**Sponsored by LFG Equities Corp and Disseminated on behalf of DevvStream
DEVS: A pioneering environmental asset company listed on Nasdaq
DevvStream Corp and Fayafi Investment Holding Sign MOU to Explore Creation of “Fayafi x DevvStream Green Ventures” to Accelerate Global Sustainability Investments
XCF, IP3, Southern, and DevvStream Sign Non-Binding MOU to Evaluate America-First Nuclear Power for Clean Fuels Production and AI Data Centers
READ THE INVESTOR PRESENTATION HERE
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Hello Everyone,
We are profiling DevvStream today for you to research during today’s session.
You may want to add DEVS to your watchlist for further research.
DevvStream, XCF Global (Nasdaq: SAFX), and Southern Energy Renewables have entered into a binding term sheet dated January 26, 2026 regarding a proposed three-party business combination. Any transaction remains subject to the negotiation and execution of definitive agreements, required approvals, and other customary closing conditions.
If the deal goes through, the new combined company would bring several pieces of the clean-energy business under one roof — producing sustainable aviation fuel, generating carbon credits, and selling those environmental benefits to customers in the U.S. and other growing markets.
Their main goal is to speed up the production of low-carbon jet fuel using different technologies and to build more facilities in the United States. They also want to offer airlines and other customers a “one-stop shop” that includes both the physical fuel and the carbon credits that come with using cleaner energy.
As part of the discussions, they’re also looking at using small nuclear reactors to provide clean electricity for making synthetic jet fuel and for powering AI data centers, which could support additional environmental attributes and claims frameworks, subject to jurisdiction and program rules.
This development may expand DevvStream’s strategic opportunities in 2026, subject to execution. There are additional recent developments worth reviewing as you research DEVS.
- DevvStream has discussed a blockchain-based treasury and sustainability tokenization strategy that includes allocations to liquid digital assets that trade 24/7. The Company has described these assets as potentially usable as collateral and as part of a liquidity-focused treasury approach, subject to market volatility. The Company has indicated that this strategy is intended to support diversification of revenue sources and expand access to sustainability infrastructure, while potentially reducing reliance on traditional equity financing.
- The goal of that crypto treasury is to provide round-the-clock liquidity through Bitcoin, generate yield through Solana staking, and prepare for the tokenization of real-world assets such as renewable-energy facilities and sustainability infrastructure.
- The agreement with Energy Efficient Technologies could add two new revenue channels, expand the company into energy-efficiency assets, and further diversify both its income sources and customer base.
- Waste-to-energy projects in Indonesia give the company exposure to Southeast Asia, add revenue from I-RECs and carbon credits, and strengthen its position in a fast-growing regional market.
- The memorandum of understanding with Fayafi could lead to a global joint venture, allowing for large-scale climate investments, new income streams, and international expansion with limited upfront capital through a partnership structure.
- Some analyses citing ICAO/CORSIA estimates suggest airlines could require up to ~150 million credits during the 2024–2026 phase, depending on traffic growth and SAF use.
- In the shipping sector, the International Maritime Organization (IMO), a United Nations agency, has advanced a framework that would charge ships exceeding emissions thresholds, with pricing levels discussed around $100 per ton in certain proposals, alongside fuel-intensity standards and potential crediting mechanisms.
- DevvStream has built a sizable and diversified carbon-credit portfolio, positioning it to serve multiple industries that will need offsets.
As stated above, DevvStream also signed a potentially significant Memorandum of Understanding with Fayafi Investment Holding — one of the UAE’s most forward-thinking investment platforms, to launch a global joint venture called Fayafi x DevvStream Green Ventures.
This joint venture would be backed by an initial funding commitment of $100 million and is built to deploy capital into climate infrastructure projects around the world, especially in fast-growing, underserved regions.
DevvStream will own 20% of the venture and serve as the operational and technical lead, with potential participation in revenue from environmental asset generation and investment returns. DEVS will be able to make money from both the environmental assets they generate and the returns from the investments through their percentage ownership of the JV.
With this structure, DevvStream gains direct access to the Middle East, a region that may have a need for carbon credits, thanks to the carbon-intensive nature of the oil and gas industry.
The combination of Fayafi’s institutional network and capital with DevvStream’s execution capabilities could create a scalable platform for environmental impact and value creation.
Another major asset for DevvStream?
In 2024, DEVS acquired a 50% stake in the Monroe Sequestration Facility, one of the largest carbon storage facilities in N. America at 425 square miles with an estimated storage capacity of up to ~260 million metric tons of CO₂, subject to permitting, development, and verification. Potential economics may include benefits under Section 45Q (currently up to $85/ton for eligible sequestration), subject to qualification and compliance with IRS rules.
