Both of which provide tradeable credits that buyers can use to offset their fossil fuel emissions.
It doesn't matter to me whether one calls one tCO2e-denominated unit an "ARB Offset Credit" and another an "LCFS credit"; they have the same function in each program
It doesn't matter to me whether one calls one tCO2e-denominated unit an "ARB Offset Credit" and another an "LCFS credit"; they have the same function in each program
October 19, 2025 at 4:43 PM
Both of which provide tradeable credits that buyers can use to offset their fossil fuel emissions.
It doesn't matter to me whether one calls one tCO2e-denominated unit an "ARB Offset Credit" and another an "LCFS credit"; they have the same function in each program
It doesn't matter to me whether one calls one tCO2e-denominated unit an "ARB Offset Credit" and another an "LCFS credit"; they have the same function in each program
Monkey's paw curls, LCFS credit machine goes brrrrr
Scoop: Rondo Energy has turned on a 100 MWH battery, helping a local oil and gas producer generate steam for thermal enhanced oil recovery.
Paired with solar, the battery heats up clay bricks to produce steam, which is used to force oil out of reservoirs.
www.bloomberg.com/news/article...
Paired with solar, the battery heats up clay bricks to produce steam, which is used to force oil out of reservoirs.
www.bloomberg.com/news/article...
The World’s Largest Battery Made of Bricks Turns On in California
Rondo Energy’s heat battery is helping power enhanced oil recovery.
www.bloomberg.com
October 16, 2025 at 4:40 PM
Monkey's paw curls, LCFS credit machine goes brrrrr
There’s some notable issues with the LCFS data: the response rate is only 28%, far below the pre-covid rate (and it was falling before covid too). The LCFS also undercounts consumption compared to the ONS’ National Accounts data – another source of consumption data, and this has worsened over time.
September 11, 2025 at 10:23 AM
There’s some notable issues with the LCFS data: the response rate is only 28%, far below the pre-covid rate (and it was falling before covid too). The LCFS also undercounts consumption compared to the ONS’ National Accounts data – another source of consumption data, and this has worsened over time.
“The last thing we should do is rush into short-term supposed solutions that are very predictably locking in long-term, durable problems. That’s bad policy.”
@cagovernornewsom.bsky.social's @airresources.bsky.social #LCFS amendments commit #Californians to pay polluters for decades to come.
@cagovernornewsom.bsky.social's @airresources.bsky.social #LCFS amendments commit #Californians to pay polluters for decades to come.
Big Oil and Big Ag are teaming up to turn cow poop into energy — and profits. The math doesn’t add up.
US climate policy has led to a surge in manure-based “biogas.” Critics say it’s propping up factory farming.
www.vox.com
January 22, 2025 at 9:40 PM
“The last thing we should do is rush into short-term supposed solutions that are very predictably locking in long-term, durable problems. That’s bad policy.”
@cagovernornewsom.bsky.social's @airresources.bsky.social #LCFS amendments commit #Californians to pay polluters for decades to come.
@cagovernornewsom.bsky.social's @airresources.bsky.social #LCFS amendments commit #Californians to pay polluters for decades to come.
My ballpark is to take the current LCFS goal for a year. 9% reduction in wheels to wells for 2021 and just assume that that is a good metric for the emissions associated with overall combustion. So emissions from vehicles are 91% of the total combustion. But ARB could do a much better job.
January 9, 2024 at 5:10 PM
My ballpark is to take the current LCFS goal for a year. 9% reduction in wheels to wells for 2021 and just assume that that is a good metric for the emissions associated with overall combustion. So emissions from vehicles are 91% of the total combustion. But ARB could do a much better job.
To bring this back to the LCFS, one interesting outcome we're seeing across the multiple jurisdictions that have adopted the policy is not only does air quality improve broadly, but the disparities between most-impacted and least-impacted communities narrow: www.sciencedirect.com/science/arti...
