FEATURED ARTICLES
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ADDITIONAL INSIGHT
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,...
Economics
Iran War: What It Means for Fuel Markets and Why It’s Even More Complicated Than You Think
March 11, 2026
If you’ve been following the news this past week, you know the basics: the U.S. and Israel launched strikes on Iran on February 28th, Iran hit back across the Gulf, and energy markets went haywire. But if you’re trying to figure out what this actually means for fuel prices – at the pump, for your...
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