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GPRE Reaches Key Milestone as All 3 Nebraska Plants Capture CO2

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Key Takeaways

  • GPRE permanently sequesters biogenic CO2 from its three Nebraska facilities via the Trailblazer pipeline.
  • GPRE received about $14M as its first 45Z clean fuel production credit payment for 2025.
  • GPRE expects additional 45Z payments in early 2026 as it advances a low-carbon platform for growth.

Green Plains Inc. (GPRE - Free Report) announced the permanent sequestration of biogenic carbon dioxide from all three of its Nebraska facilities, Central City, Wood River and York. It is being captured, transported through the Trailblazer pipeline and sequestered at Tallgrass’ southeast Wyoming hub. It marks an important achievement for both the company and the Nebraskan bioeconomy.

GPRE reported receipt of its first 45Z clean fuel production credit payment of roughly $14 million, part of its 2025 production tax credits transferred under an earlier announced agreement. The company expects additional payments related to the remaining 2025 tax credits in the first quarter of 2026.

Till September, Green Plains recorded approximately $26.5 million in 45Z value prior to activating carbon capture systems. As eligible low-carbon fuel producers earn tax credits based on the carbon intensity of their fuel under the 45Z program, the credit value per gallon is likely to increase as the plants further lower their carbon intensity.

The company’s Nebraska success underscores its commitment to a low-carbon growth strategy. With its carbon-capture initiatives properly operational in Nebraska, GPRE plans to move forward with its low-carbon platform, positioning the company for long-term growth and performance.

GPRE’s shares have lost 10.8% over the past year compared with the industry’s 10.4% decline.

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GPRE’s Zacks Rank & Key Picks

GPRE currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the Basic Materials space are Kinross Gold Corporation (KGC - Free Report) , Fortuna Mining Corp. (FSM - Free Report) and Harmony Gold Mining Company Limited (HMY - Free Report) .

At present, KGC sports a Zacks Rank #1 (Strong Buy), while FSM and HMY carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for KGC’s current-year earnings is pegged at $1.67 per share, indicating a rise of 145.59%. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters while missing it in one, with an average surprise of 17.37%. KGC’s shares have risen 173.3% over the past year.

The Zacks Consensus Estimate for FSM’s current fiscal-year earnings is pinned at 76 cents per share, indicating a 65.22% year-over-year increase. Its shares have surged 94.7% over the past year.

The Zacks Consensus Estimate for HMY’s 2026 earnings is pegged at $2.68 per share, indicating a 111.02% year-over-year increase. HMY’s shares have gained 121.2% over the past year.

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