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Aemetis reports increased RNG capacity, higher ethanol production for Q3

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By Erin Krueger

November 11, 2025

Operations Carbon Capture 

Aemetis Inc. released Q3 results on Nov. 6, reporting increased RNG capacity and higher capacity utilization at the company’s California ethanol plant. Aemetis also provided an update of biodiesel, SAF and CCS projects.

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Neste is marking two significant milestones: the 15th anniversary of its renewable products refinery in Singapore and the 60th anniversary of its Porvoo refinery in Finland. Both facilities currently produce renewable fuels.

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Neste Corp. on Oct. 29 announced sales of SAF reached a record 251,000 metric tons during Q3. The company’s renewable products segment reported improved EBTIDA, comparable sales margins and sales volumes for the three-month period.

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Phillips 66 doubled its production of SAF during the Q3 and expects additional increases in production to be realized in Q4, according to statements made during the company’s third quarter earnings call on Oct. 29.

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Parkland Corp. released Q3 results on Oct. 27, reporting that the volume of biobased feedstock co-processed at its Burnaby Refinery was up 50%. The company also announced its previously announced purchase by Sunoco LP is expected to close Oct. 31.

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Italy-based energy company Eni on Oct. 24 released Q3 results, reporting that its Enilive business segment processed 315,000 metric tons of biobased feedstock during the three-month period, up 14% when compared to the same period of 2024.

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Valero Energy Corp. on Oct. 23 released Q3 results, reporting a profitable three-month period for its ethanol segment on record high production. Valero’s renewable diesel segment, which also includes SAF, reported a loss for the quarter.

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CoBank on Oct. 15 released its latest quarterly insights report, predicting the U.S. EPA will likely delay final action on its proposed Renewable Fuel Standard RVOs and small refinery exemption (SRE) reallocation proposals until early 2026.

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XCF Global Inc.’s biorefinery located near Reno, Nevada, could resume SAF production as early as the first quarter of 2026, according a second quarter financial report filed with the U.S. Securities and Exchange Commission on Oct. 16.

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The U.S. EPA on Oct. 16 released data showing more than 1.92 billion RINs were generated under the RFS in September, down approximately 9% when compared to last year. Total RIN generation for the first nine months of 2025 reached 17.13 billion.

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The U.S. EIA maintained its forecasts for 2025 and 2026 renewable diesel production in its latest Short-Term Energy Outlook, released Oct. 7. The production outlook for “other” biofuels, which includes SAF, was also unchanged.

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Eni has confirmed plans to convert portions of its Sannazzaro de’ Burgondi refinery in Pavia, Italy, to produce renewable diesel and sustainable aviation fuel (SAF). The biorefinery is expected to be operational in 2028.

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Advanced Biofuels Canada on Sept. 22 released the 10th annual Navius Research Biofuels in Canada report, the national report on Canada’s renewable and low-carbon fuel markets that shows biofuels have reached record use in Canada.

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The U.S. EIA reduced its outlook for 2025 biodiesel and renewable diesel production in its latest Short-Term Energy Outlook, released Sept. 9. The 2026 production outlook for other biofuels, which includes SAF, was revised up.

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Axens has announced the startup of a 100% sustainable aviation fuel (SAF) unit in Asia. The facility features Axens’ Vegan technology and has the capacity to entirely convert renewable feedstock into high value SAF.

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The U.S. EIA on Aug. 29 released data showing total U.S. operable biofuels capacity expanded slightly in June, with small gains for both ethanol and renewable diesel. Feedstock consumption was up when compared to the previous month.

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Tidewater Renewables on Aug. 14 announced its renewable diesel facility British Columbia operated at 72% capacity during Q2. The company continues to advance plans to add SAF capacity to facility, with a final investment decision targeted for 2026.

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Gevo Inc. on Aug. 11 released second quarter results, reporting positive net income and positive adjusted EBTIDA for the period. The company also confirmed it is prioritizing development of a 30 MMgy ethanol-to-jet project in North Dakota.

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Calumet Inc. on Aug. 8 confirmed its Montana Renewables biorefinery is currently running at full capacity. An initial phase of the company’s MaxSAF initiative remains on track to boost SAF capacity to up to 150 MMgy by mid-2026.

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In celebration of World Biodiesel Day, MOL Group on Aug. 8 announced SAF was successfully produced for the first time at INA’s Rijeka Refinery during a pilot project to process biocomponent. Renewable diesel was also produced.

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CVR Energy Inc. on July 30 reported its renewables segment achieved increased throughput during Q2 despite unplanned downtime but reported a net loss of $11 million. The company expects to retroactively claim the 45Z credit for volumes produced.

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Total U.S. operable biofuels production capacity expanded in May, with gains for renewable diesel and a small decrease for ethanol, according to data released by the U.S. Energy Information Administration. Feedstock consumption was up.

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Chevron Lummus Global announced a successful commercial test for coprocessing biogenic feedstocks and fossil feedstocks at INA Group's Rijeka Refinery in Croatia. SAF and renewable diesel were produced during the test.

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Phillips 66 on July 25 released Q2 financial results, reporting the company’s Rodeo Renewable Energy Complex in California continues to run at reduced rates due to market conditions. Pre-tax income for the renewables segment was up when compared to Q1.

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Neste Corp. on July 24 released second quarter results, reporting record quarterly renewable product sales volumes despite weaker margins. SAF sales were up nearly 80% when compared to the first quarter of 2025.

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Valero Energy Corp. on July 24 released second quarter results, reporting a profitable three-month period for its ethanol segment. The renewable diesel segment posted a loss, but the company’s new sustainable aviation fuel (SAF) unit operated well.

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U.S. fuel ethanol capacity fell slightly in April, while biodiesel and renewable diesel capacity held steady, according to data released by the U.S. EIA on June 30. Feedstock consumption was down when compared to the previous month.

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XCF Global Inc. on July 8 provided a production update on its flagship New Rise Reno facility, underscoring that the plant has successfully produced SAF, renewable diesel, and renewable naphtha during its initial ramp-up.

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The U.S. EPA on June 18 announced 1.75 billion RINs were generated under the RFS in May, down from 2.07 billion that were generated during the same period of last year. Total RIN generation for the first five months of 2025 reached 9.06 billion.

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TotalEnergies has announced the company expects its facilities will be able to produce more than half a million tons of SAF a year by 2028 to cover the increase in the European SAF blending mandate, set at 6% for 2030.

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