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Amyris closes second $25 million tranche of financing

Biofuels Digest - Thu, 08/10/2017 - 8:21pm

In California, Amyris, Inc. announced the closing of the second and final tranche of its previously announced financing. The second tranche of $50 million in a private placement was led by a $25-million investment from Koninklijke DSM N.V. with the remaining $25 million contributed by Vivo Capital.

“We are pleased to have the support of key investors like DSM and Vivo in pursuing our growth strategy,” said John Melo, Amyris President & CEO. “We’ve delivered a very strong first half and are on track for our best year ever with more than doubling our product sales and continuing to build on our collaboration agreements while reducing our losses. As a result, later this week we will report one of our best revenue quarters in the company’s history since exiting the renewable fuels business.”

Amyris: The Digest’s 2015 5 Minute Guide

Categories: Today's News

Platts sees Brazilian ethanol production rising 10% during H2 July from H1

Biofuels Digest - Thu, 08/10/2017 - 8:20pm

In Brazil, Platts expects ethanol production to fall slightly during the second half of July from the same time last year but to be 10% higher than during the first half of the month at 2.06 billion liters. With 50.69 million metric tons of cane likely crushed during the period, it expects mills to have diverted 49.62% towards ethanol production. The spread between hydrous ethanol and sugar production has narrowed slightly following the government’s decision to lower the PIS/Cofins taxes shortly after raising them, so some mills might divert more cane to ethanol production in response.

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Indian transport minister wants GST on biodiesel dropped to 5%

Biofuels Digest - Thu, 08/10/2017 - 8:19pm

In India, the transport minister plans to ask his finance counterpart to reduce the Goods and Services Tax on biodiesel to 5% from the current 18% in response to industry concerns that higher taxes could damage demand for the fuel. The government is seeking to reduce fossil fuel imports 10% by 2022 through a switch to domestic renewable fuels, leaving policies incoherent with this overall goal counterproductive.  Currently 80% of fuels for transportation and domestic use are imported.

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Leading researcher says Finland misguided in focusing on biofuels rather than electric vehicles

Biofuels Digest - Thu, 08/10/2017 - 8:18pm

In Finland, a leading researcher has claimed that the country’s love for biofuels, a fuel that he says is now becoming “marginal,” has kept it from switching towards electric vehicles along with other countries in Europe. Though there are some incentives for the switch including support for charging stations at filling stations, the focus is still on biofuels that are seen as a much cheaper near-term alternative for reducing carbon emissions compared to electric vehicles that remain expensive.

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Aemetis producing cellulosic ethanol from orchard waste at demo plant

Biofuels Digest - Thu, 08/10/2017 - 8:17pm

In Washington state, Aemetis, Inc announced that after successfully completing the construction and commencement of an Integrated Demonstration Unit, the company is now producing cellulosic ethanol from orchard waste, utilizing technologies from Aemetis, LanzaTech and InEnTec. The plant is a continuously operating demonstration facility located at InEnTec’s Technology Center in Richland, Washington that is processing various feedstocks and demonstrating the integration of technologies to be used in the full-scale operating biorefinery.

Yields and other data from operation of the integrated demonstration unit will be provided to the US Department of Agriculture (USDA) as part of completing the Phase II loan guarantee process under the USDA 9003 Biorefinery Assistance Program. Aemetis is building a 10 million gallon per year cellulosic ethanol production facility near the existing Aemetis 60 million gallon per year ethanol plant in Keyes, California.

Aemetis: The Digest’s 2015 5 Minute Guide

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UK researcher says best to give up on algae as its physiology will keep it from going commercial

Biofuels Digest - Thu, 08/10/2017 - 8:16pm

In the UK, a researcher at Swansea University has said that algae are limited by their physiology from ever becoming a viable large-scale feedstock for biofuel production. By growing more algae together, required to achieve economy of scale and produce above the 10,000 liters per hectare annually other efficient feedstocks can achieve, they naturally shade each other and keep that growth from happening. He claims that investment in algae as feedstock for biofuel has not been wasted, however, as it helped to support research in understanding how to boost food and fishery production as well as nutritional supplements.

