February 2021: Stillwater’s 2020 LCFS Scenario – Our Second “Carnac” Moment
In this monthly edition…
- Market: Credit price slightly increased; number of trades and volumes both decreased.
- News: Washington state House of Representatives passes LCFS bill (HB 1091), prospects good in the senate.
- Analysis: Stillwater’s 2020 LCFS Scenario – Our Second “Carnac” Moment
January 2021: What’s Different About Canada’s Clean Fuel Standard?
In this monthly edition…
- Market: Credit price and volume of credits traded decreased while the number of trades increased.
- News: Additional jurisdictions mull or move forward with LCFS-style legislation.
- Analyses: What’s Different About Canada’s Clean Fuel Standard?
December 2020: Where will all the feedstock come from? Corn Oil Edition + Credit Transfer Activity Heating Up
In this monthly edition…
- Market: Credit price decreased while the number of trades and volumes increased.
- News: Canada published proposed regulations for federal Clean Fuel Standard.
- Analyses: Where is all the feedstock going to come from? Corn Oil Edition + Credit Transfer Activity Heating Up
November 2020: Direct Air Capture – The LCFS Carbon Caveat + Our 2020 LCFS Predictions – A Retrospective
In this monthly edition…
- Market: Credit price increased while number of trades and volumes decreased.
- News: Economic strain from pandemic-related demand destruction shutters crude oil refineries but renewable diesel offers a way out of the red.
- Analyses: Direct Air Capture – The LCFS Carbon Caveat + Our 2020 LCFS Predictions – A Retrospective
October 2020: Where is all the feedstock going to come from? Tallow Edition
In this monthly edition…
- Market: Credit price decreased while number of trades and credit volumes increased.
- News: “Green hydrogen” gaining traction with new landfill gas pathway filed and CEC grant funding for infrastructure in the works.
- Analysis: Where is all the feedstock going to come from? Tallow Edition
September 2020: A First Look at Oregon’s CFP Electricity 2021 Rulemaking
In this monthly edition…
- Market: Credit price, number of trades, and volume of credits traded increased.
- News: CA Governor Newsom issues Executive Order mandating 100% of new vehicle sales be ZEVs beginning 2035.
- Analysis: A First Look at Oregon’s CFP Electricity 2021 Rulemaking
August 2020 – Where is all the feedstock going to come from? Used Cooking Oil Edition
In this monthly edition…
- Market: Credit price decreased; number of trades and volumes decreased.
- News: Renewable diesel announcements continued to roll off the press with Marathon, Phillips 66, and ExxonMobil the latest to join the trend.
- Analysis: Where is all the feedstock going to come from? Used Cooking Oil Edition
July 2020 – A Tidal Wave of Renewable Diesel + 1Q2020 Credit Bank Distribution Shows Largest Credit Holder Reducing Its Position
In this monthly edition…
- Market: Credit price decreased while number of trades and volumes increased.
- News: Argonne National Laboratory has quantified “how to reduce emissions by farms changing their practices and adopting novel technologies.”
- Analysis: A Tidal Wave of Renewable Diesel + 1Q2020 Credit Bank Distribution Shows Largest Credit Holder Reducing Its Position
June 2020: Crude Average CI + 2019 Amendments Now in Effect
In this monthly edition…
- Market: Credit price decreased while number of trades and volumes increased.
- News: U.S. House Select Committee on the Climate Crisis releases plan titled “Solving the Climate Crisis: The Congressional Action Plan for a Clean Energy Economy and a Healthy, Resilient, and Just America.”
- Analysis: Crude Average CI – Shot in the Foot, LCFS Style + 2019 Amendments Now in Effect
May 2020: Renewable Diesel – How much co-processing is happening in California?
In this monthly edition…
- Market: Credit price increased; number of trades and volumes decreased.
- News: CARB announces 100% LCFS compliance for 2019, no CCM in 2020.
- Analysis: Renewable Diesel – How much co-processing is happening in California?
April 2020: So, What’s the Score? + Renewable Natural Gas Trends
In this monthly edition…
- Market: Credit price decreased while number of trades and volumes increased
- News: Carbon Pulse interviews Stillwater’s Megan Boutwell re: COVID impacts on the LCFS
- Analysis: Final CI-Reduction Achievement for 2019 + Renewable Natural Gas Trends
March 2020: Incremental Deficits from Increases in Crude Oil Carbon Intensity + LCFS Credit Transaction Types
In this monthly edition…
- Market: Credit price decreased while number of trades and volumes increased.
- News: Washington State’s LCFS bill dies in the Senate.
- Analysis: Incremental Deficits from Increases in Crude CI + LCFS Credit Transaction Types