Sky Quarry Signs Multi-Party MOU for Clean Fuel Innovation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 11 hours ago
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Should l Buy AMTX?
Source: Newsfilter
- Strategic Collaboration: On May 7, 2026, Sky Quarry signed a non-binding multi-party Memorandum of Understanding with Southern Energy Renewables and DevvStream, aimed at advancing fuel innovation and low-carbon fuel development, with an initial term of three years, indicating the company's strategic positioning in the clean fuel sector.
- Integration Advantage: Sky Quarry's Foreland Refinery, the only operating refinery in Nevada, combined with its 180-million-barrel oil sands resource at PR Spring in Utah, creates a unique upstream and downstream integration capability, potentially evolving into a next-generation fuel production hub.
- Market Reaction: Within the U.S. sustainable aviation fuel investment cycle, Sky Quarry's partnership may shift market perceptions of small-cap operators, especially against the backdrop of larger competitors like Calumet and Gevo, highlighting Sky Quarry's structural advantages.
- Policy Support: The MOU coincides with a shift in U.S. federal energy policy, as the White House supports the development of domestic petroleum refining capacity, providing a favorable policy environment for Sky Quarry's integrated operations and potentially facilitating its future commercialization efforts.
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Analyst Views on AMTX
Wall Street analysts forecast AMTX stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 2.320
Low
20.00
Averages
20.00
High
20.00
Current: 2.320
Low
20.00
Averages
20.00
High
20.00
About AMTX
Aemetis, Inc. is a renewable natural gas and renewable fuels company. The Company focused on the operation, acquisition, development and commercialization of technologies that lower fuel costs and reduce emissions. The Company’s segments include California Ethanol, California Dairy Renewable Natural Gas, and India Biodiesel. The California Ethanol segment consists of an approximately 65 million gallons per year ethanol plant in Keyes, California. The California Dairy Renewable Natural Gas segment is engaged in the production and sale of renewable natural gas and associated environmental attributes, consisting of anaerobic digesters located at diaries, a 36-mile biogas collection pipeline, and a biogas upgrading hub and pipeline interconnect that produces Renewable Natural Gas from the biogas. The India Biodiesel segment includes a biodiesel production plant in Kakinada, India with a production capacity of over 80 million gallons per year and administrative offices in Hyderabad, India.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sky Quarry Signs Multi-Party MOU for Clean Fuel Innovation
- Strategic Collaboration: On May 7, 2026, Sky Quarry signed a non-binding multi-party Memorandum of Understanding with Southern Energy Renewables and DevvStream, aimed at advancing fuel innovation and low-carbon fuel development, with an initial term of three years, indicating the company's strategic positioning in the clean fuel sector.
- Integration Advantage: Sky Quarry's Foreland Refinery, the only operating refinery in Nevada, combined with its 180-million-barrel oil sands resource at PR Spring in Utah, creates a unique upstream and downstream integration capability, potentially evolving into a next-generation fuel production hub.
- Market Reaction: Within the U.S. sustainable aviation fuel investment cycle, Sky Quarry's partnership may shift market perceptions of small-cap operators, especially against the backdrop of larger competitors like Calumet and Gevo, highlighting Sky Quarry's structural advantages.
- Policy Support: The MOU coincides with a shift in U.S. federal energy policy, as the White House supports the development of domestic petroleum refining capacity, providing a favorable policy environment for Sky Quarry's integrated operations and potentially facilitating its future commercialization efforts.
See More
Aemetis Set to Announce Q1 Earnings on May 7
- Earnings Announcement: Aemetis (AMTX) is set to release its Q1 2023 earnings on May 7 before market open, with a consensus EPS estimate of -$0.20, reflecting a 57.4% year-over-year improvement, indicating potential profitability enhancements.
- Strong Revenue Expectations: The revenue estimate for Q1 stands at $103.14 million, representing a 140.5% year-over-year increase, showcasing positive trends in market demand and sales growth that could lay a solid foundation for future performance.
- Revision Trends: Over the past three months, EPS estimates have seen 14 upward revisions and 1 downward revision, while revenue estimates have experienced 14 upward revisions with no downward adjustments, indicating growing analyst confidence in Aemetis' future performance.
- Market Reactions: Although Aemetis reported a GAAP EPS of -$0.08 in Q4 2025, beating expectations, the revenue of $53.7 million fell short by $18.37 million, highlighting market scrutiny on the company's performance and anticipation for upcoming earnings reports.
See More
Aemetis to Host Q1 2026 Earnings Call
- Earnings Call Scheduled: Aemetis will host a conference call on May 7, 2026, at 11 AM PT to review its Q1 2026 earnings report, which is expected to attract significant attention from investors and analysts.
