XCF Global Highlights Brent’s $124.61 Peak and Stable DCO Feedstock Model
Over the past 12 months Brent crude prices swung between $124.61 and $114.43 per barrel while U.S. distillers corn oil pricing has tracked domestic ethanol production and corn crush volumes. XCF Global’s Reno facility holds 38 million gallon annual SAF capacity, and planned expansions in Nevada, North Carolina, and Florida.
1. Divergent Price Dynamics
Brent crude recorded a 12-month high of $124.61 per barrel on April 10, 2026, and fell to $114.43 by April 17, demonstrating significant volatility. In contrast, U.S. distillers corn oil pricing has been tied to domestic ethanol production, corn crush volumes, supply from distillers grains processing, and regional logistics dynamics.
2. Implications for XCF Feedstock Strategy
XCF Global sources waste-based feedstocks domestically, insulating its Sustainable Aviation Fuel production from geopolitical disruptions and long-haul shipping constraints. This model aims to offer fuel buyers greater cost predictability and supply security, potentially supporting more stable margins for SAFX.
3. Production Capacity and Growth Pipeline
The New Rise Renewables Reno facility has a 38 million gallon per year nameplate capacity for SAF and renewable diesel. XCF Global is evaluating expansion projects in Nevada, North Carolina, and Florida to scale production and meet growing airline demand.