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Isla Verde Capital Newsletter

Nasser Mohsin

A newsletter about environmental commodities, carbon, fuel, and power.

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Substack
PricingFreemiumPublishesDaily
Issues14Founded2 years agoLast Issuea year ago
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Latest Issues

EIA Weekly Biofuels Data 3/5/2025

2 down, 10 to go

This week’s EIA Weekly Data covers 2025 up to the end of February, with little surprise about the direction of production and use of biofuels from the data. This week, ethanol stocks dipped slightly by 0.3 million barrels...

a year ago
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Monday Write Up 3/3/2025

Good afternoon subscribers!

Today we are using the Monday Write Up to preview one of the data updates we are working to make a regular weekly post on our substack - regional power data for notable areas. In today’s update we are showin...

a year ago

Regional Greenhouse Gas Initiative (RGGI) Primer

What is the Regional Greenhouse Gas Initiative?

The Regional Greenhouse Gas Initiative (RGGI) is a market-based cap-and-trade program designed to reduce carbon dioxide (CO₂) emissions from the power sector in participating U.S. states. Lau...

a year ago

California and Quebec Joint Auction #42

California and Quebec held their first joint auction of 2025 on February 19 with results on February 26. The auction results came as secondary markets are once again flirting with the $30/MT level while the market continues to await ARB’s l...

a year ago
1

EIA Weekly Biofuels Data 2/26/25

EIA data for the week saw another week on week decline in ethanol production (by a mere 3kbd) and ethanol refiner and blender net inputs (-4kbd) against a big increase in ethanol stocks (1.4 million barrels). Meanwhile, the EIA continued it...

a year ago

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