OPAL Fuels Inc. Stock Price, News & Analysis

OPAL Fuels (Nasdaq: OPAL) announced the appointment of Brian Stupp as Chief Revenue Officer for Fuel Station Services, effective November 5, 2025. Mr. Stupp will lead sales, marketing, business development and channel partnerships to expand OPAL's downstream RNG/CNG fueling business.

He brings 30+ years of cross‑industry experience, including trucking and logistics, and is credited with driving 2x sales growth and nearly a 6x profitability improvement in his recent role at Saia. Management expects his experience in marketing, brand strategy, and commercial execution to support OPAL's station expansion and revenue objectives.

OPAL Fuels (Nasdaq: OPAL) announced the appointment of Scott M. Sutton to its Board of Directors and to the Board's Compensation Committee, effective November 1, 2025.

Mr. Sutton brings 30+ years of chemicals industry leadership and is credited with lifting EBITDA at Olin from $600MM/yr to $2.5B/yr in 18 months. OPAL Fuels says his operational expertise will support scaling its vertically integrated RNG and CNG platform built to serve heavy-duty trucking. The company highlights a robust project pipeline, a focus on execution to meet ambitious EBITDA goals, and an opportunity to grow as RNG/CNG adoption increases from a current market share of roughly 2%.

OPAL Fuels (OPAL) and SJI celebrated the ribbon cutting of the Atlantic County Utilities Authority RNG project in Egg Harbor Township, NJ on October 23, 2025. The facility will capture landfill gas and produce renewable natural gas (RNG) for use as transportation fuel and direct injection into the South Jersey Gas pipeline — the first time RNG will be delivered into that system.

Key metrics: nameplate capacity of 2,500 SCFM landfill gas; expected production of more than 650,000 MMBtu (~4.6 million gallons equivalent) per year; expected avoidance of over 346,000 metric tons CO2 per year. The project is the first asset from the partners' announced 50/50 joint venture to develop, own, and operate RNG facilities.

OPAL Fuels (Nasdaq: OPAL) will release third quarter results for the period ended September 30, 2025 after market close on Thursday, November 6, 2025. A conference call is scheduled for Friday, November 7, 2025 at 11:00 a.m. Eastern Time.

Investors can access a listen-only investor presentation via the provided media-server link or via the company Investor Relations webcast at https://investors.opalfuels.com/news-events/events-presentations.

OPAL Fuels (Nasdaq: OPAL), South Jersey Industries (SJI) and Atlantic County Utilities Authority announced the RNG facility in Egg Harbor Township, NJ, has reached commercial operation as of October 6, 2025.

The facility, at ACUA’s landfill, has a nameplate capacity of 2,500 SCFM of landfill gas and is anticipated to produce more than 650,000 MMBtu or over 4.6 million gasoline gallon equivalent (GGE) per year of RNG. It is the first project to deliver RNG into the South Jersey Gas pipeline and is the first collaboration under the companies’ previously announced 50/50 joint venture. A ribbon-cutting is expected in October 2025.

OPAL Fuels (Nasdaq: OPAL), a leader in renewable and compressed natural gas for transportation, has appointed Lance Moll to its Board of Directors, effective October 1, 2025. Moll brings over 33 years of experience at FedEx, where he most recently served as President and CEO of FedEx Freight, leading 40,000+ employees and achieving significant growth with a 30% revenue increase and nearly tripled operating income.

As a board member, Moll will leverage his extensive experience in operations, sales, transportation, fleet maintenance, facility services, and safety to support OPAL Fuels' mission of expanding RNG and CNG adoption in heavy-duty transportation. Currently, RNG and CNG represent approximately 2% of the Class 8 trucking fuel market, indicating substantial growth potential.

OPAL Fuels (Nasdaq: OPAL) has successfully completed its fourth sale of Inflation Reduction Act (IRA) investment tax credits, amounting to $17.3 million. The tax credits were generated by the company's Polk RNG facility in Polk County, Florida.

The transaction was executed under the IRA tax framework and the One Big Beautiful Bill Act (OBBBA), which maintains the transferability of investment tax credits. This achievement represents a significant milestone for OPAL Fuels and demonstrates the growing market potential for renewable natural gas (RNG) in reducing carbon emissions and enhancing domestic energy security.

OPAL Fuels (Nasdaq: OPAL) reported strong Q2 2025 financial results, with revenue increasing 13% to $80.5 million and net income reaching $7.6 million, up from $1.9 million year-over-year. The company's RNG production grew 33% compared to Q2 2024.

Key operational metrics include 1.2 million MMBtu of RNG produced and 40.8 million GGEs of transportation fuel sold in Q2. The company maintains its full-year 2025 guidance and reports strong liquidity of $203.2 million. Several RNG projects are under development, including the Atlantic RNG project scheduled for Q3 2025 completion.

The quarter was marked by strengthened bipartisan support for biofuels through the One Big Beautiful Bill Act, extending the 45Z production tax credit through 2029. The company completed a sale of $16.7 million in IRA Investment Tax Credits.

OPAL Fuels (Nasdaq: OPAL) has scheduled its second quarter 2025 earnings release and conference call. The company will announce Q2 2025 financial results after market close on Thursday, August 7, 2025.

A conference call will follow on Friday, August 8, 2025, at 11:00 a.m. Eastern Time. Investors can access the presentation through a live webcast available on the company's Investor Relations website or via a dedicated media server link.