Zacks Industry Outlook Spotlights Bloom Energy, OPAL Fuels, and FuelCell
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 19 2025
0mins
Source: NASDAQ.COM
Industry Overview: The alternative energy sector, particularly wind energy, is experiencing growth due to favorable policies and technological advancements, despite challenges from rising costs and tariffs. The U.S. electric vehicle market is also expected to drive clean energy stock growth.
Trends in Wind Energy: Wind energy is projected to expand significantly, with global capacity expected to reach 196.5 GW by 2030, supported by larger, more efficient turbines and increasing climate awareness.
Electric Vehicle Market Growth: The U.S. EV market is surging, with record sales and projected revenues of $105.8 billion in 2025, driven by government incentives and lower battery costs, enhancing the prospects for clean energy stocks.
Challenges and Outlook: Rising installation costs due to tariffs and the expiration of tax credits are hindering the clean energy sector's growth, reflected in a negative earnings outlook and a low Zacks Industry Rank, despite the sector outperforming the broader market over the past year.
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Analyst Views on OPAL
Wall Street analysts forecast OPAL stock price to rise
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 1.850
Low
3.50
Averages
3.50
High
3.50
Current: 1.850
Low
3.50
Averages
3.50
High
3.50
About OPAL
OPAL Fuels Inc. is a renewable energy company specializing in the capture and conversion of biogas into low-carbon intensity renewable natural gas (RNG) and renewable power. The Company also specializes in the marketing and distribution of RNG to heavy-duty trucking and other hard to de-carbonize industrial sectors. Its RNG Fuel segment includes RNG supply as well as the associated generation and sale of commodity natural gas and environmental credits and, consists of RNG production facilities and its interests in both operating and construction projects. Through its Fuel Station Services segment, it provides construction and maintenance services to third-party owners of vehicle fueling stations and performs fuel dispensing activities including generation and minting of environmental credits. The Company’s Renewable Power segment generates renewable power and associated environmental attributes, such as ISCC Carbon Credits and RECs through combustion of biogas from landfills.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
OPAL Fuels Partners with GFL Environmental for New RNG Facilities
- New Facility Partnership: OPAL Fuels has partnered with GFL Environmental to construct two new renewable natural gas (RNG) facilities in Tallapoosa County, Alabama, and Polk County, Georgia, with a combined design capacity of nearly 2 million MMBtu, reflecting a strong commitment to the renewable energy market.
- Marketing Strategy: OPAL Fuels will market and distribute the entire output from the new facilities through its dispensing network, enhancing its market position and laying a foundation for future revenue growth.
- Fuel Supply for Heavy-Duty Trucks: The new facilities are expected to supply fuel for approximately 800 Class 8 heavy-duty tractors, addressing the accelerating fleet conversion in the trucking sector driven by volatile diesel prices, showcasing the company's proactive approach to market changes.
- Low-Carbon Fuel Transition: The projects will capture methane from the natural decomposition of organic material at landfills and convert it into low-carbon, cost-effective transportation fuel, aligning with the global focus on sustainability and clean energy.
See More
OPAL Fuels and GFL Environmental Advance New RNG Projects
- Project Advancement: OPAL Fuels and GFL Environmental are advancing the construction of two new RNG facilities in Alabama and Georgia, expected to add approximately 15 million GGEs of RNG supply capacity, further driving growth in the renewable natural gas market.
- Market Strategy: OPAL Fuels will market the full output from the new facilities through its expanding CNG/RNG distribution network, aiming to enhance profitability and market share in the renewable energy sector.
- Economic Benefits: The new facilities are designed to fuel approximately 800 heavy-duty trucks, replacing diesel and expected to lower operational costs while achieving zero Scope 1 and Scope 2 emissions, aligning with increasingly stringent environmental regulations.
- Sustainability Goals: GFL's projects will support its greenhouse gas reduction targets while providing stable, risk-adjusted returns, highlighting its long-term investment commitment in the environmental sector.
