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