Insights

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ADDITIONAL INSIGHT

Policy

Global Trade 101: The World Trade Organization’s trade rules and market mechanisms

December 18, 2024

President-elect Trump has made numerous statements about the imposition of tariffs on some of the U.S.’s major trading partners. These tariffs, if put in place, are likely to have implications for biofuels and related feedstock imports. The objective of this “Trade 101” is to explain how the rules and mechanisms of the World Trade Organization...

Economics

Energy Transition Squeeze: The Phillips 66 Los Angeles Refinery Closure 

November 20, 2024

In this article, we take a look at the compounding pressures on California refineries and provide analysis on the impact of the Phillips 66 LA refinery closure on near-term supply in Southern California. 

Economics

Spotlight on India’s Biofuel Market: It’s all about the sugar

November 18, 2024

India’s is the world’s fifth largest biofuels market. After a period of lackluster growth in the late 2000s and early 2010s and failure to achieve mandated targets, political interest in biofuels has significantly increased, driven by a confluence of agricultural, social and environmental drivers. In this article, we characterize the market, the key biofuel policies...

Article

BC-LCFS 101

November 14, 2024

Situated in the Pacific Northwest between the Pacific Ocean and the Rocky Mountains, the Province of British Columbia (B.C.) has a diverse geography, with an estimated population of over 5.6 million as of 2024, almost half of which lives in the Vancouver metropolitan area. The major sectors of BC’s economy include forestry, mining, filmmaking and...

Article

Looking under the hood of Stillwater’s California LCFS Credit Price Outlook

November 14, 2024

Understanding the value of future Low Carbon Fuel Standard (LCFS) credit prices is a critical factor in decision-making while you strategize moves in the renewable fuels space. Stillwater leverages a proprietary method enhanced by data analytics to bring you reliable, quarterly LCFS credit price outlooks as part of our broader Carbon Market Outlooks Dashboard. Our...

Policy

EV implications for future U.S. SAF Production

November 7, 2024

The U.S. corn ethanol sector is significant both in its size (the largest biofuel sector globally) and in its economic role in terms of absorbing a significant proportion of the U.S. corn crop and supplying a valuable animal feed component. Gasoline demand destruction due to electric vehicle (EV) penetration (and ongoing internal combustion engine vehicle...
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