Key Takeaways OPAL Fuels is positioned for accelerated long-term growth and market dominance in landfill RNG through project expansion, vertical integration, and beneficial regulatory shifts. Strategic M&A and deepening relationships with large fleet operators will enhance operational leverage, recurring cash flow, and earnings resilience amid evolving trucking and energy sectors.Read more
Key Takeaways Supportive regulations and increasing ESG mandates are driving demand for RNG, providing OPAL Fuels with revenue stability and improved margins. Expansion of RNG projects and an integrated business model are positioning OPAL Fuels for sustained earnings growth and reduced reliance on credit pricing.Read more
Key Takeaways Reliance on renewable natural gas for fleet fuel, amid rising electrification and alternative fuels, increases vulnerability to shifting demand, policy changes, and margin compression. Project delays and regulatory hurdles threaten growth in production, while heavy dependence on government incentives exposes earnings to substantial volatility.Read more
OPAL Fuels Inc., together with its subsidiaries, engages in the production and distribution of renewable natural gas (RNG) for use as a vehicle fuel for heavy and medium-duty trucking fleets throughout the United States. The company also designs, develops, constructs, operates, and services fueling stations for trucking fleets that use natural gas to displace diesel as transportation fuel. In addition, it is involved in the design, development, and construction of hydrogen fueling stations. Further, the company engages in the generation and sale of renewable power to utilities; and environmental attributes associated with RNG and renewable power, as well as sale of RNG as pipeline quality natural gas. OPAL Fuels Inc. was founded in 1998 and is headquartered in White Plains, New York.
