tied to carbon markets and linking agricultural solutions to global carbon credit programs.

Positive

• Alex Clayton promoted to Chief Carbon Officer maintaining leadership continuity
• Strategic realignment explicitly supports carbon market growth initiatives
• GND claimed as largest producer of engineered carbon dioxide removal credits

Negative

• None.

News Market Reaction – GEVO

-0.50%

1 alert

-0.50% News Effect

On the day this news was published, GEVO declined 0.50%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $1.86 Vol: Volume 2,116,237 vs 20-da...

normal vol

$1.86 Last Close

Volume Volume 2,116,237 vs 20-day average 2,624,529 (relative volume 0.81x) indicates subdued trading into this news. normal

Technical Shares at $2.02 are trading above the $1.69 200-day MA and sit 31.53% below the 52-week high, but 119.28% above the 52-week low.

Peers on Argus

Pre-news, GEVO was down 1.94% while peers were mixed: MNTK +2.11%, CLMT +3.16%, ...

Pre-news, GEVO was down 1.94% while peers were mixed: MNTK +2.11%, CLMT +3.16%, AMTX -3.18%, LOOP -1.74%, LWLG +0.22%. No clear sector-wide direction, pointing to stock-specific drivers.

Historical Context

4 past events · Latest: Jan 14 (Positive)

Pattern 4 events

Date	Event	Sentiment	Move	Catalyst
Jan 14	Patent & technology	Positive	+1.5%	New U.S. patent on ethanol-to-olefins process supporting renewable fuels.
Jan 05	Leadership hire	Positive	+2.4%	Added EVP operations & engineering as planned successor to COO.
Dec 18	Carbon rating upgrade	Positive	+3.8%	Gevo North Dakota carbon credits upgraded to “A” rating by BeZero.
Dec 15	CEO succession	Positive	-5.2%	Announced CEO retirement and transition to incoming CEO Paul Bloom.

Pattern Detected

Recent positive strategic and technology announcements have generally coincided with modestly positive next-day price reactions, while leadership transitions showed one notable divergence.

Recent Company History

Over the past few months, Gevo announced several strategic milestones. On Nov 18, 2025, its North Dakota carbon capture facility received an upgraded “A” rating for high-quality carbon removal credits. On Dec 15, 2025, the company outlined a CEO succession plan effective April 1, 2026. Early Jan 2026 brought operational leadership strengthening, followed by a new patent for its ethanol-to-olefins process on Jan 14, 2026. Today’s appointment of a Chief Carbon Officer extends this pattern of organizational and carbon-market-focused initiatives.

Market Pulse Summary

This announcement formalizes Gevo’s focus on carbon markets by elevating Alex Clayton to Chief Carbo...

Analysis

This announcement formalizes Gevo’s focus on carbon markets by elevating Alex Clayton to Chief Carbon Officer, emphasizing growth in carbon dioxide removal credits from the North Dakota facility. It follows recent leadership and strategic updates, including CEO succession and a patent on ethanol-to-olefins technology. Investors may watch how this dedicated carbon role translates into long-term revenue growth and how it builds on the facility’s high-quality carbon removal ratings and thousand-year permanence positioning.

Key Terms

voluntary carbon markets, carbon dioxide removal credits, carbon capture and storage

3 terms

voluntary carbon markets financial

"Gevo is a pioneer in the voluntary carbon markets (“VCM”) focused on the production..."

A voluntary carbon market is a marketplace where companies, investors and individuals buy and sell credits that each represent one metric ton of greenhouse gases reduced or removed from the atmosphere, outside of government-mandated programs. For investors it matters because buying or selling these credits can affect a company’s costs, reputation and future cash flows—think of credits like coupons you buy to balance out your household’s carbon use—so changes in demand, rules or quality of credits can influence valuations and risk.

carbon dioxide removal credits technical

"focused on the production and delivery of carbon dioxide removal credits."

Carbon dioxide removal credits are tradable certificates that prove a specific amount of CO2 has been taken out of the atmosphere and stored, like a receipt showing someone physically removed pollution and locked it away. Investors care because these credits create a measurable revenue stream or asset tied to climate action, influence company costs and reputation, and carry market and regulatory risk as standards, demand, and prices change over time.

carbon capture and storage technical

"the only ethanol carbon capture and storage project to issue credits..."

Carbon capture and storage is a set of technologies that remove carbon dioxide from industrial emissions or the air and keep it isolated, usually by compressing it and injecting it deep underground for long-term storage. For investors, it matters because it can lower a company's regulatory and climate risk, create new revenue or cost opportunities, and influence future demand for energy, materials, and services—think of it as a vacuum and lockbox that helps firms meet emissions limits and avoid penalties or lost market share.

AI-generated analysis. Not financial advice.

ENGLEWOOD, Colo., Jan. 16, 2026 (GLOBE NEWSWIRE) -- Gevo, Inc. (NASDAQ: GEVO), a leader in renewable fuels, chemicals, and carbon management, today announced that Alex Clayton has been named Chief Carbon Officer, transitioning from his previous role as Chief Business Development Officer. This appointment is part of a series of strategic organizational realignments supporting Gevo’s forward-looking growth plan.

“We believe this business is a key component of our long-term revenue growth,” said Paul Bloom, President of Gevo. “Alex and his team have done an exceptional job launching this business and beginning to establish Gevo as a global leader in the growing carbon market.”

Gevo is a pioneer in the voluntary carbon markets (“VCM”) focused on the production and delivery of carbon dioxide removal credits. Gevo believes Gevo’s North Dakota facility (“GND”) is the largest producer of engineered carbon dioxide removal credits and is the only ethanol carbon capture and storage project to issue credits with thousand-year permanence.

“Gevo continues to drive innovation and operate a multi-faceted business model; and the advancement of voluntary carbon markets creates a tremendous opportunity to build value for our shareholders,” said Mr. Clayton. “I’m excited to evolve my role with Gevo as we grow new revenue opportunities. Agriculture continuously drives efficiency, typically doing more with less. Participating in that journey by connecting the solutions in agriculture to global carbon markets is what I value most in this role.”

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. Gevo also owns and operates 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, without limitation, including the new role of Alex Clayton, and other statements that are not purely statements of historical fact. These forward-looking statements are made on the basis of 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 as a result 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 change did Gevo (GEVO) announce on January 16, 2026?

Gevo appointed Alex Clayton as Chief Carbon Officer, moving him from Chief Business Development Officer.

How does Alex Clayton’s new role affect Gevo’s carbon strategy (GEVO)?

His role centralizes leadership of Gevo’s voluntary carbon market efforts to expand carbon dioxide removal credit activities.

What claim did Gevo make about its North Dakota facility (GND) in the January 16, 2026 announcement?

Gevo said GND is the largest producer of engineered carbon dioxide removal credits and issued credits with thousand-year permanence.

Will Alex Clayton’s promotion to Chief Carbon Officer create near-term financial guidance changes for GEVO?

The announcement did not provide any new financial guidance or quantified targets.

Why did Gevo highlight agriculture in the appointment of Alex Clayton (GEVO)?

Gevo cited connecting agricultural solutions to global carbon markets as a key part of building new revenue opportunities.