May. 18 at 7:43 AM
$AMTX Aemetis (NASDAQ: AMTX): getting GOVERNMENT SUPPORT in US, CALIFORNIA and INDIA
1) 1 July 2025 CARB implementation of the 20 year mandate in California will let to skyrocket the price of LCFS credit
2) 45Z full implementation is close
3) D3 Rin price will get higher due to government support
In 2026 Aemetis will produce 1 Mln MMBTU. Given to 1,2 and 3 in 2026 Aemetis will have
$100MLN (worst case ) -
$180MLN (best case) NEW ANNUAL RECURRING REVENUE, EBITDA and CASH FLOWS
those new revenue have started NOW and they should be 100% applicable starting 1 July 2025 (45Z PTC will be effective since 1 January giving a huge ) and will make Aemetis profitable
Also India is boosting on biofuel and ethanol and the IPO is getting every day closer
Other shares impacted:
$GPRE $VLO $REX $ADM