$SAFX

XCF Global (NASDAQ:SAFX) reported an operational update for its New Rise Renewables Reno renewable diesel facility. After completing an upgrade restart, the plant produced renewable diesel, completed initial fuel sales, and is optimizing operations, including updated process conditions and lower-temperature parameters. The company cited work aimed at improving reliability and commercial execution and noted ongoing work with partners including BGN INT US LLC.

XCF Global (Nasdaq:SAFX) said its New Rise Renewables Reno facility restarted after upgrade work and is operating at process temperatures about 40 degrees lower than before. XCF links this to potential lower energy use and ramping renewable diesel output under a commercial framework. The company cited U.S. diesel futures up over 85% since 2026 start, per WSJ.

XCF Global (NASDAQ:SAFX) said it signed a Joint Commercialization and Development Agreement with Continual Renewable Ventures and New Rise Australia to expand the New Rise ANZ renewable fuels platform in Australia. The HEFA-based project is expected to target about 175 million liters per year of SAF and renewable diesel, and XCF may earn up to a 10% equity interest via milestone-based tranches.

XCF Global, Inc. (SAFX) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.2 4 ex10-2.htm EX-10.2 Exhibit 10.2 Execution Version WARRANT PURCHASE AGREEMENT This WARRANT PURCHASE AGREEMENT (this “ Agreement ”) is dated as of July 17, 2026, by and among XCF GLOBAL, INC. , a Delaware corporation (the “ Company ”), and GL PART SPV II, LLC , a limited

XCF Global (Nasdaq:SAFX) announced a warrant capital strategy with GL PART SPV II, LLC. GL can buy warrants with a $2.50 exercise price, paying $1 million at an initial July 31, 2026 closing for warrants to acquire up to 6,891,798 shares. The agreement allows up to $100 million through end-2026. XCF also reported rising renewable fuel output at New Rise Reno.

XCF Global (Nasdaq:SAFX) said tightening U.S. diesel supplies may increase the value of domestic renewable fuel production. It cited Wall Street Journal data: U.S. diesel futures rose about 20% week over week and over 85% since early 2026, while the national retail diesel price averaged $5.01/gal. XCF noted New Rise Renewables Reno has 38 million gallons/year capacity and has begun initial renewable diesel production.

XCF Global (Nasdaq:SAFX) said tightening U.S. diesel supplies may increase the value of domestic renewable fuel production. Citing a Wall Street Journal report, it noted U.S. diesel futures rose about 20% week over week and over 85% since 2026 began, while retail diesel averaged $5.01/gal. XCF said its New Rise Reno renewable diesel facility began initial production and is designed to transition to SAF.

XCF Global (Nasdaq:SAFX) said its New Rise Renewables Reno facility has begun producing renewable fuels, initially renewable diesel, as commissioning and restart sequencing continues. The company expects the site to ramp throughput gradually and start contributing revenue from renewable fuel sales. The facility has permitted nameplate capacity of 38 million gallons per year and is designed to transition to SAF.

XCF Global, Inc. (SAFX) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ex10-1.htm EX-10.1 Exhibit 10.1 SENIOR SECURED 25% ORIGINAL ISSUE DISCOUNT PROMISSORY NOTE AND SECURITY AGREEMENT THIS SENIOR SECURED 25% ORIGINAL ISSUE DISCOUNT PROMISSORY NOTE AND SECURITY AGREEMENT (the “ Note ” or this “ Agreement ”) is made on July 1, 2026, by and

XCF Global (Nasdaq:SAFX) said it signed definitive agreements with BGN INT US LLC to create a long-term framework for feedstock supply, renewable fuel production, logistics and commercialization at XCF’s New Rise Renewables Reno facility. The deal follows an earlier binding term sheet as Reno advances through production startup after upgrades; BGN is expected to support commercialization for SAF, renewable diesel and renewable naphtha.