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UK researchers discover viruses in kelps that could damage biofuel prospects

Biofuels Digest - Thu, 08/10/2017 - 8:15pm

In the UK, scientists are warning the UK kelp biofuel industry to beware of viruses. Whilst known to infect certain types of seaweed, a new study published in the ISME Journal is the first to describe viruses in kelps, which are important both ecologically and commercially.

Researchers from the Marine Biological Association (MBA) and University of Plymouth examined Laminaria and Saccharina kelps commonly occurring around the British Isles, and which include target species for the emerging kelp biofuel industry. They detected viruses by searching at the molecular level for their DNA ‘fingerprint’, and their presence was confirmed by observation of symptoms of infection using conventional and electron microscopy.

In the field, these viruses were found to have infected two thirds of their host populations; however, their biological impact remains unknown and the authors warn that this unexplored pool of viruses could have unexpected effects in cultivation conditions.

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India says new biofuel policy will transform into $15.6 billion industry in two years

Biofuels Digest - Thu, 08/10/2017 - 8:13pm

In India, the government’s long-awaited new biofuel policy will convert the country’s biofuel industry into a $15.6 billion economy in the next two years, the oil minister said this week. With 12 locations identified by the oil marketing companies to produce biofuel, the three companies will invest $2 billion in R&D to help achieve the national goals of reducing fossil fuel imports by 10% by 2022. Indian Oil Corp said it would boost production at its biofuels plants to 100 metric tons per day from the current 12 tons.

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Make Energy Great Again, via BIOmass: The DOE’s MEGA-BIO project expands

Biofuels Digest - Thu, 08/10/2017 - 11:15am

This week, the U.S. Department of Energy revealed that it will award a fourth project—up to $1.8 million—under the MEGA-BIO: Bioproducts to Enable Biofuels Funding Opportunity.

That is, they call it MEGA-BIO, like a vitamin. We call it Make Energy Great Again, via BIOmass.

The Side by Side theory

In it’s essence, it’s the Side-by-Side Theory. Long ago, the DOE shifted from a “biofuels and nothing else” focus to integrated biorefineries that can compete “across the whole barrel” with petroleum — recognizing that while chemicals make up a small fraction of the products that come out of a barrel of oil, they represent half the profits. Consider it this way, chemicals subsidize fuels. .

And for small biorefineries and for early-stage ventures, the path across the Valley of Death is the small-market, high-value, high-margin first product. First you make the 100K+ Tesla Model S — then you move on towards the mass-market with the $35-$60K Model 3.

Recently, the DOE’s Bioenergy technologies Office has been recognizing that — if you are depending on the biorefinery’s abiliity to make high-value bioproducts either partially or exclusively, during it’s earliest days of existence, then the mission of the DOE is in many ways wrapped up in successfully finding ways to make those bioproducts.

In ‘history of petroleum’ terms, you might think of it as assisting the industry to develop lamp oil — confident that gasoline and diesel fuel vehicle fuels would follow.

The Fourth MEGA-BIO complex

Think lignin.

Specifically, DOE selected Michigan State University to manage the fourth project, which will work in partnership with the University of Wisconsin–Madison and MBI International.

“We’re after those aromatic monomers,” the director of the Bioenergy Technologies Office, Dr. Jonathan Male, told The Digest. “There are multiple products possible, ranging from the high value flavor and fragrances to foams, adhesives and coatings.”

The project aims to optimize a two-stage process for deconstruction of biomass into two clean intermediate streams: sugars for the production of hydrocarbon fuels and lignins for the production of multiple value-added chemicals.

But let’s stay with lignin, which with some notable exceptions such as Borregaard’s process for making vanillin, has been used primarily to make process heat and power.

It’s been the lower form of biomass — the Neaderthal of feedstocks. Yet most know that lignin can be utilized as a renewable source for creating valuable aromatic chemicals, which have various industrial applications and can be used as the building blocks for fragrances, flavors, and novel bio-based foams and adhesives.