Modeling expected air quality impacts of Oregon's proposed expanded clean fuels program
The public health burden of traffic-related air pollution falls most heavily on the population living closest to major transportation corridors, which…
www.sciencedirect.com
November 1, 2024 at 5:59 PM
To bring this back to the LCFS, one interesting outcome we're seeing across the multiple jurisdictions that have adopted the policy is not only does air quality improve broadly, but the disparities between most-impacted and least-impacted communities narrow: www.sciencedirect.com/science/arti...
State-level LCFS programs and tax credits offer a bit more incentive, mostly for aviation fuels, but all in all, it's pretty limited. There's just not much of a demand signal coming from policy, apart from the aspirational 3 billion gallon target of the SAF grand challenge 7/
September 5, 2024 at 10:16 PM
State-level LCFS programs and tax credits offer a bit more incentive, mostly for aviation fuels, but all in all, it's pretty limited. There's just not much of a demand signal coming from policy, apart from the aspirational 3 billion gallon target of the SAF grand challenge 7/
Again, your logic applies equally to scrapping biofuels under the LCFS, which I understand you don't want to do.
If simple is the only practical option, why not count, rather than ignore, all in-territory biogenic CO2 emissions?
If simple is the only practical option, why not count, rather than ignore, all in-territory biogenic CO2 emissions?
October 11, 2023 at 5:04 PM
Again, your logic applies equally to scrapping biofuels under the LCFS, which I understand you don't want to do.
If simple is the only practical option, why not count, rather than ignore, all in-territory biogenic CO2 emissions?
If simple is the only practical option, why not count, rather than ignore, all in-territory biogenic CO2 emissions?
California #LCFS credits available for future compliance grew by a record 4mn t in the third quarter as generation from renewable diesel and biogas surged.
January 31, 2025 at 9:44 PM
California #LCFS credits available for future compliance grew by a record 4mn t in the third quarter as generation from renewable diesel and biogas surged.
CCAs are trading below the auction reserve price and LCFS prices are below $50/mt but the 'Jim Cramer of California Carbon Prices' from UPenn analyzed LCFS prices in the $150-$250/mt range for 2025.
The USC gasoline study took this LCFS study from UPenn to get to $8/gallon.
The USC gasoline study took this LCFS study from UPenn to get to $8/gallon.
May 30, 2025 at 4:35 PM
CCAs are trading below the auction reserve price and LCFS prices are below $50/mt but the 'Jim Cramer of California Carbon Prices' from UPenn analyzed LCFS prices in the $150-$250/mt range for 2025.
The USC gasoline study took this LCFS study from UPenn to get to $8/gallon.
The USC gasoline study took this LCFS study from UPenn to get to $8/gallon.
Lauren's solutions:
"1) End the LCFS (Low-Carbon Fuel Standard), which is an awful [biofuels] policy no one aside from the biofuels lobby likes.
2) End the CARBOB requirement so CA can buy gasoline from the entire world, not just seven refineries."
"1) End the LCFS (Low-Carbon Fuel Standard), which is an awful [biofuels] policy no one aside from the biofuels lobby likes.
2) End the CARBOB requirement so CA can buy gasoline from the entire world, not just seven refineries."
June 12, 2025 at 8:05 PM
Lauren's solutions:
"1) End the LCFS (Low-Carbon Fuel Standard), which is an awful [biofuels] policy no one aside from the biofuels lobby likes.
2) End the CARBOB requirement so CA can buy gasoline from the entire world, not just seven refineries."
"1) End the LCFS (Low-Carbon Fuel Standard), which is an awful [biofuels] policy no one aside from the biofuels lobby likes.
2) End the CARBOB requirement so CA can buy gasoline from the entire world, not just seven refineries."
100% and the prospective issue Emily and I identified in the federal tax credit rules is already locked into the California LCFS. California's captured climate regulator is proposing to extend the loophole 2045, see links below.
Well, hydrogen friends waiting for the 45V guidance, I have some very bad news for you.
California is proposing to extend its biogas / RNG loopholes for hydrogen production through 2045.
See pp. 29-31 of the staff ISOR, available as part of the LCFS proposal that dropped yesterday.
California is proposing to extend its biogas / RNG loopholes for hydrogen production through 2045.
