LF Bioenergy, 2950 N. Harwood Street Suite 2200, Dallas, TX (2026)

06/02/2026

𝗜 𝗔𝗺 𝗟𝗙 𝗕𝗶𝗼𝗲𝗻𝗲𝗿𝗴𝘆
𝘔𝘦𝘦𝘵 𝘛𝘩𝘦 𝘗𝘦𝘰𝘱𝘭𝘦 𝘉𝘦𝘩𝘪𝘯𝘥 𝘛𝘩𝘦 𝘞𝘰𝘳𝘬
𝙈𝙖𝙩𝙩 𝙎𝙩𝙚𝙖𝙧𝙣𝙨: 𝘼 𝙫𝙤𝙞𝙘𝙚, 𝙖 𝙥𝙪𝙧𝙥𝙤𝙨𝙚, 𝙖𝙣𝙙 𝙖 𝙥𝙡𝙖𝙘𝙚 𝙩𝙤 𝙜𝙧𝙤𝙬

Meet Matt Stearns, 𝗟𝗲𝗮𝗱 𝗣𝗹𝗮𝗻𝘁 𝗢𝗽𝗲𝗿𝗮𝘁𝗼𝗿 𝗮𝘁 𝗟𝗙1, one of the people behind the work at LF Bioenergy (LF). For Matt, joining LF was about more than a job. It was a chance to come home to Louisville, work near the family and community that mean everything to him and be part of something that makes a real difference. He was drawn to LF by 𝗶𝘁𝘀 𝗰𝘂𝗹𝘁𝘂𝗿𝗲, 𝗰𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁 𝘁𝗼 𝗳𝗮𝗿𝗺𝗲𝗿 𝗮𝗻𝗱 𝗿𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲𝗲𝗻𝗲𝗿𝗴𝘆, and its excitement about building something that helps both the environment and the local community—including support for local organizations and businesses in the area. That combination of purpose and people made LF stand out immediately.

Matt’s background in aluminum plants in Indiana and New York made LF’s operating environment feel like a natural fit, but what he found here was different. At LF, 𝗵𝗲 𝗵𝗮𝘀 𝗮 𝘃𝗼𝗶𝗰𝗲. He is trusted with ownership of the site, encouraged to help shape operational excellence, and treated as more than just a number. That sense of ownership has helped him grow in confidence—particularly in electrical work, vendor coordination, and collaboration across the team.

Matt is proud of the 𝗱𝗮𝗶𝗹𝘆 𝘁𝗲𝗮𝗺𝘄𝗼𝗿𝗸 it takes to keep a site running well. “𝘔𝘢𝘯𝘶𝘳𝘦 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘪𝘴 𝘢 𝘯𝘦𝘷𝘦𝘳-𝘦𝘯𝘥𝘪𝘯𝘨 𝘱𝘳𝘰𝘤𝘦𝘴𝘴, 𝘢𝘯𝘥 𝘦𝘷𝘦𝘯𝘰𝘯𝘦 𝘴𝘮𝘢𝘭𝘭 𝘤𝘩𝘢𝘯𝘨𝘦 𝘤𝘢𝘯 𝘵𝘩𝘳𝘰𝘸 𝘵𝘩𝘪𝘯𝘨𝘴 𝘰𝘧𝘧. ” Success depends on 𝗰𝗹𝗼𝘀𝗲 𝗰𝗼𝗼𝗿𝗱𝗶𝗻𝗮𝘁𝗶𝗼𝗻 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗟𝗙 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗳𝗮𝗿𝗺 every day—from maintaining the right water consistency to refining proven practices that protect digester performance. He has seen meaningful progress through hands-on innovation, including equipment upgrades and operational improvements that strengthen performance. For Matt, that fine-tuning is what 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗲𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲 𝗹𝗼𝗼𝗸𝘀 𝗹𝗶𝗸𝗲: a team that keeps learning, keeps improving, and “𝘬𝘦𝘦𝘱𝘴 𝘦𝘢𝘤𝘩 𝘰𝘵𝘩𝘦𝘳’𝘴 𝘣𝘢𝘤𝘬𝘴.”

