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New OPAL Fuels (NASDAQ: OPAL) and GFL landfill RNG plants in Southeast

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

OPAL Fuels Inc. reported that it has begun construction of two new renewable natural gas (RNG) facilities at landfills in Polk County, Georgia and Tallapoosa County, Alabama, jointly owned 50% with GFL Environmental. The projects are designed with nearly 2 million MMBTU of plant capacity and are expected to produce about 15 million gasoline gallon equivalents of RNG per year, enough to fuel roughly 800 Class 8 heavy-duty trucks annually. OPAL Fuels plans to market and distribute the full RNG output through its CNG/RNG fueling station network, supporting its vertically integrated model across production and distribution. The partners highlight expected economic advantages versus diesel and the environmental benefits of capturing landfill methane and supplying a low-carbon transportation fuel.

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Insights

New JV RNG plants expand OPAL Fuels’ production and distribution platform.

OPAL Fuels and GFL Environmental are advancing construction of two landfill-based RNG facilities in Alabama and Georgia. The plants are designed for nearly 2 million MMBTU of capacity, with OPAL contracted to market all output through its fueling station network.

The facilities target roughly 15 million gasoline gallon equivalents of RNG annually, enough to supply about 800 heavy-duty Class 8 tractors. This links upstream gas capture with downstream transport demand, aligning with OPAL’s vertically integrated strategy and GFL’s landfill gas utilization and GHG reduction goals.

Actual financial impact will depend on realized production, fleet adoption and RNG pricing, which are not quantified here. Future company filings may provide more detail on capital spending, revenue contribution and returns once the projects approach completion and ramp-up.

Item 8.01 Other Events Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Expected RNG output 15 million gasoline gallon equivalents annually Design production from new Alabama and Georgia RNG facilities
Plant design capacity Nearly 2 million MMBTU Combined capacity for the two new RNG projects
Truck fueling capacity Approximately 800 Class 8 tractors Number of heavy-duty trucks the RNG output is designed to fuel per year
Ownership split 50 percent each Joint ownership of the new RNG facilities by OPAL Fuels and GFL
GFL workforce More than 15,000 employees Total employees across GFL’s operations in Canada and 18 U.S. states
renewable natural gas financial
"commencement of construction on renewable natural gas (“RNG”) facilities located in Polk County, Georgia and Tallapoosa County, Alabama"
Renewable natural gas is methane captured from organic waste—like landfills, farms, or wastewater—and cleaned to the same quality as conventional pipeline gas so it can be used for heating, electricity, or vehicle fuel. Investors care because it turns waste into a revenue-generating commodity, can qualify for carbon credits or government incentives, and can reduce a company's emissions profile, affecting long-term costs, regulatory risk, and market demand much like converting trash into sellable fuel.
gasoline gallon equivalents financial
"expected to produce approximately 15 million gasoline gallon equivalents of RNG annually"
A gasoline gallon equivalent (GGE) is a standardized unit that expresses the amount of energy in alternative fuels as equal to one gallon of gasoline, letting different fuels be compared on the same scale—like converting various currencies into dollars to compare prices. Investors use GGE to compare fuel costs, operating expenses, vehicle efficiency and revenue metrics across technologies and fuel types, making financial comparisons and forecasts more meaningful.
Scope 1 and Scope 2 emissions financial
"fuel providing better economics than diesel and the added benefits of zero Scope 1 and Scope 2 emissions"
forward-looking statements regulatory
"This release includes certain “forward-looking statements” and “forward-looking information”"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
MMBTU financial
"projects together represent nearly 2 million MMBTU of plant design capacity"
A MMBtu is a unit of energy equal to one million British thermal units, commonly used to measure natural gas and other fuel quantities for trading and contracts. For investors, it translates raw energy into a standardized price metric—think of it like gallons for gasoline—so changes in the MMBtu price affect producer revenues, utility costs, commodity derivatives, and the profitability of energy-related investments.
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0001842279FALSE00018422792026-06-032026-06-03

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
___________________________________
FORM 8-K
___________________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934


Date of Report (Date of earliest event reported): June 3, 2026
___________________________________
OPAL Fuels Inc.
(Exact name of registrant as specified in its charter)
___________________________________

Delaware
(State or other jurisdiction of
incorporation)
001-40272
(Commission File Number)
80-0990453
(IRS Employer Identification No.)
One North Lexington Avenue, Suite 1450
White Plains, New York
10601
(Address of principal executive offices)
(Zip Code)
Registrant's telephone number, including area code: (914) 705-4000
Not Applicable
(Former name or former address, if changed since last report)
___________________________________
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Class A common stock, par value $0.0001 per share
OPAL
The Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company    



If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.





