Clean Energy Fuels Corp. Overview
Pro stress-test →Clean Energy Fuels Corp. is the country's largest provider of the cleanest fuel for the transportation market. The company supplies renewable natural gas (RNG), compressed natural gas (CNG), and liquefied natural gas (LNG) for medium and heavy-duty vehicles. With approximately 500 fueling stations across the United States and Canada supporting over 35,000 vehicles daily, Clean Energy operates a critical infrastructure for decarbonizing commercial transportation.
Strategic Profile
Pro stress-test →The company brought two major dairy RNG projects online, increasing its total operating projects to eight and further expanding upstream production capacity. The CEO confirmed that all new low-carbon fuel produced will be distributed through Clean Energy Fuels infrastructure, connecting upstream growth directly to downstream operations, creating a vertically integrated growth engine. With 89% of systemwide fuel delivered as RNG—approaching full penetration in priority regions—leadership identified further 'flipping' of maintained but non-supplied stations to RNG as a central 2026 initiative.
Competitive Landscape
Pro stress-test →Southern California Gas, Peoples Natural Gas, Ambit Energy, Just Energy Group, and IGS Energy are some of the competitors of Clean Energy Fuels. Clean Energy differentiates through upstream RNG production ownership and a vertically integrated model connecting waste-feedstock generation to end-customer delivery, providing competitive advantages in carbon accounting and stable RNG supply.
Industry Context
Clean Energy Fuels Corp. operates in Alternative Fuels & Clean Transportation Infrastructure.
Key facts
Founded: 1996 · Headquarters: Newport Beach, California · Employees: 577 · Revenue: $422M · Market cap: $643M