▲ 36 r/safxstock+4 crossposts

XCF Global (NASDAQ:SAFX) Achieves Commercial Velocity: Converts Production into Sales, Shipping 55,000 Gallons of Renewable Diesel Daily

08/18/2026

HOUSTON, TX / ACCESS Newswire / August 18, 2026 / XCF Global, Inc. (NASDAQ:SAFX) ("XCF" or the "Company"), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel (SAF), today announced a key operational and revenue-generating milestone: its flagship New Rise Renewables Reno facility is actively delivering approximately 55,000 gallons of renewable diesel per day to the market.

Outbound transport of renewable diesel marks the shift from commissioning to active commercial deliveries and revenue realization. It is the first sale of its kind for XCF since the Reno facility came back online, successfully turning production into real revenue. The Company is currently in talks with other potential customers to secure additional sales agreements.

"Shipping 55,000 gallons a day is concrete proof that New Rise Reno is actively producing, delivering, and earning," said Chris Cooper, Chief Executive Officer of XCF Global. "More importantly, this volume represents our baseline operational pace. We are delivering real product, generating real revenue, and executing a disciplined ramp to maximize long-term equity value, all while supporting the continued need for domestic, lower-carbon fuel supply."

Direct Execution with Significant Expansion Headroom

By establishing a daily baseline output of 55,000 gallons, XCF Global provides shareholders with clear, verifiable proof of physical output and commercial execution. This initial production tier establishes immediate cash flow while leaving substantial headroom to ramp operations toward the Reno facility's permitted objective of 38 million gallon per year nameplate capacity.

The current sales volume successfully builds on the commercial framework XCF implemented earlier this year to line up feedstock supply, production, logistics, and sales at the Reno facility. By bringing these additional renewable diesel volumes to market, XCF is supporting domestic fuel supply while helping transportation customers access lower-carbon fuel options. Importantly, this fuel serves as a drop-in solution that works seamlessly with existing diesel engines and fueling infrastructure.

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u/HeavyManagement6324 — 1 day ago

XCF Global Announces Renewable Diesel Sales to Tartan From Its New Rise Renewables Reno Refinery

Renewable diesel sales support commercial fleet access to lower-carbon fuel options for road transportation.

HOUSTON, TX / ACCESS Newswire / August 11, 2026 / XCF Global Inc. ("XCF") (NASDAQ:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced sales of renewable diesel from XCF Global's New Rise Renewables Reno facility to Tartan Oil LLC (Tartan).

The sales activity represents what XCF Global believes is an important step in its transition from production to revenue-generating commercial operations at New Rise Renewables Reno. The fuel is expected to support Tartan's renewable fuels offering for commercial customers, and XCF Global believes it may help expand access to lower-carbon fuel options for fleets operating in hard-to-decarbonize segments of road transportation. New Rise Renewables Reno expects deliveries to continue and intends to increase volumes as production progresses toward its 38 million gallon per year nameplate capacity.

"We believe these sales represent an important step in demonstrating the commercial role of New Rise Renewables Reno," said Chris Cooper, Chief Executive Officer of XCF Global. "Tartan plays an important role in serving commercial fleets across North America, and renewable diesel is a practical, drop-in substitute for fossil diesel that is a lower-carbon fuel and works in existing diesel engines and infrastructure. We are proud to support the transportation industry's transition to lower-carbon fuels by helping expand access to renewable diesel for commercial fleets."

As previously announced, New Rise Renewables Reno began producing renewable fuels in July 2026 following a period of upgrade work, and XCF Global executed a definitive commercial framework with BGN in July 2026 covering feedstock supply, production, logistics and commercialization. Sales under that framework underscore the potential role of downstream distribution partners in helping renewable fuels reach commercial transportation customers.

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u/HeavyManagement6324 — 9 days ago

XCF Global Highlights Revenue-Generating Production and Commercial Progress

HOUSTON, TX / ACCESS Newswire / July 28, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today issued the following letter to shareholders from Chief Executive Officer Chris Cooper. The letter connects XCF's recent operating and commercial announcements and provides additional context on the progress underway at New Rise Renewables Reno, including the market conditions that XCF believes may provide a constructive backdrop for renewable diesel production and commercialization.

