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Jeff Ackerman Initiates Coverage On (SAFX) Starting This Morning—Wednesday, December 3, 2025
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XCF Global, Inc. (SAFX) Targets Disruptor Status In
Sustainability-Driven Growth
Consider Starting Your Own Research On (SAFX)
While It's Still Early…
[Company Website] | [Corporate Presentation]
December 3, 2025
10 Minutes To Go | All Eyes On (SAFX) This Morning—Here's Why Dear Reader, A fast-rising force in clean energy is reshaping how the aviation world thinks about fuel.
Through advanced technology, strategic global partnerships, and a focus on measurable carbon reduction, this organization is helping airlines and operators transition toward more sustainable skies. Its modular approach to renewable fuel production offers scalability and efficiency rarely seen in the sector. With new leadership and projects spanning private aviation, renewable energy integration, and international expansion, the company is quickly setting a new standard for sustainability-driven growth. A long-term agreement with Phillips 66 helps fuel this momentum — securing a reliable stream of waste- and residue-based feedstock, locking in renewable fuel offtake, and enhancing cash flow visibility through a more efficient working capital cycle. Growing Policy Momentum for Sustainable Aviation Fuel
Across the United States, policy support for Sustainable Aviation Fuel is accelerating. Under the U.S. SAF Grand Challenge, federal targets call for 3B gallons of SAF by 2030 and 35B gallons by 2050, yet current production remains below 1% of U.S. jet fuel demand—highlighting both urgency and opportunity. Several states, including California, Oregon, Washington, and New Mexico, have adopted low-carbon fuel standards that include SAF, with five more states advancing similar frameworks. Together, these regions represent nearly 40% of national jet fuel consumption, creating a rapidly expanding incentive landscape. (SAFX) has emphasized how this policy alignment is enabling airlines and energy partners to transition from pilot programs to scalable, long-term decarbonization strategies. With $350M already invested in its New Rise Reno facility and additional projects advancing, (SAFX) is aligned with a sector experiencing accelerating tailwinds. As potential catalysts continue to pile up, it may be worth taking a closer look at what's fueling (SAFX)'s momentum potential:
XCF Global, Inc. (SAFX) XCF Global, Inc. (SAFX) is a pioneering sustainable aviation fuel company dedicated to accelerating the aviation industry's transition to net-zero emissions. (SAFX) is developing and operating state-of-the-art clean fuel SAF production facilities engineered to the highest levels of compliance, reliability, and quality. The company is actively building partnerships across the energy and transportation sectors to accelerate the adoption of SAF on a global scale. And based on several potential catalysts, (SAFX) has climbed to the top spot of my watchlist. Take a look:
#1. A Sustainable Aviation Fuel Partnership Expands Within The Private Jet Market. #2. Renewable Fuel Facilities To Accelerate Clean Energy Growth In Australia. #3. XCF Global and BGN Developing Global Distribution and Logistics Partnership #4. Flex-Fuel Gensets Transform Byproducts Into Clean Renewable Power. #5. New Leadership Appointments Drive Sustainable Aviation Fuel Expansion. #6. Expanding Federal and State Policy Momentum Supporting SAF Adoption
But more on those in a second… The Rise of SAF
Sustainable Aviation Fuel ("SAF") has emerged as the only viable near-term solution to decarbonizing the aviation industry. SAF is no longer just a dream - it's a commercial reality driving the aviation industry's transition toward a sustainable future. XCF Global, Inc. (SAFX) is proud to be at the forefront of this transformative movement. What Is Sustainable Aviation Fuel?
A cleaner, bio-based alternative to traditional jet fuel. SAF is made from renewable resources and helps reduce carbon emissions in the aviation industry. SAF can be made from a variety of waste- and residue-based feedstocks via multiple technical pathways, each with different levels of sustainability. - A 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%.
- A 'drop-in' fuel, easily integrating with existing aviation engines and fueling infrastructure.
XCF Global, Inc. (SAFX)'s SAF Portfolio XCF Global is driving the future of SAF with a robust production pipeline.
