Sep. 11 at 9:47 PM
$GEVO This week quietly cleared a major practical hurdle for Verity expansion!
This week’s 45Z notice from Treasury/IRS, combined by GEVO’s own LinkedIn post, confirmed that farm-level regenerative practices are now recognized in the credit calculation 🔥
Continuum Ag’s update today (Mitchell Hora) added important operational detail: the 45ZCF FD-CIC feedstock calculator is live inside the updated GREET model and usable now. Ethanol plants are already starting to move.
Verity external scaling was previously gated by 45Z clarity. That gate is now largely removed. I’m not saying revenue hits next week. But the setup is materially better than it was seven days ago. 💪
Worth watching for any related discussion at Climate Week, the upcoming Renmark, or a PR between now and Q3 earnings. The enabling conditions just got cleaner, much more of a slam dunk than I alluded to a few days ago!