Xcf Global, Inc. · NASDAQ:SAFX
Xcf Global — Investor Presentation (July 2025)
31 slides from Xcf Global's investor presentation, Jul 1, 2025
Slide 1: Flying Clean with Synthetic Aviation Fuels
FLYING CLEAN WITH SYNTHETIC AVIATION FUELS INVESTOR PRESENTATION / JULY 2025 NASDAQ: SAFX
Slide 2: Disclaimer
DISCLAIMER 2 This presentation and any accompanying oral presentation (this “Presentation”) is provided for information purposes only. This Presentation is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities in any jurisdiction nor shall there be
Slide 3: Forward Looking Statements
FORWARD LOOKING STATEMENTS 2 This Presentation includes “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terminology such as “may”, “sho
Slide 4: Table of Contents
TABLE OF CONTENTS 2 EXECUTIVE SUMMARY SAF MARKET OVERVIEW COMPANY OVERVIEW LOGISTICS & FEEDSTOCKS OVERVIEW ILLUSTRATIVE SAF MARGIN OVERVIEW
Slide 5: Executive Summary
Executive Summary XCF Global
Slide 6: Experienced Leadership Team
EXPERIENCED LEADERSHIP TEAM Carter McCain Chairperson Compensation Committee, Governance Committee Si-Yeon Kim Chairperson Governance Committee, Audit Committee, Compensation Committee Wray Thorn* Non-Executive Director Anne Anderson Lead Independent Director Audit Committee, Governance Committee Sa
Slide 7: XCF Global at a Glance
XCF GLOBAL AT A GLANCE XCF Global, Inc. (Nasdaq: SAFX) is the first publicly traded pure- play Synthetic Aviation Fuel (SAF) producer in the United States. Dedicated to accelerating the aviation industry’s transition to net-zero emissions, XCF owns and operates the New Rise Reno facility in Nevada a
Slide 8: XCF Is Ahead of Its Competition
XCF IS AHEAD OF ITS COMPETITION XCF holds a strategic early-mover advantage, with an operating production facility in Reno, Nevada and a patent-pending site design that can be replicated across the globe Source: Company filings, press releases and XCF management Map Legend Status Sites Operational 6
Slide 9: Investing in the Decarbonization of the Aviation Industry
INVESTING IN THE DECARBONIZATION OF THE AVIATION INDUSTRY Strong Regulatory and Market Tailwinds for Sustainable Fuels − Robust demand for SAF domestically and internationally drives long-term business growth − Shift in customer sentiment and regulatory policies in the US, Europe, and Asia provides
Slide 10: SAF Market Overview
SAF Market Overview XCF Global
Slide 11: What Is Synthetic Aviation Fuel?
WHAT IS SYNTHETIC AVIATION FUEL? ─ Synthetic kerosene derived from a variety of non-food feedstocks such as waste oils and fats, green and municipal waste and non- food crops ─ SAF is able to recycle CO2 absorbed by biomass during its lifetime rather than injecting new carbon into the system, reduci
Slide 12: Aviation's Disproportionate Impact
AVIATION’S DISPROPORTIONATE IMPACT(1) Aviation industry provides large opportunity due to historic lack of decarbonization efforts International Aviation: 145.8% International Shipping: 33.8% Domestic Transport: 23.8% Land Use and Forestry: 18.4% Agriculture: (21.5%) Residential & Commercial: (28.2%
Slide 13: Aviation Industry Working Toward Decarbonization
13 AVIATION INDUSTRY WORKING TOWARD DECARBONIZATION IATA “Climate Change Fact Sheet” International Civil Aviation Organization (“ICAO”) “On Board A Sustainable Future” ICAO “Long Term Aspirational Goal for International Aviation” Company websites; www.sciencebasedtargets.org, “Target Dashboard” Airl
Slide 14: Governments Are Setting Targets to Use SAF
14 GOVERNMENTS ARE SETTING TARGETS TO USE SAF Governments around the world are setting targets to use Synthetic Aviation Fuels Sustainable Aviation Fuel Act(1) ─ Targets 35% lower emissions by 2035; net zero by 2050 ─ Mandates EPA to set low carbon standard for fuels Renewable Fuel Standards(2) ─ Se
Slide 15: Favorable Regulatory Environment
U.S. Environmental Protection Agency (EPA), D4 RIN = Renewable Identification Number for biomass-based feedstock California Air Resources Board (CARB); weekly average transfer price & Dept of Energy Alternative Fuels Data Center Fuel Properties Comparison standards Internal Revenue Service – maximum
Slide 16: Company Overview
Company Overview XCF Global
Slide 17: Site - New Rise Reno
