XCF Global Business Summary

XCF Global, Inc. (SAFX) is a pure-play producer of Sustainable Aviation Fuel (SAF) and renewable diesel, generating revenue through the direct sale of low-carbon fuels to commercial airlines and logistics providers, supplemented by a capital-efficient licensing model for its patent-pending modular facility designs. The company’s business model is anchored by its flagship New Rise Reno facility—which maintains a 38-million-gallon annual capacity—and a vertically integrated strategy encompassing feedstock procurement and brownfield refinery conversions. XCF differentiates itself through a "modular-first" international expansion strategy, enabling regional partners to deploy SAF technology rapidly while XCF retains royalty-based economics and intellectual property ownership. In the competitive landscape, XCF contends with established giants like Neste and World Energy, as well as technology-focused peers like Gevo and LanzaJet, positioning itself as a high-velocity mid-market leader focused on immediate scalability and lower capital intensity. The leadership team is led by Chief Executive Officer Chris Cooper, a renewable fuels veteran and former President of Neste U.S., who was appointed in November 2025 to steer the company’s transition from development to global scale. He is supported by Chief Financial Officer William Dale, appointed in January 2026, who brings over 25 years of energy sector expertise in capital formation and operational finance. The board is chaired by Wray Thorn, a Partner and Founder of Focus Impact Partners, the private equity firm that facilitated XCF’s public listing via a business combination with Focus Impact BH3 Acquisition Co. Other notable board members include Anne Anderson, a former senior executive at Shell, and Sanford Cockrell, formerly of Deloitte. This executive pedigree, combining deep operational experience from legacy energy majors with private equity-driven growth strategies, provides the technical and financial oversight necessary to navigate the complex regulatory and feedstock requirements of the global SAF market.