XCF Global Capital Inc Class A

XCF Global has been delivering about 55,000 gallons of renewable diesel per day from its New Rise Renewables facility in Reno since operations resumed, marking the transition to commercial operation. The current volume is considered baseline utilization; the plant has an approved nameplate capacity of 38 million gallons per year. XCF Global is negotiating additional offtake agreements and sees expansion opportunities in Nevada, North Carolina and Florida, contingent on feasibility studies, financing, permits and market conditions. » More on de.investing.com

XCF Global has started selling renewable diesel from the New Rise Renewables Reno facility to Tartan Oil LLC, a subsidiary of Pilot Travel Centers and thus Berkshire Hathaway. The facility began production in July and has an approved capacity of 38 million gallons per year; deliveries are to be expanded as production ramps up. XCF views the transaction as the first step of commercial revenue for the site and intends to continue working with Tartan to supply commercial fleets in North America. The company has also signed a framework agreement with BGN for feedstock supply, production, logistics and marketing, and is advancing expansion plans in Nevada, North Carolina and Florida. » More on de.investing.com

XCF Global reports that D4-RIN prices for biomass-based diesel rose to about $2.41 per RIN as of June 4, 2026, nearly doubling year-to-date. According to the EIA, one gallon of renewable diesel currently generates roughly 1.6–1.7 RINs, equivalent to a RIN value of more than $3.50 per gallon. The EPA increased the required volumes under the Renewable Fuel Standard for 2026 by about 15.6% versus 2025, which XCF Global highlights as a supporting factor for the biofuel credits market. The company operates the New Rise Renewables Reno facility with an approved capacity of 38 million gallons per year and is advancing expansions in Nevada, North Carolina and Florida. » More on de.investing.com