SITE 1 - NEW RISE RENO 1 Plant Overview Source: Company information Pretreatment Building Truck load/unload Maintenance Building Evaporation Ponds Main Office Fire Control Building Electric Building #2 Control Building Reformer Electric Building #1 Tank Farm 2 Feed Stock in Anime Unit Waste Water Un
Slide 18: Combine Onsite Feedstock Pretreatment with HEFA Technology
COMBINE ONSITE FEEDSTOCK PRETREATMENT WITH HEFA TECHNOLOGY XCF facilities employ a two-stage process to production, adding a pretreatment stage prior to hydrotreatment Hydroprocessed Esters and Fatty Acids (“HEFA”) HEFA technology involves converting fats, oils and greases (FOGs) into a high-quality
Slide 19: Reliable and Proven Hydrotreating Technology
RELIABLE AND PROVEN HYDROTREATING TECHNOLOGY New Rise’s hydrotreating technology increases yield, lowers operating costs and allows for feedstock flexibility License agreement between New Rise Renewables and Axens Standard for evaluating which technologies, under specific circumstances and character
Slide 20: Site 2 - New Rise Reno 2: Leveraging Existing Infrastructure
─ New Rise Reno 2 is a greenfield development adjacent to New Rise Reno 1; acquired in December 2023 ─ The facility is expected to have nameplate capacity of 40 million gallons ─ The site will leverage existing utilities and logistics infrastructure ─ Funding for development is in process ─ Construc
Slide 21: Site 3 & Site 4 – Wilson and Ft. Myers
Site Rendering Site 3 - Wilson, NC ─ The Wilson biodiesel facility was acquired along with Southeast Renewables, LLC in October 2023 ─ The now dormant facility is expected to be converted into a SAF facility with a nameplate capacity of 40 million gallons ─ The plant is expected to serve the Southea
Slide 22: Efficient Site Development with Attractive Returns
EFFICIENT SITE DEVELOPMENT WITH ATTRACTIVE RETURNS Repeatable Site Development Process ─ Repeatable process for: Land Acquisition and Site Development Obtaining Permits and Approvals Negotiating Commercial Structures (e.g., offtakes, EPC, O&M) Modular Plant Design ─ Once a site is developed, typical
Slide 23: Powered by XCF - International Growth Strategy
POWERED BY XCF - INTERNATIONAL GROWTH STRATEGY Leverage XCF's modular, patent-pending facility design, layout, and configuration ─ State-of-the-art sites ─ Operational blueprint: Enables efficient deployment Lowers capital intensity Increase scalability across borders Partnership model for rapid dep
Slide 24: Multiple Levers for Continued Growth
MULTIPLE LEVERS FOR CONTINUED GROWTH OPERATING BASE EXPANSION Identify, acquire and convert additional sites into XCF SAF production facilities using XCF’s Nevada site as a design blueprint DECARBONIZATION SOLUTIONS Carbon capture, utilization and storage could decarbonize our platform and lead to a
Slide 25: Logistics & Feedstocks Overview
Logistics & Feedstocks Overview
Slide 26: From Feedstock to Airline Logistics Overview
From Feedstock to Airline Logistics Overview LOGISTICS OVERVIEW truck or rail Feedstock Phillips 66 delivers feedstock to the New Rise 1 facility via Phillips 66 sources feedstock domestically rail Finished Product Finished product is transported out of the facility via truck or Phillips 66 transpor
Slide 27: Supply & Offtake Agreement
Supply & Offtake Agreement 15-year contract term Well-known Fortune 50 company Stable feedstock supply Visibility on offtake WITH WORLD-CLASS PARTNER XCF has partnered with Phillips 66, an established Fortune 50 company who will supply 100% of the non-food feedstock and is the priority buyer for SAF
Slide 28: Access to Multiple Markets
ACCESS TO MULTIPLE MARKETS United States Class 1 Rail Map Geographically-advantaged location ─ Reno site is well-equipped to receive feedstock supply from domestic sources via trucking and rail Phillips 66 domestic sources primarily originate from various facilities in the Midwest or other areas ─ F
Slide 29: Illustrative SAF Margin Overview
Illustrative SAF Margin Overview
Slide 30: Illustrative SAF Margin Overview and Unit Economics
30 ILLUSTRATIVE SAF MARGIN OVERVIEW AND UNIT ECONOMICS 45Z Credits D4 RINs SAF Margin calculated as follows: SAF (Jet Fuel plus estimated SAF premium of ~$3/gal) Plus LCFS(CA) Credit D4 RINS 45Z Credits Less 5. Distillers Corn Oil Jet fuel per Bloomberg. SAF premium based on estimated jet fuel sprea
Slide 31: Thank You
THANK YOU. XCF Global