OPAL Fuels Sets Q4 & Full-Year 2025 Earnings Call

OPAL Fuels to Announce Fourth Quarter and Full-Year 2025 Results, Reinforcing Its Leadership in Renewable Natural Gas and Sustainable Transportation

OPAL Fuels, a leading innovator in renewable and compressed natural gas solutions for heavy-duty transportation, has officially announced that it will release its earnings results for the fourth quarter and full year ending December 31, 2025, prior to market open on Monday, March 16, 2026. Alongside the earnings release, the company will host a conference call at 11:00 a.m. Eastern Time to provide investors, analysts, and stakeholders with insights into the company’s financial performance, operational milestones, and strategic priorities.

The conference call and investor presentation will be accessible through a listen-only connection at https://edge.media-server.com/mmc/p/ezfah5dz. Additionally, a webcast of the presentation will be available on OPAL Fuels’ Investor Relations website at https://investors.opalfuels.com/news-events/events-presentations. Investors, industry participants, and members of the public who are interested in sustainable energy trends and the future of decarbonized transportation are encouraged to access these resources.

A Leader in Renewable Natural Gas and Compressed Natural Gas

Founded with a mission to reduce greenhouse gas emissions and accelerate the transition to sustainable energy, OPAL Fuels has established itself as a pioneer in the production, marketing, and distribution of renewable natural gas (RNG) and compressed natural gas (CNG). These fuels play a critical role in reducing carbon intensity in the transportation sector, particularly in heavy-duty trucking and other industrial applications where electrification is not yet feasible.

Renewable natural gas is derived from organic waste, including agricultural residues, landfills, and wastewater treatment byproducts. Through an advanced process of capture and conversion, biogas is transformed into RNG, which has a near-zero carbon intensity compared to conventional fossil fuels. OPAL Fuels not only produces RNG but also actively markets and distributes it across North America, helping fleets transition away from traditional diesel fuels. CNG, which can be sourced from both renewable and conventional natural gas, serves as a lower-carbon alternative to diesel and gasoline for vehicles and industrial applications.

OPAL Fuels has differentiated itself in the market through its vertically integrated model. Unlike many competitors who focus solely on production or distribution, OPAL Fuels manages the full value chain—from capturing biogas at the source, converting it into RNG, and delivering it to fleets, to marketing renewable energy credits (RECs) and providing sustainability solutions that help clients meet regulatory and corporate ESG targets. This comprehensive approach has positioned the company as a trusted partner for both fleet operators and municipalities seeking sustainable transportation solutions.

Driving Decarbonization in Heavy-Duty Transportation

The transportation sector remains one of the largest contributors to greenhouse gas emissions in North America. According to the U.S. Environmental Protection Agency (EPA), heavy-duty vehicles alone account for nearly a quarter of total transportation emissions, primarily due to their reliance on diesel fuel. RNG and CNG provide a practical, immediate solution for decarbonizing this sector. By replacing diesel with RNG, fleets can reduce their carbon footprint by up to 90%, while also lowering other pollutants such as particulate matter and nitrogen oxides.

OPAL Fuels has been at the forefront of this transition, partnering with trucking companies, waste management firms, and municipal transportation authorities to deploy RNG and CNG solutions. These partnerships not only help reduce emissions but also provide economic benefits to fleets through lower fuel costs and access to government incentives, such as tax credits for low-carbon fuels. The company’s deep expertise in fleet operations, supply chain logistics, and fuel quality management ensures a reliable and scalable RNG and CNG supply for its customers.

Biogas Capture and Conversion: A Critical Component of Sustainable Energy

At the heart of OPAL Fuels’ operations is the capture and conversion of biogas into low-carbon RNG. Biogas is produced naturally during the decomposition of organic material in landfills, anaerobic digesters, and wastewater treatment facilities. If released into the atmosphere, methane, the primary component of biogas, is a potent greenhouse gas with more than 25 times the global warming potential of carbon dioxide over a 100-year period. By capturing this methane and converting it into RNG, OPAL Fuels is not only providing a cleaner fuel alternative but also preventing harmful emissions from entering the environment.

