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New Alert: XCF Global, Inc. (Nasdaq: SAFX)
SAFX is our new NASDAQ high growth alert - and we were among the very first to bring it to your attention when it first started trading in 2025.
Following our most recent alert of SAFX in April, it rallied +92% in just 2 days!
Now, it is positioned for another big breakout opportunity after releasing multiple developments all throughout last week.
SAFX is trading around 0.50 – and momentum is building fast.
Friday, SAFX rallied +25% in the afternoon in what could be just the start of a much bigger move higher.
The chart setup alone is pointing to a massive breakout opportunity.
In addition, the company released news this morning.
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.
On April 14, 2026, the company announced:
“XCF Global, Southern Energy Renewables and DevvStream Sign Definitive Business Combination Agreement with Respect to Previously Announced Proposed Three-Party Merger to Create Next-Generation Energy Platform”
Creation of a next‑generation energy transition platform: The proposed transaction brings together SAF, green methanol, renewable products, environmental attribute monetization, and advanced energy infrastructure into a single, globally scalable platform.
Integrated fuels, infrastructure, and environmental markets: The combined company is expected to link low‑carbon fuel production with carbon credits and related instruments, long‑term offtake commercialization, and infrastructure development.
Supports customer decarbonization strategies: By combining scalable low‑carbon fuels with environmental attribute monetization, the platform helps airlines and corporate customers address regulatory and sustainability requirements with greater flexibility.
Leadership Commentary
Chris Cooper, Chief Executive Officer of XCF Global, added,
"Our goal is to build one of the most comprehensive alternative energy platforms in the market, combining production, power, and monetization. This transaction accelerates that vision. For airlines and corporate customers, this means greater access to scalable SAF solutions, paired with high-integrity environmental attributes that support compliance, reporting, and long-term decarbonization goals across diverse markets."
Sunny Trinh, Chief Executive Officer of DevvStream, commented,
"This transaction establishes a platform with the scale, integration, and ambition to compete globally in the energy transition. We are aligning infrastructure, fuels, and environmental markets into a single, scalable business model."
Jay Patel, Chief Executive Officer of Southern Energy Renewables, commented,
"Southern’s ability to bring the next generation of technology and projects to help provide clean products without the need of government subsidies is a true gamer changer. Together we plan to bring energy independence and support the domestic supply chain with a diversified product portfolio. The great thing about this platform is that we will be able to compete with China and the rest of the world; too long has China been able to set the benchmark products used worldwide."
On April 16, 2026, the company announced:
“XCF Global and DevvStream Combine Capabilities to Bring Transferable 45Z Clean Fuel Credits to Market with Potential Value of up to ~$.60 per Gallon for Qualifying SAF Production”
“XCF Targets Up to 38Million Gallons of Annual Neat SAF Production at New Rise Reno Facility Planned Output Expected to Support up to 100 million Gallons of Blended Jet Fuel.”
Furthermore, on April 17, 2026, the company announced:
“XCF Global, Inc. Announces Receipt of $10 Million Plant Conversion Funding in Support of Pending Business Combination”
"This funding marks a meaningful step forward in the execution of our strategic transaction," said Chris Cooper, Chief Executive Officer of XCF Global. "It reinforces momentum behind the plant upgrade initiative and reflects continued alignment among the parties as we work diligently toward our goal of completing the business combination."
In addition, just in the past week alone, the company has announced multiple breaking news.
On Monday, the company announced:
“Brent Crude Swings Over $50 Per Barrel in 12 Months as XCF Global Highlights Stability of U.S. Waste Based Feedstock Model”
“Crude exposure can be highly volatile, with global benchmarks swinging sharply over short periods (U.S. EIA).”
“Waste‑based SAF inputs are more domestically driven: USDA-reported DCO pricing is primarily influenced by U.S. supply-and-demand fundamentals, such as corn processing volumes, feedstock availability, and downstream renewable fuel demand-rather than global crude disruptions.”
