XCF Global Inc. (NASDAQ:SAFX) entered into a non‑binding memorandum of understanding on December 30 2025 with IP3, Southern Energy Renewables and DevvStream Corp. to evaluate the deployment of small modular reactor (SMR) nuclear power for clean‑fuel production. The agreement will assess how SMR‑generated electricity could support e‑SAF production, hydrogen generation and the monetization of environmental attributes for the parties’ future projects.
The partnership signals a strategic pivot for XCF Global, which has built its business around producing sustainable aviation fuel (SAF) from renewable feedstocks. By exploring SMR technology, the company aims to secure a reliable, zero‑carbon electricity supply that can reduce its dependence on fossil‑fuel‑based power and strengthen its sustainability credentials. The MOU also positions XCF to potentially scale its SAF operations more rapidly and to diversify its energy mix in line with U.S. “America‑first” energy policy priorities.
Key applications under consideration include a proposed SAF refinery in Louisiana, where SMR power could provide the heat and electricity needed for large‑scale fuel production, and the offtake of excess clean power to data‑center customers. The collaboration also seeks to generate and monetize environmental attributes—such as carbon credits—through DevvStream’s blockchain‑enabled platform, creating an additional revenue stream for all parties.
Sunny Trinh, CEO of DevvStream, said, “Together, we are exploring real‑world asset and tokenized environmental‑asset frameworks with the potential to unlock additional value, improve liquidity, and help lower the delivered cost of clean energy and fuels. We see this as a potential America‑first model that combines U.S. resources, digital infrastructure, and scalable markets.” Jay Patel, CEO of Southern Energy Renewables, added, “This MOU reflects our focus on putting American energy, infrastructure and production first.”
The MOU represents a significant opportunity for XCF Global to embed advanced nuclear technology into its SAF supply chain, potentially accelerating the company’s growth trajectory and enhancing its competitive position in the decarbonization market. While SMR deployment remains in the exploratory phase, the partnership demonstrates a proactive approach to securing clean energy and could position XCF as a leader in the emerging SMR‑powered fuel industry.
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