LanzaTech announces amended agreements with LanzaJet, enhancing collaboration for sustainable aviation fuel development and technology licensing.
Quiver AI Summary
LanzaTech Global, Inc. has announced a significant update regarding its affiliate LanzaJet, Inc., as investors have entered into amended agreements to enhance their long-term collaboration on the commercial rollout of sustainable aviation fuel (SAF). The new agreement alters investment dynamics, allowing LanzaTech to increase its ownership stake to 50% if LanzaJet goes public or is sold before it receives two share tranches, contingent on meeting development milestones at the Freedom Pines facility in Georgia. Additionally, the agreement extends the existing Intellectual Property and Technology License Agreement until December 31, 2031, while removing LanzaTech's termination rights and requiring it to transfer the license directly to LanzaJet. These changes aim to strengthen LanzaTech's role as a technology provider and strategic shareholder, enhancing collaboration for sustainable aviation fuel production and reinforcing their commitment to decarbonizing aviation.
Potential Positives
- LanzaTech's new agreements with LanzaJet demonstrate a solidified partnership that could enhance its stake in the promising sustainable aviation fuel market, potentially increasing its ownership to 50% without further investment if LanzaJet goes public or is sold.
- The extension of the Intellectual Property and Technology License Agreement through 2031 and the elimination of licensing restrictions broaden the market reach of LanzaTech's technology, facilitating greater collaboration and commercialization opportunities.
- The update reflects strong confidence from global partners in LanzaJet, reinforcing LanzaTech's position as a key player in decarbonizing aviation and aligning with sustainable practices that can attract further investment and market adoption.
- LanzaTech's role as both a technology provider and strategic shareholder enhances its growth prospects, emphasizing their mission to innovate in carbon management and contribute to a circular carbon economy.
Potential Negatives
- The changes in the investment dynamics and share distributions may indicate uncertainty or volatility in LanzaJet's financial stability, which could negatively impact LanzaTech's perceived value.
- The removal of LanzaTech’s right to terminate the Intellectual Property and Technology License Agreement may limit LanzaTech’s control over its own technology and potential future earnings.
- The obligation for LanzaTech to transfer the license directly to LanzaJet without the right to terminate could raise concerns about the company's future leverage and negotiating power in the joint venture.
FAQ
What is LanzaTech's recent announcement about LanzaJet?
LanzaTech announced a collaboration with LanzaJet involving amended investment agreements for sustainable aviation fuel development.
How does the amended agreement affect LanzaTech's shares?
The agreement includes two tranches of shares for LanzaTech, increasing its ownership to 50% if LanzaJet goes public or is sold.
What changes were made to the Intellectual Property Agreement?
The amended agreement extends the license through December 31, 2031, removes termination rights, and requires LanzaTech to transfer the license to LanzaJet.
How will LanzaTech's technology be utilized in the agreement?
The modifications allow broader licensing of LanzaJet’s technology, which enhances its application for sustainable aviation fuel production.
What is the significance of this announcement for sustainable aviation?
This announcement highlights the commitment to decarbonize aviation and improve the scalability of sustainable aviation fuel production.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$LNZA Hedge Fund Activity
We have seen 26 institutional investors add shares of $LNZA stock to their portfolio, and 62 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 5,296,854 shares (-69.8%) from their portfolio in Q2 2025, for an estimated $1,436,506
- INVESCO LTD. removed 2,925,756 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $793,465
- MILLENNIUM MANAGEMENT LLC added 2,360,881 shares (+inf%) to their portfolio in Q2 2025, for an estimated $640,270
- STATE STREET CORP removed 1,289,817 shares (-78.6%) from their portfolio in Q2 2025, for an estimated $349,798
- GEODE CAPITAL MANAGEMENT, LLC removed 1,196,332 shares (-52.4%) from their portfolio in Q2 2025, for an estimated $324,445
- UBS GROUP AG added 854,039 shares (+102.2%) to their portfolio in Q2 2025, for an estimated $231,615
- JANE STREET GROUP, LLC added 847,159 shares (+inf%) to their portfolio in Q2 2025, for an estimated $229,749
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
SKOKIE, Ill., Oct. 23, 2025 (GLOBE NEWSWIRE) --
LanzaTech Global, Inc.
(NASDAQ: LNZA) (“LanzaTech” or the “Company”) a leader in carbon transformation technology, today announced that the investors in its affiliate LanzaJet, Inc. have entered into Second Amended and Restated Investment and Stockholders’ Agreements on the long-term collaboration and the commercial rollout of sustainable aviation fuel (“SAF”).
The amended agreement introduces changes in investment dynamics and share distributions. Subject to meeting development milestones at the Freedom Pines facility in Georgia, LanzaTech will receive two tranches of shares in LanzaJet. Should LanzaJet go public or be sold before LanzaTech receives these two tranches of shares, LanzaTech’s ownership stake will automatically increase to 50%, with no further investment required
Additionally, the update includes modifications to the 2020 Intellectual Property and Technology License Agreement. Notably, it extends the agreement through December 31, 2031, removes LanzaTech’s right to terminate, and includes an obligation on LanzaTech to transfer the license directly to LanzaJet. The amendment also eliminates restrictions on the licensing of LanzaJet’s technology, which was originally developed by LanzaTech and improved by LanzaJet, to third-party sublicensees, broadening the technology's reach and application. With LanzaJet’s growth anchored in the AtJ pathway, the companies are well-positioned to scale meaningful volumes of SAF, through integration of LanzaTech's extensive carbon-recycling initiatives that supply critical waste-based ethanol feedstock.
“This amendment reinforces LanzaTech’s foundational role as both the technology provider and a strategic shareholder pivotal to LanzaJet’s growth towards full commercial operations,” said Jennifer Holmgren, CEO of LanzaTech. “The shareholder’s enhanced agreements with LanzaJet not only underscore the confidence of our global partners in LanzaJet but also reaffirm our collective commitment to decarbonize aviation. By strengthening alignment for long-term growth, market adoption, and shareholder value, we continue to drive innovation and advance our shared mission.”
About LanzaTech
LanzaTech Global, Inc. (NASDAQ: LNZA) is a carbon management solutions company that transforms industrial emissions, gasified solid waste and carbon dioxide into recycled carbon ethanol via proprietary bio-fermentation technology. Ethanol is a crucial building block in the world – a key feedstock for Sustainable Aviation Fuel (SAF), marine fuel and other downstream chemical derivatives. Operating commercially at six assets today, LanzaTech’s technology unlocks value across the supply chain, reducing the carbon footprint of hard-to-abate sectors while shepherding recycled carbon fuels and products to the world, building a circular carbon economy. www.lanzatech.com
Press contact: [email protected]