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New Alert: Sky Quarry Inc. (NASDAQ: SKYQ)
SKYQ is our brand new NASDAQ high growth energy alert.
Sometimes a company and a moment in history find each other at exactly the right time.
We believe that is what is happening right now with SKYQ.
This is one of the most unique small-cap energy stories we have come across.
SKYQ has found a way to turn one of the country's biggest environmental headaches - the 15 million tons of waste asphalt shingles dumped in landfills every single year - into crude oil, diesel, and multiple other sellable products.
And it has the “only operating refinery” in Nevada to process them.
But wait, it gets better.
It owns two processing facilities with a combined estimated replacement value of approximately $140 million, trading at a market cap that is a fraction of that.
Furthermore, in the past six weeks alone:
Brent crude surged past $110 a barrel for the first time since 2022.
California lost two major refineries permanently.
The Trump Administration invoked the Defense Production Act specifically to prioritize domestic petroleum refining capacity.
Every one of those developments directly benefits this company. And all of them happened within the past 30 days.
Last month, SKYQ rallied upwards of +600% - and the opportunity may not be over.
Since then, short-term volatility has consolidated the stock – which could be setting the stage for the next breakout higher.
And what is happening in the oil sector right now goes beyond headlines.
Even if the Middle East conflict ended tomorrow, the structural shift in energy demand and supply is not going away.
Furthermore, just this morning the company announced big breaking news (more on that below).
A return back to the April high would be gains of +335%.
SKYQ is a NASDAQ listed “integrated energy solutions company committed to revolutionizing the waste asphalt shingle recycling industry” with "integrated capabilities from extraction to refining."
SKYQ “operates the Foreland Refinery, a regional facility producing diesel, vacuum gas oil (VGO), naphtha, and liquid paving asphalt for Western U.S. markets”.
The Company is also “advancing its PR Spring development in Utah, focused on technologies to recover hydrocarbons from oil-saturated sands and soils and consumer waste, including asphalt shingles, using its proprietary ECOSolv process”.
This “closed-loop technology aims to enable efficient oil recovery while reducing landfill waste and supporting domestic energy production”.
Here is a number that most people have never heard: "700 million tons of asphalt shingles have been dumped into landfills since 1960."
Approximately "15 million tons are dumped into landfills annually."
These shingles take "300 years to decompose."
And "currently, there are no sustainably viable solutions for the disposal of waste asphalt shingles."
Think about that. Every time a roof gets replaced - and roughly "80% of North American homes have asphalt shingle roofing" - the old shingles have virtually nowhere to go except a landfill.
An average house generates "1.5 to 3 tons of roofing tear-offs" per replacement.
The problem is massive, growing, and entirely unsolved.
And the U.S. EPA is increasingly demanding that it change.
SKYQ has the solution.
At the core of SKYQ's platform is a proprietary technology called ECOSolv - a closed-loop extraction process that transforms shredded waste shingles into multiple sellable products.
The process is straightforward: grind the shingles, mix with solvent, extract the bitumen, then distill and refine.
What makes ECOSolv exceptional are the recovery rates:
Material recovery rate "up to 95%"
Recycles "up to 99% of its solvent"
Recovers "up to 99% of hydrocarbons"
One ton of processed waste shingles yields not one product but seven distinct revenue streams: sustainably produced oil and diesel fuel, liquid asphalt tack coating, naphtha, limestone powder, fiberglass, aggregate granules, and carbon credits.
If processed at scale, the 15 million tons of asphalt shingle waste generated annually would equate to the recovery of "20-22 million barrels of oil and between 9-11 million tons of valuable materials, a market valued up to $4.4 billion."
What makes SKYQ's economic model genuinely compelling is that the company gets paid before it even starts processing.
When roofing contractors drop off their shingle waste, they pay SKYQ a tipping fee. Those fees range from "$45 to $150 per ton." The average tipping fee in Southern California is "$94 per ton."
The design of the model means that "nearly all revenue generated from products recovered from waste asphalt shingles contributes directly to the profit line" - because the tipping fees are anticipated to "cover most, if not all, of the costs to process and break down the shingles."
In other words: get paid to receive the raw material, then sell everything that comes out of it. Each of the seven product streams - oil, diesel, carbon credits, granules, limestone powder, fiberglass, and asphalt coating - represents an additional layer of margin on top of a feedstock the company was paid to accept.
Most small energy companies own one piece of the puzzle.
SKYQ controls the entire value chain from extraction to refining.
The company’s PR Spring Extraction Facility is located near Vernal, Utah, in the Uinta Basin, one of the primary oil and natural gas producing regions in the Western United States.
“PR Spring asset spans approximately 5,900 acres and includes a constructed processing facility representing approximately $60 million in prior investments”.
“The PR Spring asset is supported by prior engineering and feasibility work that outlines meaningful production potential at scale, including:
~1.5 million tons per year of feedstock processing capacity (August Brown, LLC feasibility study, October 2022)
Expected production cost of approximately $35 per barrel
~2,000 barrels¹ per day of heavy oil production capacity upon development”
The Company believes the facility requires only incremental capital - estimated at $4 to $5 million in CapEx - to reach production readiness.”
In addition, SKYQ “owns and operates the Foreland Refinery, the only refinery located in Nevada, with approximately 5,000 barrels per day of permitted refining capacity”.
“The facility produces diesel, vacuum gas oil (VGO), naphtha, and liquid paving asphalt from crude oil sourced from Nevada and Utah, serving the regional fuel market across Nevada and parts of the broader Intermountain West.”
As permitting new refining capacity becomes increasingly difficult, assets like Sky Quarry's Eagle Springs Foreland refinery represent scarce, hard-to-replicate infrastructure.