If you really want to understand DEVS you need to understand what carbon credits are. They are a financial tool designed to help organizations advance decarbonization efforts by funding environmentally conscious projects. Various industry reports estimate the global carbon market at approximately $1 trillion in size, with projections suggesting continued growth over the coming years, although forecasts vary.
In parallel with its operating initiatives, DevvStream launched a disciplined digital-asset treasury anchored in Bitcoin ($BTC) and Solana ($SOL), a diversified mix that combines institutional reserve strength, on-chain yield, and strategic exposure to real-world-asset (“RWA”) tokenization. Bitcoin provides a stable reserve foundation; Solana is currently earning staking rewards (on ≈ 12,185 SOL staked) at approximately 6.29% annualized yield, consistent with institutional benchmarks. In addition, DevvStream intends to acquire an allocation of DevvE ($DEVVE) and pursue additional blockchain initiatives to enhance the transparency and efficiency of environmental markets. These initiatives, developed in alignment with applicable registry terms and conditions, are intended to support the compliant digital representation of verified carbon credits and renewable energy certificates as transparent, tradable instruments.
Looking ahead, the Company anticipates that its tokenization platform will seamlessly interface with other RWA systems through standardized APIs, allowing project developers, auditors, and buyers to connect effortlessly, accelerating the mainstream adoption of tokenized sustainability assets.
The digital-asset program is intended to support liquidity and financing flexibility and may reduce—but does not eliminate—reliance on equity financing. The program is governed under an institutional framework developed with FRNT Financial and held in segregated custody at BitGo to support transparency and risk controls.
The company is involved in a number of green initiatives with the ultimate goal of reducing the impact of climate change.
DEVS works with governments and corporations worldwide to achieve their sustainability goals through the implementation of curated green technology projects that generate renewable energy, improve energy efficiencies, eliminate or reduce emissions, and sequester carbon directly from the air. DEVS also helps these organizations meet their net zero goals by providing them access to high-quality carbon credits.
What they do is partner with companies that have technologies that are eligible for generating carbon credits, producing the credits on their behalf.
DevvStream then gets 25% of the credits that are generated for the life of the project. This structure may allow DevvStream to participate in project economics without directly funding the underlying capital expenditures.
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XCF, IP3, Southern, and DevvStream Sign Non-Binding MOU to Evaluate America-First Nuclear Power for Clean Fuels Production and AI Data Centers
- Potential to bring nuclear power, scalable eSAF production, and environmental-attribute monetization together into a single, integrated clean-energy platform.
- Exploring advancing next-generation eSAF pathways by pairing continuous clean electricity with electrolysis, hydrogen production, and low-carbon fuel synthesis.
- Evaluating high-integrity environmental-attribute structures that combine verifiable power, fuel, and digital MRV to unlock value for airlines and corporate decarbonization customers.
HOUSTON, TEXAS / ACCESS Newswire / December 30, 2025 / XCF Global, Inc. (“XCF”) (Nasdaq:SAFX) today announced a non-binding memorandum of understanding (“MOU”) to evaluate a strategic collaboration focused on small modular reactor (“SMR”) nuclear power, electro-sustainable aviation fuel (“eSAF”) production, and the creation, verification, and monetization of eligible environmental attributes alongside IP3 Corporation (“IP3”), Southern Energy Renewables Inc. (“Southern”), and DevvStream Corp. (“DevvStream”) (Nasdaq:DEVS) (together “the parties”).
The MOU outlines a proposed integrated framework to assess the deployment of firm, zero-carbon nuclear electricity from SMRs to support clean fuel production and energy-intensive end markets, including AI data centers, while enabling robust environmental-attribute structures that may meet evolving compliance, reporting, and market standards.
Chris Cooper, Chief Executive Officer of XCF Global, commented:
“This MOU reflects XCF’s disciplined approach to evaluating infrastructure and partnerships that can strengthen the scalability, reliability, and carbon performance of next-generation sustainable aviation fuels. Firm, zero-carbon power is an important enabler for eSAF pathways, and this collaboration allows us to assess how integrated power, fuel, and environmental-attribute frameworks could support broader adoption of clean fuels.”
The MOU contemplates the potential deployment of SMR-generated electricity to support existing and future operating assets, including a potential nuclear power solution for a proposed SAF and eSAF refinery in Louisiana, and to enable a scalable portfolio of verifiable environmental attributes.
Reliable, zero-carbon nuclear power is expected to enable continuous electrolysis, hydrogen production, and downstream fuel synthesis, while also supporting excess clean-power offtake for third-party customers where appropriate.