- Participation Details: Attendees can dial in using the toll-free number +1-888-506-0062 or the international line +1-973-528-0011, ensuring that participants receive timely updates on the company's financial performance.
- Webcast and Replay: The meeting will be available via webcast, with a link provided on the company’s website, and a voice recording will be accessible until May 21, allowing investors who cannot attend live to catch up on the discussion.
- Company Overview: Aemetis, headquartered in Cupertino, California, is a diversified renewable natural gas and biofuels company focused on innovative technologies that lower energy costs and emissions, operating multiple biogas digester networks and production facilities, showcasing its leadership in sustainable energy.
See More
Oil & Gas Refining and Marketing Stocks Decline
- Market Underperformance: On Wednesday, oil and gas refining and marketing stocks collectively fell by approximately 3.6%, indicating the pressure the sector is under amid increasing market volatility.
- Stock Drag: Gevo's share price dropped by about 10.8%, making it the worst performer in the industry, reflecting investor concerns regarding its future profitability.
- Aemetis Impact: Aemetis saw a decline of approximately 7.8% in its stock price, further exacerbating the overall downward trend in the sector, which may lead to decreased investor confidence in the company.
- Uncertain Industry Outlook: With overall market sentiment low, the future performance of the oil and gas refining and marketing sector faces uncertainty, potentially impacting the financing and expansion plans of related companies.
See More
Aemetis Q4 2025 Earnings Call Highlights
- Biogas Segment Growth: Aemetis reported $12.2 million in net income from its biogas segment in Q4 2025, achieving a 61% year-over-year increase, marking the first positive net income and EBITDA for this segment, with expectations for strong cash flow and profitability growth over the next four years.
- Ethanol Plant Upgrade: The mechanical vapor recompression upgrade at the Keyes ethanol plant is expected to be completed in 2026, increasing annual cash flow by approximately $32 million, which will not only significantly enhance the plant's economic performance but also reduce natural gas consumption by 80%, further improving the company's sustainability profile.
- Policy Support Boost: The price of low carbon fuel standard credits has risen by 60% over the past nine months, coupled with recent guidance on the 45Z production tax credit, which is anticipated to drive significant revenue and cash flow growth, reinforcing Aemetis' competitive position in the renewable fuels market.
- Expansion in India: Aemetis' biodiesel facility in India generated $29.7 million in revenue for 2025, with plans for an IPO and expansion into biogas and sustainable aviation fuel, demonstrating the company's strategic positioning and growth potential in international markets.
See More
Aemetis Q4 Earnings Beat Expectations
- Earnings Performance: Aemetis reported a Q4 GAAP EPS of -$0.08, beating expectations by $0.14, indicating some financial resilience despite overall revenue falling short of forecasts.
- Revenue Growth Analysis: The company achieved Q4 revenue of $53.7 million, a 14.3% year-over-year increase, yet it missed the expected $55.38 million, reflecting market demand fluctuations and competitive pressures.
- Biogas Sales Performance: Aemetis sold 108,000 MMBtu of biogas in Q4, demonstrating ongoing efforts in the renewable energy sector, although overall sales still face challenges.
- Ethanol Sales Dynamics: Ethanol sales slightly decreased from 15.7 million gallons in Q4 2024 to 14.3 million gallons in Q4 2025, while the average selling price rose from $1.93 to $2.01, indicating that price increases provided some revenue support.
See More
Sky Quarry Signs Multi-Party MOU for Clean Fuel Innovation
- Strategic Collaboration: On May 7, 2026, Sky Quarry signed a non-binding multi-party Memorandum of Understanding with Southern Energy Renewables and DevvStream, aimed at advancing fuel innovation and low-carbon fuel development, with an initial term of three years, indicating the company's strategic positioning in the clean fuel sector.
- Integration Advantage: Sky Quarry's Foreland Refinery, the only operating refinery in Nevada, combined with its 180-million-barrel oil sands resource at PR Spring in Utah, creates a unique upstream and downstream integration capability, potentially evolving into a next-generation fuel production hub.
- Market Reaction: Within the U.S. sustainable aviation fuel investment cycle, Sky Quarry's partnership may shift market perceptions of small-cap operators, especially against the backdrop of larger competitors like Calumet and Gevo, highlighting Sky Quarry's structural advantages.
- Policy Support: The MOU coincides with a shift in U.S. federal energy policy, as the White House supports the development of domestic petroleum refining capacity, providing a favorable policy environment for Sky Quarry's integrated operations and potentially facilitating its future commercialization efforts.