A Clear Path To Commercializing SAF At Scale
New Rise Reno | Reno, Nevada
The New Rise Reno facility is built on a 10-acre parcel located within the Tahoe-Reno Industrial Center, one of the largest industrial complexes in the United States. With ~$350M invested, the newly constructed facility includes a 16-car, heated rail spur, over 5 Mln gallons of tankage, co-generation of power, off-gas energy recovery, water recovery, and all state-of-the-art proven technologies for hydrotreating, hydrogen reforming, feedstock pretreatment, and waste-water treatment. The facility is designed and configured to produce more than 2,000 barrels per day (~38 Mln gallons per year) of synthetic blending component (SBC) for blending to make sustainable aviation fuel (SAF). All fuel is made from waste- and residue-based feedstocks that meet the Federal Renewable Fuels Standard (RFS) including distillers corn oil ("DCO"), a byproduct of U.S. ethanol production, to produce SAF and crude degummed soybean oil, a co-product of the U.S. oilseed supply chain, to produce renewable diesel. The facility is licensed in the State of Nevada, and Storey County, meets requirements of the Federal Renewable Fuels Standard, and can produce qualified fuels under the California Low Carbon Fuels Standard Program, Oregon Low Carbon Fuels Standard Program, and Washington Low Carbon Fuels Standard Program. 
Direct XCF Global, Inc. (SAFX) Company Drivers
Strong Regulatory and Market Tailwinds for Sustainable Fuels
- The U.S. SAF market is expected to grow more than seven-fold – from approximately $860M in 2024 to nearly $7B by 2030 – representing a compound annual growth rate (CAGR) of ~47%. Globally, the SAF market is projected to exceed $25B, with worldwide demand surpassing 5.5B gallons over the same period.
- Shift in customer sentiment and regulatory policies in the US, Europe, and Asia provides tailwinds for SAF, driving a need for additional plants
Robust and Highly Contracted Cash Flows
- A multi-year agreement between DHL Express and Phillips 66 advances SAF usage in the U.S., with more than 240,000 metric tons of SAF scheduled for delivery over a three-year period. This agreement strengthens the supply chain for waste- and residue-based feedstocks and enhances visibility around renewable fuel offtake and cash flow timing.
- Strong, long-term margin environment for SAF domestically and internationally agnostic of US regulatory policy
State-of-the-art Facilities with Proven Technology and Differentiated Design
- Strategic use of waste- and residue-based feedstocks and modular plant design facilitates rapid expansion and scale
- Onsite pretreatment allows XCF facilities to mitigate supply chain risk and facilitates longer catalyst life
Leverage Modular Facility Design Through International Licensing Partnerships
- Structure allows regional partners to license site design in return for royalties or equity
- Enables rapid deployment, capital efficiency, and local market adaptability
High Growth Business Model with Multiple Organic Capital and Acquisition Opp's
- Multiple avenues for near-term growth with development of New Rise Reno 2 (expected ~$300M investment and to come online in 2028) and future SAF production or SAF-infrastructure facilities planned for Fort Myers, FL, and Wilson, NC
- Modular plant design, configuration, and layout facilitates rapid expansion of operating footprint domestically and internationally
- Bolt-on opp. set of acquisitions and conversions of weakened renewable diesel and biodiesel facilities
Experienced Management and Operating Teams
- The leadership team brings experience in global aviation fuel markets, renewable fuels, engineering, and operations from various sectors including energy and commodities
- Demonstrated operational performance; EPC firm Encore DEC provides strong support to execute domestic and international expansion opportunities
Grab Sources And More Here: SAFX Website | SAFX Presentation. ===== And as I mentioned above, there are multiple potential catalysts sending (Nasdaq: SAFX) to the top of my watchlist. Check them out:
#1. SAFX Potential Catalyst - A Sustainable Aviation Fuel Partnership Expands Within The Private Jet Market. XCF Global and Impact Jets Sign MOU to Supply Private Jet Market with Sustainable Aviation Fuel
Expands XCF's reach to the ~$17Bn U.S. private aviation market
