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Stonegate Capital Partners Updates Coverage On Aemetis, Inc. (AMTX) Q2 2025

By: Newsfile

Dallas, Texas--(Newsfile Corp. - August 14, 2025) - Stonegate Capital Partners updates coverage on Aemetis, Inc. (NASDAQ: AMTX). Aemetis' results reinforced that the Company's Dairy RNG platform is entering a high-growth phase, supported by regulatory approvals, capacity expansion, and favorable policy developments. Eleven digesters produced 106,400 MMBtu of RNG in the quarter, generating $3.1M in revenue. In June, CARB approved seven new LCFS pathways at a blended CI score of -384, unlocking ~120% more in LCFS credit value. Four additional pathways are under review and expected to be approved under CARB's expedited Tier 1 process. Capacity is currently expected to reach 550,000 MMBtus by year end and is expected to further increase to 1.0M MMBtus by the end of 2026. Aemetis' monetization opportunities now include the sale of the RNG molecules, sale of D3 RIN credits, sale of Low-Carbon Fuel Standard production tax credits, and section 45Z production tax credits.

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Key Takeaways:

  • Dairy RNG platform entering high-growth phase with 11 digesters producing 106,400 MMBtu in Q2 and CARB approval of seven new LCFS pathways, boosting credit value by ~120% and supporting capacity growth to 1.0M MMBtu/year by 2026.
  • Secured $83M in Section 48 investment tax credit sales (~$70M cash) and 20-year USDA-guaranteed financing, with Section 45Z monetization expected to begin in Q3 as a recurring revenue stream.
  • Advancing $30M MVR project at California Ethanol plant to cut natural gas use by 80% and add ~$32M annual cash flow starting 2026, while India subsidiary targets early 2026 IPO.

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About Stonegate
Stonegate Capital Partners is a leading capital markets advisory firm providing investor relations, equity research, and institutional investor outreach services for public companies. Our affiliate, Stonegate Capital Markets (member FINRA) provides a full spectrum of investment banking, equity research and capital raising for public and private companies.

Contacts:

Stonegate Capital Partners
(214) 987-4121
info@stonegateinc.com

Source: Stonegate, Inc.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/262568

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