California’s New LCFS Rule
SEPTEMBER 2025On 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…
- 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
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