Monitor the ramp-up of production at the New Rise Renewables Reno facility toward its 38 million gallon per year nameplate capacity. Actual revenue realization and margin data in future quarterly filings will be critical to validate the forward-looking estimates.
Price Chart
Executive Summary
XCF Global (SAFX) announced initial renewable diesel sales to Tartan Oil LLC, a Berkshire Hathaway subsidiary, from its New Rise Renewables Reno facility. The company estimates these sales could generate $12.86M to $13.86M in monthly revenue, marking a key milestone in transitioning from production to commercial operations.
Key Facts
- XCF Global announced initial renewable diesel sales to Tartan Oil LLC, a subsidiary of Berkshire Hathaway's Pilot Travel Centers.
- Estimated monthly revenue from these sales is between $12,860,000 and $13,860,000, based on current production and market conditions.
- The New Rise Renewables Reno facility has a nameplate capacity of 38 million gallons per year and began production in July 2026.
- Sales are expected to continue and increase as production ramps up toward nameplate capacity.
Financial Impact
Estimated monthly revenue of $12.86M to $13.86M from Tartan sales, representing a significant revenue milestone for the company.
Risk Factors
- Forward-looking revenue estimates are based on current market conditions and are subject to change.
- Production ramp-up and sustained commercial operations at New Rise Renewables Reno carry execution risk.
- Volatility in RIN values and renewable fuel credit markets could impact profitability.
- The company's ability to raise additional financing to fund operations and growth plans remains a risk.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001493152-26-037267 |
| Exhibit: ex99-1.htm | 0001493152-26-037267 |
| Document: 0001493152-26-037267-index-headers.html | 0001493152-26-037267 |
| Document: 0001493152-26-037267-index.html | 0001493152-26-037267 |
| Document: 0001493152-26-037267.txt | 0001493152-26-037267 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | SC 13D/A | — | awaiting T+60 | — | — |
Oct 26, 2026 today | DEF 14A | $0.1567 | awaiting T+60 | — | $0.1568 (−0.06%) |
Oct 26, 2026 today | 3 | $0.1550 | awaiting T+60 | — | $0.1568 (+1.16%) |
Oct 26, 2026 today | 3 | $0.1479 | awaiting T+60 | — | $0.1568 (+6.02%) |
Oct 23, 2026 3d ago | 8-K | $0.1560 | awaiting T+60 | — | $0.1568 (+0.51%) |
Oct 22, 2026 3d ago | 8-K | $0.1598 | awaiting T+60 | — | $0.1568 (−1.88%) |
Oct 16, 2026 9d ago | SC 13D/A | $0.1565 | awaiting T+60 | — | $0.1568 (+0.19%) |
Sep 24, 2026 4w ago | 425 | $0.3731 | awaiting T+60 | — | $0.1568 (+57.97%) |
Sep 23, 2026 4w ago | EFFECT | $0.4253 | awaiting T+60 | — | $0.1568 (+63.13%) |
Sep 22, 2026 4w ago | EFFECT | $0.4586 | awaiting T+60 | — | $0.1568 (+65.81%) |
US Market Status
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