Previous Years Quarterly
Quarterly
CFP 3Q2020: Net deficit of 60,000 MT as RD use and credits decline by more than 93%
February 11, 2021
Credit PricesNone
Trading VolumesNone
Number of TradesNone
News
- Net deficit of 60,000 MT for 3Q2020, reducing 2020 net credits to 4,000 MT through 3Q.
- Gasoline demand recovers to pre-pandemic levels making gas pool 84,000 MT net deficit.
- Renewable diesel use and credits decline by more than 93%.
Quarterly
LCFS 3Q2020: Ethanol CI declines; Credits from RNG, Low-CI Electricity, and AJF grow + Credit Bank Distribution Analysis
February 09, 2021
Credit PricesNone
Trading VolumesNone
Number of TradesNone
News
- Credit Bank: Surprising net credit of nearly 116,000 MT for 3Q2020
- Volume Trends: Transportation fuel volumes were up 13% from 2Q2020 but were still down 11.3% from 3Q2019.
- Analysis 1: Credit Bank Distribution Analysis
- Analysis 2: Ethanol CI declines; Credits from RNG, Low-CI Electricity, and AJF grow
Quarterly
CFP 2Q2020: Net Credit of 21,000 MT, Credit Prices Recover from Pandemic Dip
November 24, 2020
Credit PricesNone
Trading VolumesNone
Number of TradesNone
News
- Net credit of 21,000 MT for 2Q2020, less than half the credit excess for 1Q2020.
- Net deficit in gasoline pool is more than offset by net credit in diesel pool.
- CFP credit prices recover from initial pandemic dip, stable in the $125 to $130/MT range.
Quarterly
LCFS 2Q2020: COVID-19 impacts gasoline-related fuels, small impact to diesel pool + Dairy digester and animal waste gas surge ahead
November 10, 2020
Credit PricesNone
Trading VolumesNone
Number of TradesNone
News
- Credit Bank: Net deficit of 124,067 MT for 2Q2020, significantly smaller than 1Q2020 net deficit.
- Volume Trends: Transportation fuels volumes were down 19.1% vs. 1Q2020 and 28.4% vs. 2Q2019 due to COVID-19.
- Analysis 1: COVID-19 impacts gasoline-related fuels, small impact to diesel pool
- Analysis 2: Dairy digester and animal waste gas surge ahead
Quarterly
CFP 1Q2020: Excess of nearly 45,000 MT added to the credit bank for first quarter even as CI benchmark tightens
September 30, 2020
Credit PricesNone
Trading VolumesNone
Number of TradesNone
News
- Excess of nearly 45,000 MT added to the credit bank for 1Q2020.
- Alternate and renewable fuels reach 10% of transport energy fuel energy.
- CFP credit prices follow market fundamentals.
Quarterly
LCFS 1Q2020: CARB Amps up Electricity Reporting + The Effects of the Marathon Martinez Shut Down
August 11, 2020
Credit PricesNone
Trading VolumesNone
Number of TradesNone
News
- Credit Bank: Net deficit of 458,562 MT for 1Q2020, comparable to 1Q2019 net deficit.
- Volume Trends: Transportation fuels volumes were down 12% vs. 4Q2019 and 5% vs. 1Q2019. Is this due to COVID-19?
- Data Analysis: CARB Amps Up Electricity Reporting
- News Analysis: Effects of the Marathon Martinez Shut Down
Quarterly
LCFS 4Q2019: An LCFS Scenario for 2020
May 14, 2020
Credit PricesNone
Trading VolumesNone
Number of TradesNone
News
- Net credit of 160,296 MT for 4Q2019.
- All low-CI fuels show substantial growth in 2019.
- Stillwater’s 2020 LCFS Credit Balance Scenario: COVID’s effects on demand.
Quarterly
CFP 4Q2019: Data Analysis
May 14, 2020
Credit PricesNone
Trading VolumesNone
Number of TradesNone
News
- Excess of nearly 74,000 MT added to the credit bank for 4
- Renewable diesel volume down by 50% from record 3Q2019 levels.
- Ethanol, biodiesel, and renewable diesel carbon intensities at record lows.