The Greenlane Digest

Welcome to our monthly recap, where we combine the latest in the RNG industry with exclusive Greenlane Renewables updates, as we collectively navigate the path to a more sustainable future.

Some great industry developments are at work as we continue to cover the RNG space!

Greenlane’s Latest News

Greenlane Renewables Announces Third Quarter 2025 Financial Results

~Quarter highlighted by positive Adjusted EBITDA and earnings, increased sales order backlog, and the launch of next-generation landfill gas upgrading technology; on track with its 2025 strategic initiatives~

On Thursday, November 13th, Greenlane announced its financial results for the third quarter ended September 30, 2025. For further information on these results please see the Company’s Condensed Consolidated Interim Financial Statements and Management’s Discussion and Analysis filed under the Company’s profile on SEDAR+ at www.sedarplus.ca. All amounts reported are in Canadian dollars and in accordance with International Financial Reporting Standards as issued by the International Accounting Standards Board (“IFRS Accounting Standards”) unless otherwise stated.

Third Quarter Highlights from Continuing Operations Include:

• Revenue of $11.6 million;
• Gross profit of $4.3 million, Gross Margin1 before amortization of $4.5 million (39% of revenue);
• Adjusted EBITDA2 of $0.5 million; (4% of revenue)
• Net income and comprehensive income of $0.1 million; (1% of revenue)
• Sales Order Backlog3 of $33.5 million as at September 30, 2025;
• Cash and cash equivalents of $19.3 million and no debt, other than payables resulting from normal course operations, as at September 30, 2025;
• Revealed Cascade LF, its next-generation landfill gas upgrading technology designed to deliver higher performance at lower cost, at trade expos in Brazil and the US;
• New purchase orders for its proprietary biogas desulfurization equipment including multi-unit purchases totalling $7.9 million (€4.9 million) from three repeat customers; and
• Subsequent to quarter end, the Company filed a new patent application for a Linear Nitrogen Rejection Unit (NRU) as part of its Cascade LF product line, the company’s next-generation landfill gas upgrading technology.

Click HERE to read the complete news release.

Greenlane Renewables Announces Appointment of Dale Goudie to Chief Technology Officer

~Established leader, recognized for innovation and technical excellence, promoted to advance Greenlane’s technology and product development portfolio~

Greenlane is pleased to announce the promotion of Dale Goudie to the position of Chief Technology Officer (“CTO”). Dale joined Greenlane seven years ago and for the last four and half years served as Vice President. He has been and continues to be instrumental in the development and commercialization of Greenlane’s next-generation Cascade LF landfill gas upgrading system and the Company’s expanding portfolio of patents and intellectual property.

With 30 years of engineering experience, Dale has built a distinguished career spanning design and development of natural gas engines, fuel systems, cryogenic technologies and biogas upgrading systems incorporating water wash, pressure swing adsorption and membrane separation technologies. His deep technical expertise and insight into the evolving RNG market have helped position Greenlane as a technology leader.

Click HERE to read the complete news release.

Greenlane Product News

On December 3rd, Ryan Hevrdejs, Sales Manager, and Sébastien Provent, Lead Product Manager, will present an educational webinar to discuss how to reduce high H₂S operational costs in biogas and RNG production with our Cascade H₂S solution. Attendees will gain valuable insights as they explore why removing H₂S is critical for regulatory compliance, equipment protection, and cost reduction, and how traditional methods like iron, activated carbon, and bio-filters often drive high OPEX and maintenance challenges.

Join us on Wednesday, December 3 at 9 am PT/12 pm ET. Register here

Industry News

Biogases Take Center Stage in EU’s 2025 Bioeconomy Strategy

In November, the European Commission published a refreshed Bioeconomy Strategy that officially recognizes biogases — including biogas and biomethane — and their co-products as core pillars of Europe’s sustainable, circular economy. The strategy highlights biogas systems as “biorefineries,” capable of converting organic waste, agricultural residues and sewage sludge into renewable energy, bio-based fertilisers, and captured biogenic CO₂ for further industrial use. This move signals strong political backing for biogas as a viable, scalable alternative to fossil gas, aligning with broader EU goals for climate neutrality, circularity, and resource independence.

For the biogas and RNG sector this is a watershed moment. By formally embedding biogases into Europe’s long-term bioeconomy and industrial strategy, the Commission is helping to create a stable, policy-driven market environment. This recognition not only improves the visibility and legitimacy of RNG/biogas producers, but also enhances demand for upgrading, gas-cleaning, and injection infrastructure — potentially accelerating deployment across Europe.

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Canada a Key Market for RNG Despite Shifting Political Tides

Ahead of COP30, a coalition of more than 30 leading industrial and utility companies has formally urged the Greenhouse Gas (GHG) Protocol to recognise market-based instruments for renewable gases—including biomethane and renewable natural gas (RNG)—as part of its forthcoming standards revision framework.

As the body currently underpins the emissions accounting practices of 97 % of the Fortune 500, its guidance carries weight across sectors. By explicitly recognising certificates of origin or proof-of-sustainability schemes for gases, the industry argues that investment in low-carbon gas infrastructure can accelerate significantly.

For Greenlane, this initiative signals a pivotal policy shift that could enhance the attractiveness of RNG-driven business models globally. As more corporate players demand traceable, low-carbon gaseous fuels rather than just electricity, the value proposition for upgrading, interconnect, and certified RNG supply chains becomes stronger. The push for interim guidance ahead of the full 2028 revision highlights a near-term inflection point in how renewable gases are valued in decarbonisation portfolios.

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Market Reset: Why 2025 Is a Defining Year for the U.S. Biogas & RNG Industry

A November 6, 2025 article highlighted a turning point for the U.S. RNG sector, moving out of rapid expansion into a phase of strategic optimization. Developers are revisiting project economics, investors are demanding clearer risk profiles, and regulators are tightening policy clarity to support long-term growth.

For Greenlane, the shift signals opportunity: with the market stabilizing, demand for reliable, proven upgrading systems and experienced delivery partners grows. This realignment underscores the importance of technology readiness, consistent performance and trusted supply chains as the sector matures.

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Latvia Approves Support Scheme for Biomethane Production

On November 19, 2025, it was reported that Latvia’s government approved a new package of regulatory amendments designed to boost domestic biomethane production and strengthen energy independence.

The support programme opens eligibility to both new and existing biomethane producers, signalling a broader European policy trend favouring RNG/biogas pathways. For Greenlane Renewables, this points to emerging market opportunities in Europe where upgrading, injection and interconnect solutions may be increasingly in demand.

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Thank you for your time and interest in Greenlane Renewables, and have a great day!