Mar. 19 at 4:40 AM
$GEVO Strictly from a strategic standpoint, why wouldn’t Big Oil want to acquire a leader in the U.S. SAF industry where there’s a target market in the hundreds of billions of dollars? Gevo’s business model and pathway has tremendous ROI, future competition is eliminated, SAF is not only mandated but subsidized by governments from all around the world, Airlines demand it, diversify into another income stream and market that satisfies environmentalist and government regulations, blends with fossil fuels, SAF is drop in ready to existing infrastructure, SAF’s blending characteristics lengthen the utility of fossil fuel which is likely thier biggest goal.
-All Big Oil is waiting for are the finalized 45Z rules so the economics can be calculated and investments can proceed.
-Buyout imminent and obvious
-ATJ aligns with National Security
-ATJ promotes energy independence
-ATJ promotes domestic farming
-ATJ has the lowest cost of production and ROI in the industry.
$OXY $XOM $CVX