Stillwater’s Credit Price Outlooks help fuels producers and investors navigate credit market uncertainty and plan for the future.
Our LCFS Credit Price Outlook along with credit price outlooks for Oregon’s Clean Fuels Program (CFP), British Columbia’s LCFS (BC-LCFS), and U.S. Renewable Fuel Standard (RFS) RINs provide unique, in-depth perspectives on the future of each credit market.
LCFS Credit Price Outlook
Stillwater’s price projection for California’s LCFS program based on our analysis of the supply of low-CI fuels in California, the demand for fossil gasoline and diesel, our outlook on carbon intensities (CIs) of each fuel pool, and the evolution of the LCFS regulation. We offer base, high, and low price curves for LCFS credits through 2035 in addition to an accelerated carbon intensity reduction schedule credit price curve.