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.
XCF Global (SAFX) reported more than $10 million in August revenue from renewable diesel shipped from its Reno facility. The company shipped 1.3 million gallons during its first month of completed commercial fuel sales to customers after the New Rise Renewables Reno facility restarted in July 2026. Revenue generated by the facility included product sales, related incentives and renewable attributes.
XCF said it seeks to increase daily production and sales from approximately 50,000 gallons to over 70,000 gallons and ultimately to a nameplate level of more than 100,000 gallons. These higher rates are not reported August results. The facility has a permitted nameplate production capacity of up to 38 million gallons per year. Potential expansion opportunities in Nevada, North Carolina and Florida remain subject to feasibility assessments, financing, regulatory approvals and market conditions.
XCF Global (SAFX) postponed its special meeting on the proposed combination with DevvStream and Southern Energy to October 5, 2026.
The virtual meeting, originally scheduled for September 24, will begin at 11:00 a.m. Eastern Time. Stockholders will vote on proposals to raise authorized Class A shares from 500,000,000 to 1,700,000,000 and approve the potential issuance of 19.99% or more of issued and outstanding common shares as stock consideration under the business combination agreement.
Other proposals cover electing seven directors effective when the combination takes effect, raising shares reserved under the 2025 equity incentive plan from 14,557,181 to 80,000,000, and permitting an adjournment to seek more votes for the issuance proposal. The voting record date moves from July 29 to September 25, 2026. The combination and share proposals remain pending.
XCF Global (SAFX), DevvStream (DEVSF) and Southern Energy Renewables amended their Business Combination Agreement to increase XCF and DevvStream shareholder ownership and add new capital support as the proposed transaction advances toward closing.
Existing XCF shareholders are now expected to own approximately 69.57% of the combined company, up from 66.7%, former DevvStream shareholders about 10.43%, up from 10.0%, and former Southern shareholders about 20.0%, down from 23.3%. The parties removed or revised certain closing conditions, including XCF revenue and EBITDA thresholds and a Nasdaq Sweden listing requirement, while retaining applicable Nasdaq approval requirements.
GL PART SPV I has already invested $1.0 million in XCF via warrants exercisable at $2.50 per share. EEME Energy SPV I LLC and GL PART SPV I, LLC have agreed to fund, or cause to be funded, at least $4.3 million of additional capital within three months after closing and to use commercially reasonable efforts to invest at least $50 million in additional capital during the 12 months following closing. XCF’s previously announced full-year 2027 outlook for gross product sales of $775–825 million, net revenue of approximately $110–120 million and EBITDA of approximately $65–70 million remains unchanged.
XCF Global (SAFX) and DevvStream (DEVS)/b) have postponed their September 10, 2026 special shareholder meetings related to their proposed business combination with Southern Energy Renewables.The XCF Global Special Meeting of Stockholders is rescheduled to September 24, 2026 at 11:00 a.m. Eastern Time, and the DevvStream Special Meeting of Shareholders to September 17, 2026 at 10:00 a.m. Eastern Time, with both meetings to be held virtually. Previously submitted proxies remain valid and will be voted at the rescheduled meetings unless properly revoked. The boards of both companies unanimously recommend that investors vote “FOR” all proposals described in the effective Joint Proxy Statement/Prospectus filed on Form S‑4 and mailed on or about August 7, 2026.
XCF Global (NASDAQ:SAFX) reported that its New Rise Renewables Reno facility has produced 886,400 gallons of renewable diesel since production began in early July 2026, generating more than 1.5 million D4 RINs under the U.S. Renewable Fuel Standard.
The company monetized 550,000 D4 RINs at $2.27 per RIN, for approximately $1.25 million, with settlement expected on September 2, 2026. Customer deliveries started in early August, with current shipments at about 55,000 gallons per day versus a designed nameplate capacity of roughly 90,000 gallons per day (up to 38 million gallons per year permitted). XCF Global targets starting production of synthetic blending component for sustainable aviation fuel in Q4 2026, subject to operations, market and regulatory factors.
XCF Global (NASDAQ:SAFX)/b), a U.S.-based producer of renewable diesel and sustainable aviation fuel, outlines how its waste-to-fuel model can help insulate U.S. transportation fuel supplies from Canadian oil sands cutbacks that tighten heavy crude feedstock for traditional refiners.The company highlights that its New Rise Renewables Reno facility operates outside the petroleum crude supply chain by converting domestic agricultural and waste byproducts, such as distillers corn oil, into drop-in middle distillates. XCF cites crude-free feedstock independence, seamless diesel replacement, and ongoing progress toward its permitted capacity of up to 38 million gallons per year as strategic advantages.
XCF Global (Nasdaq: SAFX) reported its first commercial revenue from operations at its flagship New Rise Renewables facility in Reno, marking a transition from development and commissioning to active commercialization. According to XCF Global, the company has collected approximately $1 million in initial commercial revenue from product offtake.
The milestone is presented as confirmation of operational readiness and commercial execution, supporting the company’s business model and shift to commercial cash flow generation. XCF highlights the facility’s permitted nameplate capacity of up to 38 million gallons per year of renewable diesel and sustainable aviation fuel.
XCF Global (NASDAQ: SAFX) reported that its New Rise Renewables Reno facility has reached a key commercial milestone, shipping approximately 55,000 gallons of renewable diesel per day. These outbound deliveries mark a transition from commissioning to active commercial operations and represent the company’s first sales since the Reno plant came back online.
According to XCF Global, this daily output establishes a verifiable production baseline and immediate cash flow, with significant room to increase toward the facility’s permitted 38 million gallons per year nameplate capacity. The company is also in discussions with additional potential customers and continues to evaluate expansion opportunities in Nevada, North Carolina, and Florida, subject to feasibility, financing, regulatory approvals, and market conditions.
XCF Global (NASDAQ: SAFX) announced initial renewable diesel sales from its New Rise Renewables Reno refinery to Tartan Oil, the wholesale arm of Pilot. XCF Global views this as a key step in shifting the Reno facility from production to revenue-generating commercial operations.
The renewable diesel will support Tartan’s offering to commercial fleet customers and is expected to expand access to lower-carbon, drop-in fuel for hard-to-decarbonize road transport segments. The Reno plant began producing renewable fuels in July 2026 and has a permitted nameplate capacity of 38 million gallons per year. According to XCF Global, deliveries to Tartan are expected to continue and increase as production ramps, under a commercial framework executed with BGN covering feedstock, production, logistics and commercialization.
XCF Global (NASDAQ: SAFX)/b) highlighted strengthening U.S. Renewable Fuel Standard credit markets, noting that biomass-based diesel D4 RIN values reached about
XCF cited higher EPA renewable fuel blending requirements, including a 15.6% increase in total 2026 RFS volumes versus 2025, as a key driver. The company reported that its New Rise Renewables Reno facility is producing renewable diesel for commercial fuel markets and emphasized a supportive long-term backdrop for renewable diesel and sustainable aviation fuel.