Item 8.01. Other Events.

On June 3, 2026, OPAL Fuels Inc. (the “Company”) issued a press release announcing the commencement of construction on renewable natural gas (“RNG”) facilities located in Polk County, Georgia and Tallapoosa County, Alabama, which facilities are owned jointly, 50 percent each by GFL Environmental and the Company. The facilities are expected to produce approximately 15 million gasoline gallon equivalents of RNG annually, sufficient to power approximately 800 Class 8 heavy-duty tractors per year. The Company intends to distribute the RNG through its RNG/CNG fueling station network. A copy of the press release is attached hereto as Exhibit 99.1.

Cautionary Statement Regarding Forward-Looking Statements

This Current Report on Form 8-K, including the exhibit, contains forward-looking statements within the meaning of the federal securities laws including, but not limited to, statements relating to anticipated RNG production volumes, the number of trucks able to be operated annually based on such RNG production volumes, and the scale of reduction of carbon emissions. These forward-looking statements are based on current expectations and are not guarantees of future performance. Further, the forward-looking statements are subject to the limitations listed in Exhibit 99.1 and in the other SEC reports of the Company, including that actual events or results may differ materially from those in the forward-looking statements.













Item 9.01. Financial Statements and Exhibits

Exhibit Number
Description
99.1
Press release dated June 3, 2026
104
Cover Page Interactive Data File.






SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


Date: June 3, 2026
OPAL Fuels Inc.
By:
/s/ Kazi Hasan
Name:
Kazi Hasan
Title:
Chief Financial Officer


OPAL Fuels and GFL Environmental Advance Growth Strategy with New RNG Projects in Alabama and Georgia

New Projects Expected to Add Approximately 15 Million GGEs of RNG Supply Capacity

WHITE PLAINS, N.Y. and MIAMI BEACH, FL, June 3, 2026 – OPAL Fuels (Nasdaq: OPAL), a leading vertically integrated producer and distributor of renewable natural gas and compressed natural gas (RNG/CNG) and GFL Environmental Inc. (NYSE: GFL) (TSX: GFL) (“GFL”) announced today the advancement of construction for two new RNG facilities at the Stones Throw Landfill in Tallapoosa County, Alabama and the Grady Road Landfill in Polk County, Georgia. The projects together represent nearly 2 million MMBTU of plant design capacity and are owned jointly, 50 percent each, by GFL and OPAL Fuels.

OPAL Fuels has agreed to market and distribute the full output from the new RNG facilities through its expanding CNG/RNG dispensing network further advancing OPAL Fuels’ strategy to drive profitable growth across both upstream production and downstream distribution.

The new RNG facilities are designed to supply fuel for approximately 800 Class 8 heavy-duty tractors, with such fuel providing better economics than diesel and the added benefits of zero Scope 1 and Scope 2 emissions. The projects are well positioned to supply accelerating fleet conversion activity in the heavy-duty trucking sector which is being driven by higher and volatile diesel pricing, increased regulatory clarity regarding combustion engines, and the availability of next-generation natural gas engine platforms.

“The construction of these two facilities underscore OPAL Fuels’ momentum in advancing our growth objectives with value accretive projects,” said Jonathan Maurer, Co-Chief Executive Officer of OPAL Fuels. “Bringing new RNG production online amid accelerating fleet demand reinforces the strength of our vertically integrated model, connecting landfill partners to high-value end markets through our growing fuel station network. This work supports our focus on sustainable revenue growth, margin expansion, and creating long-term shareholder value.”

“We are excited to continue building on our investments in RNG facilities at our landfills,” said Patrick Dovigi, GFL’s Founder and CEO. “These projects support the achievement of GFL’s GHG reduction goals including fueling our own CNG fleet from landfill gas produced at our landfills, in addition to generating strong, stable, risk-adjusted returns for many years into the future.”

Using proven technology, the projects will capture methane generated from the natural decomposition of organic material at the Grady Road Landfill and the Stones Throw Landfill and convert it into RNG, a low-carbon, cost-effective transportation fuel.


About OPAL Fuels

OPAL Fuels (Nasdaq: OPAL) is a leader in the capture and conversion of biogas into low carbon intensity RNG and renewable electricity. OPAL Fuels is also a leader in the marketing and distribution of RNG to heavy duty trucking and other hard to decarbonize industrial sectors. For additional information, and to learn more about OPAL Fuels and how it is leading the effort to capture North America’s harmful methane emissions and decarbonize the economy, please visit www.opalfuels.com.





