Form 8-K

8-K — XCF Global, Inc.

Accession: 0001493152-26-037267

Filed: 2026-08-12

Period: 2026-08-11

CIK: 0002019793

SIC: 2860 (INDUSTRIAL ORGANIC CHEMICALS)

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — form8-k.htm (Primary)

EX-99.1 (ex99-1.htm)

GRAPHIC (ex99-1_001.jpg)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: form8-k.htm · Sequence: 1

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0002019793

2026-08-11

iso4217:USD

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UNITED

STATES

SECURITIES

AND EXCHANGE COMMISSION

Washington,

D.C. 20549

FORM

8-K

CURRENT

REPORT

Pursuant

to Section 13 or Section 15(d)

the Securities Exchange Act of 1934

Date

of Report (Date of earliest event reported): August 11, 2026

XCF

GLOBAL, INC.

(Exact

name of registrant as specified in its charter)

Delaware

001-42687

33-4582264

(State

or other jurisdiction

of incorporation or organization)

(Commission

File Number)

(I.R.S.

Employer

Identification No.)

3040

Post Oak Blvd.

Floor

18 Suite 164

Houston,

Texas

(Address

of principal executive offices)

77056

(Zip

Code)

(346)

630-4724

(Registrant’s

telephone number, including area code)

(Former

name or former address, if changed since last report)

Check

the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the Registrant under

any of the following provisions:

☐

Written

communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting

material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement

communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement

communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities

registered pursuant to Section 12(b) of the Act:

Title

of each class

Trading

Symbol(s)

Name

of each exchange on

which

registered

Class

A Common Stock

SAFX

The

Nasdaq Stock Market LLC

Indicate

by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2

of the Securities Exchange Act of 1934.

Emerging

growth company ☒

an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying

with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Other Events

Aug 11, 2026, XCF Global (SAFX) announced initial sales of renewable diesel to Tartan Oil LLC. Tartan is a wholly owned subsidiary of

Pilot Travel Centers LLC, the largest travel center operator in North America and a Berkshire Hathaway company. Based on current production,

logistics, diesel prices and incentives shaping the market today, XCF believes these sales to Tartan could range from $12,860,000 to

$13,860,000 in revenue per month. These estimates relate only to the announced Tartan sales and do not reflect XCF’s total expected

company revenue. The estimate is based on assumptions that these sales will continue at the current volume and subject to current

market conditions.

The

information contained in Item 8.01 of this Current Report on Form 8-K, including the information contained in Exhibit 99.1, is being

furnished and shall not be deemed “filed” for purposes of Section 18 of the Exchange Act, or otherwise subject to the liabilities

of such section, and such information shall not be incorporated by reference into any filing under the Exchange Act or the Securities

Act, whether made before or after the date hereof, regardless of any general incorporation language in such filing.

Cautionary

Note Regarding Forward-Looking Statements

This

Form 8-K contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended,

and Section 21E of the Securities Exchange Act of 1934, as amended, that involve substantial risks and uncertainties, including statements

regarding XCF Global’s sales of renewable diesel; its commercial operations and growth strategy; the production and continued production

of renewable diesel at New Rise Renewables Reno; commercial fuel deliveries under the Company’s previously announced commercial

framework; current and future D4 RIN values, renewable fuel credit market conditions and the RIN value associated with renewable diesel

production; the anticipated effects of EPA’s final 2026 and 2027 renewable fuel volume requirements on demand for renewable fuels

and compliance credits; long-term demand for renewable diesel and sustainable aviation fuel; potential expansion opportunities in Nevada,

North Carolina and Florida; and XCF Global’s ability to execute its commercial strategy and realize the benefits of prevailing

renewable fuel credit market conditions.

All

statements, other than statements of historical facts, are forward-looking statements. Forward-looking statements concern future circumstances

and results and are sometimes identified by words such as “aim,” “may,” “will,” “should,”

“potential,” “intend,” “expect,” “endeavor,” “seek,” “anticipate,”

“designed,” “estimate,” “believe,” “plan,” “could,” “would,”

“project,” “predict,” “continue,” “target,” “objective,” “goal”

or similar expressions. Forward-looking statements are based upon current plans, estimates, expectations and assumptions that are subject

to risks, uncertainties and assumptions. Should one or more of these risks or uncertainties materialize, or should underlying assumptions

prove incorrect, actual results may differ materially from those expressed or implied by such forward-looking statements.

Important

factors that could cause actual results, developments or outcomes to differ materially include, among others: Tartan’s volume requirements

for renewable diesel; changes in domestic and foreign business, market, financial, political and legal conditions; volatility in RIN

values and other renewable fuel credit markets, which are market-based, may fluctuate significantly and are not indicative of future

values; changes to the Renewable Fuel Standard program, renewable volume obligations, small refinery exemptions or other federal or state

renewable fuel policies or their implementation and enforcement by EPA; reliance on third-party data, including EIA data, that XCF Global

has not independently verified; XCF Global’s ability to integrate operations and implement its business plan on its anticipated

timeline; XCF Global’s ability to raise financing to fund its operations and business plan and the terms of any such financing;

risks related to project development, permitting, financing, construction, commissioning and commercialization; risks related to the

operation and ramp-up of New Rise Renewables Reno, including feedstock availability and pricing and the Company’s ability to sustain

commercial production and deliveries; changes in applicable laws or regulations; risks related to extensive regulation and compliance

obligations; the availability of tax credits and other government support; risks relating to XCF Global’s and New Rise’s

intellectual property rights; and other risks, uncertainties and factors set forth in XCF Global’s filings with the U.S. Securities

and Exchange Commission, including its most recent annual report and other filings XCF Global has made or will make in the future.

