This is a positive growth signal for OPAL's vertically integrated RNG model, but lacks financial details. Monitor for future updates on project costs, timeline to commercial operation, and any revenue guidance tied to the new capacity. The partnership with GFL reduces capital risk.
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Executive Summary
OPAL Fuels announced the commencement of construction on two new RNG facilities in Alabama and Georgia, jointly owned 50/50 with GFL Environmental. The projects are expected to add ~15 million GGEs of RNG supply capacity annually. This is a positive operational milestone that expands OPAL's upstream production and downstream distribution network, but no financial terms or revenue impact were disclosed.
Key Facts
- Construction commenced on two RNG facilities in Polk County, Georgia and Tallapoosa County, Alabama.
- Facilities are owned 50% each by OPAL Fuels and GFL Environmental.
- Expected to produce approximately 15 million gasoline gallon equivalents (GGEs) of RNG annually.
- Sufficient to power approximately 800 Class 8 heavy-duty tractors per year.
- OPAL Fuels will market and distribute the full output through its CNG/RNG dispensing network.
- No financial terms, capital expenditure, or revenue projections were disclosed.
Financial Impact
No financial figures disclosed; project adds ~15M GGEs/year of RNG capacity to OPAL's portfolio.
Risk Factors
- Construction delays or cost overruns could impact project economics.
- RNG production volumes are forward-looking and subject to operational risks.
- No financial terms disclosed — actual returns may differ from expectations.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-040255 |
| Document: gradyroadandstonesthrowcon.htm | 0001628280-26-040255 |
| Document: 0001628280-26-040255-index-headers.html | 0001628280-26-040255 |
| Document: 0001628280-26-040255-index.html | 0001628280-26-040255 |
| Document: 0001628280-26-040255.txt | 0001628280-26-040255 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 8-K | $1.53 | awaiting T+20 | — | $1.60 (+4.25%) |
Oct 20, 2026 6d ago | 8-K | $1.53 | awaiting T+20 | — | $1.60 (+4.25%) |
Sep 18, 2026 5w ago | EFFECT | $1.87 $1.56 | ▲ +16.58% | ▲ +16.78% | $1.60 (+14.71%) |
Sep 2, 2026 7w ago | Insider Cluster | $1.98 $1.74 | ▼ −12.12% | ▼ −11.91% | $1.60 (−19.44%) |
Aug 10, 2026 11w ago | 8-K | $2.60 $1.92 | ▲ +26.15% | ▲ +25.24% | $1.60 (+38.65%) |
Jun 11, 2026 19w ago | Institutional Cluster | $1.91 $2.01 | ▲ +5.24% | ▲ +3.34% | $1.60 (−16.49%) |
Jun 3, 2026 20w ago | 8-K | $2.31 $2.11 | ▼ −8.66% | ▼ −7.29% | $1.60 (−30.95%) |
May 21, 2026 22w ago | Insider Cluster | $2.16 $1.90 | ▼ −12.04% | ▼ −10.62% | $1.60 (−26.16%) |
May 20, 2026 22w ago | 8-K | $2.01 $1.79 | ▼ −11.19% | ▼ −11.53% | $1.60 (−20.65%) |
May 11, 2026 24w ago | 8-K | $2.19 $2.00 | ▲ +8.68% | ▲ +8.37% | $1.60 (+27.17%) |
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