Dear Shareholders,

Over the past several weeks, we have announced a series of developments across XCF. Taken together, we believe they reflect progress in the areas that matter most to our business: operating New Rise Renewables Reno safely and efficiently and establishing the commercial framework intended to support production.

Following the upgrade work completed ahead of restart, New Rise Renewables Reno is now operating at process temperatures approximately 40 degrees lower than under prior operating conditions. We believe this improvement demonstrates the value of the work completed by our team and may reduce the energy required to produce each gallon of fuel, which we believe could support lower energy costs and a lower carbon footprint as production ramps. Actual results may vary based on operating conditions and other factors.

This operating progress builds on XCF's previously announced commercial framework, which is intended to support feedstock supply, production coordination, logistics and commercialization at New Rise Renewables Reno. The facility subsequently began producing renewable fuels, with initial output in the form of renewable diesel. We intend to continue ramping production under the existing commercial framework, subject to operating performance, feedstock availability, customer demand and other factors, and we expect to provide additional updates as material operating and customer-delivery milestones are achieved.

This commercial progress comes as U.S. diesel futures have risen more than 85% since the start of 2026, according to a July 16 report by The Wall Street Journal. As geopolitical developments continue to influence global energy markets, we believe these market conditions may provide a constructive backdrop as XCF seeks to ramp renewable diesel production and commercialization; however, market conditions remain subject to change.

None of this progress happens without a team that has remained focused through a demanding process and shareholders who continue to support the Company. Thank you. We remain focused on disciplined execution and intend to continue providing updates as New Rise Reno's production ramp progresses.

Sincerely,

Chris Cooper

Chief Executive Officer, XCF Global, Inc.

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u/HeavyManagement6324 — 23 days ago
▲ 29 r/safxstock+2 crossposts

XCF Global Executes Definitive Commercial Agreements with BGN as New Rise Renewables Reno Advances Through Production Startup Sequence

07/07/2026

Agreements establish framework for feedstock supply, production, logistics and commercialization as Reno advances through startup activities

HOUSTON, TX / ACCESS Newswire / July 7, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced the execution of definitive agreements with BGN INT US LLC ("BGN"), establishing a long-term framework intended to support feedstock supply, renewable fuel production, logistics, and commercialization at the Company's New Rise Renewables Reno facility.

The agreements, build upon the binding term sheet announced earlier this year and represent the next step in formalizing the commercial relationship between the parties. The framework is intended to support operations at New Rise Renewables Reno and may be expanded to future XCF facilities, subject to operational readiness, market conditions, regulatory requirements and other customary business considerations.

The announcement comes as XCF continues to advance through the production startup sequence at New Rise Renewables Reno following the completion of planned facility upgrades and operational readiness activities.

"Executing these definitive agreements is an important milestone for XCF as we prepare to deliver renewable fuels into growing domestic and international markets," said Chris Cooper, Chief Executive Officer of XCF Global. "We believe BGN's feedstock sourcing, trading, logistics and market expertise complements our production platform. Together, we have established a commercial framework designed to support renewable fuel production, market access and potential future growth."

Under the agreements, BGN is expected to facilitate feedstock supply and serve as a commercialization partner for renewable fuels produced at New Rise Renewables Reno, including sustainable aviation fuel, renewable diesel and renewable naphtha. The parties intend to coordinate production planning, logistics and product marketing activities designed to support efficient delivery to end markets.

The definitive agreements establish the commercial structure previously contemplated under the parties' binding term sheet and reflect the continued development of XCF's strategy to combine renewable fuel production with experienced feedstock, trading and logistics partners.

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u/HeavyManagement6324 — 1 month ago

XCF Global Advances Toward Initial Renewable Diesel Production with Planned Transition to SAF Amid Global Fuel Market Volatility 06/24/2026

HOUSTON, TX / ACCESS Newswire / June 24, 2026 / XCF Global, Inc. ("XCF") (NASDAQ:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today provided an update on the advancement of its New Rise Renewables Reno facility as it progresses toward initial production during a period of heightened volatility across global fuel markets.

XCF expects the facility to initially produce renewable diesel during its startup and optimization phase, with the capability to transition into sustainable aviation fuel ("SAF") production as part of its planned operating configuration.

