A few months back, I started looking at $GEVO, a biofuels company with basically no operational experience in the field. They claim that, as a base case, they will be making negative Carbon Impact (CI) jet fuel from corn. Let's just say I have my doubts....

I suspect that they are making claims not supported by any accepted Lifecycle Analysis (LCA) framework, but management won't reveal the underlying calcs.

Part 1: https://esghound.substack.com/p/esg-hound-short-ideas-1-gevo-part

Part 2: https://esghound.substack.com/p/esg-hound-short-ideas-1-gevo-part-2

Part 3: Next Month