Clean Energy Fuels Corp. (CLNE)

Over the past six months, CLNE's stock price has been impacted by several events. On November 4, 2025, the stock experienced a significant drop of -15.83% following the company's Q3 2025 earnings release. On December 1, 2025, the stock saw a slight increase of +0.92% after the announcement that Clean Energy began injecting RNG into the pipeline at one of the country's largest RNG projects, South Fork Dairy. On January 27, 2026, the stock rose by +4.09% after the company announced it would report its Fourth Quarter 2025 financial results. On February 24, 2026, the stock decreased by -5.91% after Clean Energy reported its Q4 2025 financial results, which included revenue of $112.3 million and 64.1 million RNG gallons sold. On March 4, 2026, the stock increased by +4.50% as RNG continued to lead as an easy-to-switch clean fuel for multi-sector fleets, with Clean Energy signing new agreements. In Q4 2025, renewable natural gas volume increased 3.4% year-over-year to 64.1 million gallons, and the South Fork Dairy RNG facility came online, adding approximately 2.6 million gallons in annual RNG production capacity. The company also secured new agreements to expand RNG use among transit, freight, and municipal fleets.

The provided search results do not explicitly detail the demand seasonality for Clean Energy Fuels Corp.'s products and services. Demand might be relatively stable throughout the year, as operations generally run consistently. Factors such as economic activity, fuel prices, and regulatory incentives for cleaner fuels could influence overall demand rather than distinct seasonal patterns. The company's emphasis on RNG suggests a consistent supply source that is not inherently seasonal.

Clean Energy Fuels Corp. specializes in natural gas distribution for the transportation market in the United States and Canada, focusing on decarbonizing transportation through renewable natural gas (RNG). The company supplies compressed natural gas (CNG) and liquefied natural gas (LNG), with the majority of its revenue historically generated in the U.S. from CNG. The company purchases natural gas from local utilities, processes it, and sells the fuel through company-owned and customer-owned fueling stations. Its major products and services include Renewable Natural Gas (RNG), Compressed Natural Gas (CNG), Liquefied Natural Gas (LNG), Environmental Credits, and Station Services. Clean Energy Fuels targets a broad customer base, including heavy-duty trucking, airports, public transit, institutional energy users, and government fleets.

Clean Energy Fuels Corp. operates over 600 fueling stations across the United States and Canada. The company also owns and operates LNG plants in California and Texas. Beyond North America, Clean Energy sells CNG equipment and offers station consultation in over 20 countries worldwide.

Clean Energy Fuels positions itself as the country's largest provider of the cleanest fuel for the transportation market, with a mission to decarbonize transportation through renewable natural gas (RNG). The company emphasizes its commitment to transitioning to 100% Redeem (its RNG product) by 2025, highlighting its environmental benefits. The company's reputation has likely been influenced by its continued focus on RNG projects and partnerships, such as joint ventures with TotalEnergies, BP, and Maas Energy Works. However, financial performance, such as the widening GAAP net loss in Q4 2025 and for the full year 2025, could be a point of concern for investors and stakeholders.

The ownership structure of Clean Energy Fuels (CLNE) stock is a mix of institutional, retail, and individual investors. Approximately 39.47% of the company's stock is owned by Institutional Investors, 2.03% by Insiders, and 58.50% by Public Companies and Individual Investors. Major institutional owners and shareholders include BlackRock, Inc., Vanguard Group Inc., and others. Vanguard owns the most shares of Clean Energy Fuels.