See More
OPAL Fuels (OPAL) Q1 2026 Earnings Transcript
See More
OPAL Fuels Announces Q1 2026 Earnings Release Date
- Earnings Release Schedule: OPAL Fuels will release its Q1 2026 earnings before market open on May 11, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: A conference call will take place at 11:00 a.m. Eastern Time on the same day, allowing investors to listen via the company's Investor Relations website, indicating the company's emphasis on investor engagement.
- Company Overview: OPAL Fuels is a leader in capturing and converting biogas into low carbon intensity RNG and renewable electricity, focusing on heavy-duty trucking and other hard-to-decarbonize industrial sectors, highlighting its strategic position in the renewable energy market.
- Forward-Looking Statements: The company cautions investors about the risks and uncertainties associated with forward-looking statements, emphasizing that future performance may be influenced by various factors, reflecting the company's focus on risk management.
See More
OPAL Fuels Signs $100 Million Clean Fuel Agreement
- Agreement Overview: OPAL Fuels announced a master agreement to monetize $100 million of Section 45Z Clean Fuel Production Tax Credits over the coming years, with the first closing expected this quarter, thereby providing stable cash flow to support future renewable natural gas projects.
- Strategic Significance: This agreement not only optimizes OPAL Fuels' vertically integrated platform but also enables the company to replace diesel with renewable and compressed natural gas, significantly reducing operational costs and enhancing pricing stability, thereby strengthening its competitive position in the heavy-duty transportation market.
- Policy Support: The Section 45Z Clean Fuel Production Tax Credit has received bipartisan support, which has bolstered industry confidence and policy stability, encouraging sustained investment in the renewable fuels sector and further promoting the production of low-carbon transportation fuels.
- Future Outlook: OPAL Fuels' Co-CEO Adam Comora stated that this agreement will enhance the company's value creation capabilities as new facilities come online and provide liquidity for future growth investments, facilitating broader fleet adoption of renewable and compressed natural gas, which is crucial for improving economics in heavy-duty transportation.
See More
OPAL Fuels' Co-CEO to Speak at ACT Expo on Clean Fuels
- Industry Leadership: OPAL Fuels' Co-CEO Adam Comora will headline the ACT Expo in Las Vegas, expected to attract numerous industry participants and showcase the company's leadership in the clean fuel sector.
- Innovation Showcase: Comora's presentation will focus on 'From Fuel to Fleet: A Vertically Integrated Approach to Renewable Fuels that Drives Fleet Economics, Cost Savings, and Sustainability,' highlighting OPAL Fuels' integrated platform in renewable fuel production and infrastructure development.
- Market Opportunities: Comora noted that the adoption of clean fuels is providing measurable sustainable savings for fleets amid diesel price volatility, indicating the company's strategic advantage in addressing market challenges.
- Expo Impact: The 2026 ACT Expo will gather fleets, OEMs, shippers, and technology leaders from the clean transportation sector, with Comora's participation further driving industry focus and investment in clean fuel solutions.
See More
OPAL Fuels Partners with GFL Environmental for New RNG Facilities
- New Facility Partnership: OPAL Fuels has partnered with GFL Environmental to construct two new renewable natural gas (RNG) facilities in Tallapoosa County, Alabama, and Polk County, Georgia, with a combined design capacity of nearly 2 million MMBtu, reflecting a strong commitment to the renewable energy market.
- Marketing Strategy: OPAL Fuels will market and distribute the entire output from the new facilities through its dispensing network, enhancing its market position and laying a foundation for future revenue growth.
- Fuel Supply for Heavy-Duty Trucks: The new facilities are expected to supply fuel for approximately 800 Class 8 heavy-duty tractors, addressing the accelerating fleet conversion in the trucking sector driven by volatile diesel prices, showcasing the company's proactive approach to market changes.
- Low-Carbon Fuel Transition: The projects will capture methane from the natural decomposition of organic material at landfills and convert it into low-carbon, cost-effective transportation fuel, aligning with the global focus on sustainability and clean energy.
