LanzaTech Global, Inc. 8-K

What Happened LanzaTech Global, Inc. filed a Form 8-K and issued a press release on December 22, 2025, announcing it received final tranches of LanzaJet common stock as of December 16, 2025. The transactions increased LanzaTech’s ownership percentage in LanzaJet, a sustainable aviation fuel (SAF) technology provider, to 53% (up from approximately 36%). The equity issuance resulted from the Second Amended & Restated LanzaJet Investment Agreement, under which LanzaJet could further sublicense the Alcohol-to-Jet (ATJ) technology (developed with PNNL and the U.S. DOE) in exchange for additional equity.

Key Details

• Ownership increased to 53% from about 36% following final stock tranches received Dec 16, 2025.
• The change arose under the Second Amended & Restated LanzaJet Investment Agreement tied to sublicensing ATJ technology.
• LanzaTech stated the increased equity interest “does not imply a change in governance or control.”
• Filing date: Form 8-K and press release dated December 22, 2025 (Exhibit 99.1).

Why It Matters This raises LanzaTech’s economic exposure to LanzaJet and the SAF business: as ownership rises, LanzaTech’s results and risks become more tied to LanzaJet’s operational and financial performance. The SAF sector is capital-intensive and LanzaTech notes LanzaJet is managing operational and financial pressures as it scales. Although LanzaTech says the change does not alter governance or control, investors should watch for any future disclosures about governance, potential consolidation or accounting impacts, and how increased exposure to LanzaJet affects LanzaTech’s financials and cash needs.