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New Alert: XCF Global, Inc. (NASDAQ: SAFX)
SAFX is our brand new NASDAQ opportunity.
SAFX is a newly listed NASDAQ company that just began trading on the exchange in June.
This isn't a speculative green energy concept. SAFX is the "First publicly traded pure-play SAF producer in the U.S.," with an operational and revenue-generating facility in Reno, Nevada.
Commercial production is underway…
After making first deliveries of SAF in March, the facility began ramp-up processes to improve output. During ramp-up, the facility is temporarily producing renewable diesel at 100% nameplate capacity and expects to bring SAF production back online in Q3.
Sustainable aviation fuel (SAF) is a next-generation alternative to traditional jet fuel —one that can reduce emissions by up to 80% and integrates seamlessly into existing airplane engines and fuel infrastructure.
That's why SAF is earning overwhelming support from airlines, governments, and investors alike.
But there's a catch: the demand/supply imbalance is staggering—and growing.
Airlines are racing to cut emissions—but the SAF supply curve hasn't even started to bend.
According to McKinsey:
- "SAF are the only viable near-term option to decrease emissions in the aviation sector, as they are compatible with current aircraft engines and fueling infrastructure and can power flights with no distance limits".
Here are just some of the projections:
- International Air Transport Association (IATA): "expects the amount of sustainable aviation fuel produced to double in 2025 to reach 2 million tonnes, representing 0.7% of airlines' fuel consumption"
- McKinsey & Company: "Demand for sustainable aviation fuel could outpace supply by 2030 without a significant increase in capacity."
The International Air Transport Association ("IATA") "Represents commercial airlines and coordinates industry standards on behalf of 320 airlines, across 120 countries".
"Consistent with International Air Transport Association ("IATA") emissions reduction targets, many airlines have now set SAF targets to help the industry work towards deploying necessary capital investments."
Leading U.S. airlines have publicly emphasized the critical role of Sustainable Aviation Fuel (SAF) in achieving their net-zero emissions goals:
- Delta Air Lines: "Sustainable aviation fuel (SAF) is the most promising lever known today to accelerate progress toward a net zero future."
- American Airlines: "The clearest near-term way to decarbonize aviation is by transitioning to sustainable aviation fuel (SAF)."
- United Airlines: "SAF is proven, scalable, and the best tool we have to reduce our carbon emissions from flying."
This puts SAFX at the forefront of a market that aligns environmental urgency with economic opportunity.
SAFX is building a platform that is efficient and effective for scaling SAF production.
SAFX "has partnered with Phillips 66, an established Fortune 50 company who will supply 100% of the non-food feedstock and is the priority buyer for all SAF produced at New Rise for 15 years".
This "long-term agreement for offtake of renewable fuels" offers "cash flow visibility and stability".
The company's approach to SAF production includes several key differentiators:
- "XCF facilities employ a two-stage process to production, adding a pretreatment stage prior to hydrotreatment"
- "Feedstock-agnostic pretreatment technology combined with non-food feedstock sourcing capabilities enables flexibility, cutting supply costs and mitigating risks from supply volatility"
- "Strategic use of non-food free fatty acids and modular plant design intended to facilitate rapid expansion"
Commercial operations are not a future goal — they're already happening.
The "SAF production facility in Reno, Nevada began commercial production in February 2025 producing SAF before temporarily switching over to renewable diesel at 100% production output during the ramp-up processes … SAF production expected to resume in Q3 once ramp-up processes complete".
The Reno plant is just the start.
The company also states: "Adjacent SAF production facility to be developed and expected to begin operations in Nevada in 2027, with Florida and North Carolina plants projected to be converted by 2028" with total "~160M gallons of annual SAF production capacity".
As a newly listed NASDAQ company, SAFX is entering the public markets with momentum—and a wide runway for growth.
Here is what SAFX Chief Executive Officer Mihir Dange had to say:
"The completion of this transaction marks a transformational step for XCF Global and the decarbonization of the aviation industry. With commercial production underway, first deliveries completed, and a proven business model in place, we are entering the public markets with momentum and a clear path to growth. XCF Global is positioned as a market leader at the intersection of aviation and decarbonization - standing at the forefront of a high-growth opportunity in synthetic aviation fuel. We offer the public capital markets access to one of the fastest-growing sectors in the global energy transition, and we are proud to be leading the shift toward a lower-carbon future for aviation."
Why This Matters Now:
- SAF is not a future tech — it's already flying today
- Global demand for SAF is soaring, but production still trails far behind — creating a major supply gap.
- With government incentives and a 15-year offtake deal with Phillips 66, SAFX offers rare revenue clarity and built-in scale.
- Airlines, governments, and investors all agree: SAF is the bridge to a zero-emissions future.
- SAFX is newly listed on the NASDAQ—and that exposure could unlock the next phase of growth.
Make sure to do your own due diligence.
Sources: Presentation, Video, Filing, Energy, Reuters, Mckinsey, Delta, AA, United, PR1, PR2, Website
Happy Trading!
AwesomeStocks
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