Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 Commission File Number: 001-33480 CLEAN ENERGY FUELS CORP. (Exact name of registrant as specified in its charter) Delaware 33-0968580 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 4675 MacArthur Court, Suite 800, Newport B ...

Clean Energy Fuels Corp. (NASDAQ:CLNE) Q2 2019 Results Earnings Conference Call August 8, 2019 4:30 PM ET Company Participants Bob Vreeland - Chief Financial Officer Andrew Littlefair - President and Chief Executive Officer Conference Call Participants Eric Stein - Craig-Hallum Rob Rowe - Lake Street Capital Markets Pavel Molchanov - Raymond James Operator Greetings and welcome to Clean Energy Fuels Second Quarter 2019 Earnings Conference Call. At this time, all participants are in listen-only mode. A quest ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 Commission File Number: 001-33480 CLEAN ENERGY FUELS CORP. (Exact name of registrant as specified in its charter) 4675 MacArthur Court, Suite 800, Newport Beach, CA 92660 (Address of principal executive offices, including zip code) (949) 437-1000 (Registrant's telephone number, in ...

Clean Energy Fuels Corp. (NASDAQ:CLNE) Q1 2019 Earnings Conference Call May 9, 2019 10:30 AM ET Company Participants Bob Vreeland - Chief Financial Officer Andrew Littlefair - President and Chief Executive Officer Conference Call Participants Rob Brown - Lake Street Capital Markets Operator Greetings and welcome to Clean Energy Fuels First Quarter 2019 Earnings Conference Call. At this time, all participants are in listen-only mode. A brief question-and-answer session will follow the formal presentation. [O ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 Commission File Number: 001-33480 CLEAN ENERGY FUELS CORP. (Exact name of registrant as specified in its charter) Title of each class Name each exchange on which registered Ticker symbol Common stock, $0.0001 par value per share Nasdaq Global Select Market CLNE 4675 MacArthur Cou ...

Financial Data and Key Metrics Changes - In Q4 2018, the company delivered 98.7 million gallons, a 14% increase from 86.4 million gallons in Q4 2017 [8] - Total revenue for Q4 2018 was $96 million, compared to $89 million in Q4 2017, with fuel volume revenue increasing 21% to $78 million [8][28] - GAAP net income for Q4 2018 was $6.9 million, an improvement of $35.2 million from a GAAP net loss of $28.3 million in Q4 2017 [32] - Adjusted EBITDA for Q4 2018 was $12.7 million, compared to a negative $9.7 million in 2017, marking a $22.6 million improvement [33] Business Line Data and Key Metrics Changes - Redeem RNG volume grew 55% in Q4 2018 to 38.8 million gallons compared to 25 million gallons in Q4 2017 [27] - The company completed 49 station projects in 2018, although station construction sales experienced a decline [8] - SG&A expenses in Q4 2018 were $20 million, a 16% decrease from the previous year, reflecting cost reduction efforts [31] Market Data and Key Metrics Changes - The company anticipates low-double-digit volume growth in 2019, with effective margin per gallon expected to be between $0.24 and $0.28 [36] - The alternative fuel tax credit, which contributed approximately $26 million in 2018, is not included in the 2019 guidance [35] Company Strategy and Development Direction - The company is focusing on expanding its leadership in the renewable natural gas market and leveraging its existing fueling infrastructure [9] - A new program called Zero Now aims to attract heavy-duty trucking fleets to switch to natural gas, supported by financial backing from Total [18] - The company has set a goal to provide 100% renewable non-fossil energy by 2025, ahead of California's target [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued momentum into 2019, driven by strategic operational and financial initiatives [7] - The company believes that the renewable natural gas market will grow significantly, with potential production reaching several billion gallons in the coming years [49] - Management is optimistic about the potential for the alternative fuel tax credit to be enacted retroactively for 2018 and 2019 [52][53] Other Important Information - The company ended 2018 with $95 million in cash and investments, significantly reducing convertible debt from $545 million to $50 million [21][33] - The company is focused on generating positive cash flow and maintaining capital expenditures at or near 2018 levels [40] Q&A Session Summary Question: Is the growth driven much by the Zero Now program? - Management indicated that the growth is primarily from the core business and Redeem, with the Zero Now program's impact still to come [41] Question: What is the size of the truck fleets looking at the Zero Now program? - Management mentioned that they are targeting large fleets with thousands of vehicles, as well as aggressive fleets with 500 to 1,000 units [42][43] Question: What is the outlook for the alternative fuel tax credit? - Management expressed confidence that the alternative fuel tax credit will be enacted in 2019, potentially retroactive for 2018 [52][53]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended: December 31, 2018 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-33480 CLEAN ENERGY FUELS CORP. (Exact name of registrant as specified in its charter) Delaware (State or other jurisdiction of incorporation or organization) 33-0968 ...