Welcome to our dedicated page for XCF GLOBAL news (Ticker: SAFX), a resource for investors and traders seeking the latest updates and insights on XCF GLOBAL stock.
XCF Global, Inc. (Nasdaq: SAFX) generates a steady flow of news centered on sustainable aviation fuel (SAF), renewable fuels infrastructure, capital markets activity, and strategic partnerships. As an emerging SAF producer with its flagship New Rise Reno facility in Nevada and a planned New Rise Reno 2 expansion, the company’s announcements often focus on project milestones, financing plans, and collaborations intended to scale low‑carbon fuels.
Recent press releases highlight development progress at New Rise Reno 2, where XCF Global reports completing initial site work and advancing engineering and design for a second SAF facility adjacent to its existing plant. The company has also disclosed that it is evaluating financing alternatives for this project and has engaged Bank of America, N.A. to help structure potential debt financing, while noting that there is no assurance any transaction will be completed or on particular terms.
Another major theme in SAFX news is strategic collaboration. XCF Global has announced non‑binding memoranda of understanding with Southern Energy Renewables Inc. and DevvStream Corp. to explore a unified low‑carbon fuels platform that combines SAF production, logistics, and environmental‑attribute monetization. Additional MOUs with IP3 Corporation, Southern, and DevvStream describe a framework to evaluate pairing small modular reactor nuclear power with electro‑sustainable aviation fuel (eSAF) production and digital environmental‑asset structures.
Distribution and global reach also feature prominently. XCF Global has reported an MOU with BGN INT US LLC to explore a global distribution and logistics partnership for SAF, renewable diesel, and renewable naphtha across regions including Europe and the Middle East. The company has further disclosed a binding term sheet with New Rise Australia Pty. Ltd. for an exclusive licensing and development partnership focused on SAF and renewable diesel facilities in Australia.
Investors following SAFX news will also see updates on leadership and governance, such as the appointment of Christopher Cooper as Chief Executive Officer and Wray Thorn as Interim Board Chair, as well as SEC filings related to capital structure, equity lines of credit, and conversions of debt and payables into equity. Together, these items provide context on how XCF Global is positioning its SAF platform, pursuing growth, and responding to policy and market signals around aviation decarbonization.
DevvStream (Nasdaq: DEVS) signed a term sheet with Southern Energy Renewables and Frontline BioEnergy to expand pilot-scale biomass-to-fuels validation. Southern may provide up to $2.05 million to build methanol and methanol-to-hydrocarbons PDUs at Frontline’s site, with Frontline expected as Southern’s exclusive gasification provider and DevvStream to serve as exclusive environmental-asset manager. The collaboration aims to generate operational data to support Southern’s proposed Louisiana commercial pathway and a potential three-party merger.
XCF Global (Nasdaq: SAFX), DevvStream (Nasdaq: DEVS) and Southern Energy Renewables agreed to a binding term sheet for a proposed three‑party merger announced Jan 26, 2026. The Parties say the combined entity would create an integrated low‑carbon fuels platform focused on SAF via HEFA, e‑methanol and e‑methanol‑to‑jet pathways, biomass feedstocks, and environmental‑attribute monetization across North America and emerging markets. An investor also agreed to purchase shares of XCF to fund operations and targeted upgrades at XCF’s New Rise Reno refinery to support commissioning and a ramp to sustained commercial production. The transaction remains subject to definitive agreements and board approvals.
XCF Global (Nasdaq:SAFX) is evaluating financing alternatives to support construction of its planned New Rise Reno 2 SAF production facility and has engaged Bank of America to assist in structuring potential debt financing that may qualify for export credit agency programs. The project aligns with a recently signed non-binding MOU with BGN to pursue joint distribution, marketing, and offtake frameworks across Europe, the Middle East, and other markets. The company cited a global SAF market projected to exceed $25 billion by 2030 (over 5.5 billion gallons demand) and potentially $250 billion by 2050. The company noted there is no assurance any financing transaction or definitive agreements will be completed.
DevvStream (Nasdaq:DEVS) joined XCF Global, IP3, and Southern Energy in a non-binding memorandum of understanding dated December 30, 2025 to evaluate an integrated platform pairing small modular reactor (SMR) nuclear power with electro-sustainable aviation fuel (eSAF) production, AI data center power, and environmental-attribute monetization.
The MOU contemplates assessing SMR-supplied continuous electricity for electrolysis, hydrogen and low-carbon fuel synthesis, tokenized environmental-asset frameworks, digital MRV, and potential support for a proposed Louisiana SAF/eSAF refinery. The MOU is non-binding and subject to definitive agreements.
DevvStream (Nasdaq: DEVS) signed a non-binding MOU with IP3, Southern Energy Renewables, and XCF (Nasdaq: SAFX) to evaluate using small modular reactors (SMRs) to supply zero-carbon electricity for electro-sustainable aviation fuel (eSAF), hydrogen production, AI data centers, and tokenized environmental-asset monetization.
The parties will assess SMR-powered continuous electrolysis, hydrogen and low-carbon fuel synthesis, potential application to a proposed SAF refinery in Louisiana, development of environmental-attribute frameworks including book-and-claim/SAF certificates, and digital MRV and tokenization for provenance and liquidity. Any collaboration remains subject to due diligence, definitive agreements, corporate approvals, and required permits.
DevvStream (NASDAQ:DEVS), Southern Energy Renewables, and XCF (NASDAQ:SAFX) announced a non-binding tripartite MOU to explore a unified low-carbon fuels platform targeting sustainable aviation fuel (SAF) supply, logistics, and environmental-attribute monetization.
The partners plan to evaluate a HEFA-based "Gen 1" SAF facility in Louisiana alongside Southern’s biomass-based "Gen 2" gasification project, with DevvStream expected to lead environmental-asset generation, verification, and monetization. The release cites market projections: U.S. SAF ~$7B by 2030, global demand > 5.5 billion gallons, a global market > $25B near term, and potential to exceed $250B by 2050. The MOU is non-binding and any transactions remain subject to due diligence, approvals, and permits.
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.
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