Investors

are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof and are not guarantees

of future performance or outcomes. XCF Global undertakes no obligation to update or revise any forward-looking statements, except as

required by applicable law.

Item

9.01 Financial Statements and Exhibits.

(d)

Exhibits:

Exhibit

No.

Description

99.1

Press Release dated August 11, 2026

104

Cover

page Interactive Data File (embedded in the cover page formatted in Inline XBRL)

SIGNATURE

Pursuant

to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by

the undersigned hereunto duly authorized.

Dated:

August 11, 2026

XCF

GLOBAL, INC.

By:

/s/

Christopher Cooper

Name:

Christopher

Cooper

Title:

Chief

Executive Officer

EX-99.1

Filename: ex99-1.htm · Sequence: 2

Exhibit

99.1

XCF

Global Announces Renewable Diesel Sales to Tartan from its New Rise Renewables Reno Refinery

Renewable

diesel sales support commercial fleet access to lower-carbon fuel options for road transportation.

Houston,

TX – August 11, 2026 – XCF Global Inc. (“XCF”) (Nasdaq: SAFX), an emerging U.S.-based producer of renewable diesel

and sustainable aviation fuel (“SAF”), today announced sales of renewable diesel from XCF Global’s New Rise Renewables

Reno facility to Tartan Oil LLC (Tartan).

The

sales activity represents what XCF Global believes is an important step in its transition from production to revenue-generating commercial

operations at New Rise Renewables Reno. The fuel is expected to support Tartan’s renewable fuels offering for commercial customers,

and XCF Global believes it may help expand access to lower-carbon fuel options for fleets operating in hard-to-decarbonize segments of

road transportation. New Rise Renewables Reno expects deliveries to continue and intends to increase volumes as production progresses

toward its 38 million gallon per year nameplate capacity.

“We

believe these sales represent an important step in demonstrating the commercial role of New Rise Renewables Reno,” said Chris Cooper,

Chief Executive Officer of XCF Global. “Tartan plays an important role in serving commercial fleets across North America, and renewable

diesel is a practical, drop-in substitute for fossil diesel that is a lower-carbon fuel and works in existing diesel engines and infrastructure.

We are proud to support the transportation industry’s transition to lower-carbon fuels by helping expand access to renewable diesel

for commercial fleets.”

previously announced, New Rise Renewables Reno began producing renewable fuels in July 2026 following a period of upgrade work, and XCF

Global executed a definitive commercial framework with BGN in July 2026 covering feedstock supply, production, logistics and commercialization.

Sales under that framework underscore the potential role of downstream distribution partners in helping renewable fuels reach commercial

transportation customers.

About

XCF Global, Inc.

XCF

Global, Inc. (“XCF”) is a U.S.-based producer of renewable diesel and sustainable aviation fuel (“SAF”) focused

on decarbonizing transportation while supporting domestic fuel supply and energy security. The Company’s flagship facility, New

Rise Renewables Reno, has a permitted nameplate production capacity of 38 million gallons per year. XCF is working to advance a pipeline

of potential expansion opportunities in Nevada, North Carolina and Florida, and to build relationships across the energy and transportation

sectors to scale renewable fuels production. XCF is listed on the Nasdaq Capital Market and trades under the ticker, SAFX.

learn more, visit www.xcf.global

About

Tartan

Oil LLC (“Tartan”) is a wholly owned subsidiary of Pilot Travel Centers LLC (“Pilot”) and serves as Pilot’s

wholesale marketing arm. Pilot is a wholly owned subsidiary of Berkshire Hathaway Inc. (“Berkshire Hathaway”) and the largest

travel center operator in North America. Founded in 2017 and headquartered in Knoxville, Tennessee, Tartan is a leader in the energy

market, serving over 10,000 locations across 44 states and six Canadian provinces. Specializing in high-quality refined products, diesel

exhaust fluid (DEF) and lubricants, Tartan offers exceptional delivery capabilities and a vast inventory of petroleum products to the

wholesale market and travel center industry. To learn more, visit tartanoil.com.

Contacts

XCF

Global: Corporate Comms

media@xcf.global

Cautionary

Note Regarding Forward-Looking Statements

This

press release contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended,

and Section 21E of the Securities Exchange Act of 1934, as amended, that involve substantial risks and uncertainties, including statements

regarding XCF Global’s commercial operations and growth strategy; the production and continued production of renewable diesel at

New Rise Renewables Reno; commercial fuel deliveries under the Company’s previously announced commercial framework; current and

future D4 RIN values, renewable fuel credit market conditions and the RIN value associated with renewable diesel production; the anticipated

effects of EPA’s final 2026 and 2027 renewable fuel volume requirements on demand for renewable fuels and compliance credits; long-term

demand for renewable diesel and sustainable aviation fuel; potential expansion opportunities in Nevada, North Carolina and Florida; and

XCF Global’s ability to execute its commercial strategy and realize the benefits of prevailing renewable fuel credit market conditions.