Publishing on events in the energy markets as they relate to California.

California
Joined July 2025
The Energy Institute at HAAS: Big Oil’s Billion Dollar California Oopsie (This article fails to take into consideration regulation (RVO + LCFS + CCA) adjusted cracks which make refining out of state more profitable than in California.) energyathaas.wordpress.com/2…
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Terravault’s in Kern County.
Counterintuitive: Carbon capture projects are supposed to be a property value risk. New research on 25 U.S. projects and 555,938 home sales finds the opposite: homes within about 2.6 miles sold for roughly 3.9% more (about $8,600) after operations began.
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CalMatters: California’s carbon market changed this year, and the next governor will inherit the fallout (There's this thing about CA leaders where they talk about being "leaders" in climate policy. I'm not sure what is meant by this unless it means making it uneconomical to produce goods around the rest of the country using any regulations other than Californian ones because it is too much trouble to have two production lines. But that isn't really "leadership", it's more similar coercion, of the Trumpian kind.) calmatters.org/environment/c…
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From Jan-Jun 2026 South Korean jet fuel exports accounted for 64.2% of total California jet fuel imports. (From May the majority comes from the USGC with So Korea supplying nearly all the rest.)
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TruckingDive: How a California carrier is repurposing diesel tractors to electric Ability Tri-Modal Transportation Services is incorporating swappable batteries that can be replaced within minutes, the carrier says. truckingdive.com/news/how-a-…
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Grist: A new gas line or cash to electrify? California lets households choose. Before replacing gas service lines, utilities will need to offer customers a financial incentive to electrify instead, thanks to a new law. grist.org/energy/a-new-gas-l…
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