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Aemetis, Inc. (AMTX) reports developments as a diversified renewable natural gas and biofuels company with California Ethanol, California Dairy Renewable Natural Gas, and India Biodiesel operations.
Recurring updates cover earnings, Dairy RNG production from dairy waste gas, LCFS and federal clean fuel tax credits, biodiesel deliveries by Universal Biofuels in India, and efficiency projects at the Keyes ethanol plant. Company news also references its California biogas digester and pipeline network, animal-feed co-products from ethanol production, and development work tied to sustainable aviation fuel and carbon sequestration.
Aemetis (AMTX) welcomed the unanimous legislative passage of California Senate Bill 795 enabling expanded E15 gasoline blending using existing vapor recovery equipment. SB 795 aims to resolve implementation delays that followed E15’s year-round approval under Assembly Bill 30 in October 2025.
A UC Berkeley study estimates E15 could cut blended gasoline costs to California consumers by $2.7 billion per year and add more than 600 million gallons of annual ethanol demand, about 10 times Aemetis’ 65 million gallon per year Keyes plant capacity. The facility also produces over two million pounds per day of distillers grain for about 80 dairies and is the largest California producer of renewable CO2. SB 795 now awaits Governor Newsom’s signature.
Aemetis (NASDAQ: AMTX) was the subject of an updated coverage report by Stonegate Capital Partners following 2Q26 results. Revenue rose 20% y/y and 15% q/q to $62.7 million, below the $68.6 million consensus, while Stonegate’s normalized EPS estimate of -$0.11 was better than the -$0.24 consensus.
According to Stonegate, gross profit improved to $13.5 million from a $3.4 million loss, and adj. EBITDA turned to $9.7 million from -$5.8 million, reflecting quarterly 45Z recognition, higher renewable natural gas (RNG) output, and better ethanol economics. Dairy RNG volumes grew 38% y/y to 146,900 MMBtu, with segment gross profit rising to $4.0 million from $0.9 million.
Stonegate highlighted seven approved LCFS pathways averaging -380 CI, six more nearing approval, and two digesters expected in 3Q26. Management targets Keyes MVR operation by year-end 2026, estimating about $32 million of annual value. However, Stonegate noted balance sheet constraints with $1.0 million in unrestricted cash and $415.9 million of total debt.
Aemetis (NASDAQ: AMTX) reported second quarter 2026 revenues of $62.7 million, up 20% from $52.2 million a year earlier, including $8.6 million of Section 45Z production tax credits. Dairy RNG volumes rose 38% to 146,900 MMBtu and California ethanol gallons sold increased 12% to 15.5 million, with average ethanol price up 9% to $2.19 per gallon.
Gross profit improved to $13.5 million from a $3.4 million gross loss, and operating income reached $5.8 million versus a $10.7 million operating loss in 2025. Net loss narrowed to $9.4 million from $23.4 million, while adjusted EBITDA turned positive at $9.7 million compared with negative $5.8 million. For the first half of 2026, revenue was $117.3 million and net loss was $31.1 million, both improved year over year.
Cash was $1.0 million at June 30, 2026 versus $4.9 million at year-end 2025, while current liabilities totaled $415.0 million, including $303.4 million of current long-term debt and $50.8 million of short-term borrowings. Aemetis invested $15.1 million in capital projects in the first half and is pursuing multiple financing initiatives, including potential long-term Keyes plant financing, Dairy RNG buildout funding, and a possible IPO of its India subsidiary.
Aemetis (NASDAQ: AMTX) reported that its India subsidiary, Universal Biofuels, has secured allocations to deliver more than 18 million liters of biodiesel over three months to India’s three government-owned Oil Marketing Companies, which is expected to generate about $17 million in revenue. Universal is also supplying distilled biodiesel to private commercial customers, with further OMC orders anticipated in 2026 as India targets increasing biodiesel blending from 1% to 5% by 2030.
Universal Biofuels, described as one of India’s largest biodiesel producers, has expanded capacity at its Kakinada plant to about 80 million gallons per year using a proprietary enzymatic process. The subsidiary is exploring additional India locations, new renewable fuels, and preparing for a potential minority-stake IPO on an India stock exchange, subject to market conditions.
Aemetis (NASDAQ: AMTX) will host a conference call to review its second quarter 2026 earnings report on Thursday, August 6, 2026 at 11:00 a.m. Pacific Time. Investors can join via toll-free dial-in at +1-888-506-0062 (code 423338), international dial-in at +1-973-528-0011 (code 423338), or through a webcast at the provided URL.
A Q&A session will follow the prepared remarks. The webcast, presentation, and related materials will be posted under Investors/Conference Calls on the Aemetis website. A replay will be accessible by phone through August 20, 2026 using conference ID 54334, after which the replay remains available online.
Aemetis (NASDAQ: AMTX) reported selling $18 million of Section 45Z Clean Fuel Production Tax Credits generated by 2025 and year-to-date 2026 ethanol and renewable natural gas production. Net cash proceeds were about $14.5 million after transaction costs.
The 2026 credits equal roughly $0.33 per ethanol gallon and $15.20 per MMBtu of RNG. According to Aemetis, these are its second and third 45Z monetization deals in six months, and the company anticipates additional transactions as production grows and federal 45ZCF-GREET model updates take effect.
Aemetis (NASDAQ: AMTX) received key equipment, including high‑efficiency turbofans, for its $40 million mechanical vapor recompression (MVR) system at the Keyes, California ethanol plant.
The MVR project aims to cut natural gas use by about 80%, raise annual operating cash flow by $32 million, lower carbon intensity, increase California LCFS credits, and boost Section 45Z tax credit value. The system, using six 3,500-horsepower electric turbofans, is under construction and expected to be operational by end of 2026. The project has obtained about $19.7 million in grants and tax credits.
Aemetis (NASDAQ: AMTX) announced that California’s Capital Programs & Climate Financing Authority adopted an Initial Resolution supporting potential issuance of up to $1.1 billion in tax-exempt bonds for Aemetis projects.
The resolution enables eligible project costs but does not guarantee future bond financings.
Aemetis (NASDAQ: AMTX) reported Q1 2026 revenue of $54.6M, up 27% YoY, driven by California Ethanol, Dairy RNG and India Biodiesel. Gross profit was $2.8M versus a $5.1M gross loss in Q1 2025. Operating loss improved to $6.3M; net loss was $21.7M. Dairy RNG sales rose 55% to 110,000 MMBtu. The company recognized $4.0M of Section 45Z production tax credits in Q1 2026. Cash at quarter end was $4.8M, and capital investments were $6.5M for carbon-reduction and digester projects. Financing initiatives and an India IPO preparation are underway.
Aemetis (NASDAQ: AMTX) will host a conference call to review its first quarter 2026 earnings on Thursday, May 7, 2026 at 11:00 AM PT. Investors can join via toll-free or international dial-in and a live webcast.
According to the company, the webcast, presentation, and recordings will be available on the company website under Investors/Conference Calls; a voice recording is available by phone through May 21, 2026.