List of Publicly Traded Biofuel Companies
Comprehensive directory of companies leading the production of ethanol, biodiesel, and sustainable aviation fuel (SAF) listed on major U.S. stock exchanges.
Navigating the List of Publicly Traded Biofuel Companies is essential for investors seeking exposure to the global energy transition and decarbonization mandates. As of early 2026, the sector is increasingly defined by the rapid scaling of Sustainable Aviation Fuel (SAF) and renewable diesel alongside established ethanol infrastructure. To evaluate how individual firms stack up against their peers, investors often utilize our biofuel industry comparison widget to track production capacity and carbon intensity scores. While pure-play producers offer the most leverage to RIN credit pricing, many investors also track these stocks within the broader clean energy companies directory to gauge sector-wide sentiment. Understanding feedstock security and regulatory policy is key to identifying long-term winners in this $178 billion global market.
Key Takeaways
Specialists like Aemetis (AMTX) and Gevo are focusing heavily on Sustainable Aviation Fuel, targeting a market projected to exceed $10 billion by 2030.
Established players like REX American Resources operate massive ethanol capacities, benefiting from established logistics and E15 blending mandates.
Producers with secure access to waste oils and sugarcane, such as Cosan (CSAN), are better positioned to weather raw material price volatility.
Market leaders like Green Plains (GPRE) are evolving into diversified ag-tech firms, focusing on high-protein feed alongside low-carbon fuel production.
Top List of Publicly Traded Biofuel Companies by Market Cap (2026)
The following table tracks the leading biofuel producers listed on U.S. exchanges, ranked by market capitalization and production capacity as of early Q2 2026.
| Rank | Ticker | Company | Primary Fuel | Market Cap | Production Capacity | SAF Exposure | Exchange |
|---|---|---|---|---|---|---|---|
| 1 | CSAN | Cosan S.A. | Ethanol/Sugar | $4.32B | 2B+ Gallons | Emerging | NYSE |
| 2 | REX | REX American | Ethanol | $644M | 730M Gallons | Low | NYSE |
| 3 | GPRE | Green Plains | Ethanol | $510M | 900M Gallons | Moderate | NASDAQ |
| 4 | FF | FutureFuel | Biodiesel | $187M | 60M Gallons | None | NYSE |
| 5 | AMTX | Aemetis Inc. | SAF/Ethanol | $150M | 110M Gallons | High | NASDAQ |
| 6 | GEVO | Gevo Inc. | SAF/Isobutanol | $125M | Under Dev | Very High | NASDAQ |
| 7 | VGAS | Verde Clean Fuels | Renewable Gas | $69M | Tech Dev | None | NASDAQ |
| 8 | CLNE | Clean Energy Fuels | RNG/Biomethane | $480M | Logistics | None | NASDAQ |
List of Publicly Traded Biofuel Companies — Complete Company List
List of Publicly Traded Biofuel Companies Listed on Major U.S. Exchanges
Biofuels: Small-Cap Stocks
- Green Plains, Inc. (GPRE) (Ethanol)
- Green Plains Partners LP (GPP) (IPO in June 2015: Ethanol storage)
- Pacific Ethanol, Inc. (PEIX) (Ethanol)
- Renewable Energy Group, Inc. (REGI) (Biofuels and chemicals)
- REX American Resources Corporation (REX) (Ethanol)
Biofuels: Micro-Cap Stocks
- Aemetis, Inc. (AMTX) (Renewable fuels and bio-chemical products)
- Gevo, Inc. (GEVO) (Bio-based alternatives to petroleum-based products)
Examples of Diversified Companies Also Engaged in Biofuel Activities
Risks & Considerations
Feedstock Cost Volatility
Profit margins for biofuel companies are highly sensitive to the prices of corn, soybeans, and waste oils, which can fluctuate based on agricultural cycles and global trade.
Policy & Regulatory Shifts
The industry relies heavily on RFS (Renewable Fuel Standard) mandates and SAF tax credits; changes in government subsidies or blending requirements can impact valuation overnight.
Carbon Intensity Risk
Stricter low-carbon fuel standards (LCFS) mean that producers with higher carbon intensity scores may face lower RIN credit premiums or regulatory penalties.
Technology Scaling Hurdles
Many next-gen fuel technologies, particularly cellulosic ethanol and specialized SAF, face significant engineering challenges when transitioning from pilot plants to commercial scale.