US Renewable Fuel Assessment
Renewables and Alternatives

US Renewable Fuel Assessment

 

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