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OPAL Fuels (OPAL) - 2024 Q4 - Earnings Call Presentation

Financial Performance - OPAL Fuels grew Full Year 2024 Adjusted EBITDA by 73% compared to 2023[14] - 2024 RNG production increased by 41% compared to 2023[14] - Adjusted EBITDA for the full year 2025 is projected to range between $90 million and $110 million, assuming a $2.60/gallon D3 RIN price[22] - Fuel Station Services segment is expected to grow by 30% - 50% in Adjusted EBITDA compared to 2024[22] Operational Growth - Commissioned three landfill RNG facilities in 2024, totaling 3.8 million MMBtu[14] - Put into construction 1.8 million MMBtu of annual RNG design capacity in 2024[14] - Anticipate putting into construction approximately 2.0 million annual MMBtu of RNG annual design capacity in 2025[22] - Total Volumes Sold, Dispensed, and Serviced reached 150.2 Million GGE in 2024[39] Market and Regulatory Factors - D3 RIN Prices increased approximately 55% after the June 2023 Set Rule[68] - RNG production of approximately 800 million GGE per year represents about 2% of the U.S heavy duty fuel market[74]