If you could only depolymerize it. And lignin is not a pretty, homogenous polymer, a zilion repetitions of the one structure. It’s hetrogenous — there’s complexity in there.

And as Dr. Male told the Digest, process design itself plays a major role.

“Do you take the sugars first, and then deal with whatever you have left in the lignin? Or, do you take the lignin first? We’ve seen several processes looking into whether there are fundamental advantages, and

we’re beginning to look at that with labs and with the DOE’s national labs. Are there pros and cons to different approaches and what are they?”

Re-thinking at DOE around concepts of readiness

If you’ve noticed that DOE is taking on a much more fundamental bit of science than we’ve seen in the past decade — a move away from catalyzing demonstrations and scale-up and towards more fundamental questions that might unlock industry’s scale-up purse-strings via developing breakthroughs such as the valorization of lignin — well, that’s no accident.

“In the Fiscal Year 2018 budget request language,” notes Dr. Male, “there’s a desire to focus on early tech readiness levels, and we are all working through that in discussions now, in how we can have significant impacts.”

The process has DOE re-examining and re-validating, ifor the first time in quite a while,. its own fundamental definitions of readiness and demonstration.

As Dr. Male notes, “We’re looking at what you classify as development and what you classify as demonstration. For example, are you looking at at demonstration the verb, or demonstration the scale. This porcess affords a wonderful opportunity to look at the Technical Readiness Levels and ask what they mean. Do we use the terms strictly as developed by NASA and DOD — recognizing that, in general, TRLs were set up for components, not for the integration into systems.

“So, what if there is more than one dimnension to readiness. What if there is a compnent readiness level and a system readiness level? That’s the kind of dialogue we are trying to unpack.”

“There are good reasons to do so. For example, you might develop a component and improve it, and bringing it along in terms of readiness — but in one case you’re improving the system, and in another case you are creating a problem for another component down the line. You’re pushing the bottleneck somewhere else. There can be a knock-on effect, and in the end the question will have to be, am I successful in developing a system?”

The Mega-BIO backstory

In August 2016, DOE’s Bioenergy Technologies Office (BETO) selected three projects for an initial round of funding.

Those three received $11.3 million for projects that support the development of biomass-to-hydrocarbon biofuels conversion pathways that, as the DOE remarked, “can produce variable amounts of fuels and/or products based on external factors, such as market demand.”

That’s DOE code for — “it’s OK to produce chemicals and other bioproducts now, while you’re small, we get it. But let’s get back to drop-in fuels when market conditions improve.”

There were three separate groups of Three Amigos.

The Dow Chemical Company, in partnership with LanzaTech and Northwestern University, will develop a process for the bioconversion of biomass-derived synthetic gas (syngas) to fatty alcohols as a pathway to biofuels. The fermentation of bio-syngas and the production of intermediate fatty alcohols offer a unique opportunity to leverage the robust chemical markets and high-margin applications of fatty alcohols and their derivatives.

Amyris, in cooperation with Renmatix and Total New Energies, will develop a manufacturing-ready process to produce farnesene, a hydrocarbon building block used in the manufacture of a variety of consumer products ranging from cosmetics to detergents, as well as in the transportation industry for diesel and jet fuel. They plan to produce farnesene from cellulosic sugar at the same projected cost of current farnesene manufacturing using cane syrup. The project will accomplish its goal by engineering multiple new capabilities into its current farnesene manufacturing strain, and at the end of the project, Renmatix expects to develop a process to deliver cost-competitive sugars to produce farnesene.

Research Triangle Institute will partner with Arkema and AECOM to investigate the technical feasibility and economic potential, as well as the environmental and sustainability benefits, of recovering mixed methoxyphenols from biocrude as building block chemicals alongside the production of biofuels. These methoxyphenols can be used in the production of pharmaceuticals, food flavorings, and perfume products. Achieving technical success in recovering high-value methoxyphenols prior to upgrading to biofuels could provide a significant source of revenue to improve overall process economics and help meet the modeled $3/gasoline gallon equivalent production-cost target for advanced biofuels technologies by 2022.

