OPAL Fuels logged a 12% reduction in renewable natural gas shipments compared with Q1 2025, attributing the decline to unexpected pipeline constraints and scheduled maintenance at two processing facilities. Management noted that restricted throughput during peak collection periods exacerbated delivery shortfalls, pressuring quarterly volume targets.

To address supply bottlenecks, OPAL signed agreements for two joint ventures with regional gas producers and midstream operators. These partnerships are expected to add a combined 15 million gallons per day of processing capacity by the fourth quarter of 2026, enhancing feedstock access and distribution reach.

The company unveiled a $20 million cost-savings program focused on logistics optimization, fleet utilization improvements and reduced general and administrative expenses. Executives aim to capture efficiencies by renegotiating carrier contracts and consolidating maintenance operations across its RNG network.