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New Alert: XCF Global, Inc. (Nasdaq: SAFX)
SAFX is our new NASDAQ breakout alert.
SAFX is a newly listed NASDAQ company that just began trading on the exchange in 2025.
SAFX, is trading for less than 1.00 – and momentum is building fast.
The chart setup alone is pointing to a massive breakout opportunity.
SAFX is an “emerging sustainable aviation fuel company dedicated to accelerating the aviation industry's transition to net-zero emissions”.
SAFX is “one of the few publicly traded renewable fuels companies primarily focused on Sustainable Aviation Fuel (“SAF”) in the United States”.
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.
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”.
Furthermore:
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”.
According to the International Air Transport Association (IATA), airlines will need “approximately 165 billion 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 $25 billion by 2030 and reach ~$270 billion by 2050”, underscoring one of the most compelling growth opportunities in the global energy transition.
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’s “modular, scalable facility is designed to enable faster deployment, efficient replication across U.S. regions, and production capacity that grows with domestic demand without overbuilding”.
SAFX’s “flagship facility, New Rise Renewables Reno, has a permitted nameplate production capacity of 38 million gallons per year, positioning XCF as an early mover among large-scale SAF producers in North America”.
SAFX is “working to advance a pipeline of potential expansion opportunities in Nevada, North Carolina, and Florida, and to build partnerships across the energy and transportation sectors to scale SAF globally”.
Furthermore, the “company's logistics advantages, including proximity to major aviation markets and access to on‑site rail and trucking infrastructure, can improve reliability and efficiency while minimizing transport emissions”.
Now, the opportunity could become a lot bigger.
In January, the company announced:
“XCF Global, Southern Energy Renewables and DevvStream Agree to Binding Term Sheet for Three-Party Merger”
Chris Cooper, Chief Executive Officer of XCF commented:
"We are excited to formalize a proposed final structure with DevvStream and Southern on what we believe will be a very accretive and excellent opportunity. We believe this combination has the potential to further validate the value XCF brings to the SAF industry while increasing shareholder value and providing alternative clean fuel opportunities. If consummated, this merger has the potential to solidify our footprint in North America as the supreme SAF producer."
Sunny Trinh, Chief Executive Officer of DevvStream commented:
"We believe the next phase of SAF adoption will favor U.S.-based platforms that can move quickly, operate at scale, and better integrate environmental attributes into the fuel value chain to support project economics and customer confidence. If progressed, this merger would bring together complementary strengths—XCF’s scale and speed-to-market, Southern’s biomass feedstock focus, and DevvStream’s environmental-asset capabilities—with the shared objective of building a globally competitive low-carbon fuels platform grounded in real operating execution."
Jay Patel, Chief Executive Officer of Southern Energy Renewables added:
"Southern’s approach is centered on sustainable biomass feedstocks and scalable fuel pathways, and we see meaningful potential in combining that focus with XCF’s production footprint and ability to accelerate commercialization. Subject to completing the necessary documentation, and approvals, we believe this collaboration could create a U.S.-based platform that can compete globally."
In March, the company provided “Update on Ongoing Capital Raise and Merger Discussions”:
“The proposed business combination, upon completion, is expected to provide a meaningful advancement in XCF's ability to help airlines and their customers reduce emissions associated with air travel.”
“By combining multiple SAF production pathways with integrated environmental attribute monetization, it is anticipated that the combined entity will be in an enhanced position to access lower-carbon non-fossil-based solutions, meet regulatory requirements, and accelerate the availability of SAF options for the aviation sector.”
“If the proposed transaction is completed, it is anticipated that XCF would become the parent entity of the combined platform, creating the first publicly traded SAF company in the United States capable of providing multiple non-fossil-based SAF production pathways alongside high integrity environmental attributes.”
“In addition to HEFA and biomass‑to‑SAF pathways, the combined platform is expected to incorporate an emerging eSAF pathway through e‑methanol‑to‑jet technology enabled by Southern.”
“This structure is expected to position XCF to serve a broader range of customers by matching regional feedstock availability, market incentives, and emissions reduction requirements with the most efficient SAF pathway and associated high- integrity environmental attributes.”
Here are some of the comments from this press release:
"We are pleased to have achieved this milestone," stated Chris Cooper, XCF's Chief Executive Officer. "With work on the Plant Conversion already underway and our hydrotreating catalyst now in production with Axens, we believe we are well positioned to advance the upgrade of our New Rise Renewables Reno facility, even as the parties to the contemplated business combination continue to undertake due diligence and negotiate the definitive agreements related to the proposed business combination."
Importantly:
"As demand for sustainable aviation fuel accelerates globally, the ability to deploy multiple technology pathways under one company creates meaningful flexibility and commercial optionality," said Chris Cooper, XCF's Chief Executive Officer.
