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SAFX | The Race to Clean Aviation Takes Flight
 

Good Morning Market Enthusiast,

Picture this: We're standing at the edge of something historic. 

For over a century, aviation has been powered by fossil fuels, and it's been the only way.

But right now, in this moment, that's fundamentally changing. 

And if you've been paying attention to the energy and transportation space, you're starting to see the dominoes fall.

Sustainable aviation fuel is no longer just a buzzword in corporate sustainability reports. It's happening. 

Today. Airlines are quietly shifting their strategies. 

Governments are backing it with real money and real policy. 

Energy companies, the big ones, are betting serious capital on it. 

And here's what matters: this isn't a maybe situation anymore. 

The transition is accelerating, and the players who position themselves now are the ones who'll shape where aviation goes next.

The numbers tell the story: The U.S. government has set federal goals for SAF production that read like a growth trajectory few technologies have seen. 

We're talking about scaling from today's minimal output to three billion gallons annually by 2030, and potentially reaching 35 billion gallons by 2050. Globally? This is a market projected to exceed $25 billion by 2030 and surge to nearly $270 billion by 2050! (1)(8)

That's not incremental growth. That's a wholesale transformation happening in real time.

But here's the thing, and this is crucial, we're still in the early innings.

Current production represents less than 1% of total jet fuel use, which means airlines can't yet meet their own published climate commitments even if they wanted to. 

This gap? It's the biggest opportunity in renewable fuels right now. And whoever fills it first shapes the entire industry. (1)(8)

Enter XCF Global (Nasdaq:SAFX). This is where the opportunity becomes concrete. (6)

(1)

SAF (sustainable aviation fuel) is different from what you might imagine. 

It's not some experimental fuel that requires new engines or infrastructure rewrites. 

It's made from waste- and residue-based feedstocks, like used cooking oil, agricultural byproducts, and animal fats, the sort of materials that would otherwise be discarded. 

And here's the practical magic: it works with today's aircraft and fuel infrastructure. 

Drop it in, and planes fly. That means the transition doesn't have to wait for new technology. 

It's compatible with existing infrastructure, which is why airlines can actually adopt it now instead of waiting a decade for the “perfect solution.” (1)(8)

Industry research shows SAF can cut lifecycle emissions by up to 80% compared to conventional jet fuel when fully scaled. (1)(8)

That's not a rounding error. That's real environmental progress backed by real science.

(1)

XCF Global at a Critical Juncture (1)(2)(3)(8)
 

XCF Global is one of only a handful of publicly listed renewable fuels companies with a primary focus on sustainable aviation fuel in the U.S. But they're not just another player… They're building tangible production capability.

The New Rise Reno facility in Nevada isn't theoretical. 

It already exists. It's already produced clean SAF, renewable diesel, and renewable naphtha for Phillips 66 under a long-term supply agreement that matters. 

During ramp-up, they've already produced more than 2 million gallons of renewable fuel. 

SAF production is expected to resume as early as Q1 2026 and once fully operational, this single facility is expected to produce ~38 million gallons annually. That’s real capacity.

But they're not stopping there. The company is building a network:
 

• ⭐ New Rise Reno 2—an expansion adjacent to the flagship facility adding another 40 million gallons of annual production capacity
• ⭐ Development of SAF or SAF-related infrastructure at Wilson, North Carolina and Fort Myers, Florida sites
• ⭐ Modular, repeatable facility designs built for rapid deployment and efficiency
   

Over $350 million has been invested into New Rise Reno from inception. That's not venture-stage risk capital. That's serious institutional money behind serious production goals.

(1)

Going Global (Without Blowing the Budget) (1)(2)(3)(8)

Here's where it gets interesting. Instead of building facilities everywhere themselves, XCF Global (Nasdaq:SAFX) launched a capital-light licensing strategy designed to accelerate SAF adoption worldwide.

In October 2025, they signed a binding term sheet with New Rise Australia for an exclusive 15-year license. 

The deal: XCF's facility design, configuration, and layout deployed across at least three renewable fuel production facilities in Australia. XCF retains IP ownership and gets a 12.5% equity stake, plus licensing fees and a board seat. 

That's the blueprint for scaling globally without bearing all the capital burden and Australia is an obvious first market given its energy priorities and liquid fuel import dependence.

The Distribution Game-Changer (1)(2)(3)(8)

Then there's the logistics piece, which frankly might be the most underrated part of the story. 

XCF Global (Nasdaq:SAFX) just entered into an MOU with BGN—a global renewable fuels trading, marketing, and distribution company which serves customers in over 120 countries.

BGN moves ~50 million tons of fuel and commodities through global energy value chains each year. 

The partnership aims to expand XCF's reach into Europe and the Middle East through production offtake and co-branded distribution. 

Translation: SAF produced by XCF facilities can actually reach the customers who need it. That solves one of the industry's biggest bottlenecks. 

You can produce clean fuel, but if you can't distribute it efficiently to the airlines who need it, the game doesn't work.

The People Behind the Plan (1)(4)

Chris Cooper just joined as CEO with over 25+ years in renewable fuel, aviation, and downstream energy. 

He's held senior roles at Neste (basically the global SAF leader), BGN, Phillips 66, and Chevron. 

This isn't a startup founder trying to figure it out. 

This is an industry operator who knows exactly how to scale production and partnerships at this level.

Why This Matters Right Now (1)(2)(3)(4)(8)

The aviation energy transition isn't theoretical anymore. 

It's operational. Airlines are actively seeking sustainable fuel. 

Governments representing billions of travelers are writing policies and incentives around low-carbon aviation. 

The infrastructure is building. The demand signal is real. The policy tailwind is blowing.

XCF Global (Nasdaq:SAFX) is positioning itself to capture this moment through: domestic production capacity, a capital-light international model that can replicate quickly, and an emerging global distribution and logistics partnership strategy that actually connects supply to demand. (6)

The combination creates a commercial path that aligns with a future where cleaner flight becomes a global expectation rather than an aspiration.

The next chapter begins now.

To your success,

Max Masters

Co-founder, Market Tips Newsletter

Sources:
1. https://s205.q4cdn.com/597801737/files/doc_downloads/2025/11/XCF-Investor-Presentation-Nov-2025.pdf
2. https://finance.yahoo.com/news/bgn-announces-strategic-mou-xcf-161900811.html
3. https://finance.yahoo.com/news/xcf-global-bgn-developing-global-124500776.html
4. https://finance.yahoo.com/news/xcf-global-strengthens-leadership-accelerate-133300384.html
5. https://xcf.global/overview/default.aspx
6. https://finance.yahoo.com/quote/SAFX/
7. https://finance.yahoo.com/quote/SAFX/history/
8. https://finance.yahoo.com/news/bgn-announces-strategic-mou-xcf-161900811.html

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