On this week's episode of the WTR Small-Cap Spotlight, Mihir Dange, CEO of XCF Global and Simon Oxley, CFO of XCF Global, joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainability Analyst at Water Tower Research to discuss: 1) XCF Global as the first publicly listed pure-play sustainable aviation fuel (SAF) producer in the US; 2) how decarbonizing the global aviation industry will lead to 100x demand growth for SAF; 3) status of the company’s existing SAF plant in operation since Feb 2025 and XCF’s large pipeline of new SAF projects; 4) the unique advantages of the feedstock and offtake agreements and partnership with Phillips66; and 5) the modular approach to expansion and focus on private capital financing rather than government loans.
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