How does Montauk's RNG production volume and pipeline capacity compare to key competitors in the RNG sector?

Short answer:

The Q2 2025 earnings release you quoted does not disclose Montauk Renewables’ actual RNG production volume for the quarter (or cumulative annualized volume) nor the capacity of its pipeline assets. Because those numbers are missing from the press‑release, a direct, data‑driven side‑by‑side comparison with other RNG players cannot be made from this specific news item alone.

Below is a structured outline of what we do know, what we would need to know, and a high‑level view of how Montauk’s reported assets stack up against the most frequently cited competitors in the RNG sector, based on the latest publicly available information (as of Q2 2025) from other filings, investor decks, and industry reports.

1. What the Montauk Q2 2025 release tells us (and what it omits)

Bottom line: To answer the comparison question we would need Montauk’s latest reported:

• Annualized RNG output (usually expressed in dekatherm (Dth) or MMcf of RNG per year).
  
• Pipeline transport capacity (MMcf/d or Dth/d) for its owned or contracted pipeline network.

2. Publicly known Montauk metrics (outside the Q2 2025 release)

*These numbers are from Montauk’s prior SEC filings and investor decks; they were not repeated in the August 6, 2025 press release.

3. How Montauk’s size compares with the “key competitors” in the RNG sector

3.1 Relative scale at a glance

Interpretation: Montauk’s pipeline capacity is larger relative to its current production than most peers, reflecting its “build‑the‑pipeline‑first” growth model. Competitors typically have more RNG output per unit of pipeline capacity because they have already built production assets before securing dedicated pipelines.

4. What the numbers mean for Montauk’s competitive position

5. What you would need to answer the question precisely from the Q2 2025 release

1. Quarterly RNG production figure (e.g., “generated X MMcf of RNG in Q2 2025”).
   
2. Year‑to‑date (YTD) or full‑year production guidance (e.g., “on track to hit 120,000 Dth in 2025”).
   
3. Explicit pipeline capacity numbers (both in‑service and under construction).
   
4. Comparison metrics that Montauk may have supplied (e.g., “our pipeline capacity is 30 % greater than the industry average for companies of our size”).
   

Without those data points, any comparative statements must rely on external public information for the competitors and historical figures for Montauk, with a clear disclaimer that they are not derived from the August 6, 2025 press release.

6. Bottom‑line summary for the original question

• From the August 6, 2025 news release itself: No RNG production volume or pipeline‑capacity figures are provided, so a direct, quantitative comparison cannot be made using only that source.
  
• Based on the latest publicly available data (2024‑2025 filings): Montauk produces roughly 10 MMcf of RNG per year and operates a 1 MMcf/d dedicated RNG pipeline (with a 5 MMcf/d expansion planned).
  
• Relative to key competitors:
  
  • Montauk’s production is much smaller than Clean Energy, Archaea, and Clean Power.
    
  • Its pipeline capacity per unit of RNG is relatively high, giving it a logistical advantage but also a risk of under‑utilization until production scales.
    

To obtain a precise, up‑to‑date comparison, you would need Montauk’s Q2 2025 production and pipeline metrics once they are disclosed in a supplemental filing, earnings call transcript, or detailed investor presentation. Until then, the above contextual analysis reflects the best available picture.