XCF Global (SAFX) Investor presentation summary

Mission and platform

• Mission centers on scalable SAF and other renewable fuels using agricultural waste and residue feedstocks, modular infrastructure, operational excellence, domestic energy resilience and emissions reduction.

• New Rise Reno is an operating Nevada facility with 38M gallons of annual nameplate capacity; modular design is intended to support replication at additional sites.

• Axens HEFA technology processes waste- and residue-based feedstocks; listed sources include used cooking oil, animal fats, plant oils, distillers corn oil and crude degummed soybean oil.

Reno operations and commercial model

• As of Sept. 30, 2026, Reno had produced 2.6M+ gallons since restart and reached 85K+ gallons produced and shipped per day, nearing stated nameplate of 105K–110K gallons per day.

• September shipments included 1.4M gallons of renewable diesel and generated $12M+ in gross product sales; renewable diesel production continues, with SAF production targeted to resume as early as Q4 2026.

• A six-year BGN INT agreement provides 100% of non-food feedstock and makes BGN INT the priority buyer for SAF and renewable diesel; BGN INT also handles offtake transport, storage and terminal logistics.

• On-site rail, trucking and blending support Reno operations; the facility uses co-generation, off-gas energy recovery and water recovery initiatives.

Growth strategy and expansion

• Growth pillars are domestic facility expansion and feedstock control, international licensing and partnerships, and market consolidation using scale and public equity.

• A 15-year New Rise Australia license provides 10% non-diluted equity, licensing fees, a board seat and startup-cost recovery; four facilities are planned across Western Australia, South Australia, Queensland and New Zealand.

• Reno 2 is an adjacent SAF development opportunity; Wilson, NC and Fort Myers, FL are under site analysis for SAF, renewable fuels or related infrastructure.

• A pending Southern Energy Renewables and DevvStream merger is presented as a platform combining fuels and environmental assets; the planned St. Charles, LA facility is described at 28M gal/yr SAF and 220K mt/yr green methanol.

• The Southern Energy Renewables opportunity also lists 26M gallons of eSAF by 2032, with marine, truck and rail access and modular design.