
Renewables and Alternatives
North American Biofuels and Carbon Markets
With this service you receive
Explanation of LCFS and RINs markets
- Overview
- Guiding legislation and regulations
- Involved parties
- Credits and Deficits
- Methodology for calculating achieved carbon intensity
Assessment of legislation and regulations
- Current
- Pending and potential regulations
- Implications of geographic expansion and potential new incorporation of EV/electricity/hydrogen compliance options
- Discussion of recent EPA/CARB decisions and announcements, including proposed/anticipated SRE levels
Evaluation of market dynamics and fundamentals
- Current
- Short-term outlook (next 24 months)
- Medium/long-term (next 5-10 years)
Assessment of forecasted gasoline/diesel demand environment
- US
- PADD
- Relevant states, including California
Assessment of key supply/demand trends and underlying factors
- Expected supply constraints
- RIN balance outlook and impact of SRE announcements
- Outlook for LCFS credit bank
- Key sources of credits and deficits, including anticipated new sources
Role of alternative fuels and pathways
- Biofuels, including HVO
- RNG
- Electric vehicles
- Innovative crude
- Others
Access to the Stratas Advisors Biofuels Capacity Database – including RNG Plants
- Name/location
- Operator/ownership
- On-stream date
- Capacity
- Feedstocks used/biogas source
Consideration of feedstocks
- Landfill gas
- Dairy digester gas
- HSAD/food waste & waste water treatment plant gases
- Used cooking oil (UCO)
- Animal fats
- Soybean oil
- Sustainable palm oil
- Corn
- Sugarcane
- Distiller’s corn oil
- Other biofuel feedstocks
Appraisal of EVs
- Sales
- Vehicle fleet
- Charging stations
Forecast of relevant prices for:
- Key feedstocks
- Fuels
- Credits (LCFS and RINs, including D3/D7, D4, D5, and D6)
- Cellulosic Waiver Credit
Assessment of risks to the forecast
- Key sensitivities
- Upside risks
- Downside risks
Monitoring of non-North American markets
- New initiatives
- Similarities and differences
- Potential impact/influence on North America markets