See pp. 29-31 of the staff ISOR, available as part of the LCFS proposal that dropped yesterday.
Low Carbon Fuel Standard | California Air Resources Board
Accessibility Consistent with California Government Code section 7296.2, documents posted to this webpage may be made available in an alternate format or another language. Disability-related reasona...
ww2.arb.ca.gov
February 12, 2024 at 6:04 PM
100% and the prospective issue Emily and I identified in the federal tax credit rules is already locked into the California LCFS. California's captured climate regulator is proposing to extend the loophole 2045, see links below.
Single-handedly cratered the LCFS price, so some adjustment is warranted. “Markets are made for man, and not man for the markets” etc. 😊
October 22, 2023 at 7:33 PM
Single-handedly cratered the LCFS price, so some adjustment is warranted. “Markets are made for man, and not man for the markets” etc. 😊
Finally, if you plan to engage in the rulemaking, please keep this in mind: This rulemaking is intended to be limited to a response to the LCFS credit price collapse, plus few other things. There are a lot of other issues in the LCFS that will need attention to prevent future crises 12/
November 20, 2023 at 6:35 PM
Finally, if you plan to engage in the rulemaking, please keep this in mind: This rulemaking is intended to be limited to a response to the LCFS credit price collapse, plus few other things. There are a lot of other issues in the LCFS that will need attention to prevent future crises 12/
Eh, I wouldn't run with any of those narratives. Used Cooking Oil (UCO) imports did surge in 23/24 to get lower CI values in LCFS states/provinces/countries.
UCO is ISCC certified, thus the resulting Renewable Diesel (RD) can be verified for credits in Canada and Europe (RED, ReFuel for SAF)
UCO is ISCC certified, thus the resulting Renewable Diesel (RD) can be verified for credits in Canada and Europe (RED, ReFuel for SAF)
March 12, 2025 at 5:33 PM
Eh, I wouldn't run with any of those narratives. Used Cooking Oil (UCO) imports did surge in 23/24 to get lower CI values in LCFS states/provinces/countries.
UCO is ISCC certified, thus the resulting Renewable Diesel (RD) can be verified for credits in Canada and Europe (RED, ReFuel for SAF)
UCO is ISCC certified, thus the resulting Renewable Diesel (RD) can be verified for credits in Canada and Europe (RED, ReFuel for SAF)
Dairy farms capturing methane from cow manure plays a major role in California's low carbon fuels standard (LCFS). In this week's Energy Institute blog, Aaron Smith explains the byzantine and problematic system, and discusses the cost (in)effectiveness.
energyathaas.wordpress.com/2024/10/14/h...
energyathaas.wordpress.com/2024/10/14/h...
How Much Should Dairy Farms Get Paid for Trapping Methane?
The answer hinges on four important numbers. One way to reduce pollution is to trap pollutants before they escape into the atmosphere. Examples include scrubbers in power plant smokestacks (NOx), c…
energyathaas.wordpress.com
October 15, 2024 at 4:30 PM
Dairy farms capturing methane from cow manure plays a major role in California's low carbon fuels standard (LCFS). In this week's Energy Institute blog, Aaron Smith explains the byzantine and problematic system, and discusses the cost (in)effectiveness.
energyathaas.wordpress.com/2024/10/14/h...
energyathaas.wordpress.com/2024/10/14/h...
LCFS Recognized by HRC Foundation for LGBTQ Inclusion Efforts – Lutheran Child & Family Services
lcfs.org
February 2, 2025 at 5:59 PM
Great breakdown on the LCFS.
“Whatever your preferred incentives, it’s time to face facts: under the LCFS program, CA is sending a lot of money to out-of-state biofuel producers and relatively little to in-state EV infrastructure.” - @ghgpolicy.org
kleinmanenergy.upenn.edu/commentary/b...
“Whatever your preferred incentives, it’s time to face facts: under the LCFS program, CA is sending a lot of money to out-of-state biofuel producers and relatively little to in-state EV infrastructure.” - @ghgpolicy.org
kleinmanenergy.upenn.edu/commentary/b...