XCF believes these dynamics highlight potential advantages of its feedstock strategy as airlines and fuel buyers increasingly prioritize supply security, cost predictability, and lower carbon intensity in their fuel sourcing decisions.
On Tuesday, the company announced:
“XCF Global Highlights Strategic Relevance of Modular SAF Model in Australia as Asia Pacific Jet Fuel Prices Surge from ~$90 to ~$230 per Barrel, a ~155% Increase in Late Feb-Early March 2026”
As governments, airlines, and regulators increasingly prioritize fuel security alongside emissions reduction, scalable domestic SAF production is gaining relevance as a strategic infrastructure solution.
The current jet fuel supply environment reinforces the value of XCF Global's modular approach, positioning its collaboration with New Rise Australia to support aviation fuel resilience in import‑dependent markets.
Strategic Benefits of the Modular SAF Model
Under the licensing agreement, the modular design is intended to:
Enable phased capital deployment aligned with customer demand
Accelerate project timelines through standardized facility design
Improve fuel supply resilience by decentralizing production
Support national energy security while lowering lifecycle emissions
On Wednesday, the company announced:
“XCF Highlights EPA's Record-High 2026-2027 RIN Volumes and Currently Adding ~$3.06 per Gallon of SBC Incremental Value to SAF Economics”
“RIN volume increased by 15.6% in 2026 renewable fuel volume requirement vs. 2025 (25.82B RINs vs. 22.33B, reinforcing RIN credit demand under the Renewable Fuel Standard, RFS.”
“XCF estimates D4 RINs currently represent approximately ~$3.06 of incremental value per gallon of SBC (synthetic blending component for SAF) in its internal SAF economics framework.”
Here are some of the company’s comments from this press release:
"EPA's record-high standards reinforce the policy tailwinds supporting domestic renewable fuel production," said Chris Cooper, Chief Executive Officer of XCF Global. "As we develop our platform to produce waste‑based renewable fuels, including SAF, we believe a stable and supportive policy framework helps underpin long‑term demand for qualifying renewable fuel credits."
On Thursday, the company announced:
“XCF Global Maintains CORSIA-Ready Certification at New Rise Renewables Reno Facility to Support Airline Emissions Compliance Ahead of Planned June Restart”
CORSIA, the Carbon Offsetting and Reduction Scheme for International Aviation established by the International Civil Aviation Organization (ICAO), applies to international aviation on a route basis.
“During the current First Phase (2024-2026), CORSIA requirements apply to international flights between participating States, and aircraft operators may reduce their offsetting requirements with the use of CORSIA-eligible fuels, including SAF that meets ICAO requirements.”
“XCF's announcement is intended to provide customers and stakeholders with clarity that, even while New Rise Reno completes its upgrade program, the facility's sustainability systems supporting CORSIA eligible SAF claims including traceability controls and required documentation, are already in place.”
Most recently, on Friday, the company announced:
“XCF Global Continues New Rise Reno Planned Upgrade and Secures Forbearance Agreement Related to New Rise Renewables Reno Ground Lease”
“Agreement continues through January 1, 2027, subject to specified conditions, supporting New Rise's planned upgrade path and operational progress.”
“New Rise Reno was commissioned in February 2025 and has produced SAF, renewable diesel, and renewable naphtha. Since the start of commercial operations in March 2025, the facility has produced more than 2.5 million gallons of renewable fuels.”
“New Rise Reno is in the final stages of its planned upgrade, intended to strengthen long-term operability and repeatability.”
In addition, just this morning, SAFX released breaking news:
“XCF Global Provides First Quarter 2026 Corporate and Operational Update Establishes 2027 Targets of $110-$120M Net Revenue and 40-43M Gallons of Renewable Fuel Production at New Rise Reno”
We believe 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, PR, PR1, PR2, PR3, PR4, PR5, PR6, PR7, PR8, PR9, Website, Chart
Happy Trading!
SmallCapStocks Team
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