At the core, Matt values family, friends, and community. He grew up surrounded by relatives, with families looking out for one another and spending time together whenever they could. Today, that same spirit still guides him. He values working with close friends, then heading home to his wife and kids—"𝘦𝘹𝘢𝘤𝘵𝘭𝘺 𝘸𝘩𝘦𝘳𝘦 𝘩𝘦 𝘸𝘢𝘯𝘵𝘴 𝘵𝘰 𝘣𝘦.” That same pride shapes how he leads tours at LF1, engaging visitors and sharing what LF does with confidence. 𝗠𝗮𝘁𝘁’𝘀 𝘀𝘁𝗼𝗿𝘆 𝗿𝗲𝗳𝗹𝗲𝗰𝘁𝘀 𝘄𝗵𝗮𝘁’𝘀 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲 when people are heard, trusted, and connected to a greater purpose, “𝘵𝘩𝘦𝘺 𝘥𝘰 𝘵𝘩𝘦𝘪𝘳 𝘣𝘦𝘴𝘵 𝘸𝘰𝘳𝘬.”

For more information about LF Bioenergy, contact Cyn S. French at [email protected]

05/29/2026

“A Clean Fuel Standard could be a game changer for New York—creating new opportunities for dairy farmers, strengthening rural communities, and advancing the state’s clean transportation future. It was an honor to speak with Governor Hochul this week about the urgent need for this policy and what it would mean for farmers across the state. A Clean Fuel Standard would send a strong signal to investors, help build a stable market for renewable natural gas, and recognize the important role dairy farmers can play in reducing methane emissions and supporting New York’s clean energy goals. Just as importantly, it would help ensure rural communities share in the economic benefits of New York’s clean energy future,” said Cyn French, EVP of Corporate Affairs at LF Bioenergy.

05/25/2026

🇺🇸 Honoring today, those Heroes who gave everything. You will never be forgotten.

05/22/2026

𝗦𝘁𝗿𝗼𝗻𝗴 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺 𝗳𝗼𝗿 𝗟𝗙 𝗕𝗶𝗼𝗲𝗻𝗲𝗿𝗴𝘆 𝗮𝘁 𝗕𝗶𝗼𝗴𝗮𝘀 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝘀 𝟮𝟬𝟮𝟲

⚡ What a 𝘀𝘁𝗿𝗼𝗻𝗴 𝘄𝗲𝗲𝗸 at for the LF Bioenergy team. We kicked things off with 𝘁𝗲𝗮𝗺 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 at the Biogas Golf Classic, where we even took home the longest putt, and continued the week with 𝗺𝗲𝗮𝗻𝗶𝗻𝗴𝗳𝘂𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 with peers across the industry. It was a privilege to 𝘀𝗽𝗲𝗮𝗸 𝗮𝘁 𝘁𝗵𝗲 𝗕𝗶𝗼𝗴𝗮𝘀 𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝘀 𝗥𝗢𝗜 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸, be a 𝗳𝗲𝗮𝘁𝘂𝗿𝗲𝗱 𝘀𝗽𝗲𝗮𝗸𝗲𝗿 on the live podcast during the Women in Biogas Luncheon, and 𝗺𝗼𝗱𝗲𝗿𝗮𝘁𝗲 𝘁𝗵𝗲 𝗙𝗶𝗲𝗹𝗱 𝘁𝗼 𝗙𝘂𝗲𝗹 𝗽𝗮𝗻𝗲𝗹. We wrapped up the week with an LF Bioenergy team meeting, reflecting on the insights, connections, and momentum built throughout the event and aligning on the 𝗿𝗼𝗮𝗱 𝗮𝗵𝗲𝗮𝗱 for the LF Bioenergy team.

For more information about LF Bioenergy, contact Cyn S. French, [email protected]

05/15/2026

⚡ Join LF Bioenergy for a timely discussion at #𝗕𝗶𝗼𝗴𝗮𝘀𝗔𝗺𝗲𝗿𝗶𝗰𝗮𝘀𝟮𝟬𝟮𝟲. We will engage in a practical dialogue that brings together 𝗽𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀’ 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲, a 𝗨.𝗦. 𝗱𝗮𝗶𝗿𝘆 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝘀𝘁’𝘀 market lens, and 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗠𝗶𝗹𝗸 𝗣𝗿𝗼𝗱𝘂𝗰𝗲𝗿𝘀 𝗙𝗲𝗱𝗲𝗿𝗮𝘁𝗶𝗼𝗻’𝘀 𝗽𝗼𝗹𝗶𝗰𝘆 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲 —so we can surface real-world lessons: what’s working, what’s challenging, and what it will take to scale. I hope you’ll join us and 𝗯𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀.

