GFL Environmental Inc and OPAL Fuels LLC have agreed on 2 joint tasks to allow renewable pure gasoline (RNG) manufacturing on the Stones Throw Landfill in Tallapoosa County, Alabama and the Grady Highway Landfill in Polk County, Georgia.
“The tasks collectively signify practically 2 million MMBTU [million British thermal units] of plant design capability and are owned collectively, 50 p.c every, by GFL and OPAL Fuels”, a joint assertion mentioned.
“OPAL Fuels has agreed to market and distribute the complete output from the brand new RNG services by its increasing CNG/RNG meting out community additional advancing OPAL Fuels’ technique to drive worthwhile progress throughout each upstream manufacturing and downstream distribution.
“The brand new RNG services are designed to provide gasoline for roughly 800 Class 8 heavy-duty tractors, with such gasoline offering higher economics than diesel and the added advantages of zero Scope 1 and Scope 2 emissions.
“The tasks are effectively positioned to provide accelerating fleet conversion exercise within the heavy-duty trucking sector which is being pushed by increased and unstable diesel pricing, elevated regulatory readability concerning combustion engines, and the provision of next-generation pure gasoline engine platforms”.
Patrick Dovigi, founder and CEO of Vaughan, Ontario-based GFL, mentioned, “These tasks assist the achievement of GFL’s GHG discount targets together with fueling our personal CNG fleet from landfill gasoline produced at our landfills, along with producing robust, secure, risk-adjusted returns for a few years into the longer term”.
Jonathan Maurer, co-chief govt of White Plains, New York-based OPAL Fuels, mentioned, “Bringing new RNG manufacturing on-line amid accelerating fleet demand reinforces the energy of our vertically built-in mannequin, connecting landfill companions to high-value finish markets by our rising gasoline station community”.
Within the first quarter OPAL Fuels had 2.2 million MMBtu of web design capability, which it defines as the amount of feedstock biogas a facility can course of through the related interval. It produced 1.2 million MMBtu of RNG gasoline in January-March 2026, whereas gross sales and supply volumes totaled 17.9 million gallons of gasoline equal (GGE) and 39 million GGE respectively, OPAL Fuels mentioned in its quarterly report Might 11.
OPAL Fuels mentioned it had invested $24.4 million in RNG tasks in building and OPAL Fuels-owned fueling stations in building within the first 3 months of 2026, in comparison with $11.6 million for Q1 2025.
Q1 2026 income and web revenue year-on-year to $73.38 million and a adverse $5.59 million respectively.
“Regardless of a difficult working surroundings within the seasonally tender first quarter, we stay on observe to fulfill our full yr steering”, mentioned co-CEO Adam Comora. “Manufacturing traits have improved, consistent with our expectations, and we’re inspired by the current firming in environmental credit score costs”.
Maurer famous, “Given the tough climate situations, our RNG services carried out effectively, producing extra RNG in contrast with the primary quarter of 2025. This efficiency is as a result of significant enhancements we’re making throughout our working platform. We anticipate to see these enhancements proceed all year long”.
“Within the quarter we accomplished a number of financing transactions which added readability to our capital construction and set us up for continued funding and progress in each our upstream and downstream segments”, Maurer added.
Liquidity stood at $232.5 million, consisting of $133.2 million of money and money equivalents, $39.3 million of unused credit score and $60.0 million of its undrawn most popular inventory facility.
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