Alright its that time of year where everyone under the sun makes annual predictions about everything under the sun. I will go through my thoughts on what I think is going to happen regarding a wide range of topics below backed up by research and some neat looking graphs.
D4 RIN Price
RFS RVOs
Ethanol Exports
EV Charging Biz
California Gasoline Prices
Valero West Coast Refineries
California EV Sales
US West Coast BBD Blend
CARB LCFS Changes (yes, that’s right)
Enviros vs Biofuels Continued Fight
Obviously whatever is written below is not trading and/or financial advice.