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Tap here. – Management attributes the first quarter’s performance to a seasonally soft environment and extraordinarily cold weather, which impacted both production uptime and operational expenses. – The ‘logjam’ for heavy-duty fleet conversions is reportedly breaking due to high diesel volatility, regulatory clarity for combustion engines, and successful testing of the Cummins X15N engine. – Vertical integration is cited as a core competitive advantage, allowing the company to leverage its dispensing network to attract upstream partners while providing reliable RNG supply to downstream fleets. – Operational improvements are focused on ‘benchmarking’ best practices across the 10-project landfill gas fleet to improve inlet gas utilization and debottleneck existing facilities. – Management notes that while CNG/RNG currently holds only a 2% share of the 45 billion gallon diesel market, the industry is positioned for accelerating adoption in the untapped heavy-duty sector. – The company is shifting its earnings profile to reduce sensitivity to commodity pricing by increasing contributions from contracted, volume-based tolling activity at OPAL-owned stations. Outlook and Strategic Initiatives – Full-year 2026 guidance is maintained, with management expecting accelerating production growth and easier year-over-year comparisons starting in the second quarter. – The company expects to bring online more than 2 million MMBtu of annual design capacity over the next year through the Cottonwood, Burlington, and CMS projects. – Business development activity in 2026 is not expected to impact financial results until 2027 due to the 12-month lead time required for station construction after signing. – Management anticipates allocating capital in 2026 toward new RNG projects and fueling station growth,…