Clean Energy Fuels Corp. has secured a portfolio of new fuel supply agreements that collectively add more than 3.5 million gallons of renewable natural gas (RNG) and liquefied natural gas (LNG) to its pipeline. The contracts span trucking, waste‑management, and aerospace customers and extend the company’s reach beyond its traditional RNG fleet base.
RNG agreements include a 200,000‑gallon annual supply to United Dairymen of Arizona for five natural‑gas truck fleets, a 250,000‑gallon commitment from Paper Transport for a dozen new trucks, and a 180,000‑gallon contract with Giant Oil’s Cheswick, Pennsylvania station for its Pitt‑Ohio customers. Additional deals cover 100,000 gallons to Birkmire Trucking’s 15‑vehicle private station, 12 medium‑duty trucks for Vestis in Texas and California, and a 300,000‑gallon upgrade for the Atlantic City Jitney Association’s 125‑bus shuttle fleet. Republic Services added 275,000 gallons across two new Colorado stations and 41 new stalls in North Las Vegas, while USA Hauling & Recycling committed 2.5 million gallons to 150 refuse vehicles and a new Connecticut station. Ecotech Waste Logistics will receive 300,000 gallons for 30 vehicles.
LNG agreements include 100,000 gallons for Astrobotic’s lunar lander operations, 120,000 gallons of high‑purity LNG for Stoke Space’s rocket engine testing, and 480,000 gallons for Apollo Energy Resources to transport advanced energy materials. Clean Energy’s two LNG plants in California and Texas will supply these volumes, further diversifying its product mix.
The new contracts add more than 3.5 million gallons to Clean Energy’s pipeline, a 12% increase in RNG supply volume compared with the same period last year and a 15% rise in LNG volume. RNG supply remains the company’s largest revenue segment, accounting for roughly 70% of total fuel sales, while LNG represents about 30%. The company’s total fuel sales grew 10% YoY in the most recent quarter, driven largely by the expanded RNG and LNG commitments.
The deals reflect Clean Energy’s strategy to diversify beyond the trucking and waste‑management sectors into high‑growth aerospace and energy markets. Demand for RNG is being driven by corporate sustainability goals and regulatory incentives, while high‑purity LNG is required for rocket engine testing and advanced material transport. The company’s ownership of LNG plants in California and Texas provides a competitive advantage in meeting these specialized demands.
Chad Lindholm, Senior Vice President, said the company’s RNG supply is expanding in response to growing corporate commitments to decarbonization and the availability of new engine technologies such as the Cummins X15N, which is compatible with RNG. He noted that the company is investing in infrastructure to support the growing demand and that the new contracts are a key part of its long‑term growth strategy.
Clean Energy competes with a range of players, including SoCalGas, AMP Americas, Archaea Energy, AGI, Nacional Gas, Tetra Technologies, Hilcorp, and larger energy firms such as Kinder Morgan. The company’s focus on RNG and LNG, coupled with its vertical integration and strategic partnerships, positions it to capture a larger share of the clean‑fuel market as corporate sustainability and regulatory pressures intensify.
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