XCF Global Eyes Long-Term Growth as EPA Finalizes RFS Rule and SAF Demand Builds

On May 18, 2026, XCF Global issued a press release underscoring structural tailwinds for renewable diesel and sustainable aviation fuel following the EPA’s finalized Renewable Fuel Standard rule. The update builds on the prior day’s commentary about elevated U.S. jet fuel prices at $4.26 per gallon, which the company says strengthens the case for domestic waste-based SAF. XCF highlighted its New Rise Renewables Reno facility, permitted for 38 million gallons per year, which is completing upgrades and slated to restart production in early June. Analyst support, including Roth Capital’s April price-target increase to $1.20, and continued SAF uptake provide further momentum, though operational and financing risks remain.