See More
Aemetis Set to Announce Q1 Earnings on May 7
- Earnings Announcement: Aemetis (AMTX) is set to release its Q1 2023 earnings on May 7 before market open, with a consensus EPS estimate of -$0.20, reflecting a 57.4% year-over-year improvement, indicating potential profitability enhancements.
- Strong Revenue Expectations: The revenue estimate for Q1 stands at $103.14 million, representing a 140.5% year-over-year increase, showcasing positive trends in market demand and sales growth that could lay a solid foundation for future performance.
- Revision Trends: Over the past three months, EPS estimates have seen 14 upward revisions and 1 downward revision, while revenue estimates have experienced 14 upward revisions with no downward adjustments, indicating growing analyst confidence in Aemetis' future performance.
- Market Reactions: Although Aemetis reported a GAAP EPS of -$0.08 in Q4 2025, beating expectations, the revenue of $53.7 million fell short by $18.37 million, highlighting market scrutiny on the company's performance and anticipation for upcoming earnings reports.
See More
Aemetis to Host Q1 2026 Earnings Call
- Earnings Call Scheduled: Aemetis will host a conference call on May 7, 2026, at 11 AM PT to review its Q1 2026 earnings report, which is expected to attract significant attention from investors and analysts.
- Participation Details: Attendees can dial in using the toll-free number +1-888-506-0062 or the international line +1-973-528-0011, ensuring that participants receive timely updates on the company's financial performance.
- Webcast and Replay: The meeting will be available via webcast, with a link provided on the company’s website, and a voice recording will be accessible until May 21, allowing investors who cannot attend live to catch up on the discussion.
- Company Overview: Aemetis, headquartered in Cupertino, California, is a diversified renewable natural gas and biofuels company focused on innovative technologies that lower energy costs and emissions, operating multiple biogas digester networks and production facilities, showcasing its leadership in sustainable energy.
See More
Oil & Gas Refining and Marketing Stocks Decline
- Market Underperformance: On Wednesday, oil and gas refining and marketing stocks collectively fell by approximately 3.6%, indicating the pressure the sector is under amid increasing market volatility.
- Stock Drag: Gevo's share price dropped by about 10.8%, making it the worst performer in the industry, reflecting investor concerns regarding its future profitability.
- Aemetis Impact: Aemetis saw a decline of approximately 7.8% in its stock price, further exacerbating the overall downward trend in the sector, which may lead to decreased investor confidence in the company.
- Uncertain Industry Outlook: With overall market sentiment low, the future performance of the oil and gas refining and marketing sector faces uncertainty, potentially impacting the financing and expansion plans of related companies.
See More
Aemetis Q4 2025 Earnings Call Highlights
- Biogas Segment Growth: Aemetis reported $12.2 million in net income from its biogas segment in Q4 2025, achieving a 61% year-over-year increase, marking the first positive net income and EBITDA for this segment, with expectations for strong cash flow and profitability growth over the next four years.
- Ethanol Plant Upgrade: The mechanical vapor recompression upgrade at the Keyes ethanol plant is expected to be completed in 2026, increasing annual cash flow by approximately $32 million, which will not only significantly enhance the plant's economic performance but also reduce natural gas consumption by 80%, further improving the company's sustainability profile.
- Policy Support Boost: The price of low carbon fuel standard credits has risen by 60% over the past nine months, coupled with recent guidance on the 45Z production tax credit, which is anticipated to drive significant revenue and cash flow growth, reinforcing Aemetis' competitive position in the renewable fuels market.
- Expansion in India: Aemetis' biodiesel facility in India generated $29.7 million in revenue for 2025, with plans for an IPO and expansion into biogas and sustainable aviation fuel, demonstrating the company's strategic positioning and growth potential in international markets.
See More
Aemetis Q4 Earnings Beat Expectations
- Earnings Performance: Aemetis reported a Q4 GAAP EPS of -$0.08, beating expectations by $0.14, indicating some financial resilience despite overall revenue falling short of forecasts.
- Revenue Growth Analysis: The company achieved Q4 revenue of $53.7 million, a 14.3% year-over-year increase, yet it missed the expected $55.38 million, reflecting market demand fluctuations and competitive pressures.
- Biogas Sales Performance: Aemetis sold 108,000 MMBtu of biogas in Q4, demonstrating ongoing efforts in the renewable energy sector, although overall sales still face challenges.
- Ethanol Sales Dynamics: Ethanol sales slightly decreased from 15.7 million gallons in Q4 2024 to 14.3 million gallons in Q4 2025, while the average selling price rose from $1.93 to $2.01, indicating that price increases provided some revenue support.
See More