From the company’s investor presentation, the total asset picture is striking:
PR Spring Extraction Facility replacement cost: "$70 million"
Foreland Refinery replacement cost: "$70 million"
Hydrocarbon assets (McDaniel and Associates NPV): "$166 million"
Patent portfolio: valuation appraisal underway
Refinery license: valuation appraisal underway
That is over 300 million dollars in identified hard asset value - with two additional appraisals not yet completed - on a company trading at a fraction of that figure.
One of the most powerful long-term drivers for SKYQ is not something the company has to sell - it is something regulators are forcing into existence.
Across the United States, states and municipalities are “mandating diversion of construction and demolition waste from landfills”:
Austin: "50%" diversion mandate
Seattle (King County): "80%" diversion mandate
California: "up to 75% in some areas"
As these regulations tighten and spread, roofing contractors across the country will have fewer and fewer options for disposing of shingle waste.
SKYQ is building the infrastructure to be one of the only viable alternatives to a landfill.
Meanwhile, on the fuel supply side, California enacted ABX2-1, which "poses a threat to Western regional fuel supplies." Phillips 66 shut down its Los Angeles-area refinery in late 2025. Valero followed in April 2026.
As Western refining capacity contracts, SKYQ's Nevada refinery becomes increasingly strategically positioned.
The sustainable fuel market is "expected to triple over the next 20 years" and major transportation operators like Union Pacific are "actively pursuing efforts to decarbonize operations through increased use of low-carbon fuels."
SKYQ is not thinking small.
The company has laid out a phased national expansion strategy for its modular collection facilities - described as "fast to deploy, built to scale" and "designed for rapid expansion into high opportunity regions."
Target markets include Las Vegas, Los Angeles, San Diego, Oakland, Seattle, Portland, Phoenix, Albuquerque, Denver, Boise, San Antonio, Houston, Atlanta, Charlotte, Florida, Chicago, and Vermont.
Each modular unit is "expected to provide up to 100,000 tons of shingle feedstock while producing sellable byproducts."
The units are "engineered for scalability and cost efficiency" - designed to be placed "close to the waste source and end markets" to "lower logistics costs."
The model is "replicable" with "minimal capex and designed to repeat across regions" - and each unit is "revenue generating" from day one through tipping fees and byproduct sales.
SKYQ has announced multiple developments recently – including breaking news today.
In April, the company announced:
“Sky Quarry's Nevada Refinery Gains Strategic Value as Brent Crude Surpasses $110 and West Coast Refining Capacity Shrinks”
Here are some of the company’s comments from this press release:
"Nevada is one of the most import-dependent fuel markets in the country," said Marcus Laun, Chief Executive Officer of Sky Quarry. "If two of the largest California refineries serving the Western region close permanently and global oil prices spike above $110 a barrel, the question of where refined product comes from - and who controls local supply - becomes urgent. We own the only refinery in Nevada, and that is a strategically significant position."
Furthermore:
"At $110 oil, the economics for local drilling and local refining both improve materially," Laun continued. "Several producers we work with are actively evaluating opportunities to increase production. If that activity accelerates, it can create a natural and advantageous supply relationship between local crude and local refining capacity - exactly the kind of integrated position we have been building toward."
Plus:
"The West Coast fuel supply chain is being stressed from multiple directions at the same time," said Laun. "California may be losing roughly 290,000 barrels a day of refining capacity just as global crude prices are hitting multi-year highs. That is a challenging equation for any market that depends on California for refined product - particularly Nevada."
In addition, two weeks ago, the company announced:
“Sky Quarry Positioned to Benefit as Trump Administration Prioritizes Domestic Refining Capacity”
Here are some of the company’s comments from this press release:
"These Presidential actions are a signal that the structural weaknesses in our energy system are now being taken seriously at the highest level of government," said Marcus Laun, Chief Executive Officer of Sky Quarry. "The Strategic Petroleum Reserve cannot be drawn down forever, California's regulatory environment continues to squeeze regional refining capacity, and geopolitical tensions and conflict involving Iran are adding real uncertainty to global supply. The Western U.S. is increasingly exposed. We believe our Nevada refinery, permitted, upgraded, and capable of approximately 5,000 barrels per day, is exactly the kind of domestic infrastructure this Administration is looking to support."
Most recently, this week, the company announced:
“Sky Quarry's 180-Million-Barrel Oil Sands Asset Subject to RFP for Accelerated Commercialization”
SKYQ announced “that it is issuing a Request for Proposals (RFP) to engage partners seeking to accelerate development and commercialization of its ~180-million-barrel¹ oil sands resource at its fully permitted PR Spring facility in Utah”.
Here are some of the company’s comments from this press release:
"We have been making steady progress at PR Spring to better position the asset for production. Although PR Spring is classified as an exploration stage property, potential partners should expect limited exploration risk, as we are developing a permitted surface mine with oil in place rather than conducting frontier exploration," said Marcus Laun, Chief Executive Officer of Sky Quarry. "Through this RFP process, we are looking to engage with partners who recognize both the scale of the resource and the urgency of bringing additional supply online. We believe that owning a large-scale oil sands resource with existing infrastructure at PR Spring represents a meaningful advantage in this constrained environment."
In addition, this morning, the company announced breaking news:
“Sky Quarry Enters Strategic Multi-Party MOU to Advance Next-Generation Fuel Technologies”
“Collaboration with Southern Energy Renewables and DevvStream Opens New Pathways at PR Spring and the Foreland Refinery”
We believe SKYQ could be positioned for significant upside.
Make sure to do your own due diligence.
Happy Trading!
SmallCapStocks Team
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