April 10, 2026 | Read online

Early Coverage: See Why (Nasdaq: SAFX) Just Landed Back On Today’s Radar

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XCF Global, Inc. (Nasdaq: SAFX) Just Hit Tate Remington’s Watchlist

This Morning—Friday, April 10, 2026

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April 10, 2026

Early Coverage | See Why (Nasdaq: SAFX) Just Landed Back On Today’s Radar

Dear Reader,

A little-known company just landed back on the Market Maven Insights radar after making an approximate 160% move over the last month, and the broader story behind it is starting to draw renewed attention.

As global decarbonization mandates collide with volatile energy supply chains, XCF Global, Inc. (Nasdaq: SAFX) is emerging at the center of an increasingly important shift in aviation fuel.

And now, (SAFX) is topping our watchlist this morning—Friday, April 10, 2026.

Recently, (SAFX) made an approximate 160% move in less than a week, from around $.30 on March 11 to $.78 yesterday, April 9, according to data available from Barchart.

As the first publicly listed U.S.-based producer centered on Sustainable Aviation Fuel (SAF), the company operates in a market projected to exceed $25B by 2030 and potentially $250B by 2050.

With its flagship production facility already revenue-generating and a massive expansion pipeline underway, XCF Global, Inc. (Nasdaq: SAFX) is positioning itself as a cornerstone of domestic energy security.

Inside XCF Global, Inc. (Nasdaq: SAFX)’s Platform

XCF Global, Inc. (Nasdaq: SAFX) is an emerging sustainable aviation fuel company dedicated to accelerating the industry's transition to net-zero emissions by 2050.

The company develops and operates state-of-the-art clean fuel production facilities engineered to convert renewable, domestic waste-based feedstocks into high-quality SAF and renewable diesel.

Its primary product, Sustainable Aviation Fuel (SAF), can reduce lifecycle greenhouse gas emissions by up to 80% compared to conventional jet fuel and is currently the only scalable solution for decarbonizing the aviation sector.

The company’s operations are anchored by the New Rise Renewables Reno facility in Nevada, which was commissioned in February 2025 and has a permitted nameplate production capacity of 38M gallons per year.

This facility positions XCF as an early mover among large-scale SAF producers in North America, utilizing modular and replicable infrastructure designed for rapid deployment near major aviation hubs.

Strategic Expansion and Scaling Roadmap

(SAFX) is aggressively pursuing a multi-state expansion strategy to meet rising global demand. The company has initiated development for New Rise Reno 2, a second facility expected to launch in 2028 with an additional 40M gallons of annual neat SAF production capacity.

To support this growth, (SAFX) has engaged Bank of America to assist in structuring potential debt financing, which may qualify for export credit agency programs.

Beyond Nevada, the company’s pipeline includes potential production sites in North Carolina and Florida, alongside an international growth strategy that includes a partnership to bring the (SAFX) platform to Australia.

In early 2026, the company also signed a non-binding Memorandum of Understanding (MOU) with the global energy group BGN INT US LLC to jointly develop distribution and offtake frameworks across Europe and the Middle East.

Recent Developments and Strategic Updates

XCF Global, Inc. (Nasdaq: SAFX) has released multiple updates in April 2026 that add new context to its ongoing development strategy.

On April 6, 2026, the company announced a commercial collaboration agreement with Axens North America, a global licensor of sustainable refining and biofuels technologies.

The agreement is designed to support the deployment of SAF production facilities by combining (SAFX)’s modular refinery design and execution model with Axens’ Vegan® process through a licensing-based framework.

This approach is intended to allow both companies to independently engage with project developers while supporting the expansion of SAF capacity across domestic and international markets.

More recently, on April 9, 2026, (SAFX) provided an update on its New Rise Renewables Reno facility, confirming that its plant conversion remains on schedule.

The company is currently implementing catalyst replacements, equipment upgrades, and heat exchange improvements designed to enhance production efficiency and operational stability.

Key catalyst deliveries are expected in late May and early June 2026, supporting planned commissioning activities in early June.

These updates highlight continued progress across both operational execution and external collaboration efforts as the company advances its SAF platform.

The Economic Moat: Feedstock Insulation

A primary driver for the (SAFX) model is its reliance on domestic, waste-based feedstocks.

By utilizing non-food-based renewable resources found within the United States, the company effectively insulates its production costs from the extreme volatility of the global crude oil market.

This domestic sourcing strategy not only supports U.S. agricultural and waste management supply chains but also provides a "security premium" for airlines looking to lock in fuel costs without exposure to geopolitical instability in oil-producing regions.

The Reno facility utilizes a proprietary conversion process that is both feedstock-flexible and modular.

This allows (SAFX) to adjust its input based on local availability—whether that be used cooking oils, animal fats, or other renewable residues—ensuring that production remains consistent even if specific feedstock markets fluctuate.

This flexibility is a critical competitive advantage as the global competition for renewable feedstocks intensifies among energy giants.

Corporate Evolution and Capital Infusion

The company recently reached a significant corporate milestone on March 6, 2026, when stockholders approved the issuance of more than 19.99% of its outstanding common stock.

This approval was critical as it removed a previous share cap, allowing for a substantial capital infusion from EEME Energy SPV I LLC. XCF anticipates that EEME will acquire 62M shares for a total of $6.2M in two tranches concluding at the end of March 2026.

Furthermore, XCF Global, Inc. (Nasdaq: SAFX) has entered into merger discussions and a binding term sheet with two complementary companies focused on renewable energy and environmental solutions.

