Renewable diesel currently generates approximately 1.6 to 1.7 RINs per gallon, according to EIA.

At recent D4 RIN values, that equates to more than $3.50 per gallon in associated RIN value under prevailing market conditions.

According to the U.S. Energy Information Administration ("EIA"), biomass-based diesel ("D4") Renewable Identification Number ("RIN") values reached approximately $2.41 per RIN as of June 4, 2026, nearly doubling from the beginning of the year and approaching historic highs. EIA attributed the increase primarily to higher federal renewable fuel blending requirements established by the U.S. Environmental Protection Agency ("EPA").

The EIA further reported that renewable diesel currently generates approximately 1.6 to 1.7 RINs per gallon, resulting in more than $3.50 per gallon of associated RIN value under prevailing market conditions.

Earlier this year, XCF highlighted EPA's final 2026 and 2027 Renewable Fuel Standard (RFS) volumes, which established renewable fuel requirements at levels EPA described as the highest in program history. XCF previously noted that higher renewable fuel volume obligations generally increase demand for compliance credits under the RFS program, creating a supportive policy backdrop for qualifying renewable fuel producers.

New Rise Reno is supporting commercial fuel deliveries under the Company's previously announced commercial framework. XCF believes current renewable fuel credit market conditions underscore the broader economic mechanisms designed to support domestic renewable fuel production and commercialization.

"Earlier this year, we discussed the importance of the Renewable Fuel Standard and the role renewable fuel credits can play in supporting domestic renewable fuel production," said Chris Cooper, Chief Executive Officer of XCF Global. "New Rise Reno is producing renewable diesel and participating in commercial fuel markets. While RIN values are market-based and can fluctuate significantly, we believe recent strength in renewable fuel credit markets highlights the value of the policy framework supporting renewable fuel production in the United States."

XCF believes favorable renewable fuel market fundamentals, combined with increasing renewable fuel volume requirements, continue to support long-term demand for renewable diesel and sustainable aviation fuel. EPA's final 2026 renewable fuel standard increased total renewable fuel volume requirements by approximately 15.6% versus 2025 levels, reinforcing the importance of domestic renewable fuel production capacity.

XCF remains focused on safe operations and commercial execution as renewable fuel credit markets continue to reinforce the value of domestic production capacity.