XCF Global nears output at Reno plant, plans diesel to SAF shift
XCF Global said its 38 million-gallon Reno plant was nearing output, with renewable diesel first and SAF later as prices and credits widened the spread.
XCF Global’s 38-million-gallon-per-year New Rise Renewables Reno plant was nearing initial production on June 24. The site was in final commissioning and validation work, with renewable diesel set to come first and sustainable aviation fuel later under the same operating plan.
On April 9, key catalyst deliveries were due in late May and early June, with commissioning targeted for early June. On June 1, key refinery upgrades had been completed and process catalyst had arrived at New Rise Reno. On June 9, catalyst loading had begun and the plant remained on schedule for a June restart. By June 16, the facility had moved into reformer startup activities needed for catalyst activation.
Higher crude prices lifted wholesale gasoline, diesel and jet fuel prices in the United States in June, with the biggest second-quarter changes tied to supply concerns linked to the de facto closure of the Strait of Hormuz. The U.S. Energy Information Administration’s Short-Term Energy Outlook projected wholesale diesel and jet fuel prices would rise more than 60% in 2026 and jet fuel prices about 40% in 2027 versus the pre-conflict February outlook.
The federal Clean Fuel Production Credit took effect on Jan. 1, 2025, at $0.20 per gallon for non-aviation fuels and $0.35 per gallon for SAF. The Alternative Fuels Data Center puts SAF blend levels at 10% to 50%, depending on feedstock and production pathway, and the Federal Aviation Administration’s SAF grant program can provide up to $50 million for projects. The U.S. Department of Energy puts SAF at two to ten times more than fossil jet fuel, depending on feedstock and conversion technology.
The multi-product configuration was built to respond to changing customer demand and market conditions. The Reno asset was originally developed as a 50-million-gallon-per-year renewable diesel plant that began operations in 2022. The facility produced SAF, renewable diesel and renewable naphtha during ramp-up, with deliveries beginning in March 2025 after commissioning in February 2025.
XCF trades on Nasdaq under SAFX and has flagged possible expansion opportunities in Nevada, North Carolina and Florida.
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