XCF Global reaches final catalyst-loading phase at Reno refinery
XCF Global loaded catalyst at New Rise Reno, clearing the last major step before early June SAF production at its 38 million gallon-per-year plant.
XCF Global Inc. on June 1 said it had received process catalyst and begun loading it at New Rise Renewables Reno, pushing the 38 million gallon-per-year sustainable aviation fuel refinery in the Tahoe Reno Industrial Center into its final sequencing phase before expected early June commercial production.
The company said the catalyst load was the last major material requirement before the plant shifts from commissioning to an operating, revenue-generating asset. XCF also said the recent upgrade work included catalyst replacement, targeted equipment enhancements and heat exchange improvements aimed at operational stability, plant performance and fuel-quality targets. Chris Cooper, XCF’s chief executive, said the delivery marked a pivotal operational milestone and that the project remained on schedule with the company’s previously communicated timeline.
New Rise Reno is XCF’s flagship site and one of the few publicly traded U.S. renewable-fuels assets focused primarily on sustainable aviation fuel. Company disclosures say the plant first entered commercial production of neat SAF on February 24, 2025, and made its first deliveries in early March 2025. XCF said the facility produced about 5.8 million gallons of combined neat SAF, renewable diesel and renewable naphtha from April through the end of December 2025, underscoring how much of the commercialization lift still sits ahead as the unit moves out of ramp-up mode.
The restart also matters because XCF has tied the Reno complex to a longer buildout. In filings with the U.S. Securities and Exchange Commission, the company said total anticipated annual neat SAF output could reach about 80 million gallons by the end of 2028 if New Rise Reno 2 is completed as planned. XCF has previously put roughly $300 million of planned investment behind that second unit. The company said it also has a long-term agreement with Phillips 66 for feedstock and offtake, a structure XCF says gives it cash-flow visibility and stability as the plant seeks to turn catalyst loading into sustained sales.
For XCF, the real test now is not the delivery itself, but whether the Reno site can move from restart work to consistent output at nameplate scale and support a larger SAF buildout over the next two years.
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