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Krypton Street Just Put XCF Global, Inc. (Nasdaq: SAFX) On The Watchlist For This Morning—Monday, August 10, 2026
Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Check Out SAFX While It’s Still Early…
August 10, 2026 Dear Reader, Monday morning is here — and Krypton Street has SAFX at the top of the list with the bell about 90 minutes out. Do not sleep on this one. On Friday, August 7, 2026, XCF Global, Inc. (Nasdaq: SAFX) confirmed in an operational update that New Rise Renewables Reno had produced renewable diesel and completed initial fuel sales. The July 7, 2026 definitive agreements with BGN INT US LLC are working — initial fuel sales are proceeding and the ramp is advancing. According to Benzinga, Amit Dayal at H.C. Wainwright set a $1 Bullish target on SAFX suggesting over 170% upside potential from Friday's $0.37 range. If you missed last night's report, here is something worth knowing: earlier this summer, SAFX made an approximate 80% move in under a month per Barchart — and that happened before initial fuel sales were confirmed. Since then, the story has only gotten more concrete for us. The full breakdown is still live — pull it up before the open. 
The operating picture is only part of the story. On April 13, 2026, XCF entered into a definitive Business Combination Agreement with Southern Energy Renewables and a Nasdaq-listed carbon management company. Southern Energy brings a planned 28M-gallon-per-year eSAF project in Louisiana. The carbon management partner operates an environmental asset platform. A preliminary proxy was filed July 27, 2026, with July 29 established as the shareholder record date. That vote is now behind the company — and the combined platform it is building toward has 2027 targets of $775M–$825M in gross product sales, $110M–$120M in net revenue, and $65M–$70M in EBITDA. Those targets were set before initial fuel sales at Reno were announced. The policy backdrop adds another layer. The 45Z Clean Fuel Production Credit has been extended through December 31, 2029. Renewable fuel producers may also benefit from D4 RINs under the Renewable Fuel Standard and California's LCFS, depending on fuel pathway, carbon intensity, feedstock eligibility, and other applicable requirements. XCF's Reno facility runs on waste- and residue-based feedstocks — used cooking oil, animal fats, and agricultural co-products — which carry some of the lowest carbon intensity scores available in the HEFA production pathway. Initial fuel sales are confirmed. The Reno facility is advancing through its commercial ramp. The merger framework is in place. The policy credits run through the end of the decade. SAFX enters Monday with several developments converging at once. About XCF Global, Inc. (Nasdaq: SAFX)
XCF Global is a Houston, Texas-based producer of renewable diesel and sustainable aviation fuel. Its flagship facility, New Rise Renewables Reno, is located in Nevada with a permitted nameplate capacity of 38 Mln gallons per year. The plant uses HEFA technology under an Axens license with Alfa Laval pretreatment equipment, converting waste- and residue-based feedstocks into renewable diesel, renewable naphtha, and blended SAF. The facility completed an upgrade program, restarted operations, produced renewable diesel, and completed initial fuel sales, with ongoing optimization work designed to support reliability and long-term commercial performance. XCF came to Nasdaq through a business combination with Focus Impact BH3 Acquisition Company. The BGN INT tolling agreement—six years, covering 100% of feedstock supply and serving as priority offtake partner—provides the commercial backbone for Reno's operations. Beyond Reno, the development pipeline includes New Rise Reno 2, Fort Myers FL, Wilson NC, and a 15-year international licensing agreement with New Rise Australia for three facilities in Western Australia, South Australia, and Queensland. The pending three-party merger with Southern Energy Renewables and a Nasdaq-listed carbon management company would expand the platform significantly. 40 Facilities Exist Today. The Industry Needs 7,000 By 2050. Early Operators Are Not Waiting.
Aviation is the one corner of the transportation sector where electrification is not coming anytime soon. Battery-electric commercial aircraft are nowhere near viable at meaningful range or payload. Hydrogen-powered flight remains a long-term research project, not a near-term commercial reality. SAF is what exists right now — a chemical drop-in for conventional jet fuel that works in existing aircraft, moves through existing infrastructure, and can reduce lifecycle carbon emissions by up to 80% without requiring a single modification to the planes burning it. The gap between where SAF supply is today and where it needs to be is not a rounding error. Roughly 40 facilities produce SAF globally. Getting to net-zero aviation by 2050 requires something in the range of 7,000. Annual global SAF demand is expected to reach approximately 5.5 Bln gallons by 2030, according to XCF's corporate presentation — against current capacity that covers a fraction of that. The U.S. SAF Grand Challenge alone targets 3 Bln gallons of domestic annual production by 2030. New Rise Reno is one of only five SAF-capable facilities currently operating in the United States. That is not a footnote — that is the competitive context. The buyer base has also expanded well beyond airlines. Microsoft, Google, Amazon, Nike, FedEx, UPS, and DHL have each made formal SAF purchasing commitments as part of Scope 3 emissions reduction strategies. 