Should California Subsidize Out-of-State Biofuels or In-State Electric Vehicles? - Kleinman Center for Energy Policy
Energy policy research from the University of Pennsylvania
kleinmanenergy.upenn.edu
December 10, 2024 at 6:20 PM
Great breakdown on the LCFS.
“Whatever your preferred incentives, it’s time to face facts: under the LCFS program, CA is sending a lot of money to out-of-state biofuel producers and relatively little to in-state EV infrastructure.” - @ghgpolicy.org
kleinmanenergy.upenn.edu/commentary/b...
“Whatever your preferred incentives, it’s time to face facts: under the LCFS program, CA is sending a lot of money to out-of-state biofuel producers and relatively little to in-state EV infrastructure.” - @ghgpolicy.org
kleinmanenergy.upenn.edu/commentary/b...
What is likely to happen in WA re cap-and-trade next Tuesday is only going to put fuel on the fire of the conversation in CA as we contemplate tightening of the LCFS a few days later and the need for (not all agree with this framing but I think it is right) reauthorization of cap and trade in 2025.
October 31, 2024 at 7:13 PM
What is likely to happen in WA re cap-and-trade next Tuesday is only going to put fuel on the fire of the conversation in CA as we contemplate tightening of the LCFS a few days later and the need for (not all agree with this framing but I think it is right) reauthorization of cap and trade in 2025.
policies. Among packet management strategies, LCFS-S is suitable for scenarios with high requirements on energy saving and small arrival rate difference between sources. LCFS-Q is suitable for scenarios with high requirements on information freshness [6/7 of https://arxiv.org/abs/2505.16073v1]
May 23, 2025 at 5:57 AM
policies. Among packet management strategies, LCFS-S is suitable for scenarios with high requirements on energy saving and small arrival rate difference between sources. LCFS-Q is suitable for scenarios with high requirements on information freshness [6/7 of https://arxiv.org/abs/2505.16073v1]
The Canada Clean Fuel Regulations (CFR) data is most incomplete dataset in the LCFS world out there.
Total Credits: ❌
Total Deficits: ❌
Total Fuel: ❌
Total Biodiesel: ❌
Total RD: ❌
Total RNG/Biogas: ❌
Any Electricity (EVs): ❌
Total Ethanol: ✅
RD+Bio imports: ✅
Total Credits: ❌
Total Deficits: ❌
Total Fuel: ❌
Total Biodiesel: ❌
Total RD: ❌
Total RNG/Biogas: ❌
Any Electricity (EVs): ❌
Total Ethanol: ✅
RD+Bio imports: ✅
July 12, 2025 at 12:45 PM
The Canada Clean Fuel Regulations (CFR) data is most incomplete dataset in the LCFS world out there.
Total Credits: ❌
Total Deficits: ❌
Total Fuel: ❌
Total Biodiesel: ❌
Total RD: ❌
Total RNG/Biogas: ❌
Any Electricity (EVs): ❌
Total Ethanol: ✅
RD+Bio imports: ✅
Total Credits: ❌
Total Deficits: ❌
Total Fuel: ❌
Total Biodiesel: ❌
Total RD: ❌
Total RNG/Biogas: ❌
Any Electricity (EVs): ❌
Total Ethanol: ✅
RD+Bio imports: ✅
And now the US Renewable Fuel Standard and California LCFS are incentivizing major oil companies to import record quantities of "used cooking oil" from China to produce "low-carbon renewable" diesel. Anybody see the risk there...
December 20, 2024 at 5:23 PM
And now the US Renewable Fuel Standard and California LCFS are incentivizing major oil companies to import record quantities of "used cooking oil" from China to produce "low-carbon renewable" diesel. Anybody see the risk there...
Have you done any modeling on future LCFS credits generation using the new CI compliance schedule in the LCFS rulemaking docs (ie 9% step down plus 30% to 2030)?
October 31, 2024 at 1:55 PM
Have you done any modeling on future LCFS credits generation using the new CI compliance schedule in the LCFS rulemaking docs (ie 9% step down plus 30% to 2030)?