EEME Energy SPV I, LLC has filed an amendment to its Schedule 13D, which details its ongoing commitment to XCF Global, Inc. The filing, made on November 3, 2026, reveals that EEME remains the largest shareholder of XCF Global and continues to support its strategic mission in the sustainable aviation fuel sector.

This amendment comes as EEME expresses its formal opposition to XCF Global's proposed reverse stock split. The company believes that the operational and financial outlook of XCF does not justify such a move, advocating instead for strategies that enhance shareholder value without diluting equity.

Background

EEME Energy SPV I, LLC, incorporated in Wyoming, is primarily focused on investments in sustainable aviation fuel and related businesses. The company has been actively involved in various transactions with XCF Global, Inc., a Delaware corporation engaged in the industrial organic chemicals sector. Recent filings indicate that EEME has been increasing its stake in XCF Global, reflecting its confidence in the company's future.

What the Filing Says

The filing states, "EEME continues to steadfastly support XCF Global, its long-term strategic mission, and its growth objectives in the sustainable aviation fuel and renewable energy sectors." It also mentions EEME's support for the withdrawal of the reverse stock split, asserting that the current financial trajectory of XCF does not warrant such a drastic measure.

Impact

This filing may affect various stakeholders, including other shareholders of XCF Global and potential investors in the sustainable aviation fuel sector. EEME's actions and advocacy for alternative financing options could influence the strategic decisions of XCF's management and board, especially regarding the proposed financing facilities that aim to alleviate debt and support operational growth.

What's Next

The filing does not specify what happens next, but it indicates that EEME is prepared to present two third-party debt financing proposals, totaling approximately $200 million, to assist XCF Global in its operations and growth initiatives.