This proposed three-party merger aims to combine multiple SAF production pathways with integrated environmental attribute capabilities, strengthening the combined entity’s ability to access lower-carbon solutions and address regulatory requirements across global markets.

The inclusion of carbon credit and environmental asset expertise is also expected to create a secondary revenue stream that could support the company’s margin profile.

Navigating the Net-Zero Mandate

The regulatory tailwinds for XCF Global, Inc. (Nasdaq: SAFX) are perhaps the strongest in the entire renewable energy sector.

Governments worldwide have begun implementing blending mandates that require airlines to use increasing percentages of SAF.

In the United States, tax credits provided under the Inflation Reduction Act have created a favorable environment for domestic producers, often providing a “stackable” benefit when combined with state-level Low Carbon Fuel Standard (LCFS) credits.

For XCF Global, Inc. (Nasdaq: SAFX), these incentives support its modular growth plan. Rather than pursuing massive refinery projects that can take years to commission, the company is focused on mid-scale facilities like Reno that can be brought online faster and located closer to the end user.

This localized production model can reduce transportation costs and lower the overall carbon intensity (CI) score of the fuel, increasing its appeal to airline customers.

Corporate Demand Signals for SAF

A growing number of global corporations have publicly committed to reducing carbon emissions, with several specifically supporting the adoption of Sustainable Aviation Fuel (SAF) as part of those efforts.

Microsoft has set a goal to become carbon negative by 2030 and has launched programs that allow suppliers to purchase SAF-related environmental attributes tied to its operations.

Google has committed to achieving net-zero emissions across its operations and value chain by 2030, while also participating in SAF-related programs through industry partnerships focused on lowering aviation emissions.

Nike’s “Move to Zero” initiative targets zero carbon and zero waste, including a 65% reduction in emissions and a 30% decrease in supply chain emissions by 2030, aligning with broader efforts that support lower-emission logistics and transportation.

Amazon, through its Climate Pledge, aims to reach net-zero carbon emissions across its global operations by 2040 and has played a role in advancing SAF adoption through industry alliances and registry initiatives.

Taken together, these commitments reflect a broader shift in corporate behavior, where large-scale organizations are increasingly aligning procurement, logistics, and travel policies with lower-emission fuel alternatives.

This growing demand base may continue to influence the pace of SAF adoption across the aviation ecosystem.

XCF Global, Inc. (Nasdaq: SAFX)’s Recent Developments

April 9, 2026

XCF Global, Inc. (Nasdaq: SAFX) Provides Update on New Rise Reno Plant Conversion

April 6, 2026

XCF Global, Inc. (Nasdaq: SAFX) and Axens North America Announce Commercial Collaboration for Vegan(R) Technology

March 23, 2026

XCF Global CEO Highlights Renewable Energy Security as Cornerstone of Scaling Sustainable Aviation Fuel at Advanced Bioeconomy Leadership Conference, ABLC2026

March 23, 2026

Middle East Conflict Exposes America's Aviation Fuel Vulnerability: XCF Global Highlights the Case for Domestic Sustainable Aviation Fuel

March 10, 2026

XCF Global Provides Update on Ongoing Capital Raise and Merger Discussions

January 14, 2026

XCF Global Announces Appointment of Experienced Energy Industry Leader William Dale as CFO to Support Ongoing Strategic and Execution Priorities

January 12, 2026

XCF Global Evaluating Financing Alternatives to Drive Growth in SAF Platform

7 Factors Putting (SAFX) At The Top Of Our Watchlist This Morning

—Friday, April 10, 2026.

1. Fresh Updates: (SAFX) released new April updates covering its Axens collaboration and a Reno plant conversion that remains on schedule heading into early June commissioning activities.

2. Recent Momentum: (SAFX) is back on the radar after an approximate 160% move from around $.30 on March 11 to $.78 on April 9.

3. Market Size: (SAFX) is tied to a SAF market projected in the report to exceed $25B by 2030 and potentially $250B by 2050.

4. Operating Asset: (SAFX) already has its New Rise Renewables Reno facility online with permitted nameplate production capacity of 38M gallons per year.

5. Domestic Inputs: (SAFX) uses domestic, waste-based feedstocks in a model described here as helping reduce exposure to crude oil volatility and geopolitical supply disruptions.

6. Policy Support: (SAFX) is operating in a segment supported by blending mandates, IRA tax credits, and LCFS programs that favor domestic SAF production.

7.Growth Pipeline: (SAFX) has initiated development for New Rise Reno 2, which is expected to add another 40M gallons of annual neat SAF production capacity in 2028.

Pull Up (SAFX) While It’s Still Early…

(SAFX) is entering a period where several important pieces are starting to come together.

The recent move alone has already put it on more screens, with (SAFX) making an approximate 160% move in less than a month, from around $.30 on March 11 to $.78 on April 9.

Beyond that, the company is tied to a market projected to exceed $25B by 2030 and potentially $250B by 2050, giving the broader backdrop added weight.

Just as important, (SAFX) already has a revenue-generating facility online with permitted nameplate production capacity of 38M gallons per year, while New Rise Reno 2 is expected to add another 40M gallons of annual neat SAF production capacity in 2028.

Add in favorable policy support, domestic waste-based feedstocks, and a steady stream of recent corporate developments, and this is clearly a name that deserves attention tonight.

We have all eyes on (SAFX) this morning.

Take a look at (SAFX) while it’s still early.

Also, keep a lookout for my next update, it could be coming very shortly.

Sincerely,
Tate Remington
Chief Editor, Market Maven Insights

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