Green Plains reported a significant increase in operating margins for Q1 2026, despite a drop in overall revenue. The company attributes this growth to the full ramp-up of its carbon capture and sequestration program and the utilization of 45Z production tax credits. Management expects the carbon program to contribute between 200 million and 225 million dollars in EBITDA for the year. Future gains are tied to ongoing investments in low-energy distillation and grain storage to lower carbon intensity scores.