Corporate demand for SAF environmental attributes is growing independently of airline ticket sales, which means producers at commercial scale are not dependent on a single customer category for long-term offtake. Blending mandates are accelerating that dynamic further — the EU, UK, China, India, Canada, and Brazil have each introduced requirements that domestic production is not yet built to satisfy. The geopolitical layer adds a different kind of urgency. U.S. jet fuel prices climbed roughly 70% year-over-year as of mid-2026, driven by disruptions to conventional crude supply routes. Renewable fuel produced from local waste feedstocks — used cooking oil, animal fats, agricultural co-products — carries a cost structure with no exposure to Middle Eastern crude benchmarks. That supply chain independence is not a marketing point anymore. It is what fuel buyers are actively asking for. XCF is producing that fuel today. The Timeline Behind SAFX August 7, 2026
XCF confirmed that New Rise Reno had produced renewable diesel and completed initial fuel sales following its planned upgrade program. Updated process conditions and lower-temperature operating parameters were established to support reliability and long-term commercial execution. See full story here. July 27, 2026
XCF filed a preliminary proxy statement tied to its three-party business combination, with July 29, 2026 set as the shareholder record date. Proposals included increasing authorized shares, approving deal consideration, electing seven post-closing directors, and expanding the 2025 equity incentive plan. See full story here. July 9, 2026
New Rise Renewables Reno began producing renewable diesel, marking the transition from commissioning to expected revenue-generating operations. Throughput was expected to increase as systems came online and optimization advanced toward full SAF production configuration. See full story here. July 7, 2026
XCF executed definitive agreements with BGN INT US LLC, establishing a six-year tolling structure covering 100% of feedstock supply with BGN INT as priority offtake partner. The agreements converted the prior binding term sheet into a fully executed commercial framework. See full story here. June 23, 2026
Amit Dayal at H.C. Wainwright initiated coverage on SAFX with a Bullish rating and a $1 target. One of the first formal analyst coverage on the name, established ahead of the July production start and the subsequent initial fuel sales confirmation. See full story here. April 13, 2026
XCF signed a definitive Business Combination Agreement with Southern Energy Renewables and a Nasdaq-listed carbon management company. Southern brings a planned 28M-gallon-per-year eSAF project in Louisiana, with combined 2027 gross product sales targets of $775M–$825M. See full story here. 7 Developments That Put SAFX At The Top Of Our Watchlist This Monday — August 10, 2026…1. Analyst Target Suggests 170% Upside Potential: Amit Dayal at H.C. Wainwright set a $1 Bullish target on SAFX—suggesting over 170% upside from its recent $0.36 range, according to Benzinga. 2. Approx. 80% Move In Under A Month: SAFX made an approximate 80% move in under a month this past summer—from around $0.33 on June 16 to $0.60 on July 10 per Barchart—ahead of the production and sales milestones now confirmed. 3. Fuel Is Out The Door: New Rise Reno has completed initial renewable diesel sales per the August 7 operational update—the story has moved from production to commercial execution. 4. Upgrade Is Done: The planned upgrade program at New Rise Reno is finished—lower-temperature operating parameters and updated process conditions are now in place to support long-term commercial performance. 5. Commercial Framework Is Working: Initial fuel sales are proceeding under the six-year tolling structure with BGN INT—covering 100% of feedstock supply and serving as priority offtake partner for all renewable fuel produced at New Rise Reno. 6. A Merger That Could Change The Size Of This Platform: A definitive three-party business combination with Southern Energy Renewables and a Nasdaq-listed carbon management company is working through the shareholder approval process—a corporate event that could materially expand the SAFX platform. 7. Policy Credits Through 2029: The 45Z Clean Fuel Production Credit—up to $1.75 per qualifying gallon, extended through December 2029—stacks with D4 RINs and LCFS credits to build a multi-layer regulatory revenue base around SAFX's fuel production. Check Out SAFX While It’s Still Early…
The developments behind SAFX have been building fast — and Krypton Street is not sleeping on what comes next. New Rise Reno has moved into initial fuel sales, the planned upgrade is complete, and the facility is advancing through its commercial ramp. SAFX has already shown strong recent momentum, including an approximate 80% move from June 16 to July 10, according to Barchart. Amit Dayal at H.C. Wainwright has placed a $1 Bullish target on SAFX, which suggests over 170% upside potential from Friday's $0.37 range, while the BGN INT framework and pending three-party business combination add more developments to watch. Execution is what the next chapter is about — and Krypton Street has all eyes on SAFX this morning. Our next update could be coming very soon, so keep an eye out. Sincerely, Alex Ramsay
Co-Founder / Managing Editor
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