Develops new growth channel through Impact Jets' network of ~130 operators Accelerates adoption by bringing verifiable, traceable SAF to private jet operators and travelers HOUSTON, TEXAS / ACCESS Newswire / November 3, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Sustainable Aviation Fuel ("SAF"), today announced a Memorandum of Understanding ("MOU") with Impact Jets, LLC ("Impact Jets"), a private aviation platform, to accelerate SAF adoption across the private jet market. Under the MOU, Impact Jets is expected to launch a "Powered by XCF SAF" program to onboard private jet operators and clients into direct SAF purchasing through XCF. With access to Impact Jets' ~130 existing clients, XCF will supply the fuel, manage logistics, and provide verified documentation for operators and their end clients, ensuring traceability and measurable environmental impact. This initiative is expected to bring XCF access to a premium customer segment and expand the reach of its fuel beyond commercial airline partners. With private jet operators known for rapid adoption of best-in-class, reputation-enhancing technologies, the rollout would position XCF at the forefront of sustainability within private aviation. As part of the collaboration, "Powered by XCF SAF" is expected to be featured prominently on the Impact Jets digital platform, including homepage visibility and a dedicated SAF education hub. The companies will jointly launch awareness and promotional campaigns designed to stimulate sales and accelerate SAF adoption within the private aviation community. ... Mihir Dange, (former) Chief Executive Officer of XCF Global, commented:
"Private aviation is an emerging frontier for SAF demand - a premium segment combining strong visibility with significant commercial potential. Working with Impact Jets would allow XCF to extend the reach of our fuel to a premium customer base that values both performance and purpose. We're not just delivering cleaner fuel; we're transforming the experience of private flight into one of leadership in sustainability." ... Read the full article here.
----- #2. SAFX Potential Catalyst - Renewable Fuel Facilities To Accelerate Clean Energy Growth In Australia. XCF Global Signs Binding Term Sheet with New Rise Australia to Develop Renewable Fuel Facilities; Launches First Regional Platform to Accelerate International Expansion
HOUSTON, TEXAS / ACCESS Newswire / October 23, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Sustainable Aviation Fuel ("SAF"), today announces that it has signed a binding term sheet with New Rise Australia Pty. Ltd. ("New Rise AU") to accelerate the development of renewable fuel production facilities across Australia. The binding term sheet grants New Rise AU an exclusive 15-year license to use the design, layout, and configuration of XCF's New Rise Reno facility to build and operate at least three SAF facilities across Australia. XCF will receive a 12.5% equity stake, licensing fees, and one board seat in New Rise AU.
Australia is emerging as one of the world's most promising markets for renewable fuel. A Deloitte report commissioned by the Clean Energy Finance Corporation highlights a AUD$36Bn opp. to develop a world-leading low-carbon liquid fuels (LCLF) industry capable of cutting emissions by 230Mn tons by 2050 and strengthening the country's energy independence. ... This milestone builds on XCF's international expansion strategy, built on capital-efficient, regionally tailored partnerships that accelerate global SAF adoption. It follows the June 2025 Memorandum of Understanding entered into with Continual Renewable Ventures Pty. Ltd., which laid the foundation for today's binding agreement. Mihir Dange, (former) Chief Executive Officer of XCF Global, commented:
"Our partnership with New Rise AU accelerates XCF's global expansion strategy and underscores the scalability of our modular renewable fuel platform. Australia combines strong policy momentum, growing aviation demand, and abundant feedstock resources, creating an excellent environment to develop renewable fuel facilities. Through New Rise AU, we're deploying our renewable fuel platform to a new market, enabling rapid growth and efficient capital use while helping drive Australia's clean energy transition. This partnership showcases how XCF's platform transforms opp. into impact, opening new markets, fueling sustainable growth, and shaping the future of renewable energy." ... Read the full article here.