The Bottom Line

DOE’s thinking is evolving. Here, in the Trump Administration with a welcome re-examination of the underlying concepts of readiness. And also in the MEGA-BIO project which dates back to a 2015 FOA and is funded by the final Obama-era budget — which aims to replicate, in so many ways, the pathways of many industries, including petroleum and autombobiles — from early days success with high-value products that build a pathway to cost-competitive biofuels.

Categories: Today's News

The electrochemical approach: The Digest’s 2017 Multi-Slide Guide to Upgrading Biorefinery Waste to Industrial Chemicals and Hydrogen

Biofuels Digest - Thu, 08/10/2017 - 9:34am

The DOE is funding a fascinating project to develop a continuous electrochemical process to convert biorefinery waste lignin to substituted aromatic compounds for resins and resin binders. The goal? Integration into biorefinery with revenue generated, to reduce cost of biofuel by 25%

The problem? Lignocellulosic biofuels are not yet cost-competitive without the protection of schemes like the Renewable Fuel Standard, and $45 oil isn’t helping. Meanwhile, biorefinery lignin waste can be converted to aromatic compounds to generate additional revenue. Now, catalytic depolymerization of lignin is difficult to control, yet electrochemical processes can control reaction energetics. So, DOE funded this project led by PI John Staser at Ohio University to use biorefinery waste as a feedstock.

Staser’s team prepard these slides for DOE’s 2017 Project Peer Review meeting.

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DOE’s biomass R&D technical advisory committee to meet in LA next week

Biofuels Digest - Wed, 08/09/2017 - 7:09pm

In California, the Department of Energy’s Biomass Research and Development Technical Advisory Committee will meet in Los Angeles August 15-16 to discuss an update on USDA Biomass R&D activities, an update on DOE Biomass R&D activities and will include presentations on biomass interface with fossil fuels. Topics include gasification, refineries, CO2 utilization, and current activities by the State of California. In keeping with procedures, members of the public are welcome to observe the business of the Biomass Research and Development Technical Advisory Committee.

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SynSel Energy plans to begin construction on ethanol plants next year

Biofuels Digest - Wed, 08/09/2017 - 7:08pm

In Michigan, SynSel Energy plans to begin construction of its $300 million advanced biofuels plant next year at the former Smurfit-Stone Container paper mill in Ontonagon in conjunction with Lost Bowl Development. The facility will be one of two set to begin construction next year with the aim of producing synthetic gasoline, diesel and aviation fuels from waste wood feedstock, tying in with local logging industries seeking an outlet for their waste. The other plant is set for Lumberton, Mississippi.

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Investors shorting CVR as Icahn’s attempt to short RIN market fails

Biofuels Digest - Wed, 08/09/2017 - 7:07pm

In Texas, in response to expectations that Carl Icahn made a bad bet against his influence on the Trump administration and the shifting of the point of obligation under the Renewable Fuels Standard, investors have been lining up short positions on CVR’s stock for the past three months, equal to about one-third of the stock not held by Icahn. CVR has deferred $275 million worth of RIN buys for 2017, a good move in March when RINs were 33.5 cents but have since soared to 89 cents.

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Argentine ethanol production seen at 11.2 billion liters while biodiesel remains steady

Biofuels Digest - Wed, 08/09/2017 - 7:06pm

In Argentina, the USDA Foreign Agriculture Service expects ethanol production to increase to 1.12 billion liters in line with the E12 blending mandate while biodiesel production will reach a record 3.05 billion liters. Ethanol consumption is seen reaching 1.1 billion liters to achieve a 11.7% blend, split between sugarcane and corn feedstocks, with the industry pushing the government to boost the blend to 15%. The government, however, is looking to follow in Brazil’s footsteps with a gasoline blend as well as flex-fuel availability.

