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Expert LCFS Credit Market Analysis for Entities
California’s Low Carbon Fuel Standard is driving renewable fuels investment in the transportation fuels market. It is important that all market participants – producers, importers, traders, and investors – have the right information to make smart Credit Market decisions. Stillwater’s Low Carbon Fuel Standard Newsletter is a powerful tool for Entities to use as they navigate the standard. This unique publication offers weekly, monthly, and quarterly looks at LCFS credit and deficit trends based on California Air Resources Board (CARB) data.
Most Recent Newsletters
Quarterly
LCFS 3Q2025: Quarter-to-Quarter and Year-to-Year Comparisons and Trends
February 06, 2026
Net CreditsDecreased
Quarters of Deficit CoverageDecreased
Gasoline VolumeDecreased
Analysis
Quarter-to-Quarter and Year-to-Year Comparisons and Trends
Weekly
February 4, 2026
February 04, 2026
Credit PricesIncreased
Trading VolumesDecreased
Number of TradesDecreased
News
- LCFS credit prices rise 10% following report of first quarterly net deficit since 1Q2021
- Treasury & IRS release long-awaited 45Z clean fuels production credit guidance
Weekly
January 28, 2026
January 28, 2026
Credit PricesIncreased
Trading VolumesDecreased
Number of TradesDecreased
News
New Mexico adopts regulations implementing the CTFP beginning April 1, 2026.
Weekly Newsletter
Weekly price & trading trends and the latest LCFS news.
Monthly Newsletter
Stillwater’s expert analysis of monthly California program data and LCFS-style regulations under development beyond California.
Quarterly Newsletter
Stillwater’s expert analysis of quarterly California and Oregon program data along with in-depth insights into recent market trends.