Could Clean Energy Fuels’ (CLNE) New Hydrogen Bet Redefine Its Low-Carbon Growth Story?

• Clean Energy Fuels Corp. recently announced it will construct a US$11.3 million hydrogen fueling station for Foothill Transportation and has begun building three renewable natural gas production plants expected to yield three million gallons of RNG per year from 2026.
• This expansion, supported in part by federal grants, underlines the company's approach to scaling clean fuel infrastructure and diversifying its low-carbon energy portfolio.
• We'll now explore how this renewed investment in hydrogen and renewable natural gas infrastructure may influence Clean Energy Fuels' investment outlook.

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Clean Energy Fuels Investment Narrative Recap

For Clean Energy Fuels shareholders, confidence often rests on strong policy support for renewable fuels, ongoing regulatory incentives, and increased demand for low-carbon transport solutions. The recent hydrogen fueling station contract and new RNG production plants mark operational momentum but are unlikely to materially shift the most pressing short-term catalyst: improved RNG vehicle adoption rates amid uncertainty around new engine take-up. Persistent ramp-up delays and operational challenges at new RNG sites remain the biggest near-term risks, especially with ongoing losses in this area.

Among recent developments, the August 2025 strategic alliance with Hexagon Agility stands out. This initiative, aimed at accelerating heavy-duty commercial fleet conversions to natural gas, directly addresses adoption rates, one of the company's most important near-term growth drivers in light of the latest hydrogen and RNG projects moving forward.

Yet, while Clean Energy Fuels expands on multiple fronts, investors should know that regulatory ambiguity and slow customer transitions continue to present...

Read the full narrative on Clean Energy Fuels (it's free!)

Clean Energy Fuels' narrative projects $474.7 million revenue and $70.1 million earnings by 2028. This requires 4.1% yearly revenue growth and a $273.6 million increase in earnings from -$203.5 million currently.

Uncover how Clean Energy Fuels' forecasts yield a $4.49 fair value, a 54% upside to its current price.

Exploring Other Perspectives

Four community members from Simply Wall St estimated fair values for Clean Energy Fuels between US$2.32 and US$31.57. With operational execution risks still top of mind, these wide-ranging outlooks show just how much opinions on the company's future can diverge; explore several viewpoints to better inform your own.

Explore 4 other fair value estimates on Clean Energy Fuels - why the stock might be worth 21% less than the current price!

Build Your Own Clean Energy Fuels Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Clean Energy Fuels research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
• Our free Clean Energy Fuels research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Clean Energy Fuels' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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