For biodiesel, the blend should reach 9.7% while the USDA FAS estimates exports will remain steady from last year’s at 1.7 billion liters, most of that going to the US.

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Eindhoven University of Technology students unveil first bus system powered by formic acid

Biofuels Digest - Wed, 08/09/2017 - 7:05pm

In the Netherlands, Team FAST, a student team from Eindhoven University of Technology (TU/e), unveiled the design of the world’s first system that allows a bus to drive on formic acid. Their self-built system comprises an electric bus that is hooked up to a small trailer –which the students have christened ‘REX’ –in which formic acid is converted into electricity. The benefits of using formic acid are that it is sustainable, CO2-neutral, safe and liquid.

Hydrozine is the energy carrier’s official name. It’s 99% formic acid with a performance enhancing agent. What is striking is that Team FAST, consisting of 35 students, developed this so-far unknown fuel all by itself. At the beginning of 2016 they presented an initial scale model that illustrated how it works. After another twenty months of hard work, they now have a system that is 42,000 times stronger and is capable of 25kW power.

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Bristol to launch first biogas bus in England

Biofuels Digest - Wed, 08/09/2017 - 7:04pm

In the UK, Bristol will be the first city in England to run a biogas-powered double-decker bus following a successful trial last year with the “poo bus”. The green bus with bubble decoration to highlight the gas powering the vehicle will run on the Service 1 line to test the bus’s functionality as well as refueling. The 70-seater bus should emit 84% fewer greenhouse gas emissions than a Euro 5 bus and likely even less than many Euro 6 engines.

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Indian researchers develop energy storage materials from sugar mill waste

Biofuels Digest - Wed, 08/09/2017 - 7:03pm

In India, researchers at the Bhavnagar-based Central Salt and Marine Research Institute (CSMRI) have developed a method to produce functionalized carbon material from sugar production and distillery waste that can be used to make electrodes, sensors and supercapacitors. After the carbon is removed from the waste wash, it can then be further treated through a combination of adsorption and low pressure reverse osmosis so the water can be used for irrigation or returning it to the distillery for reuse.

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Malaysia negotiating with auto manufacturers to warranty B10

Biofuels Digest - Wed, 08/09/2017 - 7:02pm

In Malaysia, the government is negotiating with automobile manufacturers to ensure their commercial vehicles sold in the country will have warranties that cover use of B10 when the fuel comes into the market. Currently commercial fuel is blended with 7% biodiesel but the plantations minister says that in tropical climates using palm oil biodiesel, contrary to cold European climates using rapeseed biodiesel where many commercial vehicle manufactures are located, blends of up to 20% don’t cause damage. The government is also contemplating an increase to 7% biodiesel for machinery and industrial vehicles as well.

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The Bioeconomy Investor and the decline in information channels, company awareness and fundamental research

Biofuels Digest - Wed, 08/09/2017 - 2:58pm

Investing in the BioEconomy is a complicated endeavor, but can offer significant opportunities for the informed investor. The industry drivers are numerous and presents a puzzle that demands quality information flow, insight and analytics to succeed. Three storylines this week offer us evidence of a growing information gap, with fewer channels for insight and information to flow between companies and investors, that is beginning to impact the industry’s ability to raise capital in a significant way.

At BioAmber: rising sales, new financing, a dangerous put option retired, and a tanking stock price

First, BioAmber got roughed up in the public financial markets. Trading at $2.70 per share a month ago, the stock has tumbled to $0.523 as of yesterday. What happened?

As Cowen & Co’s Jeff Osborne notes in an elegantly economical and (given the circumstances) upbeat note:

This morning, BioAmber priced an $11mn secondary offering with full warrant coverage. Following the pullout of Mitsui from the facility in Sarnia, Ontario; delays in moving the CJ joint venture in China forward; and increased risk disclosure in the 10-Q regarding funding for Plant II in the U.S. or Canada, shares have been under pressure in recent days.

