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RFS: RIN Generation Dec '24 Highlights
Record breaking month plus Trump ignorant mistake on Day 1
Jan 21
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RFS: RIN Generation Dec '24 Highlights
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2025 Policy & Earnings Calls
Here is my take on the upcoming potential policy changes and what Exec suites might focus on in the upcoming earnings season.
Jan 16
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2025 Policy & Earnings Calls
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December 2024
RFS: RIN Generation Nov '24 Highlights
D3 Up&Up, EIA vs EPA data, Washington DC Drama
Dec 27, 2024
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RFS: RIN Generation Nov '24 Highlights
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2025 Predictions
Alright its that time of year where everyone under the sun makes annual predictions about everything under the sun.
Dec 19, 2024
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2025 Predictions
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November 2024
Washington CFS Q2 2024 Highlights
Washington Dept of Ecology reported Q2 CFS data last week reporting an estimated net credit generation of 440k MT bringing the credit bank to over 1.8…
Nov 26, 2024
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Washington CFS Q2 2024 Highlights
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RFS: RIN Generation Oct '24 Highlights
D3 Boom Continues, Shift to 45Z, China UCO Rebate, RIN Holdings, SRE's
Nov 22, 2024
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RFS: RIN Generation Oct '24 Highlights
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Oregon CFP Q2 '24 Highlights
Oregon Net Credit Generation & Bank
Nov 12, 2024
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Oregon CFP Q2 '24 Highlights
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*update Earnings Calls: Q3 '24 Highlights (part 3)
D3 Cellulosic ethanol RINS, carbon capture
Nov 11, 2024
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*update Earnings Calls: Q3 '24 Highlights (part 3)
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Earnings Calls: Q3 '24 Highlights (part 3)
BTC shift to PTC, RD, Ethanol, EV charging, California grid batteries
Nov 11, 2024
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Earnings Calls: Q3 '24 Highlights (part 3)
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Earnings Calls: Q3 '24 Highlights (part 2)
RD, SAF, RINs, Refineries Closing, UCO, Brazil, Cellulosic ethanol, California gasoline prices
Nov 4, 2024
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Earnings Calls: Q3 '24 Highlights (part 2)
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LCFS: Q2 2024 Highlights
Record credit generation, Record bank build, And a Look-Ahead
Nov 1, 2024
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LCFS: Q2 2024 Highlights
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October 2024
LCFS Q2 2024 Quick Update
CARB reported a net credit build of 3.12 million MT.
Oct 31, 2024
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LCFS Q2 2024 Quick Update
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