𝗣𝗮𝗻𝗲𝗹 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁, 𝗠𝗮𝘆 𝟮𝟬, 𝟮:𝟬𝟬 𝗽.𝗺.: 𝗙𝗶𝗲𝗹𝗱 𝘁𝗼 𝗙𝘂𝗲𝗹: 𝗙𝗮𝗿𝗺𝗲𝗿𝘀' 𝗣𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗼𝗻 𝗕𝗶𝗼𝗴𝗮𝘀 🐄 American Biogas Council

Farm-based projects don't start in a boardroom. They start on a farm.

What makes these actually work? 𝗔𝘀𝗸 𝘁𝗵𝗲 𝗳𝗮𝗿𝗺𝗲𝗿𝘀 𝗮𝗻𝗱 𝘁𝗲𝗮𝗺𝘀 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘁𝗵𝗲𝗺. This candid panel pulls back the curtain on:
➡️ What producers prioritize before signing on
➡️ How the best developer-farmer partnerships are built
➡️ The day-to-day realities that no pitch deck covers
➡️ Why policy stability is critical to scaling projects

𝗛𝗲𝗮𝗿 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗽𝗲𝗼𝗽𝗹𝗲 𝗰𝗹𝗼𝘀𝗲𝘀𝘁 𝘁𝗼 𝘁𝗵𝗲 𝘀𝗼𝘂𝗿𝗰𝗲:
𝘔𝘰𝘥𝘦𝘳𝘢𝘵𝘦𝘥 𝘣𝘺 Cyn S. French, LF Bioenergy
🗣️ Corey Geiger, Lead Economist – Dairy, CoBank
🗣️ Zoey Nelson, Dairy Manager, Brooks Farms
🗣️ Greg Bethard , CEO, HIGH PLAINS PONDEROSA DAIRY, LLC
🗣️ Trey Forsyth, VP Government & Regulatory Affairs, National Milk Producers Federation

🔗 Full program: https://lnkd.in/ea62kwmT
⚡ Register now: https://lnkd.in/gKUXVE4

For more information about LF Bioenergy, contact Cyn S. French, [email protected]

05/08/2026

𝗜 𝗔𝗺 𝗟𝗙 𝗕𝗶𝗼𝗲𝗻𝗲𝗿𝗴𝘆
“𝘔𝘦𝘦𝘵 𝘵𝘩𝘦 𝘗𝘦𝘰𝘱𝘭𝘦 𝘉𝘦𝘩𝘪𝘯𝘥 𝘵𝘩𝘦 𝘞𝘰𝘳𝘬”
𝗦𝗮𝗳𝗲𝘁𝘆 𝗮𝘁 𝗮 𝗛𝗶𝗴𝗵𝗲𝗿 𝗟𝗲𝘃𝗲𝗹: 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀-𝗗𝗿𝗶𝘃𝗲𝗻 𝗦𝗮𝗳𝗲𝘁𝘆 𝗗𝗶𝘀𝗰𝗶𝗽𝗹𝗶𝗻𝗲 𝘄𝗶𝘁𝗵 𝗗𝘂𝘀𝘁𝗶𝗻 𝗟𝗼𝗻𝗴

When safety has to be right the first time, Dustin Long leads from the front. He’s climbed the Colorado Mt. Elbert, “14er,” and he’s worked 300 feet in the air as a wind technician—two experiences that demand the same thing: 𝗿𝗶𝗴𝗼𝗿𝗼𝘂𝘀 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, 𝘀𝘁𝗲𝗮𝗱𝘆 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗮 𝗰𝗹𝗲𝗮𝗿-𝗲𝘆𝗲𝗱 𝗿𝗲𝘀𝗽𝗲𝗰𝘁 𝗳𝗼𝗿 𝗿𝗶𝘀𝗸. Today, as a Lead Plant Operator at LF Bioenergy (LF), he’s helping raise the bar for dairy renewable natural gas (RNG) operations with that same field-tested mindset.

