***Sponsored by LFG Equities Corp.
SAFX is the first publicly traded pure-play SAF producer in the US – Market and Regulatory Tailwinds Are STRONG!
Hello Everyone,
We want to direct your attention to a completely new opportunity. We have never profiled this company before and for good reason……. It just started trading on the Nasdaq last week. This is another ground floor opportunity that deserves a closer look.
This one is a high risk / high reward bounce play. Once this finds bottom it could see a massive bounce.
Pull up SAFX and put it on your screen.
XCF Global (NASDAQ:SAFX) is a US-based clean energy company focused on producing synthetic aviation fuel (SAF) and other renewable fuels to decarbonize the transportation sector.
The company’s core strategy focuses on acquiring dormant biodiesel facilities across the US and converting them to produce SAF. Using non-food feedstocks such as waste oils, fats, and agricultural residues. SAFX produces synthetic aviation fuel which has lifecycle carbon emissions reductions of up to 80% versus traditional jet fuel.
And the timing couldn’t be better.
The latest Aegis report shows D4 RIN prices holding above $1, signaling surging demand for renewable fuels across California, Oregon, and other compliance-driven markets. Meanwhile, the EPA just proposed record-high biofuel blending targets through 2027—a move widely seen as a historic endorsement of low-carbon fuels at the federal level.
“This is the highest ever Renewable Volume Obligation and it sends a strong signal to the US biofuels industry that President Trump has their backs and gives them the incentive to invest in American products for American consumers and to export around the world,” – US Secretary of Agriculture Brooke Rollins
Together, these dual tailwinds—strong market pricing and aggressive federal policy—are accelerating the economics for SAF producers like SAFX.
First SAF deliveries from SAFX rolled in March, giving the company early cash flow. From there, the facility began ramp-up processes to improve output. During ramp-up, the facility is temporarily producing renewable diesel at nameplate capacity (~3,000 barrels per day!) and expects to bring SAF production back online in Q3.They are one of only seven active SAF facilities in North America and among roughly just 40 globally!
SAFX has actual production, real revenue, and proven technology and now they are publicly traded.
Beyond New Rise Reno, XCF Global has acquired three additional sites including a second facility in Nevada expected to come online in 2027, and two more in Wilson, North Carolina and Fort Myers, Florida which are scheduled for conversion to SAF production by 2028. The addition of these facilities is expected to bring XCF Global’s total capacity to approximately ~160 million gallons annually by 2028!
Backing it is a 15-year feedstock and offtake agreement with Phillips 66, which supplies 100% of the non-food feedstock and acts as the priority buyer for all output from the New Rise Reno facility. This long-term contract provides both cash flow stability and operational flexibility.
SAF is not some hokey theory. A couple of household names have their hands in the sector.
● Richard Branson’s Virgin Atlantic operated Flight100, the world’s first transatlantic flight powered entirely by SAF, demonstrating the fuel’s viability.
● Bill Gates invested in SAF indirectly through Breakthrough Energy Ventures, which backed ZeroAvia, a company developing hydrogen-electric engines for aircraft.
● Formula One World Champion Damon Hill has invested in Zero Petroleum, a UK-based company producing synthetic fuels, including SAF.
Major airlines are also fully committed:
● “Sustainable aviation fuel is the most promising lever known today to accelerate progress toward a net-zero future.” – Delta Air Lines
● “The clearest near-term way to decarbonize aviation is by transitioning to SAF.” – American Airlines
● “SAF is proven, scalable, and the best tool we have to reduce our carbon emissions from flying.” – United Airlines
According to McKinsey & Co., SAF is the only viable near-term option to reduce emissions in aviation. Yet demand is expected to outpace supply by 2030 unless production capacity scales quickly.
XCF Global plans to leverage the technology stack and site layout of its New Rise Reno facility as a model for future production sites. The company has filed a utility patent for the modular design, which reduces the physical footprint required for construction and enables faster deployment across new locations.
The facility is divided into four key modules: feedstock receiving, pretreatment, hydrotreatment, and finished product offtake. Both the feedstock intake and product distribution modules are built with direct access to rail and truck transport, allowing materials to be unloaded and shipped without long-term storage.
This design reduces the need for large tank farms, improves logistics efficiency, and shortens construction timelines—making it a scalable blueprint for SAF expansion.
Highlights
● Rapidly Expanding SAF Market: The US Sustainable Aviation Fuel (SAF) market is projected to reach 3 billion gallons annually by 2030, driven by regulatory mandates and increasing demand for low-carbon aviation fuels.
● Significant Capacity Expansion: XCF plans to scale its production capacity from an initial ~38 million gallons per year to over ~160 million gallons annually by 2028, with a long-term goal to reach up to 1 billion gallons of blended SAF production capacity.
● Strategic Facility Acquisitions: In addition to the operating New Rise Reno, XCF has acquired and is developing additional sites—including a second plant adjacent to New Rise Reno, which will benefit from shared infrastructure to reduce build-out costs and timelines—as well as projects in Wilson, North Carolina, and Fort Myers, Florida, to build out a national SAF production network.