About GFL

GFL is the fourth largest diversified environmental services company in North America, providing comprehensive solid waste management services from its platform of facilities throughout Canada and 18 U.S. states. GFL has a workforce of more than 15,000 employees across its organization.

Forward-Looking Statements

This release includes certain “forward-looking statements” and “forward-looking information” (collectively, “forward-looking statements”), within the meaning of applicable U.S. and Canadian securities laws, respectively. Forward-looking statements are statements that are not historical facts and generally relate to future events or OPAL Fuels’ or GFL’s future financial or other performance metrics. In some cases, you can identify forward-looking statements by terminology such as “believe,” “may,” “will,” “potentially,” “estimate,” “continue,” “anticipate,” “intend,” “could,” “would,” “project,” “target,” “plan,” “expect,” or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ materially from those expressed or implied by such forward-looking statements. New risks and uncertainties may emerge from time to time, and it is not possible to predict all risks and uncertainties. These forward-looking statements are based upon estimates and assumptions that, while considered reasonable by OPAL Fuels and GFL and their respective management, as the case may be, are inherently uncertain and subject to material change. Factors that may cause actual results to differ materially from current expectations include various factors beyond management’s control, including, but not limited to, general economic conditions and other risks, uncertainties and factors set forth in the sections entitled “Risk Factors” and “Cautionary Statement Regarding Forward-Looking Statements” in the OPAL Fuels’ annual report on Form 10-K and quarterly reports on Form 10-Q, and other filings it makes with the Securities and Exchange Commission and in the “Risk Factors” section of GFL’s annual information form for the year ended December 31, 2025, GFL’s other periodic filings with the U.S. Securities and Exchange Commission and the securities commission or similar regulatory authorities in Canada. Nothing in this communication should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements in this communication, which speak only as of the date they are made and are qualified in their entirety by reference to the cautionary statements herein. Except as required by law, OPAL Fuels and GFL expressly disclaim any obligations or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in OPAL Fuels or GFL’s expectations with respect thereto or any change in events, conditions, or circumstances on which any statement is based.
Disclaimer

This communication is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy, any securities, nor shall there be any sale, issuance or transfer or securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended.

Contact information for OPAL Fuels

Investors
Todd Firestone



Vice President, Investor Relations and Corporate Development
(914) 705-4001
investors@opalfuels.com

Media
Harrison Feuer
Senior Director, Communications and Public Policy
(914) 721-3723
hfeuer@opalfuels.com

Contact information for GFL

Patrick Dovigi
+1 905-326-0101
pdovigi@gflenv.com































FAQ

What did OPAL Fuels (OPAL) announce in its latest 8-K filing?

OPAL Fuels announced construction progress on two new renewable natural gas facilities in Alabama and Georgia, jointly owned with GFL Environmental. The plants will capture landfill methane and are expected to produce about 15 million gasoline gallon equivalents of RNG a year for transportation fuel.

How much renewable natural gas will OPAL Fuels’ new projects produce annually?

The two new OPAL Fuels and GFL facilities are expected to produce approximately 15 million gasoline gallon equivalents of renewable natural gas per year. This volume is designed to fuel around 800 Class 8 heavy-duty tractors annually through OPAL Fuels’ CNG/RNG station network.

Where are OPAL Fuels’ new RNG facilities with GFL Environmental located?

The projects are located at the Grady Road Landfill in Polk County, Georgia and the Stones Throw Landfill in Tallapoosa County, Alabama. Both landfill-based facilities will process methane from decomposing organic waste and convert it into low-carbon renewable natural gas for transportation.

How are OPAL Fuels and GFL Environmental sharing ownership of the new RNG plants?

OPAL Fuels and GFL Environmental are jointly owning the two new RNG facilities, with each company holding a 50 percent interest. OPAL Fuels has agreed to market and distribute the full RNG output through its expanding CNG/RNG dispensing network focused on heavy-duty trucking fleets.

What trucking demand will OPAL Fuels’ new RNG projects target?

The new OPAL Fuels and GFL facilities are designed to supply RNG for approximately 800 Class 8 heavy-duty tractors each year. The partners expect this fuel to offer better economics than diesel and deliver zero Scope 1 and Scope 2 emissions for the fleets using it.

What environmental benefits are highlighted for OPAL Fuels’ new RNG facilities?

The projects will capture methane from landfill decomposition and convert it into renewable natural gas, a low-carbon transportation fuel. OPAL Fuels and GFL highlight that using this RNG can provide better economics than diesel and enable zero Scope 1 and Scope 2 emissions for trucking fleets.

Filing Exhibits & Attachments

4 documents