XCF Global has issued a new update outlining how its renewable diesel and SAF production model is helping stabilise North American fuel markets during a period of tightening crude supply.
With Canadian oil sands output reduced due to maintenance and operational pullbacks, conventional refiners are facing pressure on diesel margins and overall distillate availability.
XCF Global’s strategy centres on feedstock independence: its New Rise Renewables Reno facility converts domestic agricultural and waste by‑products — such as distillers corn oil — into drop‑in renewable diesel and SAF.
This avoids exposure to crude price volatility and pipeline disruptions. The company reports growing commercial momentum, with throughput advancing toward its permitted 38‑million‑gallon‑per‑year capacity.
CEO Chris Cooper said the company was designed to “solve this exact vulnerability” by providing stable, lower‑carbon middle distillates during periods of crude market instability.
XCF argues that its model strengthens fuel‑supply resilience while supporting decarbonisation goals across commercial fleets and municipal transport.

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