XCF Global Highlights Potential $21M Annual Revenue Opportunity From Expanding State Clean Fuel Credit Programs

XCF Global Inc. ("XCF" or the "Company") (NASDAQ:SAFX), a growing U.S.-based producer of renewable diesel and sustainable aviation fuel ("SAF"), today highlighted an immediate commercial catalyst driven by the rapid nationwide expansion of state-level Low Carbon Fuel Standard ("LCFS") programs.

As state clean fuel programs expand, XCF estimates a potential $21 million in annual market-based clean fuel credit value based on prevailing credit pricing and assuming production at the up to 38-million-gallon annual nameplate capacity of its flagship Reno production asset.

Key Financial & Operational Catalysts:

• $21 million Potential Annual Revenue Catalyst: XCF estimates $21 million in annual clean fuel credit value based on current market pricing and assuming production from its permitted 38-million-gallon/year flagship facility, New Rise Renewables Reno.
• Expanding Multi-State Market Tailwinds: Active programs in California, Oregon, Washington, New Mexico, and Hawaii are driving demand for qualifying lower-carbon fuels, while 6 additional industrial states including Illinois, Massachusetts, Michigan, New Jersey, New York, and Vermont, are seeking to advance legislation to enforce clean fuel standard requirements.
• Directly Stackable Cash-Flow Multiplier: State-level LCFS credits stack directly on top of federal incentives for qualifying lower-carbon fuels, creating a compounded revenue stream on every gallon produced. Scalable Commercial Expansion Pipeline: Beyond Reno, XCF is advancing commercial expansion assets across Nevada, North Carolina, and Florida to scale production capacity and meet surging structural demand.
• A Meaningful Cash Flow Opportunity: Clean fuel standards establish a mandatory market framework where non-compliant fossil fuel suppliers must buy credits directly from low-carbon producers like XCF. Because state credits are earned in addition to federal renewable volume incentives, accelerating state adoption creates a compounding revenue engine that substantially increases net realized price per gallon.