RDML (Ret.) Mike Hewitt, Chief Executive Officer of IP3, added:
“Clean, reliable nuclear power is increasingly being pursued as foundational infrastructure for American energy security and industrial growth. We are excited to explore a strategic relationship with XCF, DevvStream, and Southern, including the potential deployment of small modular reactor technology to provide firm power and support e‑SAF production for European markets.
“IP3’s business model to develop infrastructure projects to privatize Small Modular Reactors for multiple offtakers such as AI and data centers that support government and commercial requirements. We believe pairing firm power development with practical environmental‑asset design and monetization can create a differentiated platform that meets real customer demand while delivering the transparency the market expects.”
Although clean nuclear generation is generally not associated with traditional voluntary offset carbon credits, the parties believe nuclear-powered activity could support a range of environmental attributes and claims frameworks, subject to jurisdiction and program rules. These may include energy attribute certificates such as renewable energy certificates (“RECs”) or Guarantees of Origin, zero-emission credit frameworks and clean energy standards that recognize nuclear generation, and zero-carbon Scope 2 claims.
The parties also intend to evaluate environmental-attribute structures associated with eSAF and related low-carbon fuel pathways, including emerging “book-and-claim” and SAF certificate frameworks that allow airlines and corporate buyers to access verified in-sector emissions reduction attributes when physical fuel delivery is constrained.
Sunny Trinh, Chief Executive Officer of DevvStream, commented:
“Together, we are exploring real-world asset and tokenized environmental-asset frameworks with the potential to unlock additional value, improve liquidity, and help lower the delivered cost of clean energy and fuels. We see this as a potential America-first model that combines U.S. resources, digital infrastructure, and scalable markets.”
In parallel, the MOU contemplates future development of digital infrastructure to enhance transparency, provenance, and auditability, including tokenization of eligible environmental assets and the use of digital measurement, reporting, and verification (“MRV”) systems to support data quality, provenance, and auditability.
Jay Patel, Chief Executive Officer of Southern Energy, added:
“This MOU reflects our focus on putting American energy, infrastructure, and production first. As the development of advanced nuclear platforms gains momentum, we believe the goal of developing and deploying firm domestic power is becoming essential for fuels, manufacturing, and data-driven industries. We are committed to exploring how nuclear power, combined with U.S. biomass resources, can enable an integrated, multi-product approach that strengthens U.S. industrial leadership while remaining globally competitive.”
The MOU reflects a shared intent to collaborate on SAF and other low-carbon fuel opportunities. The MOU is non-binding and subject to the negotiation and execution of definitive agreements, of which there can be no assurances.
NEWS
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DevvStream to Present at the Emerging Growth Conference on January 21, 2026
Jan 15, 2026
Monetizing Sustainability: How Environmental Assets Are Driving Profitable Opportunities
Jan 14, 2026
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DevvStream Reports Fiscal Year 2025 Results and Advances Digital-Asset and Tokenization Strategy
Nov 6, 2025
MANAGEMENT
Sunny Trinh
CHIEF EXECUTIVE OFFICER
As co-founder and CEO, Sunny is responsible for building and executing DevvStream’s project pipeline through his vast network of sustainable technology and corporate relationships. He has spent over 25 years in the technology sector and directly in developing new verticals in ESG and carbon markets.
He also serves as the Chief Digital Alchemist for Devvio Inc., where he develops new business models in the ESG and carbon markets. Prior to DevvStream, Sunny led innovation as VP of Ecosystem at Avnet Inc. (AVT: NASDAQ). He was also the COO for Jooster and VP of Sales for Arrow Electronics (ARW: NYSE) where he led the design team for a Corvette driven by a quadriplegic.
Sunny served as CEO for 9:Fish Surfboards and was an adjunct professor for Cal Lutheran University’s MBA program where he started the school’s technology tract. Sunny holds a B.S. and M.E in Engineering, an M.B.A. degree, and holds several patents on electronic accessories for cell phones.
David Goertz
CHIEF FINANCIAL OFFICER
David provides accounting, assurance, taxation and business advisory services to private and public companies, not-for-profit organizations and incorporated professionals. David has specialized knowledge of the manufacturing, mining, real estate, and technology industries. He also has a keen understanding of public company operations, restructurings, acquisitions and IPOs.
Chris Merkel
CHIEF OPERATING OFFICER
Chris is the VP and Chief Operating Officer of DevvStream. Prior to joining the team, Chris spent 24 years managing strategic customers, growing technical services verticals and held sales leadership roles at Avnet (AVT: NASDAQ) and Arrow Electronics (ARW: NYSE). He has engaged with companies at every stage, from pre-funded startups to global enterprises in markets such as IIoT, consumer, industrial and medical. Additionally, Chris spent 5 years with Sierra Pacific Industries in a general sales and operations management role. He has over 30 years of sales, operations and general management experience successfully managing diverse teams and projects.
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