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ADDITIONAL INSIGHT

Policy

What is displacing fossil gasoline in California? The answer may surprise you.

February 9, 2024

For over two decades, Stillwater has monitored the rate of fossil fuel consumption and associated greenhouse gas (GHG) emissions in California as well as the factors influencing these trends. As shown in Figure 1 below, California has reduced fossil fuel consumption in the state by 7.8 billion gallons compared to the projected trend (extrapolated from...

News

Flash Report – 3Q2023 LCFS Data Show more than 2.2 million MT Net Credits 

February 5, 2024

On January 31, 2024 CARB posted the third quarter 2023 data for the LCFS program. In today’s flash report, we offer a quick look at this third quarter data. Our comprehensive analysis will be published in Stillwater’s Quarterly LCFS Newsletter which will be available to subscribers on Thursday, February 15th. The third quarter data show...

Policy

Oregon’s Embattled CPP: Back to the Future

February 1, 2024

Much has been reported around the embattled Oregon Climate Protection Program (CPP) in recent weeks. As an Oregon resident, I’m particularly interested in the status and future of this program. For others who are interested in a quick recap of the program, the status of the legal battle, and the likely future of the program,...

News

What’s causing Arizona gasoline prices to spike, and what can be done about it?

January 10, 2024

The last several months have shown a decrease in gasoline retail prices on average across the U.S. – which is great for consumers! Unless you live in Arizona, in which case you are still feeling the squeeze of higher gasoline prices. The figure below, from GasBuddy, shows retail prices over the last six years for...

Policy

Where Will All the Diesel Go?

December 13, 2023

For those interested in the West Coast supply of transportation fuels, the ongoing and continuing growth of renewable diesel (RD) production should be of great interest.  As shown in Figure 1 below, RD production capacity in the United States is expected to increase by a factor of ten between 2019 and 2025 and more than...

Policy

A Tale of Two RINs – Digging Deeper

November 29, 2023

In our recent article, “A Tale of Two RINs,” we reviewed current conditions driving the price of D3 renewable identification numbers (RINs) upwards while the price of D4 RINs is falling. This article drew considerable interest. With respect to our analysis of the D4 RIN market, one of our readers agreed with our observation that...
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