XCF Global Reports Estimated $12.86M–$13.86M Monthly Revenue from Tartan

What Happened
XCF Global, Inc. (SAFX) filed an 8‑K on August 12, 2026, announcing that, based on current production, logistics, diesel prices and incentives, sales to Tartan (a wholly owned subsidiary of Pilot Travel Centers LLC, a Berkshire Hathaway company) could generate approximately $12,860,000 to $13,860,000 in revenue per month. The company noted these estimates apply only to the announced Tartan sales and do not represent XCF’s total expected revenue. The filing also furnished a press release dated August 11, 2026, and emphasized that the furnished information is not “filed” for purposes of Section 18 of the Exchange Act.

Key Details

• Estimated monthly revenue from announced Tartan sales: $12,860,000 to $13,860,000.
• Customer: Tartan, a wholly owned subsidiary of Pilot Travel Centers LLC (Berkshire Hathaway company).
• Filing date: Form 8‑K filed August 12, 2026; press release dated August 11, 2026.
• The 8‑K includes a broad forward‑looking statement cautioning investors that results depend on factors such as production at New Rise Renewables Reno, RIN values, EPA renewable fuel rules, feedstock availability, and market conditions; furnished information is not subject to Section 18 liabilities.

Why It Matters
This disclosure highlights a potentially material commercial relationship and a sizable recurring revenue run‑rate tied to a major fuel retailer, which could materially affect XCF’s revenue if sustained. However, the company explicitly frames the numbers as estimates subject to market, regulatory, operational and credit risks (including RIN values and production continuity) and cautions investors not to rely on them as guarantees. Investors should treat the estimate as an indicator of potential customer demand while watching subsequent filings and operational updates for confirmed sales, actual delivery volumes and any changes in market or regulatory conditions.