Current Publications Quarterly

Quarterly

LCFS 2Q2022: QTQ and YTY Trends + Deep Dive into LRT Administrative Adjustments 🤓

November 10, 2022

Credit PricesNone

Trading volumesNone

Number of tradesNone

News

  • Credit Bank: Record net credit of nearly 1.35 million MT for 2Q2022 brings credit bank to historic high of 11.33 million MT. 
  • Volume Trends: Renewable diesel growth continues 
  • Analysis: QTQ and YTY Trends + Deep Dive into LRT Administrative Adjustments 🤓

Quarterly

CFP 1Q2022: Credit prices slip slightly to $120 as California LCFS credit prices collapse below $90.

September 07, 2022

Credit PricesNone

Trading volumesNone

Number of tradesNone

News

  • First quarter logs a record net deficit of more than 90,400 MT pending the inclusion of residential EV charging credits.
  • Oregon gasoline and diesel pools continue to be net deficit and credit generators, respectively.
  • Credit prices slip slightly to $120 as California LCFS credit prices collapse below $90.

Quarterly

LCFS 1Q2022: QTQ and YTY Trends + a Deep Dive into RD and Gasoline

August 11, 2022

Credit PricesNone

Trading volumesNone

Number of tradesNone

News

  • Credit Bank: Net credit of more than 892,000 MT for 1Q2022 brings credit bank to record high of 10.3 million MT.
  • Volume Trends: First quarter RD volumes up 17.4% QTQ and 64% YTY
  • Analysis: QTQ and YTY Trends + a Deep Dive into RD and Gasoline

Quarterly

CFP 4Q2021: Credit prices hold firm at $125 even as California LCFS credit prices decline below $110.

May 19, 2022

Credit PricesNone

Trading volumesNone

Number of tradesNone

News

  • Fourth quarter shows net credit of more than 4,500 MT.
  • Nearly 145,000 MT of credits for residential fueling of EVs were added for 2021.
  • Credit prices hold firm at $125 even as California LCFS credit prices decline below $110.

Quarterly

LCFS 4Q2021: Quarter-over-Quarter and Year-over-Year data compared and discussed

May 12, 2022

Credit PricesNone

Trading volumesNone

Number of tradesNone

News

  • Credit Bank: A record net credit of 975,000 MT for 4Q2021. Bank returns to 1Q2018 level of 9.5 million MT.
  • Volume Trends: Fourth quarter total transportation fuel volumes decreased 6.0% vs. 3Q2021 but increased 5.3% vs. 4Q2020
  • Analysis: Quarter-over-Quarter and Year-over-Year data compared and discussed

Quarterly

CFP 3Q2021: Third quarter shows net deficit of nearly 58,000 MT (before allocation of residential electric vehicle credits).

February 22, 2022

Credit PricesNone

Trading volumesNone

Number of tradesNone

News

  • Third quarter shows net deficit of nearly 58,000 MT (before allocation of residential electric vehicle credits).
  • Diesel and gasoline pools both show increase in average CI.
  • Credit prices remain constant at $125 even as California LCFS credit prices decline.

Quarterly

LCFS 3Q2021: RD & RNG Shine

February 15, 2022

Credit PricesNone

Trading volumesNone

Number of tradesNone

News

  • Credit Bank: Net credit of nearly 433,000 MT for 3Q2021
  • Volume Trends: Third quarter total transportation fuel volumes up 4.4% vs. 2Q2021 and 10.6% vs. 3Q2020
  • Analysis: 3Q2021 Trends – RD & RNG Shine

Quarterly

CFP 2Q2021: Second quarter credits and deficits nearly balanced with a net deficit of 2,000 MT

December 13, 2021

Credit PricesNone

Trading volumesNone

Number of tradesNone

News

  • Second quarter credits and deficits nearly balanced with a net deficit of 2,000 MT (before allocation of residential electric vehicle credits.)
  • Total renewable diesel volume is negative (as exports exceeded imports) but netted positive credits as export carbon intensity was higher than imports.
  • Credits from electric forklifts become significant.

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