● First Public Pure-Play SAF Producer: Upon completion of its business combination with Focus Impact BH3 Acquisition Co., XCF Global is the only publicly traded company in the US focused on SAF production, distinguishing it from competitors that are primarily legacy crude oil refiners.
● Replicable Facility Design: XCF’s standardized and scalable facility design allows for rapid deployment across various locations, facilitating swift expansion to meet growing SAF demand.
● Industry Expertise: Led by CEO Mihir Dange, who brings over 20 years of experience in commodities trading and finance, the executive team possesses deep industry knowledge and a track record of successful project execution.
● Significant Emissions Reduction: SAF can reduce lifecycle carbon emissions by up to 80% compared to traditional jet fuel, contributing to the decarbonization of the aviation industry.
● Alignment with Global Initiatives: The company’s mission aligns with international efforts to combat climate change, including the US government’s Synthetic Aviation Fuel Grand Challenge.
WHAT IS SYNTHETIC AVIATION FUEL?
SAF can be made from a variety of non-food feedstocks via multiple technical pathways, each with different levels of sustainability
● SAF is synthetic kerosene derived from non-food feedstocks such as waste oils and fats, green and municipal waste and non-food crops
● SAF is able to recycle CO2 absorbed by biomass during its lifetime rather than injecting new carbon into the system, reducing emissions by up to 80%(1)
● SAF is a ‘drop-in’ fuel, easily integrating with existing aviation infrastructure
XCF Global distinguishes itself in the synthetic aviation fuel (SAF) sector through several strategic and operational advantages:
1. Pure-Play SAF Focus: SAFX is the only US-based public company dedicated to SAF production, positioning itself as a leader in this niche market.
2. Operational Production Facility: The company’s New Rise Renewables facility in Reno, Nevada, commenced commercial production in early 2025 and is currently completing ramp-up processes, with an annual capacity of ~38 million gallons.
3. Modular Plant Design: XCF employs a patent-pending modular design for its facilities, allowing for rapid deployment and scalability across various locations.
4. Strategic Partnerships: A long-term agreement with Phillips 66 ensures a stable supply of non-food feedstock and offtake of renewable fuels, providing financial stability and supply chain reliability.
5. Feedstock Flexibility: The company’s technology accommodates various non-food feedstocks, enhancing resilience against supply volatility and reducing carbon intensity scores.
6. Expansion Plans: XCF aims to increase its annual SAF production capacity to ~160 million gallons by 2028, with additional facilities planned in Nevada, Florida, and North Carolina.
7. Public Listing: Through a merger with Focus Impact BH3 Acquisition Co., XCF Global just became a publicly traded company, enhancing its visibility and access to capital markets.
XCF Global Begins Trading on Nasdaq Under Ticker Symbol “SAFX”
06/09/2025
Topic: Company Update
RENO, NV AND NEW YORK, NY / ACCESS Newswire / June 9, 2025 / XCF Global, Inc. (“XCF”) (Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Synthetic Aviation Fuel (“SAF”), announced that its Class A common stock will begin trading at market open today on the Nasdaq Capital Market under the ticker symbol “SAFX.” The announcement follows the closing of XCF’s business combination with Focus Impact BH3 Acquisition Company on June 6, 2025.
“We’re proud to begin our journey as a public company and to raise awareness to the growing need for low-carbon aviation solutions,” said Mihir Dange, Chief Executive Officer of XCF. “The public listing enables us to accelerate development of our SAF platform and expand production to meet the aviation sector’s growing demand for low-carbon fuel solutions. Our public debut aligns with a new era of growing demand and transformative opportunity – a mission that has never been more urgent.”
Highlights
● XCF Global’s New Rise Reno facility began commercial production of neat SAF in February 2025, with a nameplate production capacity of 38 million gallons of neat SAF per year
● First customer deliveries of neat SAF completed in March 2025, marking a major operational milestone
● Advancing a pipeline of production sites in Nevada, North Carolina, and Florida to expand SAF capacity and support long-term growth
Advisors
Cohen & Company Capital Markets, a division of J.V.B. Financial Group, LLC, acted as exclusive financial advisor and joint capital markets advisor to XCF. Height Capital Markets served as joint capital markets advisor to XCF Global. BTIG, LLC acted as capital markets advisor to Focus Impact BH3. Stradley Ronon Stevens & Young, LLP and Kirkland & Ellis LLP served as legal counsel to XCF and Focus Impact BH3, respectively. Alliance Advisors Investor Relations served as investor relations and public relations advisor for the transaction.
NEWS
June 06, 2025
XCF Global and Focus Impact BH3 Acquisition Company Announce Closing of Business Combination
June 05, 2025
XCF Global Appoints Pamela Abowd as Chief Accounting Officer and Secures Equity Facility
May 22, 2025
April 08, 2025
In 5–10 years, we expect XCF to be a global leader in Sustainable Aviation Fuel: Mihir Dange, CEO
April 07, 2025
INTERVIEW: Small US SAF plants well-positioned for investment amid turbulence, XCF CFO
March 04, 2025
Focus Impact BH3 Stockholders Vote to Approve Business Combination with XCF Global Capital, Inc.
February 24, 2025
New Rise Begins Commercial SAF Production and Secures First Order
February 10, 2025
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