Global fuel markets remain under pressure from ongoing geopolitical disruptions impacting crude oil supply and refining capacity. These dynamics have contributed to elevated pricing across both jet fuel and diesel markets, reinforcing the importance of new domestic supply. Industry data indicates jet fuel prices are significantly higher in 2026, while diesel prices have also risen sharply due to tight distillate supply and sustained demand across transportation and industrial sectors.

The New Rise Renewables Reno facility is advancing through final commissioning activities, including system validation, and operational readiness steps required for initial production.

With a permitted nameplate capacity of approximately 38 million gallons per year, the facility is designed to support a multi-product slate of low-carbon fuels, enabling operational flexibility to respond to market conditions and customer demand.

"We believe the current market environment underscores the value of bringing flexible, renewable fuel production online," said Chris Cooper, Chief Executive Officer of XCF Global. "By beginning with renewable diesel and maintaining the ability to shift into sustainable aviation fuel, we intend to generate near-term revenue while preserving the flexibility to optimize our product mix as market conditions evolve."

XCF believes its phased production approach, combining near-term renewable diesel output with a defined transition to SAF, supports both immediate fuel supply needs and longer-term demand for non-fossil lower-carbon aviation fuels.

The Company intends to continue evaluating opportunities to expand its production footprint and develop additional projects to support growing demand for renewable fuels.

About XCF Global, Inc.

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u/HeavyManagement6324 — 2 months ago

XCF Global Terminates Equity Purchase Agreement, Reducing Potential Dilution and Market Overhang

Approximately 55 million shares previously reserved for issuance are no longer reserved

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Reduced related potential dilution and associated market overhang

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Company retains flexibility to pursue financing alternatives as it deems appropriate

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Reinforces disciplined capital management and shareholder-aligned financing strategy

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HOUSTON, TX / ACCESS Newswire / June 19, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") XCF Global, Inc. today announced it has terminated its previously disclosed equity purchase agreement, dated May 30, 2025, with Helena Global Investment Opportunities I Ltd.

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Upon termination of the agreement, approximately 55 million shares of common stock previously reserved for issuance to the investor thereunder are no longer reserved. This action reduces the related potential dilution and associated market overhang, including potential shorting activity by market participants.

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The Company believes eliminating the share reserve, meaningfully strengthens its capital structure while preserving flexibility to pursue financing alternatives as it deems appropriate.

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"This decision reflects our continued focus on disciplined capital management and alignment with shareholder interests," said Chris Cooper, CEO of XCF Global. "By terminating the agreement, we eliminated a substantial reserved-share position, reduced potential dilution and market overhang, and enhanced our ability to evaluate financing alternatives that better support our long-term growth strategy."

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XCF Global retains the flexibility to evaluate and pursue alternative sources of capital, including strategic transactions and other financing arrangements, as it continues to advance its business objectives.

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u/HeavyManagement6324 — 2 months ago
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XCF Global Announces Completion of Key Upgrades and Receipt of Process Catalyst at New Rise Reno Ahead of Expected Commercial Production

Here is the full post from XCF. All great news, still on track for early June production!

Key refinery upgrades completed and process catalyst successfully delivered to New Rise Reno, marking a pivotal operational milestone

Catalyst loading initiates the final sequencing phase as the facility advances from commissioning toward expected commercial production operations

XCF remains on schedule for an expected early June 2026 production start, bringing the facility one step closer to fuel production and becoming a revenue-generating asset

HOUSTON, TX / ACCESS Newswire / June 1, 2026 / XCF Global Inc. ("XCF") (NASDAQ:SAFX), an emerging U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today announced the successful delivery and receipt of the process catalyst at its New Rise Renewables Reno ("New Rise Reno") refinery, marking a pivotal operational milestone in the refinery's modernization program. The arrival of the catalyst and the initiation of catalyst loading move the facility into the final sequencing phase prior to the commencement of commercial production operations. XCF continues to expect production to begin in early June 2026, subject to final commissioning activities and standard start-up procedures.

The completed upgrade work includes the key plant modifications previously identified as part of the conversion plan, including catalyst replacement, targeted equipment enhancements, and heat exchange improvements designed to support operational stability, plant performance, and fuel quality objectives. With the process catalyst now delivered to the site, catalyst loading represents the last major material requirement before the facility is expected to transition from commissioning to an operational, revenue-generating asset.

