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DALLAS - Frontier Infrastructure Holdings LLC and Gevo, Inc. (NASDAQ:GEVO), a renewable energy company with a market capitalization of $472 million, announced Monday a partnership to deliver North America’s first fully integrated carbon management platform for ethanol producers, combining rail transportation, permanent sequestration, and digital carbon tracking.
The collaboration integrates Frontier’s Sweetwater Carbon Storage Hub in Wyoming with Gevo’s bioenergy carbon capture expertise and Verity digital tracking platform. Union Pacific Railroad will provide CO₂ transportation, creating a solution that doesn’t rely on pipeline infrastructure. Gevo’s stock has shown remarkable momentum, gaining over 54% in the past six months, according to InvestingPro data.
"Our collaboration with Gevo and Verity eliminates the primary barriers facing ethanol producers in carbon management," said Steven Lowenthal, Co-Chief Executive Officer of Frontier Infrastructure, in a press release statement.
The partnership targets over 200 ethanol facilities across North America that produce approximately 70 million tons of high-purity CO₂ annually. The rail-based approach aims to serve the 60% of ethanol facilities located more than 50 miles from proposed pipeline routes. While Gevo maintains a healthy balance sheet with a current ratio of 2.33 and moderate debt levels, InvestingPro analysis reveals 17 additional key insights about the company’s financial position and growth prospects.
Frontier also announced a formal Notice to Proceed on the Granger Carbon Terminal, a CO₂ transload facility connecting rail and truck deliveries to the Sweetwater Hub’s injection infrastructure. Phase I, expected to be operational by 2027, will handle 500,000 metric tons of CO₂ annually, with expansion capability up to 2 million tons.
Initial commitments have been secured from ethanol producers, including Midwestern Renewable Energy, an existing Verity client.
Frontier Infrastructure Holdings is a developer of low-carbon infrastructure across the Mountain West and Texas, while Gevo focuses on transforming renewable energy into low-carbon transportation fuels and chemicals. With analysts forecasting 8.56% revenue growth this year despite current unprofitability, Gevo continues to expand its market presence. Frontier is a portfolio company of Dallas-based Tailwater Capital, an energy infrastructure private equity firm.
In other recent news, Gevo Inc. reported its Q2 2025 earnings, revealing a positive earnings per share (EPS) of $0.01, which surpassed the anticipated -$0.07. The company’s revenue also exceeded expectations, reaching $43.41 million, above the projected $39.55 million. These financial results indicate a stronger-than-expected performance for the quarter. Additionally, Gevo’s subsidiary, Net-Zero Richardton, entered into a Carbon Dioxide Removal Sales Agreement with Biorecro North America, LLC. This deal is expected to generate approximately $26 million in revenue over five years. The agreement involves the sale of carbon credits from Gevo’s North Dakota facility, certified by Puro.earth for long-term permanence. These developments highlight significant recent business activities for Gevo Inc.
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