Posts  / OPAL  / #POST-221352
REDDIT

What are your favorite RNG/Biofuel plays given the crazy diesel prices?

F
Mar 6, 2026 · 15:07

I’m certain the industry is getting significant tailwinds given the macro economics just curious if anyone has any interesting plays. My favorite is Opal Fuels

Background on CNG/RNG for transportation, 18-wheeler fleets are hard to electrify because of the downtime for charging, lack of power/torque, and lack of grid energy infrastructure, so many fleets are going to CNG/RNG. It’s the same fuel used in trash trucks, burns clean, half the price of diesel, comparable power… it’s a industry that is growing rapidly but I think the high diesel prices throw gas on the fire. What are your thoughts?