Clean Energy Fuels Corp. Q4 2025 Earnings Call Summary

Exceeded 2025 guidance driven by resilient fueling operations and the successful activation of the South Fork Dairy project, the largest fully consolidated RNG facility in the portfolio. Achieved a significant upstream milestone by beginning gas injection at the East Valley Dairy project in Idaho, a joint venture with BP processing manure from 37,000 cows. Attributed slower-than-anticipated adoption of the Cummins X15N engine in 2025 to challenging freight market dynamics that forced fleets to delay a ...