See More
OPAL Fuels and GFL Environmental Advance New RNG Projects
- Project Advancement: OPAL Fuels and GFL Environmental are advancing the construction of two new RNG facilities in Alabama and Georgia, expected to add approximately 15 million GGEs of RNG supply capacity, further driving growth in the renewable natural gas market.
- Market Strategy: OPAL Fuels will market the full output from the new facilities through its expanding CNG/RNG distribution network, aiming to enhance profitability and market share in the renewable energy sector.
- Economic Benefits: The new facilities are designed to fuel approximately 800 heavy-duty trucks, replacing diesel and expected to lower operational costs while achieving zero Scope 1 and Scope 2 emissions, aligning with increasingly stringent environmental regulations.
- Sustainability Goals: GFL's projects will support its greenhouse gas reduction targets while providing stable, risk-adjusted returns, highlighting its long-term investment commitment in the environmental sector.
See More
OPAL Fuels (OPAL) Q1 2026 Earnings Transcript
See More
OPAL Fuels Announces Q1 2026 Earnings Release Date
- Earnings Release Schedule: OPAL Fuels will release its Q1 2026 earnings before market open on May 11, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: A conference call will take place at 11:00 a.m. Eastern Time on the same day, allowing investors to listen via the company's Investor Relations website, indicating the company's emphasis on investor engagement.
- Company Overview: OPAL Fuels is a leader in capturing and converting biogas into low carbon intensity RNG and renewable electricity, focusing on heavy-duty trucking and other hard-to-decarbonize industrial sectors, highlighting its strategic position in the renewable energy market.
- Forward-Looking Statements: The company cautions investors about the risks and uncertainties associated with forward-looking statements, emphasizing that future performance may be influenced by various factors, reflecting the company's focus on risk management.
See More
OPAL Fuels Signs $100 Million Clean Fuel Agreement
- Agreement Overview: OPAL Fuels announced a master agreement to monetize $100 million of Section 45Z Clean Fuel Production Tax Credits over the coming years, with the first closing expected this quarter, thereby providing stable cash flow to support future renewable natural gas projects.
- Strategic Significance: This agreement not only optimizes OPAL Fuels' vertically integrated platform but also enables the company to replace diesel with renewable and compressed natural gas, significantly reducing operational costs and enhancing pricing stability, thereby strengthening its competitive position in the heavy-duty transportation market.
- Policy Support: The Section 45Z Clean Fuel Production Tax Credit has received bipartisan support, which has bolstered industry confidence and policy stability, encouraging sustained investment in the renewable fuels sector and further promoting the production of low-carbon transportation fuels.
- Future Outlook: OPAL Fuels' Co-CEO Adam Comora stated that this agreement will enhance the company's value creation capabilities as new facilities come online and provide liquidity for future growth investments, facilitating broader fleet adoption of renewable and compressed natural gas, which is crucial for improving economics in heavy-duty transportation.
See More
OPAL Fuels' Co-CEO to Speak at ACT Expo on Clean Fuels
- Industry Leadership: OPAL Fuels' Co-CEO Adam Comora will headline the ACT Expo in Las Vegas, expected to attract numerous industry participants and showcase the company's leadership in the clean fuel sector.
- Innovation Showcase: Comora's presentation will focus on 'From Fuel to Fleet: A Vertically Integrated Approach to Renewable Fuels that Drives Fleet Economics, Cost Savings, and Sustainability,' highlighting OPAL Fuels' integrated platform in renewable fuel production and infrastructure development.
- Market Opportunities: Comora noted that the adoption of clean fuels is providing measurable sustainable savings for fleets amid diesel price volatility, indicating the company's strategic advantage in addressing market challenges.
- Expo Impact: The 2026 ACT Expo will gather fleets, OEMs, shippers, and technology leaders from the clean transportation sector, with Comora's participation further driving industry focus and investment in clean fuel solutions.
See More
