FEATURED ARTICLES
Policy
The Highest RFS Volume Requirements in Program History. Can the Market Keep Up?
March 31, 2026
On March 27, 2026, EPA finalized the highest Renewable Fuel Standard (RFS) volume requirements in the program’s 20-year history. (Need an RFS refresher? Read our RFS 101 to catch up quick.) The Set 2 Final Rule sets the bar at 25.82 billion RINs for 2026 and 25.98 billion for 2027 (increases of more than 15% from the 2023-2025 levels) with biomass-based diesel (BBD)...
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Economics
SAF Accounting, SAF Registries, and the “Truth” of the Market
April 2, 2026
A fragmented registry landscape, unresolved ESG reporting questions, and a persistent gap between intent and integrity – can the voluntary SAF market build the trust it needs to scale? This is the second article in a three-part series. You can view the first article here: Beyond regulation: navigating the global voluntary market for SAF The...
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Policy
Stranded: West Coast Fuel Supply & Strategic Vulnerability
February 12, 2026
West Coast fuel supply is becoming more fragile just as Indo-Pacific geopolitical risks are rising, turning what might look like a regional market issue into a strategic vulnerability for commercial, governmental, and military fuel users alike. Stillwater Associates was recently asked to brief the Navy’s Energy Forum about this structural fragility and why sophisticated planning...
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ADDITIONAL INSIGHT
Economics
Diesel’s GHG Reduction Success Story: How California’s Second-Biggest Transportation Fuel Emissions Source Is Ahead of Schedule
April 7, 2026
This is the third in a series of articles examining California’s transportation fuels progress toward the greenhouse gas (GHG) reduction targets set by the 2022 Scoping Plan. The first article – Mind the Gap: Transportation Emissions vs. California’s 2022 Scoping Plan Pathway – provided background and an overview of how the transportation sector has performed...
Economics
SAF Accounting, SAF Registries, and the “Truth” of the Market
April 2, 2026
A fragmented registry landscape, unresolved ESG reporting questions, and a persistent gap between intent and integrity – can the voluntary SAF market build the trust it needs to scale? This is the second article in a three-part series. You can view the first article here: Beyond regulation: navigating the global voluntary market for SAF The...
Policy
No Joke: New Mexico’s Clean Transportation Fuel Standard Goes Live Today!
April 1, 2026
On April 1, 2026, New Mexico becomes the fourth state in the U.S. and the first state outside the Pacific coast to implement a low carbon fuel standard. The Clean Transportation Fuels Program (CTFP) marks a significant expansion of the regulatory model pioneered by California, Oregon, Washington, and British Columbia into a new region with...
Policy
The Highest RFS Volume Requirements in Program History. Can the Market Keep Up?
March 31, 2026
On March 27, 2026, EPA finalized the highest Renewable Fuel Standard (RFS) volume requirements in the program’s 20-year history. (Need an RFS refresher? Read our RFS 101 to catch up quick.) The Set 2 Final Rule sets the bar at 25.82 billion RINs for 2026 and 25.98 billion for 2027 (increases of more than 15% from the 2023-2025 levels) with biomass-based diesel (BBD)...
Policy
EPA’s summer fuel waiver goes further than it looks, but does it mean an E15 boom?
March 31, 2026
On March 25, 2026, EPA issued a nationwide emergency fuel waiver that goes meaningfully further than the routine annual E15 RVP waivers of recent summers. Rather than simply allowing E15 to be sold alongside E10 during the summer volatility control period, this action effectively eliminates the country’s patchwork of boutique summer fuel formulations, creating a single national gasoline pool at...
Policy
The Long and Winding Road to E15: Is It Finally Nearing Its Breakthrough?
March 19, 2026
For nearly half a century, ethanol has been woven into the fabric of the U.S. gasoline supply. The story began in the 1970s with the introduction of E10 – gasoline blended with 10 percent ethanol – after a Clean Air Act (CAA) 211(f) waiver[1] took effect. By the early 2000s, refiners had embraced E10 wholeheartedly,...
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