2014 predicted to be a great year for Gevo to come on the scene with Isobutanol....
Don’t think the industry’s progress will be allocated to just two companies. After raising more funds, Gevo, Inc. (NASDAQ:GEVO) could be in the perfect place at the perfect time with its isobutanol platform, which can convert the oversupply of ethanol in the United States and Brazil into more valuable chemicals with a simple retrofit. It’s already making renewable paraxylene The Coca-Cola Company (NYSE:KO) bottles. Other companies expected to make commercial-scale waves for the industry in 2014:
Butamax and Green Biologics with biobutanol production
Joule Unlimited and Algenol with cyanobacteria platforms for fuels and chemicals
Genomatica and Bioamber Inc (NYSE:BIOA) with 1,4-butanediol (BDO)
LS9 with fatty alcohols and specialty esters
Novozymes, Genencor, Iogen, Dyadic, Codexis, Inc. (NASDAQ:CDXS) enabling ultraefficient chemical manufacturing with fungi enzyme platforms
Various companies producing biopolymers (plastics) with yeast and bacteria
Simply put, 2014 will be the year industrial biotech platforms prove themselves, which will be a critical milestone for expanding manufacturing capacity beyond initial biorefineries. Expect an explosion of revenue and customer agreements that will force you to take the nascent industry seriously and forget about past developmental delays.