"Airlines and corporate customers increasingly require both physical SAF and verified environmental attributes or SAF certificates to meet their decarbonization and reporting obligations. The combined platform is designed to make SAF more accessible, scalable, and better aligned with the diverse needs of customers across regions and feedstock markets."
In addition, as the company explained in March: the “Middle East Conflict Exposes America's Aviation Fuel Vulnerability”:
“SAF prices reached an all‑time high as global jet fuel markets tightened due to disruptions in the Strait of Hormuz”
“Domestic waste‑based SAF offers a proven, near‑term pathway to reducing aviation emissions”
“U.S.‑sourced SAF production provides supply chain stability and emissions reductions through domestically sourced feedstocks”
“XCF produces 38 million gallons per year of neat sustainable aviation fuel (SAF) that can be blended to deliver up to 100 million gallons of blended SAF, depending on the blend ratio at its New Rise Reno facility”
Last week, the company announced:
“XCF Global, Files First Form 10 – K”
"Filing our first Form 10-K is an important milestone in XCF Global's evolution as a publicly traded company and reflects the progress we've made in building a strong foundation for long-term growth" said Chris Cooper, Chief Executive Offer of XCF Global. "As demand for sustainable aviation fuel continues to accelerate, our mission to help decarbonize global aviation by scaling SAF production, operating with discipline, and maintaining transparency for our shareholders."
This week, the company announced:
“XCF Global and Axens North America Announce Commercial Collaboration for Vegan(R) Technology”
“XCF Global and Axens North America's Commercial Collaboration Agreement is intended to enable scalable deployment of renewable fuels.”
“Each party will contract independently with project developers, with no joint venture, agency relationship, or exchange of confidential technical information between the companies.”
“XCF may independently offer its project management, construction, and operational services based on its experience developing and operating a commercial Vegan® unit in the United States.”
Here are some of the comments from this press release:
This collaboration reflects the complementary strengths of both organizations," said Chris Cooper, CEO of XCF Global. "The technology collaboration established through this agreement is designed to allow XCF to pair its proprietary modular refinery design and execution model with Axens' world-class Vegan® process. By deploying a standardized, repeatable refinery blueprint through a licensing-based framework, we believe this collaboration can support the scalable expansion of sustainable aviation fuel production in the United States and around the world. We believe our experience deploying this same modular refinery blueprint and technology through our first international licensing agreement at the New Rise Renewables Australia facility, based on the New Rise Renewables Reno platform, demonstrates the scalability and repeatability of this model across global markets."
"As the market leader in the production of sustainable aviation fuel (SAF) through the HEFA pathway, this collaboration provides an additional opportunity to engage with project developers who benefit from XCF's project development and management capabilities, utilizing Axens Vegan® technology," said Tina Craft, CEO of Axens North America. She added that, "Axens remains fully independent in offering and licensing the Vegan® process worldwide."
In addition, on Thursday, the company announced:
“XCF Global Provides Update on New Rise Reno Plant Conversion”
“Conversion project remains on schedule, with plant upgrades progressing in line with current development plans.”
“Targeted equipment and catalyst updates underway to support anticipated SAF production and operational stability.”
“Key catalyst deliveries expected in late May and early June 2026, supporting planned early June 2026 commissioning activities.”
As the company further explains:
“XCF's flagship New Rise Reno plant is undergoing a series of upgrades that are designed to optimize plant performance and support compliance with the applicable industry and operational standards. The conversion process includes the implementation of technologies and equipment modifications developed with support from Axens, a leading global licensor of sustainable refining and biofuels technologies, which serves as a technology partner to XCF.”
“These updates are intended to support the production of sustainable aviation fuel, while maintaining operational stability and yield efficiency.”
In addition, yesterday, the company announced:
“XCF Global and BGN Expand Strategic Relationship with Execution of Term Sheet for Renewable Fuel Tolling at XCF New Rise Renewables Reno Facility and Future Facilities”
“Strategic partnership between XCF Global and BGN is expected to be established for a tolling framework for the production of SAF and renewable naphtha”
“The proposed agreement seeks to build on the previous MOU focusing on the US. The parties agree to continue to work towards developing Europe and the Middle East through production, offtake, and co-branded distribution agreements”
“The proposed agreement seeks to advance global renewable fuel supply chains to meet rapidly rising demand for SAF”
SAFX could be positioned for a big breakout higher.
Make sure to do your own due diligence.
Sources: Presentation, Energy, Reuters, Mckinsey, Delta, AA, United, PR1, PR2, PR3, PR4, PR5, PR6, PR7, PR8, PR9, PR10, Website, Chart
Happy Trading!
SmallCapStocks Team
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