The company’s biogas conversion process involves several key steps. First, raw biogas is captured at the source and cleaned to remove impurities, moisture, and trace contaminants. The purified gas is then compressed or liquefied to meet CNG or RNG specifications. Finally, the fuel is distributed to end users, accompanied by detailed documentation of carbon intensity and sustainability metrics. This process ensures that OPAL Fuels’ customers can reliably use the fuel while meeting regulatory compliance and sustainability goals.

OPAL Fuels also plays a critical role in monetizing environmental benefits. The company generates renewable identification numbers (RINs) and low-carbon fuel standard (LCFS) credits, which can be sold or traded to provide additional economic value for both OPAL and its customers. This dual focus on environmental performance and economic returns positions OPAL Fuels as a key player in the rapidly growing low-carbon fuel market.

The Growing Market for RNG and Sustainable Fuels

The market for RNG and other low-carbon fuels has been expanding rapidly due to increasing regulatory mandates, corporate sustainability commitments, and growing consumer awareness of climate change. Policies such as the U.S. Renewable Fuel Standard (RFS) and California’s Low Carbon Fuel Standard (LCFS) provide strong incentives for the production and use of RNG, making it a compelling choice for fleets and industrial users. In addition, corporations are increasingly adopting ESG-focused procurement strategies, seeking partners like OPAL Fuels who can help them achieve net-zero targets.

Industry analysts forecast continued growth in RNG demand, particularly in sectors that are difficult to electrify, such as long-haul trucking, shipping, and certain industrial processes. OPAL Fuels’ integrated model, extensive distribution network, and strong relationships with fuel producers and fleet operators position it well to capture a significant share of this expanding market.

Upcoming Fourth Quarter and Full-Year 2025 Earnings Release

OPAL Fuels’ upcoming earnings announcement on March 16, 2026, is expected to provide insights into the company’s financial performance, operational achievements, and strategic initiatives over the past year. Investors and analysts will be particularly interested in metrics such as total RNG production volumes, revenue growth, margins, and progress on sustainability initiatives. The earnings call will also offer an opportunity for the company to discuss its outlook for 2026, including potential expansion projects, partnerships, and investments in new technologies.

The earnings call, scheduled for 11:00 a.m. Eastern Time, will allow participants to hear directly from OPAL Fuels’ management team regarding recent milestones and future plans. By providing detailed commentary on operational and financial performance, the company aims to offer transparency and build confidence among investors and stakeholders. The webcast and listen-only connection make it easy for interested parties to follow the presentation in real time or access a recording later.

Commitment to Sustainability and Climate Action

Beyond its business achievements, OPAL Fuels is deeply committed to sustainability and climate action. The company actively contributes to reducing North America’s methane emissions and supporting the global transition to a low-carbon economy. By providing RNG and CNG solutions, OPAL Fuels helps heavy-duty fleets reduce their reliance on fossil fuels, lower their carbon intensity, and improve air quality in urban and industrial areas.

The company also emphasizes innovation and continuous improvement in its operations. From optimizing biogas capture techniques to enhancing fuel distribution logistics, OPAL Fuels consistently seeks ways to increase efficiency, reduce costs, and maximize environmental benefits. Its efforts are aligned with broader global initiatives to achieve net-zero emissions and mitigate climate change, making the company an influential participant in the energy transition.

Investor Engagement and Access

OPAL Fuels has made it convenient for investors and industry observers to engage with the company. Through the webcast and investor portal, participants can access real-time updates, review historical presentations, and track key performance metrics. This level of transparency reflects OPAL Fuels’ commitment to strong corporate governance and open communication with its stakeholders.

The March 16, 2026, conference call is anticipated to provide valuable insights into OPAL Fuels’ strategy for scaling its RNG and CNG business, expanding market reach, and capturing additional value from environmental credits. The session will likely address questions from analysts, highlight emerging opportunities in sustainable transportation, and offer guidance on expected trends for the coming year.

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