LanzaTech Global Inc Stock Price, News & Analysis

LanzaTech (NASDAQ: LNZA) announced on November 13, 2025 that LanzaJet’s Freedom Pines Fuels facility in Soperton, Georgia, is fully operational and has produced jet fuel at commercial scale using ethanol as feedstock.

This marks the world’s first commercial-scale ethanol-to-jet production and the first renewable jet solution compatible with current aircraft that does not rely on lipids or oils. The company highlighted ethanol’s ability to be made from diverse domestic and recycled carbon feedstocks and named multiple strategic investors and supporters backing LanzaJet’s commercialization and global rollout.

LanzaTech (NASDAQ: LNZA) secured a €40 million EU Innovation Fund grant (subject to finalizing the grant agreement) to deploy a first commercial second-generation bioreactor at Eramet Norway's Porsgrunn manganese smelter.

The project aims to produce 23.5 kt (~8M US gallons) ethanol per year from CO-rich furnace gas and, if fully implemented with carbon capture and storage, target up to a 97% emissions reduction with an annual GHG avoidance of 1,698,175 tons CO2e. A concentrated CO2 co-product will be purified, liquefied and transported for permanent geological storage in the North Sea. Enova provided funding and technical support as Norway's National Contact Point.

LanzaTech (NASDAQ: LNZA) announced that investors in affiliate LanzaJet agreed to Second Amended and Restated Investment and Stockholders’ Agreements to accelerate commercial rollout of sustainable aviation fuel (SAF).

Key changes: LanzaTech can receive two tranches of LanzaJet shares upon Freedom Pines development milestones; if LanzaJet is sold or goes public before those tranches are delivered, LanzaTech's stake will automatically rise to 50% without further investment. The companies also amended the 2020 IP and Technology License Agreement, extending it through December 31, 2031, removing LanzaTech’s termination right, requiring LanzaTech to transfer the license to LanzaJet, and eliminating restrictions on sublicensing LanzaJet technology.

LanzaTech (NASDAQ: LNZA) has announced a breakthrough technology development in collaboration with Mibelle Group and Fraunhofer IGB to produce a sustainable palm oil substitute. The innovative dual fermentation technology transforms waste CO2 gases into alcohol and then into palm oil-like fat using non-GMO oil yeasts.

This advancement has dual significance: it offers an alternative to palm oil in cosmetics while potentially expanding feedstock options for Sustainable Aviation Fuel (SAF) production through the Hydroprocessed Esters and Fatty Acids (HEFA) pathway. The technology has successfully completed laboratory trials at Fraunhofer IGB and application tests at Mibelle laboratories, with scaling efforts now underway at Fraunhofer's Center for Chemical-Biotechnological Processes in Leuna.

LanzaTech (NASDAQ:LNZA) reported Q2 2025 financial results, showing significant challenges with revenue declining to $9.1 million from $17.4 million in Q2 2024. The company reported a net loss of $32.5 million and an Adjusted EBITDA loss of $29.7 million.

Key developments include a £6.4 million UK government grant for two commercial-scale Sustainable Aviation Fuel (SAF) facilities and a $40 million preferred equity financing completed in May 2025. The company is transitioning from R&D to commercial focus, implementing workforce reductions and leadership changes to improve cost efficiency.

While CarbonSmart revenue grew to $3.8 million (up from $0.9 million), licensing revenue declined significantly to $1.1 million from $8.5 million year-over-year. The company ended Q2 with $39.6 million in total cash, restricted cash, and investments.

LanzaTech (NASDAQ: LNZA), a carbon capture and transformation company, has announced a 1-for-100 reverse stock split effective August 18, 2025, at 5:00 p.m. Eastern Time. The company will simultaneously decrease its common stock par value from $0.0001 to $0.0000001 per share and adjust its authorized shares.

The primary goal is to regain compliance with Nasdaq Capital Market's minimum bid price requirement. Trading on a post-split basis will begin on August 19, 2025, under the same symbol "LNZA" but with a new CUSIP number (51655R200). Fractional shares will be rounded up to the nearest whole share, and proportionate adjustments will be made to equity awards and warrants.

LanzaTech (NASDAQ: LNZA) has secured a £6.4 million grant from the UK government's Advanced Fuels Fund to advance two commercial-scale sustainable aviation fuel (SAF) plants. The funding will support the DRAGON (Decarbonizing and Reimagining Aviation for the Goal Of Netzero) projects in the UK.

DRAGON 1, located in Port Talbot, South Wales, will convert recycled carbon fuel ethanol into Advanced SAF using LanzaJet's Alcohol-to-Jet process. DRAGON 2, a Power-to-Liquid facility at a location to be determined, will transform waste carbon dioxide and green hydrogen into ethanol for SAF production.

Additionally, Project Speedbird by LanzaJet, in which LanzaTech holds a 36% stake, received £10 million in funding. The company's CirculAir™ technology, launched in 2024, enables SAF production from various waste carbon sources.

LanzaTech (NASDAQ: LNZA) announced key leadership changes and cost optimization initiatives. Sushmita Koyanagi, previously Chief Accounting Officer, has been promoted to Chief Financial Officer effective June 2, 2025, replacing interim CFO Justin Pugh. Amanda Fuisz, current Deputy General Counsel, will assume the role of interim General Counsel effective June 13, 2025, succeeding Joseph Blasko. Additionally, long-serving board member Gary Rieschel will retire following the July 21, 2025 Annual Meeting of Stockholders.

These leadership transitions and role consolidations are expected to generate annual cost savings of approximately $1 million. The company aims to redirect these resources toward commercial opportunities, particularly focusing on its gas fermentation technology platform for sustainable aviation fuel production.

LanzaTech (NASDAQ: LNZA) reported its Q1 2025 financial results, showing total revenue of $9.5 million, down from $10.2 million in Q1 2024. The company's CarbonSmart revenue increased significantly to $4.2 million from $0.9 million year-over-year, while biorefining and JDA revenues declined. The company reported a net loss of $19.2 million, improved from $25.5 million in Q1 2024, and an adjusted EBITDA loss of $30.5 million. Despite securing $40 million in preferred equity capital in May 2025, management expressed substantial doubt about the company's ability to continue as a going concern. The company's cash position decreased to $23.4 million as of March 31, 2025, down from $58.1 million at the end of 2024.