Record 15.6% RIN Volume Increase to 25.82B and $3.06 SAF Value
EPA set 25.82 billion RINs for 2026 versus 22.33 billion in 2025 (+15.6%) and 25.98 billion for 2027, marking record‐high requirements. XCF estimates D4 RIN credits add approximately $3.06 of incremental value per gallon of synthetic blending component in its SAF economics framework.
1. EPA Increases RFS Renewable Fuel Volumes
EPA's final rule set 25.82 billion RINs for 2026, up 15.6% from 22.33 billion in 2025, and 25.98 billion for 2027, including reallocated volumes raising applicable totals to 26.81 billion and 27.02 billion respectively—the highest in program history.
2. Implications for SAF Economics
XCF estimates that D4 RIN credits currently add approximately $3.06 of incremental value per gallon of synthetic blending component in its SAF economics, boosting the finance case for waste-based renewable fuel production.
3. XCF Production Capacity and Growth
XCF's New Rise Renewables Reno facility holds a permitted capacity of 38 million gallons per year and the company is advancing expansion plans in Nevada, North Carolina and Florida to scale sustainable aviation fuel output.