7 Key Potential Catalysts Help (Nasdaq: SAFX) Claim Our Top Watchlist Spot Monday

Six weeks.

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored 7 Key Potential Catalysts Help (Nasdaq: SAFX) Claim Our Top Watchlist Spot Monday August 10th Dear Reader, Six weeks. That's all it took for U.S. jet fuel prices to go from roughly $2.50 per gallon to nearly $4.90 - one of the fastest price spikes in recent memory. Diesel followed a near-identical path, rising more than 50% in the same window. And while legacy fuel markets scrambled to respond, one small-cap Nasdaq name quietly started generating renewable fuel at a Nevada refinery. That name is XCF Global, Inc. (Nasdaq: SAFX). SAFX began producing renewable fuels at its New Rise Renewables Reno facility on July 9th, 2026, with a permitted nameplate capacity of 38Mn gallons per year. This is real output from a real facility. Initial phase production runs as renewable diesel during commissioning, with a planned transition to sustainable aviation fuel (SAF). Here is the broader setup. Aviation is among the world's most carbon-intensive industries. IATA estimates that SAF could contribute up to 65% of the emission reductions aviation needs to reach net zero by 2050. Right now, SAF represents less than 1% of all aviation fuel burned worldwide. That is not a trend. That is a structural transformation still in its earliest stages. The EPA just issued its highest-ever Renewable Fuel Standard requirements for 2026 and 2027 - 25.82Bn and 25.98Bn RINs respectively, which the agency called "the highest in program history." D4 RINs were adding approximately $3.06 per gallon of SAF as of April 27th, 2026, on top of fuel sale revenue, LCFS credits, and the 45Z Clean Fuel Production Credit worth up to $1.75 per gallon. The math layering here is notable. An earnings announcement is scheduled for August 14th, 2026 - the first formal financial report after production began. Company Breakdown: XCF Global, Inc. (Nasdaq: SAFX) XCF Global is a Houston-based renewable fuels producer specializing in SAF and renewable diesel. Its flagship asset - the New Rise Renewables Reno facility in Nevada - uses Axens' Vegan® HEFA technology to convert used cooking oil, distillers corn oil, and animal fats into fuels cutting lifecycle greenhouse gas emissions. The facility can switch between renewable diesel and SAF in real time depending on market pricing - a flexibility advantage competitors simply do not have. SAFX also holds a binding offtake agreement with BGN INTL for SAF production. Leading operations is Company CEO Chris Cooper, a veteran of Neste North America where he previously led SAF commercialization across the Americas. On the corporate side, SAFX signed a definitive three-party business combination agreement with carbon management firm and Southern Energy Renewables on April 13th, 2026, targeting a $3Bn combined enterprise. More Sources: SAFX Website. SAFX Presentation. 7 Potential Catalysts Now On Our Radar For (Nasdaq SAFX) 1.) Renewable Fuel Is Now Flowing From Reno, Pushing SAFX Into Revenue-Stage Territory. The July 9th, 2026 production start means SAFX has moved out of the development phase, with actual revenue data set to appear in the upcoming August 14th earnings release. 2.) Jet Fuel Doubled in Six Weeks, Making the Domestic SAF Case Self-Evident for SAFX. The near-100% price surge from February to April 2026 - driven by restricted tanker routes through the Strait of Hormuz - demonstrated exactly why waste-based domestic SAF carries a structurally distinct and more resilient supply chain versus conventional petroleum. 3.) D4 RINs Worth $3.06 Per Gallon Create a Powerful Embedded Credit for SAFX. At the EPA's reported $3.06 per gallon D4 RIN value as of April 27th, 2026, every gallon produced at the 38-Mn-gallon-capacity Reno plant carries a meaningful regulatory credit layered above the fuel sale price itself. 4.) A $1.00 Analyst Target From H.C. Wainwright Hints At A Triple-Digit Potential Upside. A couple months ago, H.C. Wainwright analyst, Amit Dayal, initiated coverage on SAFX and tagged a $1.00 target. After SAFX closed on Friday, that target hints at a potential upside of 150+%. 5.) A CEO From The Global SAF Elite Signals a Serious Execution Mandate at SAFX. Company CEO Chris Cooper's institutional track record at Neste, one of the world's most established SAF producers, suggests SAFX is not merely building infrastructure - it is importing the operational knowledge base needed to run it at scale. 6.) Axens Vegan® Collaboration Gives SAFX a Replicable Global Refinery Playbook. The Vegan® technology agreement creates a standardized, repeatable facility design that SAFX can deploy across its expansion pipeline and through its international licensing model now developing in Australia. 7.) Published 2027 Targets Set a Clear Performance Benchmark for Tracking SAFX Management. Q1 2026 targets of $110-120Mn net revenue, $65-70Mn EBITDA, and 40-43Mn gallons produced give the market a concrete framework for evaluating management execution over the next 18 months - with a known benchmark against which results will be measured. Final Thoughts The SAF market is early. The economics are improving. The policy framework in the U.S. is the most supportive it has ever been. And SAFX just turned on its production tap. This story is not fully told yet - it is one that is just beginning to develop. The August 14th earnings release could be the first real test of how the revenue story starts to look on paper. Coverage is officially initiated on XCF Global, Inc. (Nasdaq: SAFX). Sincerely, FierceAnalyst | Jaks Swift Editorial Writer (Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)

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