Catalyst loading initiates the final sequencing phase prior to the expected commencement of commercial production operations, which includes final commissioning, start-up sequencing, and customary operational readiness steps. XCF believes that it remains on schedule with its previously communicated production timeline and expects to provide further operational updates as the sequencing phase progresses.

"The successful delivery and receipt of our process catalyst at New Rise Reno marks a pivotal operational milestone in the refinery's modernization program," said Chris Cooper, Chief Executive Officer of XCF Global. "With catalyst loading now underway, we have entered the final sequencing phase ahead of expected commercial production operations and remain on schedule with our previously communicated timeline."

New Rise Renewables Reno is XCF's flagship production facility and has a permitted nameplate production capacity of 38 million gallons per year. XCF believes the progress at the facility supports its broader strategy to expand domestic low-carbon fuel production and advance the availability of SAF in North America.

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u/HeavyManagement6324 — 3 months ago

5/29

HOUSTON, TX / ACCESS Newswire / May 29, 2026 / XCF Global, Inc. (“XCF”) (NASDAQ: SAFX), a U.S.-based producer of renewable diesel and

sustainable aviation fuel (“SAF”) focused on decarbonizing transportation while supporting domestic fuel supply and energy security, today announced that it

has entered into additional securities purchase agreements for the private placement of an aggregate of 26,666,680 shares of the Company’s common stock for

total gross proceeds of $4,000,002

“We are pleased to announce this additional equity capital, which we believe provides further support for the execution of our strategic priorities,” stated Chris

Cooper, XCF’s Chief Executive Officer. “As we begin finalizing our planned upgrade of our New Rise Renewables Reno facility for production in June, this

financing enhances our flexibility as we work to move those efforts forward.”

In addition, XCF has completed key upgrade work at its New Rise Reno refinery, and the facility is now in the final phase of its planned conversion. The work

remains on schedule and XCF believes it will resume production in early June as planned, subject to catalyst receipt, final commissioning and standard start-up

procedures.

Under the terms of the securities purchase agreements, XCF agreed to register the resale of the shares with the U.S. Securities and Exchange Commission in

the future.

XCF believes these financings reflect continued investor support for the Company’s strategy as it advances its planned facility upgrade, broader corporate

initiatives and the next phase of its growth.

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u/HeavyManagement6324 — 3 months ago

Looks like this may have something to do with Southern Renewables project in LA

XCF Global CEO Chris Cooper to Spotlight Revitalizing Louisiana and U.S. Forestry Infrastructure and Advancing Next -Generation Fuels Including Bio-Methanol at the Louisiana Energy Conference

05/19/2026

Cooper will discuss how renewable and next generation fuels can support domestic energy security, and opportunities to repurpose underutilized industrial infrastructure

HOUSTON, TX / ACCESS Newswire / May 19, 2026 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF") focused on decarbonizing transportation while supporting domestic fuel supply and energy security, today announced that Chief Executive Officer Chris Cooper will participate as a panelist at an upcoming Louisiana Energy Conference ("LEC") industry event.

Mr. Cooper is scheduled to speak on Thursday, May 28, during LEC's Future Energy programming, where he will join industry leaders to discuss developments shaping the future of energy and economic development in Louisiana. He will share insights into the growing role of renewable fuels and its role in strengthening domestic energy supply and advancing next generation fuel solutions such as bio-methanol derived from timber waste

The discussion will include the opportunity to revitalize legacy forestry and industrial infrastructure across the Gulf Coast, including bringing underutilized sawmill capacity back online to support the production of low-carbon fuels derived from forestry residues and other sustainable feedstocks.

"The energy transition presents a clear opportunity to align economic development with long-term demand for lower-carbon fuels" said Chris Cooper, Chief Executive Officer of XCF Global. "Events like this bring together important perspectives from across the industry, and we look forward to sharing our approach as we prepare for the next phase of growth."

The Louisiana Energy Conference brings together executives, investors, policymakers, and other industry participants for presentations, panel discussions, and one-on-one meetings focused on domestic and international oil, natural gas, renewable, and clean energy developments.

XCF Global is advancing its renewable fuels platform through its New Rise Renewables facility in Reno, Nevada, which is expected to resume production in June 2026 following ongoing upgrades.

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u/HeavyManagement6324 — 3 months ago