Episode Details
Back to EpisodesXCF Global (SAFX) New CEO on SAF Strategy and First Mover Advantages from Reno to Australia
Description
On this week's episode of the WTR Small-Cap Spotlight, Chris Cooper, the new CEO of XCF Global (NASDAQ: SAFX), joined Tim Gerdeman, Vice Chair & Co-Founder and Chief Marketing Officer of Water Tower Research, and Peter Gastreich, Energy and Sustainable Investing Analyst at Water Tower Research. Cooper shares his extensive aviation and energy industry journey from aspiring pilot to President of Neste US (and more!) and tells us what ultimately attracted him to join as CEO of XCF Global. The conversation covers XCF’s innovative approach to transforming waste and residue feedstocks into SAF, its modular and scalable refinery model, major strategic partnerships like with Phillips 66, the aviation industry's path to decarbonization, and SAF’s role as the only practical and immediate solution. Cooper discusses policy impacts, market challenges, and why XCF is well placed to capitalize on growth opportunities with expansion and new facilities in the US and Australia.