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 (Nasdaq:SAFX) highlighted the strategic role of domestically produced renewable fuels in bolstering U.S. energy security amid tightened global fuel markets on May 8, 2026. The company cites jet-fuel supply pressures from the Middle East crisis and positions renewable fuels as supply-diversifying, lower-emission alternatives.
XCF expects to begin renewable fuel production in June and plans to use domestic feedstocks, stressing disciplined execution, regulatory compliance, and operational readiness as it advances capacity.
XCF Global (Nasdaq:SAFX) highlighted elevated jet fuel costs and its domestic SAF capacity as strategically important for aviation resilience. The Argus US Jet Fuel Index was $4.18/gal on May 5, 2026, with a year‑to‑date average of $2.97/gal (~33% higher YoY). XCF's New Rise Renewables Reno facility is designed for 38M gallons annual nameplate SAF capacity and is expected to return to operations in June 2026. The company emphasized sustainability certification and chain‑of‑custody systems to support customer reporting, including CORSIA‑eligible SAF documentation.
XCF Global (Nasdaq:SAFX) highlighted domestic, waste-based sustainable aviation fuel (SAF) capacity as jet fuel prices remained elevated. The Argus US Jet Fuel Index was $4.26 per gallon on May 4, 2026. XCF said its New Rise Renewables Reno facility is offline for planned upgrades and is expected to restart in June 2026. The company emphasized logistics proximity, domestic feedstock sourcing, and sustainability chain-of-custody systems, including documentation intended to support CORSIA-eligible SAF reporting.
XCF Global (Nasdaq:SAFX) highlighted heightened Persian Gulf geopolitical risk after vessel-tracking reports showed Strait of Hormuz traffic near a standstill, while WTI rose >3% to about $105.46 per barrel (05/04/26). The company noted ~20 million bpd typically transits Hormuz and said expanding U.S. SAF production could reduce exposure to such chokepoints. XCF affirmed its New Rise Reno plant is finishing upgrades and expects renewable fuel production by early June 2026.
XCF Global (Nasdaq:SAFX) provided a Q1 2026 corporate and operational update, reporting >2.5 million gallons produced at New Rise Reno and filing its first Form 10-K. Key actions include leadership hires, a binding offtake term sheet with BGN, a business combination agreement with Southern Energy Renewables and DevvStream, and commercial collaborations with Axens.
XCF is targeting 2027: gross product sales $775–825M, net revenue $110–120M, EBITDA $65–70M, and renewable fuel production 40–43M gallons. Restart at New Rise Reno is targeted for June 2026.
XCF Global (NASDAQ:SAFX) said New Rise Renewables Reno entered a forbearance agreement dated April 27, 2026 with Twain GL XXVIII that pauses certain landlord remedies through January 1, 2027, conditional on New Rise meeting payment and other terms. The Reno facility began commercial operations March 2025 and has produced more than 2.5 million gallons of renewable fuels. New Rise is completing a planned upgrade focused on operating stability, equipment readiness, fuel quality systems and start-up procedures, and XCF is targeting a return to operations in June 2026, subject to completion of upgrade activities and standard start-up steps. A Form 8-K with the agreement form was filed today.
XCF Global (Nasdaq:SAFX) said its New Rise Renewables Reno facility holds CORSIA-ready sustainability certification as of April 30, 2026, with chain-of-custody, mass-balance and Proof of Sustainability documentation already in place. The facility is completing upgrades and expects to resume production in June 2026.
Certification and traceability systems position XCF to supply CORSIA-eligible SAF documentation and support airline and corporate reporting, including book-and-claim participation, when operations restart.
XCF Global (Nasdaq:SAFX) flagged EPA's final 2026-2027 Renewable Fuel Standard volumes: 25.82B RINs for 2026 (vs. 22.33B in 2025, +15.6%) and 25.98B for 2027. EPA also reported adjusted totals of 26.81B (2026) and 27.02B (2027), the highest levels in program history. XCF estimates D4 RINs add ~$3.06 incremental value per gallon of synthetic blending component (SBC) to SAF economics as of April 27, 2026, and notes RIN prices remain market-based and can vary day to day.
XCF Global (NASDAQ:SAFX) highlighted the strategic importance of its licensing agreement with New Rise Australia to enable modular domestic SAF production in Australia. Asia‑Pacific jet fuel benchmark prices surged roughly 155% from about $85–$90 to ~$230 per barrel in late Feb–early Mar 2026, stressing import dependence.
The modular SAF model is pitched to increase supply resilience by locating scaled plants near airports and feedstock, with initial project planning, reference design confirmation, and front‑end scoping completed for a proposed Perth facility.
XCF Global (NASDAQ:SAFX) highlighted differences between volatile global crude oil benchmarks and U.S. waste‑based renewable feedstocks used for sustainable aviation fuel (SAF). Brent crude showed intra‑month swings in April 2026, while distillers corn oil (DCO) pricing is described as being driven by U.S. supply‑and‑demand fundamentals such as ethanol production and corn crush volumes. XCF says its SAF uses domestic waste feedstocks, not crude, and that USDA data showed DCO strength in late 2025 into 2026. The release frames these factors as potential benefits for supply security and price predictability for airlines and fuel buyers.