Growing up, Dustin was fortunate to be around the building blocks of a successful heavy-industry career, including farm and tractor-trailer operations. Seeing the day-to-day management of these businesses helped him build a strong foundation in maintenance ex*****on and operational discipline early on. By 16, he was paying his own bills and performing maintenance on his first car.

After college, Dustin entered heavy industry full time and later became a wind technician. “I think a lot about my time as a wind technician. When you’re 300 feet up in the air, the fire department isn’t coming to help you, and you must have the right equipment. Safety and efficiency became crucial in that experience, and it prepared me for my role with LF.”

𝗧𝗵𝗶𝘀 𝗰𝗼𝘂𝗿𝗮𝗴𝗲𝗼𝘂𝘀 𝗺𝗶𝗻𝗱𝘀𝗲𝘁 helped Dustin determine his future with LF Bioenergy. He is working toward becoming an OSHA-certified Occupational Health and Safety Professional, driven by a passion for making the workplace—and the world—safer.

Dustin also serves as a Trustee and board member at his church, where he has driven safety initiatives to make it more welcoming for the community. In his spare time, he also enjoys hiking. In 2020, he hiked Colorado’s Mt. Elbert. That climb reinforced the same principles he brings to the LF plant every day: plan ahead, check your gear, watch the conditions, and stay steady when the work gets demanding.

“𝗜’𝗺 𝘁𝗵𝗿𝗶𝗹𝗹𝗲𝗱 𝘁𝗼 𝗯𝗲 𝗮 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗶𝘀 𝗴𝗿𝗼𝘄𝗶𝗻𝗴 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆, 𝗮𝗻𝗱 𝗜 𝗹𝗼𝗼𝗸 𝗳𝗼𝗿𝘄𝗮𝗿𝗱 𝘁𝗼 𝘀𝗲𝘁𝘁𝗶𝗻𝗴 𝗮 𝘀𝘁𝗿𝗼𝗻𝗴, 𝗳𝗼𝗿𝘄𝗮𝗿𝗱-𝘁𝗵𝗶𝗻𝗸𝗶𝗻𝗴𝘀𝗮𝗳𝗲𝘁𝘆 𝗲𝘅𝗮𝗺𝗽𝗹𝗲 𝗳𝗼𝗿 𝗺𝘆 𝗳𝗮𝗺𝗶𝗹𝘆, 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆, 𝗮𝗻𝗱 𝗰𝗼𝘄𝗼𝗿𝗸𝗲𝗿𝘀.”

For more information about LF Bioenergy or media inquiries, contact Cyn S. French at [email protected]

05/05/2026

𝗟𝗙 𝗕𝗶𝗼𝗲𝗻𝗲𝗿𝗴𝘆 𝗧𝗲𝗮𝗺 𝗮𝘁 𝗕𝗜𝗢𝗚𝗔𝗦 𝗔𝗠𝗘𝗥𝗜𝗖𝗔𝗦 𝟮𝟬𝟮𝟲: 𝗥𝗡𝗚 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗧𝗵𝗮𝘁 𝗣𝗲𝗿𝗳𝗼𝗿𝗺
"𝙇𝙚𝙩’𝙨 𝙏𝙖𝙡𝙠, 𝙎𝙝𝙖𝙧𝙚 𝙄𝙣𝙨𝙞𝙜𝙝𝙩𝙨 & 𝘾𝙤𝙣𝙣𝙚𝙘𝙩"

LF Bioenergy team is attending the largest and event in North America, from May 18–21, , American Biogas Council.

With 2,000+ professionals across the full value chain, it’s the place to connect for high-value conversations, insights, and knowledge.

The people shaping this industry will be in that room. Will you? Let’s connect!