----- #3. XCF Global and BGN Developing Global Distribution and Logistics Partnership
Strategic partnership between XCF Global and BGN to jointly develop global distribution and logistics infrastructure for SAF and other renewable fuels Seeks to expand XCF's international reach into key markets including Europe and the Middle East through production, offtake, and co-branded distribution agreements Advances global renewable fuel supply chains to meet rapidly rising demand for SAF
HOUSTON, TEXAS / ACCESS Newswire / November 17, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a leader in advancing the decarbonization of the aviation industry through Sustainable Aviation Fuel ("SAF"), today announced that it has entered into a Memorandum of Understanding ("MOU") with BGN INT US LLC ("BGN"), a global renewable fuels trading, marketing, and distribution company, to explore developing a global distribution and logistics partnership for SAF, renewable diesel ("RD"), and renewable naphtha ("RN") (together, "renewable fuel"). Under the MOU, XCF and BGN intend to evaluate opportunities to collaborate on renewable fuel production, marketing, and distribution across multiple regions around the world, including Europe and the Middle East. The proposed framework includes offtake and co-branded distribution agreements, as well as joint development of renewable fuel production capacity. In addition, the proposed strategic partnership seeks to promote the use of XCF's SAF within industry trade associations and OEM networks, and throughout the customer value chain. Chris Cooper, Chief Executive Officer of XCF Global, commented:
"This collaboration represents a critical step in expanding the global reach of renewable fuels. Partnering with BGN would enable us to extend our footprint, streamline logistics, and accelerate commercialization on a global scale with a world-class partner, as we prepare to meet surging demand for sustainable aviation fuel. "This MOU reflects a shared vision to advance a scalable, commercially viable framework for global renewable fuel production and distribution."
Cenan Ozmeral, President of BGN Int. US, LLC added:
"We are pleased to be partnering with US based XCF in this exciting venture. BGN and XCF share a common goal to expand access to renewable fuels and accelerate the decarbonization of the aviation industry. Together, we aim to combine XCF's scalable production model with BGN's marketing and distribution network to create a seamless, efficient supply chain from feedstock to finished fuel. "BGN's trading strength, risk management expertise, and integrated logistics network, will make SAF adoption practical and commercially viable for airlines seeking to meet tightening decarbonization targets. This is a major step, which we believe will have a significant impact on the aviation industry's ability to reduce emissions, in one of the hardest-to-abate transport sectors."
The collaboration underscores both companies' commitment to building a robust global supply chain at a time when demand for SAF is expanding rapidly. According to the International Air Transport Association (IATA), airlines will need approximately 165B gallons of SAF annually by 2050 to meet net-zero emission targets. Meeting this demand would require the construction of up to 7,000 new facilities worldwide. Analysts project that the global SAF market could exceed $25B by 2030 and reach $270B by 2050, underscoring one of the most compelling growth opportunities in the global energy transition. ... Read the full article here.
----- #4. SAFX Potential Catalyst - Flex-Fuel Gensets Transform Byproducts Into Clean Renewable Power. XCF Global and Posh Energy Sign Letter of Intent to Deploy Flex-Fuel Gensets, Expanding Clean Power and Credit Opp's at New Rise Reno
Transform Byproducts into Power - XCF and Posh Energy intend to deploy Flex-Fuel Gensets at New Rise Reno, converting SAF and renewable diesel byproducts into zero-carbon electricity and unlocking new revenue streams. Layered Credit Advantage - Hydrogen produced is expected to qualify for the federal 45V Tax Credits, while the clean power generated can reduce the lifecycle carbon intensity of New Rise Reno's fuels, boosting the value of its 45Z and LCFS credits, or be sold into the local energy grid to meet rising demand for renewable energy. Scalable Roadmap - The project is expected to begin with a 100-kW pilot and expand to modular 250-kW units, building toward multi-megawatt capacity. HOUSTON, TEXAS / ACCESS Newswire / September 26, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a key player in decarbonizing the aviation industry through Sustainable Aviation Fuel ("SAF"), announces that it has signed a Letter of Intent ("LOI") with Posh Robotics ("Posh" dba Posh Energy), an advanced clean energy company founded by Stanford alumni and backed by Y-Combinator, through its subsidiary New Rise Renewables Reno, LLC ("New Rise Reno") to explore deploying Posh Energy's Flex-Fuel Gensets at the New Rise Reno renewable fuels facility.
