$amtx announced a $1b or 250m gallon sustainable aviation fuel contract with Delta this morning. The CEO has been saying big off take deals are coming and finally this Delta has arrived. Now we know the aviation fuel ⛽️ production is still a couple of years out but this is a great validation for the 5 year plan the company has laid out. Suddenly renewable fuels have become interesting and on investors radars, so we continue to look for ways to play this theme and carbon capture.
Rob’s Educated Guesses