Updated
Updated · stillwaterassociates.com · May 11
Megan Boutwell Outlines 2026 Policy Split Reshaping U.S. Transportation Fuel Markets
Updated
Updated · stillwaterassociates.com · May 11

Megan Boutwell Outlines 2026 Policy Split Reshaping U.S. Transportation Fuel Markets

1 articles · Updated · stillwaterassociates.com · May 11
  • April 22 marked Stillwater President Megan Boutwell’s presentation at the Transportation Energy Institute conference in Fort Worth on how diverging federal and state policies are reshaping U.S. transportation fuel markets.
  • Her talk centered on the widening gap between state carbon-reduction programs and shifting federal priorities, framing those opposing pressures as a key driver of market disruption.
  • Boutwell highlighted the move from the Blender’s Tax Credit to the 45Z Clean Fuel Production Credit and its implications for renewable diesel and biodiesel supply.
  • California refinery closures and possible new pipeline infrastructure were presented as additional forces that could alter regional fuel supply dynamics across the country.
With federal and state energy policies on a collision course, what happens to fuel prices and the nation's energy security?
As California becomes an 'energy island' with soaring prices, can new pipelines from the Midwest offer a realistic solution?
Amidst global turmoil and policy shifts, can new green tax credits truly secure America's renewable energy future?