LCFS and C&T Analysis

Expert Insights into LCFS Credit & Deficit Trends and C&T Allowance and Offset Demand and Price Trends.

Expert LCFS Credit Market Analysis

    California’s Low Carbon Fuel Standard (LCFS) is driving renewable fuels investment in the transportation fuels market. Stillwater’s LCFS Newsletter is a powerful tool for Entities to use as they navigate the standard.

    All market participants – producers, importers, traders, and investors – need the right information to make smart credit market decisions.

    Expert California C&T Market Analysis

      California’s Cap & Trade (C&T) adds cost to petroleum fuels and value to renewable fuels in California. All market participants – producers, importers, traders, and investors – need the right information to make smart market decisions. Stillwater’s C&T Newsletter offers insights into the allowance demand and price trends that affect the downstream fuels market.

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         Subscribers who sign up for our LCFS Newsletter and our C&T Newsletter receive all of the expert insights from both publications at a discounted price.

          Recent Insights

            Flash Report

            Flash Report: 4Q2023 LCFS Data Show Nearly 3 million MT Net Credit

            May 7, 2024

            On April 30, CARB posted the fourth quarter 2023 data for the LCFS program. In today’s flash report, we offer a quick look at this fourth quarter data. Our comprehensive analysis will be published in Stillwater’s Quarterly LCFS Newsletter which will be available to subscribers on Thursday, May 9th. The fourth quarter data show a net...

            Article

            Closing in on West Coast Renewable Diesel Supply/Demand Balances

            April 30, 2024

            April 30, 2024 In 2022 the U.S. Energy Information Administration (EIA) revised its reporting requirements for renewable fuels to be fully inclusive of the slate of biofuels, including renewable diesel (RD). Previously, only ethanol and biodiesel (BD) were featured in EIA’s biofuel monthly reporting. Furthermore, EIA had not previously made available RD movements by rail....

            Article

            FLASH REPORT: CARB LCFS Amendments Workshop – “Toothbrushes and Beer” 

            April 17, 2024

            On April 10, 2024 the California Air Resources Board (CARB) held an all-day (9:00am to 4:00pm) public workshop to update stakeholders on the path forward for the proposed LCFS program amendments and receive public comments. The workshop was well attended both in-person and virtually with more than 700 attendees on the Zoom call at one...

            Learn more about Stillwater’s Credit Price Outlooks