OPAL OPAL Fuels Inc.

BULLISH Impact: 5/10 8-K
Horizon months Filed Jun 3, 2026 Processed 11d 13h ago SEC 0001628280-26-040255
8-K context-dependent: Items 8.01
Latest settled — T+1d
OPAL ▼ -9.31% at T+1d
LONG call ✗ call lost -9.31% · α vs SPY -6.71% · entry $2.31 → $2.10
Next anchor: T+5d due 5d ago
Last close $1.93 (close Jun 12) · -16.45% from $2.31 entry
Entry anchored
Jun 3, 2026
via day open
T+1d
-9.31%
call -9.31% · α -6.71%
$2.10
settled 11d ago
T+5d
call — · α —
due 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

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Executive Summary

OPAL Fuels announced the commencement of construction on two new RNG facilities in Alabama and Georgia, jointly owned 50/50 with GFL Environmental. The projects are expected to add ~15 million GGEs of RNG supply capacity annually. This is a positive operational milestone that expands OPAL's upstream production and downstream distribution network, but no financial terms or revenue impact were disclosed.

Actionable Insight

This is a positive growth signal for OPAL's vertically integrated RNG model, but lacks financial details. Monitor for future updates on project costs, timeline to commercial operation, and any revenue guidance tied to the new capacity. The partnership with GFL reduces capital risk.

Key Facts

  • Construction commenced on two RNG facilities in Polk County, Georgia and Tallapoosa County, Alabama.
  • Facilities are owned 50% each by OPAL Fuels and GFL Environmental.
  • Expected to produce approximately 15 million gasoline gallon equivalents (GGEs) of RNG annually.
  • Sufficient to power approximately 800 Class 8 heavy-duty tractors per year.
  • OPAL Fuels will market and distribute the full output through its CNG/RNG dispensing network.
  • No financial terms, capital expenditure, or revenue projections were disclosed.

Financial Impact

No financial figures disclosed; project adds ~15M GGEs/year of RNG capacity to OPAL's portfolio.

revenueproduction capacity

Risk Factors

  • Construction delays or cost overruns could impact project economics.
  • RNG production volumes are forward-looking and subject to operational risks.
  • No financial terms disclosed — actual returns may differ from expectations.

Market Snapshot

Exchange
Nasdaq
Sector
Gas & Other Services Combined
Analyst Consensus
62% bullish (13 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-040255
Document: gradyroadandstonesthrowcon.htm0001628280-26-040255
Document: 0001628280-26-040255-index-headers.html0001628280-26-040255
Document: 0001628280-26-040255-index.html0001628280-26-040255
Document: 0001628280-26-040255.txt0001628280-26-040255
6 reports for OPAL
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for OPAL — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
BULLISH ★ 4/10
$1.94 awaiting T+1awaiting T+1$1.93 (−0.52%)
Jun 3, 2026
11d ago
8-K
BULLISH ★ 5/10
$2.31 $2.10▼ −9.31%▼ −6.71%$1.93 (−16.45%)
May 21, 2026
24d ago
Insider Cluster
NEUTRAL ★ 4/10
$2.16 $2.16· 0.00%▼ −0.59%$1.93 (−10.65%)
May 20, 2026
25d ago
8-K
NEUTRAL ★ 3/10
$2.01 $2.16▲ +7.46%▲ +7.02%$1.93 (−3.98%)
May 11, 2026
4w ago
8-K
BEARISH ★ 6/10
$2.19 $2.08▲ +5.02%▲ +4.89%$1.93 (+11.87%)
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$2.08 $2.16▲ +3.85%▲ +2.82%$1.93 (−7.21%)
Showing 6 of 6

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