Insights

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ADDITIONAL INSIGHT

Article

California’s Scoping Plan: What’s the Scoop?

March 2, 2022

California LCFS credit prices have been on a downtrend since 2020 with the return of quarterly credit surpluses driven by increasing volumes of renewable diesel (RD), growth in the electric vehicle (EV) fleet, and dramatic reductions in the carbon intensity (CI) of renewable natural gas (RNG). Many see this as an opportunity for CARB to...

Presentations

Options for Reducing Transport Carbon Emissions

March 2, 2022

On February 28, Stillwater Senior Analyst, Jim Mladenik presented at the Bioeconomy Hawaii Forum 2022. Jim’s presentation, Options for Reducing Transport Fuel Carbon Intensity, illustrates the fuel greenhouse gas lifecycle versus that of tailpipe emissions. View a PDF version of this presentation here.

Technology Development

What does the recent growth in the LCFS credit bank mean for credit prices in the longer term?

February 7, 2022

Volatility in the LCFS credit market and recently released 3Q2021 data showing nearly 433,000 metric tons in net credits for the quarter have left many investors scratching their heads. What does this mean for the trajectory of the program? How should we think about credit prices going forward? Stillwater Associates’ LCFS Team answers these questions...

White Papers

LCFS 101 – A 2022 Refresher

February 7, 2022

NOTE: We published a more recent LCFS 101 article on June 1, 2024. You can view that 2024 update here. It’s been nearly three years since we published an updated 101-level overview of the LCFS. It’s past time. Today, we’re delivering a refresher on the current rules and the latest status of the credit market....

Technology Development

Flash Report: 3Q2021 LCFS Data Show Nearly 433,000 MT Net Credit

February 7, 2022

January 31, 2021 On Monday, January 31st, CARB posted the third quarter 2021 data for the LCFS program. The 3Q2021 report gives us insight into the credit bank situation more than a year after COVID-19 stay-at-home orders were put into place in California. In today’s flash report, we offer a quick look at the third...

Wisdom from the Downstream Wizard

2022 Hot Topics – The Transportation Energy Transition is Expanding

January 12, 2022

  Stillwater’s focus for 2022 is the transportation energy transition. Regulations in the U.S., Canada, and the European Union (EU) along with corporate commitments to lower greenhouse gas (GHG) emissions are driving investments in low-carbon alternatives to petroleum fuels. Here are some of the transportation energy transition hot topics we’ll be following for clients this...
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