This analyst note discusses cCarbon’s updated CarbonOutlook Model that examines the medium- and long-term implications of the updated regulation. The note makes forecasts on leading credit and deficit generators in the coming months and years along with a robust price outlook. Key changes include limiting biodiesel from certain oils, stricter hydrogen production requirements, and phasing out methane capture credits. The amendments also incentivize zero-emission vehicle infrastructure and introduce an automatic adjustment mechanism for carbon intensity benchmarks. Additionally, new rules will track feedstocks to prevent negative environmental impacts, ensuring a more sustainable fuel landscape in California.
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