Posh's Flex-Fuel Gensets are expected to be installed at New Rise Reno to convert byproducts from SAF and renewable diesel production into clean, renewable electricity. Its proprietary reforming and fuel cell platform can process propane-rich byproduct streams and transform them into zero-carbon electricity. In the coming weeks, XCF and Posh plan to publish a white paper outlining how Flex-Fuel Gensets can transform byproducts from SAF and renewable diesel production into scalable sources of renewable electricity. By integrating Posh's Flex-Fuel Gensets, XCF expects to unlock a combination of tax incentives that enhances both facility economics and sustainability metrics. Hydrogen produced by the system is expected to qualify for the federal 45V Clean Hydrogen Production Tax Credit, while electricity generated from that hydrogen is expected to produce Renewable Energy Credits ("RECs"). When used to power on-site operations, the RECs can be retained and retired to lower the lifecycle carbon intensity of New Rise Reno's SAF and renewable diesel, thereby boosting the value of the 45Z and LCFS credits. ... Mihir Dange, (former) CEO of XCF Global commented:
"XCF's mission to lead the transition to carbon-neutral aviation will be achieved not only by producing SAF, but by reducing carbon emissions throughout the supply chain to create a future-proof energy ecosystem. Teaming up with Posh Energy highlights how next-generation fuels and power can converge to deliver impact at scale. Converting byproducts into renewable electricity strengthens our sustainability profile while unlocking new revenue streams that enhance pro-fit-ability, growth, and long-term shareholder value." See the full letter from Posh Energy here.
... Read the full article here.
----- #5. SAFX Potential Catalyst - New Leadership Appointments Drive Sustainable Aviation Fuel Expansion. XCF Global Strengthens Leadership to Accelerate Commercial Growth in Sustainable Aviation Fuel
HOUSTON, TEXAS / ACCESS Newswire / November 10, 2025 / XCF Global, Inc. ("XCF") (Nasdaq:SAFX), a leader in advancing the decarbonization of the aviation industry through Sustainable Aviation Fuel ("SAF"), today announced key leadership appointments designed to optimize strategy, strengthen execution, and accelerate growth.
Chris Cooper has joined the company as Chief Executive Officer ("CEO") and Board Director, effective November 7, 2025. Mr. Cooper is a seasoned energy-transition executive who has served as President of Neste U.S. (North America), where he led strategy, operations, and stakeholder engagement for one of the world's largest producers of renewable fuels, including SAF, and as Head of Renewables Trading at BGN, a leading energy and commodities trading company. Earlier in his career, he held senior leadership roles at Phillips 66 and Chevron, where he developed extensive expertise across downstream operations, renewable fuels integration, and global energy supply chains. Mr. Cooper succeeds Mihir Dange, who served as the Chief Executive Officer of XCF and XCF Global Capital, XCF's predecessor, since November 2023. Chris Cooper, Chief Executive Officer of XCF Global, commented:
"I'm honored to join XCF at this exciting inflection point for both aviation and renewable fuel. Global demand for SAF is accelerating, and XCF is well-positioned to lead through the rapid deployment of its modular facility design and international partnerships. Together with the Board and our partners, I'm committed to driving operational excellence, accelerating growth, and advancing XCF's mission to decarbonize global air travel." ... Read the full article here.
----- (Nasdaq: SAFX) Recap - 6 Potential Catalysts Could Provide A Spark
#1. A Sustainable Aviation Fuel Partnership Expands Within The Private Jet Market. #2. Renewable Fuel Facilities To Accelerate Clean Energy Growth In Australia. #3. XCF Global and BGN Developing Global Distribution and Logistics Partnership #4. Flex-Fuel Gensets Transform Byproducts Into Clean Renewable Power. #5. New Leadership Appointments Drive Sustainable Aviation Fuel Expansion. #6. Expanding Federal and State Policy Momentum Supporting SAF Adoption ----- Consider Starting Your Own Research On (SAFX)
While It's Still Early…
[Company Website] | [Corporate Presentation]
Coverage is officially underway on XCF Global, Inc. (Nasdaq: SAFX). Keep a lookout for my next update, it could be hitting any moment. Jeff Ackerman
Managing Editor Stock News Trends
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