Insights

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ADDITIONAL INSIGHT

Presentations

A Look Ahead: The Long Term LCFS Credit Price

December 14, 2018

On December 13, 2018, Stillwater Senior Associate Leigh Noda participated as a panelist at the OPIS LCFS & Carbon Markets Workshop in San Francisco. The panelists were asked to address: “What exactly will the long-term price of the LCFS credit look like? As the LCFS program heads into 2020 and beyond, what products will produce the...

Presentations

Moving Renewable Fuels to Market: U.S. Infrastructure

December 10, 2018

On December 10, 2018, Dave Hackett provided a presentation on U.S. renewable fuels transportation infrastructure to a joint government and industry working group. This presentation explains how ethanol and biodiesel are moved from renewable fuels production centers to markets where they are blended with petroleum products for retail sale. You can view a PDF of...

Policy

The Problem of Invalidated RINs in the Renewable Fuel Standard

November 14, 2018

by Mike Newman of Parhelion Underwriting Under the Renewable Fuel Standard (RFS), the Environmental Protection Agency (EPA) imposed a “buyer beware” approach to the purchase and sale of Renewable Identification Numbers (RINs). This creates a liability for any buyer of RINs, making them responsible for purchases of invalid RINS, even if done inadvertently.[1] The liability...

Wisdom from the Downstream Wizard

West Coast Crude Oil Supply

November 1, 2018

Last month, our friends at RBN Energy held a conference in Houston (of course) to bring together people interested in the development of crude oil, natural gas and natural gas liquids from the Permian Basin in West Texas. Figure 1. Crude-Producing Regions in the United States Source: U.S. Energy Information Administration The Permian has been...

Presentations

IMO 2020: A presentation to the U.S. Coast Guard and Shell

October 31, 2018

On October 31st, 2018, Stillwater Senior Associate Ralph Grimmer presented comments on IMO 2020 – the International Maritime Organization’s mandated reduction in the maximum sulfur content of marine fuel (bunker fuel oil) from 3.5% to 0.5% on January 1, 2020 – at the U.S. Coast Guard/Shell “Navigating the Future” Seminar in Martinez, California. IMO 2020 will have a significant...

Wisdom from the Downstream Wizard

Has California Gasoline Demand Peaked?

October 17, 2018

Stillwater is often asked to provide forecasts for petroleum demand. Clients use these forecasts to understand how the market is likely to change. For the last four or five years, we have predicted a drop in gasoline demand, mostly driven by cars and light-duty trucks getting better gas mileage as the result of the Corporate...
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