Stillwater's LCFS Newsletter

Exclusive insights and data delivered weekly, monthly & quarterly.

Low-carbon fuel programs across North America are reshaping the transportation fuels landscape, fueling a surge in renewable investment. At the center of this transformation is California’s Low Carbon Fuel Standard (LCFS), which continues to set the benchmark for innovation and credit market activity. Stillwater’s LCFS Newsletter offers the insider’s edge – giving producers, importers, traders, and investors the expert analysis they need to seize opportunities and make smart moves in fast-changing markets. 

Why Subscribe?

    Track Credit Prices

    Weekly, Monthly, & Quarterly insights

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    Make Informed Moves

    Apply analysis to fuel procurement, low-carbon investments, and planning

    Gain Competitive Intelligence

    Insights on regulators, participants, and emerging trends

    Turn Policy Into Action

    Translate new rules into strategy

    Manage Risk

    Anticipate credit shortages & fluctuations

    Be Prepared

    Get timely updates on regulations,
    reporting requirements, and program changes

    See a Sample Newsletter

      One subscription, three editions. Stillwater’s LCFS Newsletter includes weekly, monthly, and quarterly reports covering CARB’s LCFS rulemaking processes, LCFS credit prices trends, and in-depth LCFS credit market analysis. Get a preview of the insights our subscribers rely on to stay ahead. 

      Weekly Edition

      Weekly price & trading trends for the California LCFS program and the latest news around low carbon fuel programs in the U.S. and Canada.

      Weekly

      October 15, 2025

      October 15, 2025

      Credit PricesIncreased Slightly

      Trading VolumesDecreased

      Number of TradesDecreased

      News

      Governor Newsom signs legislation to enable CO2 pipelines.

      No results found.

      Monthly Edition

      Stillwater’s expert analysis of monthly California program data and LCFS-style regulations under development beyond California.

      Monthly

      August 2025: ICE Launches Market for Trading Physical LCFS Credits

      September 16, 2025

      Credit PricesDecreased

      Trading VolumesDecreased

      Number of TradesDecreased

      Analysis

      ICE Launches Market for Trading Physical LCFS Credits

      No results found.

      Quarterly Edition

      Stillwater’s expert analysis of quarterly California and Oregon program data along with in-depth insights into recent market trends.

      Quarterly

      LCFS 1Q2025: Quarter-to-Quarter and Year-to-Year Comparisons

      August 20, 2025

      Net CreditsDecreased

      Quarters of Deficit CoverageIncreased

      Gasoline VolumeDecreased

      Analysis

      Quarter-to-Quarter and Year-to-Year Comparisons and Trends

      No results found.

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        LCFS Newsletter

        Market trends, expert analysis, and renewable fuel value stack insights to help Entities navigate low carbon fuel standards in North America.

        LCFS + C&T Bundle

        Add insights into the allowance and offset demand and price trends in California. Sign up for both Newsletters at a discounted price.