CALGARY, Alberta (July 16, 2025) — Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS company that leverages Generative AI across its solutions, has released a new report examining how clean fuel developers are unlocking greater value through strategic technology integration and smart policy alignment. The report outlines how proposed changes to clean energy tax credits under the One Big Beautiful Bill Act could reshape project economics and create new opportunities for revenue optimization.
EIR’s report covers how stacking various credits can boost revenue for fuel producers by diversifying income streams. To further maximize returns, producers can also stack green technologies to achieve lower carbon intensities and unlock multiple credit pathways. Developers are already adopting technology stacking in different ways — either by vertically integrating the entire value chain or by forming strategic partnerships to leverage complementary capabilities.
“Innovative business models like credit and technology stacking are imperative for industry participants to remain competitive and financially viable in this evolving market. For example, by stacking seven distinct technologies to produce synthetic sustainable aviation fuel, producers can receive a 15x premium over the commodity price of jet fuel,” said EIR Associate Amyra Mardhani.
“Programs like the Renewable Fuel Standard (RFS) and Low Carbon Fuel Standard (LCFS) have successfully increased clean fuel consumption, but favorable credit pricing has led to an oversupply of low-carbon fuels. This has depressed credit values, pushing developers to adopt more innovative strategies such as credit stacking and technology integration to remain competitive,” Mardhani said.
Key takeaways from the report:
- The EPA’s RFS and California’s LCFS caused a 360% rise in U.S. clean fuel use since the mid-2000s. Price signals in the early 2020s led to overproduction, reversing momentum and lowering credit values.
- Technology stacking uses layered credit streams to help producers increase revenue several times above baseline prices. Synthetic sustainable aviation fuel projects could qualify for multiple incentives totaling as much as $25/gal, providing revenue diversification.
- The One Big Beautiful Bill Act supports CCUS and clean fuel technologies but negatively affects green hydrogen and renewables credits.
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About Enverus Intelligence® Research
Enverus Intelligence ® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts; and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. Enverus is the most trusted, energy-dedicated SaaS company, with a platform built to create value from generative AI, offering real-time access to analytics, insights and benchmark cost and revenue data sourced from our partnerships to 95% of U.S. energy producers, and more than 40,000 suppliers. Learn more at Enverus.com.