BioAmber has had a tough few weeks but hopefully the painful dilution from today’s secondary offering bridges the gap to either the China JV or Plant II having clarity. The initial Sarnia facility is ramping up and validation of biosuccinic acid with new customers is progressing; however, from an investment standpoint this facility as a standalone site is not enough to bridge the gap to profitability. We continue to model the CJ joint venture moving ahead in 2H18 and Plant II commencing production in 1H20, but acknowledge both of these items are binary outcomes and present a great deal of risk to our forward looking forecasts should the facilities not move forward.

BioAmber COO Fabrice Orecchioni added color in the quarterly investors call this week:

The key takeaways from second quarter of 2017 we would like to convey to shareholders are the positive sales momentum BioAmber has experienced year-to-date and our purchase of the minority position of our Sarnia production facility from Mitsui & Co. Q2 2017 sales of bio-succinic were a record $4.1 million, a 64% increase year-over-year and a 94% increase over Q1 2017. In addition to the record revenues, we had a record 9 new customers buying bio-succinic acid in Q2 and a total of 16 new customers, year-to-date, and we believe this trend will continue in Q3. 

Orecchioni conceded that “while our sales cycle has proven longer than initially expected, we are seeing solid traction amongst the over 200 companies that have received our bio-succinic acid.”

On the Mitsui transaction, he added:

Turning now to our purchase of Mitsui’s equity position in the Sarnia joint venture…Given Mitsui’s long-standing presence in Canada and its shareholding in BioAmber Inc., the parties negotiated terms that allowed Mitsui to achieve its corporate objectives, while enabling BioAmber Inc. to assume full ownership of the Sarnia facility. The sale has been concluded for nominal considerations. However, another key aspect to take into account is that Mitsui had a put option which could have allowed them to sell back their shares at 50% of their total investment. With this deal, BioAmber secured a 38.9% equity position and removed the risk of their put option being exercised resulting in a need for significant amount of cash. This is a great transaction for BioAmber shareholders.

The Digest’s Take

As Osborne notes, it’s been a rough month but not entirely bereft of shareholder benefit when you consider the Mitsui put option and the rise in BioAmber sales. Yet, we see the field cleared out in terms of investors — too many sellers, not enough buying pressure.  We’ll come back to that theme again, shortly. Let’s turn for now to Amyris.

Over at Amyris: fresh capital, revived strategic interest, strong product sales growth, and a tanking stock price

In California, Amyris revealed the closing of the $50 million second and final tranche of its previously announced financing. The second tranche of $50 million was led by a $25-million investment from Koninklijke DSM with the remaining $25 million contributed by Vivo Capital.

“We are pleased with the progress we’ve made thus far in working closely with Amyris to plan how best to leverage each other’s strengths to create value and foster growth,” said Chris Goppelsroeder, President & CEO of DSM Nutritional Products.  “Amyris fits well with our strategy of focusing on growth companies with leading underlying technology, a strong intellectual property portfolio and market potential,” said Frank Kung, Managing Partner and Founding Member of Vivo Capital.

As part of the previously announced equity investment DSM is making into Amyris, DSM and Amyris have agreed to focus on a number of short- to medium-term product development & production opportunities in vitamins and other nutritional ingredients. This agreement is the first of what is expected to be several of such development and production projects. As part of the agreement, DSM will partner with Amyris and fund the development of the technology to produce the specific molecule that Amyris will scale and supply long term to deliver improved performance while growing its business. DSM will take the molecule to market.

Yet, shareholders haven’t been exactly enthralled with the new investment. Shares in Amyris dropped 9.15% to $2.85, and shares have tumbled from an effective price of $10.50 in mid-April to $2.78 today.

The Digest’s Take

Amyris CEO John Melo notes that $86 million in debt has been retired and that the company’s financing needs are “largely behind us” and that the company is now focused on executing on strategy. Melo said that “we are on track to more than double our product revenue this year to over $60 million and continuing delivery on our stable $50-60 million of annual collaboration revenue.” Yet, despite new capital, a new major strategic partner, and rising sales, we see the field cleared out in terms of investors — too many sellers, not enough buying pressure.

