LanzaTech Global Inc Stock Price, News & Analysis

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.

LanzaTech (NASDAQ: LNZA) reported declining financial results for Q4 and full-year 2024. Q4 revenue dropped to $12.0 million from $20.5 million in Q4 2023, while full-year revenue decreased to $49.6 million from $62.6 million in 2023.

The company's net loss widened to $27.0 million in Q4 2024 and $137.7 million for the full year. The decline was primarily attributed to completed engineering projects and timing delays in several large biorefining initiatives, including Project Drake in the EU and Norway site development.

Notable highlights include:

• CarbonSmart™ revenue grew 88% in Q4 2024 vs Q4 2023
• Q4 2024 gross margin reached 54%
• Cash position decreased to $58.1 million by year-end

Management expressed substantial doubt about the company's ability to continue as a going concern, announcing plans to evaluate liquidity-enhancing initiatives and cost reduction measures.

LanzaTech Global (NASDAQ: LNZA), a carbon management solutions company, has received a non-binding acquisition offer from Carbon Direct Capital Management at $0.02 per share. The company's Board of Directors will evaluate this proposal alongside other strategic options, consulting with independent legal and financial advisors.

LanzaTech emphasizes that shareholders need not take any action at this time. The company maintains that there is no guarantee of pursuing this transaction or any other strategic outcome, and will refrain from further comments unless deemed necessary.

LanzaTech Global (NASDAQ: LNZA) announced strategic actions to transform from an innovation hub to a profitable enterprise, implementing measures to achieve approximately $30 million in annual cash operating expense reductions. The company plans to:

1. Spin out its synthetic biology platform (LanzaX) and evaluate scale-up opportunities for LanzaTech Nutritional Protein (LNP)

2. Focus on core biorefining operations, particularly in waste-based ethanol to Sustainable Aviation Fuel (SAF) projects, including two 30-million gallon per year facilities in the UK and EU

3. Streamline operations by reducing workforce by 10-15% and consolidating global footprint

The company also rescheduled its Q4 and full-year 2024 earnings call to March 31, 2025, to align with its 10-K filing.