Aemetis, Inc. Overview
Pro stress-test →Aemetis is a Cupertino-based renewable natural gas, biofuels, and biochemicals company operating ethanol, biodiesel, and dairy RNG assets, focused on low and negative carbon intensity products. The company combines operation of ethanol and biodiesel production facilities, development and operation of dairy biogas digesters and RNG pipeline infrastructure, and participation in environmental credit and tax credit programs including LCFS, RINs, and federal production and investment tax credits.
Strategic Profile
Pro stress-test →Aemetis operates through three segments: California Ethanol, California Dairy Renewable Natural Gas, and India Biodiesel. The company is expanding its Keyes California ethanol plant with a mechanical vapor recompression project scheduled for Q2 2026 completion, projected to increase annual cash flow by $32 million through energy cost reductions, higher LCFS credit income, and increased Section 45Z tax credits, while reducing natural gas use by ~80% and carbon intensity.
Competitive Landscape
Pro stress-test →Competitors in the renewable fuels and specialty chemicals space include Alto Ingredients, Calumet, Montauk Renewables, GEVO, and international players. Aemetis differentiates through its integrated tri-segment model spanning U.S. ethanol production, domestic RNG infrastructure from dairy biogas, and India biodiesel manufacturing with significant government allocation exposure.
Industry Context
Aemetis, Inc. operates in Renewable Fuels, Biofuels & Biochemicals Manufacturing.
Key facts
Founded: 2006 · Headquarters: Cupertino, California · Revenue: $267.6M (TTM 2024)