ACCESS Newswire

XCF Global (NASDAQ: SAFX) Highlights potential $21 million Annual Clean Fuel Credit Opportunity by Expanding State Clean Fuel Programs

ACCESS Newswire

HOUSTON, TX / October 22, 2026 / XCF Global Inc. ("XCF" or the "Company") (Nasdaq:SAFX), a growing U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today highlighted an immediate commercial catalyst driven by the rapid nationwide expansion of state-level Low Carbon Fuel Standard ("LCFS") programs.

As state clean fuel programs expand, XCF estimates a potential $21 million in annual market-based clean fuel credit value based on prevailing credit pricing and assuming production at the up to 38-million-gallon annual nameplate capacity of its flagship Reno production asset.

Key Financial & Operational Catalysts:

  • $21 million Potential Annual Revenue Catalyst: XCF estimates $21 million in annual clean fuel credit value based on current market pricing and assuming production from its permitted 38-million-gallon/year flagship facility, New Rise Renewables Reno.

  • Expanding Multi-State Market Tailwinds: Active programs in California, Oregon, Washington, New Mexico, and Hawaii are driving demand for qualifying lower-carbon fuels, while 6 additional industrial states including Illinois, Massachusetts, Michigan, New Jersey, New York, and Vermont, are seeking to advance legislation to enforce clean fuel standard requirements.

  • Directly Stackable Cash-Flow Multiplier: State-level LCFS credits stack directly on top of federal incentives for qualifying lower-carbon fuels, creating a compounded revenue stream on every gallon produced. Scalable Commercial Expansion Pipeline: Beyond Reno, XCF is advancing commercial expansion assets across Nevada, North Carolina, and Florida to scale production capacity and meet surging structural demand.

  • A Meaningful Cash Flow Opportunity: Clean fuel standards establish a mandatory market framework where non-compliant fossil fuel suppliers must buy credits directly from low-carbon producers like XCF. Because state credits are earned in addition to federal renewable volume incentives, accelerating state adoption creates a compounding revenue engine that substantially increases net realized price per gallon.

"As we scale production at New Rise Renewables Reno, state clean fuel programs represent a meaningful potential cash flow opportunity from qualifying renewable fuel production," said Chris Cooper, Chief Executive Officer of XCF Global. "Our focus remains on disciplined operational execution while positioning XCF to capture the commercial opportunities available across federal and state renewable fuel markets."