We’ll come back to that theme again, shortly. Let’s turn for now to our third theme for today.

An industrial sector, almost bereft of equity analysts

If you happened to spot the BioAmber investor call transcript this week, you’ll note two equity analysts on the call, Cowen & Co’s Jeffrey Osborne and AltaCorp Capital’s Dirk Lever. These are bright stars and smart cookies, but where’s the rest of the pack? Raymond James’ Pavel Molchanov continues to track an astonishing range of companies — and really, you wonder when he sleeps — but these people are the exception rather than the rule.

We believe there has been a fundamental shift in the investment industry that has led to fewer information channels, a shrinking knowledge base, declining company awareness and less fundamental research being conducted on emerging growth companies, including the BioEconomy.

This change impacts not only the companies themselves, but also current shareholders and potential investors. Driven by significantly less active sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community and is especially relevant for smaller institutions, investment advisors, family offices and the average investor. The net result being fewer channels for insight and information to flow between companies and investors.

Too often these days we see notes like these:

We are discontinuing coverage of XXXX because of finite research capacity. Our previous investment rating, price target, and earnings estimates are no longer in effect and should not be relied upon. (That’s an actual note received this week from a noted equity analyst).


The solution is a new site that offers that channel channels for insight and information to flow between companies and investors — to bring that to you, The Digest has partnered with a team headed by formed Raymond James equity analyst Shawn Severson.  It’s called Bioeconomy Investor, and this one is not a news site, though news of course it will reflect, absorb and analyze. It is a site about companies and value-creation in the advanced bioeconomy.

What does it look like?

In the BioEconomy Investor Universe you’ll see Fuels, Chemicals & Materials, Nutrition, AgTech, Raw Materials, Genetics & Genomics

Take this example of coverage that BEI has initiated on Gevo. Here’s a research note in the Direct Management Series on Gevo and the changing government landscape.

Products and Services

BEI AlphaDirect Weekly Watch
Company and Industry Research Reports
BEI AlphaDirect Management Series
BEI AlphaDirect Expert Series
Company and Industry Newsletter
Company Snapshot
Company and Industry Focus Reports
BEI AlphaDirect Conference Series

Want to see more?

As with the Digest, BioEconomy Investor is available free, all you do is visit and you can register to receive all the coverage.

Want to initiate coverage of your company with the BEI team?

The team is looking for companies across the BioEconomy value chain that have the potential to create breakthrough value for investors in high growth market segments. This includes emerging technologies as well as those redefining more mature industries with new and innovative products and services. To learn more about becoming a company covered by BEI’s team of equity research analysts, click here.  or you can simply drop me a line at

The Bottom Line

Shawn Severson put it best:

“The New BioEconomy is one of the most exciting and investible megatrends to come along in decades. Navigating this megatrend can be challenging, however, as the industry fundamentals cross into a variety of technology platforms, markets and applications. When industry shifts happen, it creates opportunities for new models and strategies to emerge.

“As Wall Street continues to allocate fewer resources to research, it is increasingly challenging for companies and investors to exchange information, incentivize critical trends and discover new investment ideas. This has impacted not only the individual investor, but even the professional investor and research analysts. BioEconomy Investor and the AlphaDirect Investor Intelligence strategy is a critical new piece to the investment puzzle to help ensure that the information flow between market constituents are consistent, of a high quality and have value-added perspective.”

We hope you enjoy for many years to come.

Categories: Today's News

What Price Biomass? The Digest’s 2017 Multi-Slide Guide to Feedstock supply forecasting

Biofuels Digest - Wed, 08/09/2017 - 11:37am

How much biomass is there? What types, prices, when will they be available, and produced by whom, and how? These are questions that the US Department of Energy undertook to answer, to address a program-wide need for information on feedstock supplies (quantity, cost, quality).

At the DOE’s Project Peer Review 2017, science team leader Matt Langholtz presented these slides on economic, logistic, and environmental models. The Outcome? Estimates of the potential economic availability of biomass resources (and a first-time assessment of environmental effects).

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