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DevvStream (Nasdaq:DEVS), XCF Global, and Southern Energy announced a non-binding MOU dated December 12, 2025 to explore a joint low-carbon fuels platform integrating fuel supply, logistics, and environmental-attribute monetization.
The parties will evaluate a multi-pathway SAF strategy including XCF HEFA and Southern's biomass-to-methanol-to-jet route, a potential New Rise Louisiana HEFA facility comparable to XCF's ~40 million gallon New Rise Reno, and Southern's planned Louisiana facility targeting ~28 million gallons SAF and 220 kt methanol per year with an estimated $1.4 billion project cost.
The MOU is non-binding and any project or financing, including up to $402 million of potential municipal bonds authorized for Southern, remains subject to due diligence and definitive agreements.
XCF Global (Nasdaq:SAFX) completed initial development at New Rise Reno 2, advancing its second SAF production facility and positioning construction to begin in 2026. The company plans a $300 million investment to double total SAF capacity to ~80 million gallons annually, building on ~$350 million invested to date at the New Rise Reno campus. The adjacent site will integrate with existing gas, water, rail, pretreatment, hydrogen, and logistics infrastructure to reduce capital needs and speed time to production.
XCF also signed an MOU with BGN to develop global distribution and offtake frameworks amid tightening U.S. and EU SAF mandates, which XCF says create accelerated demand and pricing support for expanded SAF supply.
XCF Global (Nasdaq:SAFX) highlighted accelerating policy momentum for Sustainable Aviation Fuel (SAF) in the U.S., citing federal targets of 3 billion gallons by 2030 and 35 billion gallons by 2050. The company noted U.S. SAF production remains below 1% of jet fuel use and quoted a U.S. market projected to reach $7 billion by 2030 and a global market exceeding $25 billion. XCF reported $350 million invested in its New Rise Reno facility and plans an adjacent New Rise Reno 2 with an additional $300 million investment to reach ~80 million gallons/year of capacity, with construction expected in 2026 and operations from 2028.
XCF Global (Nasdaq:SAFX) announced a non-binding Memorandum of Understanding with BGN INT US LLC on November 17, 2025 to explore a global distribution and logistics partnership for sustainable aviation fuel (SAF), renewable diesel (RD), and renewable naphtha (RN).
The framework contemplates offtake and co-branded distribution agreements, joint development of production capacity, and promotion of XCF's SAF across Europe and the Middle East. The MOU remains subject to due diligence, technical validation, and final agreements.
XCF Global (Nasdaq:SAFX) announced leadership changes to accelerate commercial growth in sustainable aviation fuel. Chris Cooper joined as Chief Executive Officer and Board Director effective November 7, 2025, succeeding Mihir Dange. Wray Thorn was named Interim Board Chair to focus on strategy, capitalization, and governance. Randy Soule, founder of New Rise Renewables and largest shareholder, will serve as Senior Operations Adviser for the New Rise Reno facility. Simon Oxley remains CFO.
The moves emphasize operational execution, commercialization, and board-level oversight as XCF pursues SAF deployment.
XCF Global (Nasdaq:SAFX) was featured in a Posh Energy white paper detailing how Posh Flex Gensets can convert propane-rich byproduct streams (~8% of output) at renewable fuel sites into zero-carbon electricity.
The companies signed a non-binding LOI (September 2025) for a 100 kW pilot at XCF's New Rise Reno facility with modular scale-up to 10 MW. The paper cites potential benefits: increased operating margin via electricity sales and Section 45V credit eligibility, sale of biogenic food-grade CO₂ (market prices up to $700/metric ton ≈ $0.22/gal added value), and up to 80% higher electrical efficiency versus alternatives. Execution remains subject to due diligence, technical validation, and final agreements.
XCF Global (Nasdaq:SAFX) signed a non-binding Memorandum of Understanding with Impact Jets on November 3, 2025 to supply Sustainable Aviation Fuel (SAF) to the U.S. private jet market. The MOU would give XCF access to Impact Jets' ~130 operators and aims to launch a "Powered by XCF SAF" program with verified, traceable fuel, logistics management, and an education hub on Impact Jets' platform. The release cites the U.S. private jet market as a roughly $17 billion opportunity, with >3 million private flights in 2024 and an estimated 2 billion gallons of jet fuel burned. Execution depends on due diligence, technical validation, and final agreements.
XCF Global (Nasdaq:SAFX) commented on accelerating global policy support for Sustainable Aviation Fuel (SAF) and outlined market scale and challenges for decarbonizing aviation.
Key figures: IATA estimates ~165 billion gallons of SAF needed by 2050; 2024 production was ~330 million gallons (~0.3% of jet fuel). Analysts project the SAF market could top ~$25 billion by 2030 and ~$270 billion by 2050. Policy targets include the U.S. SAF Grand Challenge (3 billion gallons by 2030; 35 billion by 2050) and ReFuelEU mandates rising to 6% by 2030 and 70% by 2050.
XCF emphasized its early-mover, modular approach and a partnership with New Rise Australia to develop three SAF sites, and flagged reliability, carbon accounting, and cross-border logistics as priorities.
XCF Global (Nasdaq:SAFX) signed a binding term sheet with New Rise Australia on October 23, 2025, granting a 15-year exclusive license to deploy XCF's modular renewable fuel platform across Australia and target development of at least three renewable fuel production facilities. XCF will receive a 12.5% equity stake, licensing fees, and one board seat in New Rise AU.
The deal formalizes a June 2025 memorandum of understanding and launches XCF's first regional platform to accelerate international SAF expansion. Parties plan to execute a definitive licensing agreement within 60 days, subject to customary diligence and regulatory review.
XCF Global (Nasdaq:SAFX) announced on October 17, 2025 that it filed its Quarterly Report on Form 10-Q for the period ended June 30, 2025 with the SEC. As a result of the filing, the company has regained compliance with Nasdaq Listing Rule 5250(c)(1), which requires timely periodic SEC filings. The Form 10-Q is available on the SEC website at www.sec.gov.
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