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Issued on behalf of XCF Global Inc.

%XCFGlobal (NASDAQ: $SAFX ) is positioned as one of the most dynamic participants in the rapidly expanding %SustainableAviationFuel (SAF) industry. For investors, the company presents rare exposure to a sector now breaking out as record price surges, regulatory mandates, and tight supply conditions converge globally, including stunning new price records and margin expansions across the European SAF market as highlighted in recent indices.

SAF Demand, Policy, and Soaring Prices in Europe

The SAF landscape has transformed dramatically in 2025. Europe, under new EU and UK mandates effective January, now requires 2% SAF blending with conventional jet fuel. This development, combined with supply limitations, has sent Northwest European (NWE) SAF prices to a 17-month high, with recent deals at $2,631 per ton as of August 28, a 30% increase in the past month alone. Remarkably, the SAF premium over traditional jet fuel has expanded to 3.7 times, underscoring an era of scarcity pricing and lucrative margins for flexible producers.

Strategic Relevance of XCF Global's Operating Model

With policy-driven demand outpacing supply, SAF spot market activity is robust. Producers like XCF Global, which utilize Hydroprocessed Esters and Fatty Acids (%HEFA) technology, are positioned to benefit from these margin upswings. In Europe, the HEFA-SPK margin is now approximately $900 per ton, providing a powerful incentive for advanced SAF producers and their shareholders.

Despite rising SAF product prices, waste feedstock costs (such as used cooking oil and tallow) have remained flat throughout August, allowing margins to expand further. For companies with secure feedstock contracts, such as XCF Global's 15-year agreement with Phillips 66, this environment enhances operational visibility and financial resilience even as global supply chains remain volatile.

Supply Chain Realities and Arbitrage Dynamics

European SAF production is capped by feedstock and refinery constraints, further complicated by import restrictions on renewable diesel from Asia. However, no such restrictions exist for imported SAF, which means U.S. and Asian producers can capitalize on arbitrage opportunities. Shipping data show SAF flows now originate not only from Asia but increasingly from the United States, confirming that global production platforms, such as XCF's scalable, modular U.S. and forthcoming Australian facilities will play an essential role in meeting global mandate-driven demand.

Commercial Progress, Expansion, and Peer Benchmarking

XCF Global commands a strategic U.S. supply position as one of only six active SAF facilities nationally, with additional sites in the pipeline and an international licensing strategy that has one MOU signed to develop the SAF market in Australia. XCF's flagship facility New Rise is in the critical ramp-up phase, a period of gradual optimization and testing that new facilities undergo before reaching full production capacity. During ramp-up, New Rise has switched to produce renewable diesel as it optimizes its production process to prepare for full-scale SAF production. The company's patent-pending site design, layout, and configuration supports rapid, cost-effective expansion timed to global demand inflections. This approach closely resembles the successful integration and margin-maximizing focus of benchmarks like %Calumet Inc. (NASDAQ: $CLMT ), which has translated supply discipline and contract management into strong investor value in the U.S. renewable fuels sector.

Industry Economics and the Investor Case

With spot SAF prices in Europe well above both jet fuel and renewable diesel, and with mandates tightening globally, producers with flexible, scalable operations and guaranteed sales contracts are poised to benefit from outsized margins. Even as blending ratios lag behind regulatory targets (UK reported 1.345% vs 2% mandated Jan–Jun 2025), fueled demand will only intensify, boosting the urgency for new production and further propelling the premium for early movers like XCF Global.

Why Act Now?

XCF Global is executing a clear-eyed growth plan. Through modular innovation, long-term offtake, and multi-regional expansion, the company is set to capture both regulatory-driven and spot market upside. Scarcity pricing, supply lags, and the spread of mandates suggest that investors seeking leveraged exposure to the %SAF upcycle should consider SAFX closely. Under the stewardship of CEO Mihir Dange, XCF Global delivers not only on vision, but combines capital discipline with the operational flexibility required as SAF transitions from a niche product to a global necessity.

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