FEATURED ARTICLES
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ADDITIONAL INSIGHT
Wisdom from the Downstream Wizard
West Coast Gasoline is Off the Bottom
July 6, 2020
We have all had a wild ride the last three months, and you can see that in transportation fuel statistics. This article builds on two earlier pieces in this series (one from April 15th and a second from May 7th), tracking the wild ride that fuels have taken along with everything else since the COVID-19...
Wisdom from the Downstream Wizard
West Coast Gasoline – Have we reached the bottom?
May 7, 2020
I started the first article in this series on April 15th with a question: “When was the last time you filled up?” Well, I still have not had to fill up either car, but I am down to a quarter tank on mine. Maybe this week. From a gasoline perspective, the fallout from COVID-19 remains...
In 1998, Dave Hackett started doing some consulting work out of his home office. For most of his career in transportation energy, Dave commuted from various homes in California, Connecticut, Virginia, and (again and finally) California to Mobil Oil offices in Los Angeles, Manhattan, Fairfax, back to Manhattan, and Long Beach. For his new...
Policy
Flash Report: 4Q2019 LCFS Data Show 160,000 MT Growth in the Credit Bank, RD Credits Sharply Rise
April 30, 2020
Today, CARB posted the fourth quarter 2019 data for the LCFS program. Although probably not the thing at the front of everyone’s minds given everything else going on in the world, the LCFS program rolls on, and the 4Q2019 report gives us insight into the credit bank situation going into 2020 and forms a basis...
Presentations
Post-Coronavirus: What’s Next in the Environmental Commodities Markets
April 30, 2020
On April 30th, 2020, Stillwater President Dave Hackett participated in a webinar hosted by Parhelion Underwriting on the topic of how the fallout from COVID-19 will affect environmental commodities. Dave spoke about the federal Renewable Fuel Standard (RFS) and California’s Low Carbon Fuel Standard (LCFS) credit markets. To view a PDF version of Dave’s...
News
What’s going on with crude? An internal Stillwater conversation in real-time as oil prices plummeted
April 21, 2020
As editor of Stillwater’s LCFS Newsletter and a contributor on many of Stillwater’s LCFS-related client projects, I spend most of my time working in renewables markets. Yesterday, as crude markets began showing particularly rare volatility, however, I caught up with my colleague Barry Schaps via Slack to get a better understanding of what was going...
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