California’s New LCFS Rule

White paper

On July 1, 2025, California implemented significant updates to its Low Carbon Fuel Standard (LCFS). The new rule introduces a steeper carbon intensity (CI) reduction, phases out several transitional credit pathways and expands infrastructure eligibility. With credit supply expected to tighten and volatility likely to increase, now is the time to assess your exposure and realign your strategy.

White paper

On July 1, 2025, California implemented significant updates to its Low Carbon Fuel Standard (LCFS). The new rule introduces a steeper carbon intensity (CI) reduction, phases out several transitional credit pathways and expands infrastructure eligibility. With credit supply expected to tighten and volatility likely to increase, now is the time to assess your exposure and realign your strategy.

Fill out the form to access the white paper

Key Insights

  • The steeper carbon intensity (CI) reduction
  • Key supply-side restrictions, including book-and-claim sunset and avoided methane crediting limits
  • New rules for hydrogen, diesel and EV infrastructure crediting
  • Impacts on credit pricing, supply-demand balance and strategic positioning
  • Timeline for implementation and market response outlook

Fill out the form to access the whitepaper

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