Insights & Publications

Thought leadership on low-carbon fuel policy and compliance markets.

Selected presentations, reports, peer-reviewed research, and commentary from Dr. Michael J. Rensing.

Dr. Rensing regularly shares thought leadership through presentations, reports, compliance guidance, and industry commentary to advance evidence-based low-carbon fuel policy and market development.

Latest

Industry CommentaryJune 2026

The Mechanics of Canada's Gaseous CFR Credit Market

How Canada's Clean Fuel Regulations distinguish liquid and gaseous compliance credits — how gaseous credits are created, how they factor into compliance obligations, and how they relate to major CCS infrastructure like the Pathways project.

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Industry CommentaryJune 2026

Why BC and Canadian Credit Markets Behave Differently from California

Analysis of four structural differences that cause British Columbia's LCFS and Canada's Clean Fuel Regulations credit markets to behave in ways the California LCFS experience alone cannot explain.

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Industry CommentaryJune 2026

Alberta's Referendum on a Referendum and What It Means (or Doesn't) for Fuel Markets

What Alberta's October 2026 referendum does — and doesn't — signal for the Canadian fuel markets that suppliers, buyers, and investors operate in.

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