

Clean Energy Fuels vs Gevo
рдЙрддреНрддрд░-рдЕрдореЗрд░рд┐рдХрд╛ рдХреЗ рд╡реНрдпрд╛рд╡рд╕рд╛рдпрд┐рдХ рдмреЗрдбрд╝реЛрдВ рдХреЗ рд▓рд┐рдП рдкреНрд░рд╛рдХреГрддрд┐рдХ рдЧреИрд╕ рдИрдВрдзрдирд┐рдВрдЧ рдиреЗрдЯрд╡рд░реНрдХ vs рдЯрд┐рдХрд╛рдК рдЙрдбреНрдбрдпрди рдХреЗ рд▓рд┐рдП рдирд╡реАрдХрд░рдгреАрдп рдИрдВрдзрди рдФрд░ рд░рд╕рд╛рдпрди рдЙрддреНрдкрд╛рджрдХред рдЬреВрди 2026 рдореЗрдВ рдЖрдкрдХреЗ рдкреЛрд░реНрдЯрдлреЛрд▓рд┐рдпреЛ рдХреЗ рд▓рд┐рдП рдХреМрди рд╕рд╛ рдмреЗрд╣рддрд░ рд╡рд┐рдХрд▓реНрдк рд╣реИ? рд╕рд░рд▓ рднрд╛рд╖рд╛ рдореЗрдВ рдЙрддреНрддрд░ рдиреАрдЪреЗ рджрд┐рдпрд╛ рдЧрдпрд╛ рд╣реИред
Clean Energy Fuels builds and operates natural gas fueling infrastructure for heavy-duty trucking fleets, generating steady service revenue as it expands its station network, while Gevo is developing renewable fuels from agricultural feedstocks and hasn't reached meaningful commercial scale yet. Both companies are positioned in the energy transition as alternatives to diesel, but their financial realities are dramatically different. The Clean Energy Fuels vs Gevo comparison reveals how an operating infrastructure business compares to an early-stage renewable fuels developer on revenue certainty, cash burn, and the distance each has to travel before delivering consistent returns.
Clean Energy Fuels builds and operates natural gas fueling infrastructure for heavy-duty trucking fleets, generating steady service revenue as it expands its station network, while Gevo is developing ...
рдирд┐рд╡реЗрд╢ рд╡рд┐рд╢реНрд▓реЗрд╖рдг
рдлрд╛рдпрджреЗ
- Clean Energy Fuels has demonstrated strong revenue growth with an 8% year-over-year increase in Q3 2025, exceeding revenue expectations.
- It operates the largest network of renewable natural gas fueling stations in North America, supporting over 50,000 heavy-duty vehicles daily.
- The company is ramping up renewable natural gas (RNG) production and expanding supply agreements, which positions it well for long-term sustainability growth.
рдзреНрдпрд╛рди рджреЗрдиреЗ рдпреЛрдЧреНрдп рдмрд╛рддреЗрдВ
- Despite revenue growth, Clean Energy Fuels reported a larger net loss of $23.8 million in Q3 2025, worsening from the prior year.
- The companyтАЩs stock has faced downward pressure, with a 1-year total shareholder return of -31.3% and recent sentiment and technical indicators showing bearish trends.
- Its profitability is challenged by the absence of alternative fuel tax credits that supported prior fiscal years, adding execution risk to its financial recovery.

Gevo
GEVO
рдлрд╛рдпрджреЗ
- Gevo is recognized for its commitment to carbon reduction through sustainable fuel production, including bio-based jet fuel and ethanol.
- It benefits from a diversified business model with operations segmented into renewable hydrocarbons, offering exposure to various renewable fuel markets.
- Gevo has strategic partnerships providing growth opportunities and enhancing its market position in the emerging sustainable aviation fuel sector.
рдзреНрдпрд╛рди рджреЗрдиреЗ рдпреЛрдЧреНрдп рдмрд╛рддреЗрдВ
- Gevo faces execution risk linked to scaling up production facilities and achieving commercial-scale economics in its renewable fuel projects.
- The companyтАЩs financial performance has shown volatility with ongoing losses and dependency on subsidies and regulatory frameworks.
- Gevo operates in a highly competitive renewable energy and biofuel market, exposing it to pricing pressure and technological advancements by larger incumbents.
Nemo рдореЗрдВ CLNE рдпрд╛ GEVO рдЦрд░реАрджреЗрдВ
рд╢реВрдиреНрдп рдХрдореАрд╢рди
рд╢реВрдиреНрдп рдХрдореАрд╢рди рдХреЗ рд╕рд╛рде рд╢реЗрдпрд░, ETF рдФрд░ рдмрд╣реБрдд рдХреБрдЫ рдЯреНрд░реЗрдб рдХрд░реЗрдВред рдЕрдкрдиреЗ рд░рд┐рдЯрд░реНрди рдХрд╛ рдЕрдзрд┐рдХ рд╣рд┐рд╕реНрд╕рд╛ рдЕрдкрдиреЗ рдкрд╛рд╕ рд░рдЦреЗрдВред
рд╡рд┐рд╢реНрд╡рд╕рдиреАрдп рдФрд░ рд╡рд┐рдирд┐рдпрдорд┐рдд
2015 рд╕реЗ Exinity Group рдХрд╛ рд╣рд┐рд╕реНрд╕рд╛, рджреБрдирд┐рдпрд╛ рднрд░ рдореЗрдВ рджрд╕ рд▓рд╛рдЦ рд╕реЗ рдЕрдзрд┐рдХ рдЧреНрд░рд╛рд╣рдХреЛрдВ рдХреЛ рд╕реЗрд╡рд╛ рдкреНрд░рджрд╛рди рдХрд░рддрд╛ рд╣реИред
рдирдХрджреА рдкрд░ 6% рдмреНрдпрд╛рдЬ
рдмрд┐рдирд╛ рдирд┐рд╡реЗрд╢ рдХреА рдЧрдИ рдирдХрджреА рдкрд░ 6% AER рдХрдорд╛рдПрдБ, рджреИрдирд┐рдХ рдмреНрдпрд╛рдЬ рднреБрдЧрддрд╛рди рдХреЗ рд╕рд╛рдеред

