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ADDITIONAL INSIGHT

Stillwater Spotlight

Stillwater Spotlight: Chuck LeTavec

November 17, 2025

Stillwater Associates is proud to welcome Chuck LeTavec to our team. Chuck is a seasoned expert whose career bridges technical innovation, regulatory transformation, and energy market strategy. His ability to connect the economic, political, and scientific dimensions of transportation fuels brings valuable perspective to Stillwater’s work helping clients navigate change. Chuck brings over three decades...

Policy

What the IEA’s World Energy Outlook 2025 means for the future of transportation energy… and your business 

November 14, 2025

Bottom Line Up Front: Despite ambitious global targets, the 2025 International Energy Agency (IEA) World Energy Outlook 2025 sends a clear signal: the politics and practicalities of the energy transition are driving dramatic increases in electricity demand alongside a slower shift away from oil and liquid fuels. Biofuels – already delivering significant GHG reductions – will remain central to policy-driven...

News

Open Season for Western Expansion: Kinder Morgan and Phillips 66 Launch Western Gateway Pipeline Connecting Midwest Supply to the Southwest and California

October 27, 2025

Just a month ago, we explored the possibility of a Sun Belt Connector pipeline – now, we have another potential pipeline project seeking to reshape Western fuel logistics. Kinder Morgan, Inc. and Phillips 66 have announced the binding open season for an ambitious new refined products corridor: the Western Gateway Pipeline. Announced on October 20, the...

Economics

A Tale of Two Strategies: China’s Aggressive Crude Stockpiling and U.S. SPR Stagnation

October 22, 2025

Over the past year, the global oil market has taken a striking turn. On one side, China has aggressively used market opportunities to accelerate its strategic crude oil stockpiling, sometimes absorbing more than 1 million barrels of surplus (mostly Russian) crude daily into its reserves as domestic demand growth cooled and prices softened. On the...

Economics

Fueling Biofuels: How Legislation and Tariffs Shape Lipid Feedstock Supply 

October 13, 2025

Two of the world’s largest biofuel markets, the U.S. and Europe, share several common trends. Firstly, there is a growing demand for biomass-based biodiesel (BBD) – a category including renewable diesel (RD) and biodiesel (BD) – and sustainable aviation fuel (SAF). Secondly, both markets have become increasingly dependent on imports of lipid biofuel feedstocks. Finally,...

Economics

Chevron El Segundo Fire Ignites West Coast Fuel Jitters 

October 8, 2025

A major fire broke out at Chevron’s El Segundo refinery the night of October 2nd, disrupting operations during a pivotal moment for West Coast fuel supply. The incident, which occurred at the refinery’s Isomax hydrocracker unit, has drawn significant attention due to Chevron’s critical role in supplying gasoline and jet fuel to Southern California and...
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