𝗧𝗵𝗲 𝘀𝗲𝘀𝘀𝗶𝗼𝗻 𝗮𝗻𝗱 𝘀𝗽𝗲𝗮𝗸𝗲𝗿 𝗹𝗶𝗻𝗲𝘂𝗽 𝗷𝘂𝘀𝘁 𝗱𝗿𝗼𝗽𝗽𝗲𝗱. 👀 Take a look: https://biogasamericas.com/program/

For more information about LF Bioenergy contact Cyn S French, [email protected]

04/27/2026

𝗢𝘂𝗿 𝗣𝗼𝘄𝗲𝗿, 𝗢𝘂𝗿 𝗣𝗹𝗮𝗻𝗲𝘁
Happy Earth Day from LF Bioenergy!
This year’s EarthDay theme—“Our Power, Our Planet”—is a great reminder that the energy choices we make today shape the air we breathe, the communities we call home, and the future we’re building together.

At LF Bioenergy (LF), we’re proud to work alongside dairy farm families to turn organic cow manure into renewable natural gas—capturing methane, reducing emissions, and delivering low-carbon solutions that strengthen rural economies.

We are grateful for our farmer partners, allies, the entire LF team, and the agricultural communities driving sustainable progress.

For more information about LF Bioenergy, contact Cyn S. French at [email protected].

(Photo provided by Dustin Long, LF3 Lead Plant Operator)

04/24/2026

𝗟𝗙 𝗕𝗶𝗼𝗲𝗻𝗲𝗿𝗴𝘆 𝗮𝘁 𝗡𝗬 𝟮𝟬𝟮𝟲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗦𝘂𝗺𝗺𝗶𝘁: 𝗣𝗼𝗹𝗶𝗰𝘆 𝗖𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆. 𝗦𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀.
LF Bioenergy (LF) was pleased to participate in the 2026 hashtag Summit, which convened stakeholders from across the network of renewable energy leaders, policymakers, regulators, market operators, utilities, and innovators for substantive discussions on the energy industry’s most pressing priorities.

David Schummer, LF’s Operations Engineer and a New York resident, shared: “It was insightful to attend the Summit. In a sense, it was also reaffirming that across every renewable energy industry and job role we all face the same issues: affordability, reliability, and the need to move forward past adversity. I value the opportunity to have participated.”

Cyn French, a LF Co-Founder and Executive Vice President of Corporate Affairs, participated as a panelist emphasizing to New York leaders that policy certainty is a critical force multiplier. Her key points included:
· Policy certainty unlocks private capital and accelerates deployment.
· A New York Clean Fuel Standard (CFS) can be performance-based, transparent, and market-driven—providing a state-led framework grounded in verifiable data and public trust.
· Renewable natural gas (RNG) can deliver measurable methane reductions through monitoring, data, and verification.
· A well-designed CFS can create pathways for New York developers, investors, and farmers—while protecting consumers through appropriate safeguards.
· Scaling over the next five years aligns with NY’s dairy farmers, the renewable energy industry, rural economic growth and the state’s climate and energy goals.

LF Bioenergy supports durable, outcomes-driven solutions. hashtag projects reduce methane emissions and improve manure management through on-farm anaerobic digester infrastructure, while supporting rural communities and economic growth.

We appreciated the exchange of perspectives at the Summit and the strong alignment across the energy sector on advancing proven solutions.

For additional information, contact Cyn French at [email protected].

04/21/2026

"𝗧𝗵𝗲 𝗥𝗡𝗚 𝗢𝗳𝗳𝘁𝗮𝗸𝗲 𝗟𝗮𝗻𝗱𝘀𝗰𝗮𝗽𝗲 𝗛𝗮𝘀 𝗖𝗵𝗮𝗻𝗴𝗲𝗱 – 𝗔𝗿𝗲 𝗬𝗼𝘂𝗿 𝗔𝘀𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻𝘀 𝗖𝘂𝗿𝗿𝗲𝗻𝘁?"
𝘙𝘦𝘢𝘥 𝘸𝘩𝘢𝘵 𝘓𝘍 𝘉𝘪𝘰𝘦𝘯𝘦𝘳𝘨𝘺’𝘴 𝘊𝘩𝘪𝘦𝘧 𝘊𝘰𝘮𝘮𝘦𝘳𝘤𝘪𝘢𝘭 𝘖𝘧𝘧𝘪𝘤𝘦𝘳, 𝘑𝘦𝘧𝘧 𝘚𝘱𝘦𝘢𝘳𝘪𝘯 𝘴𝘢𝘪𝘥 𝘢𝘵 𝘵𝘩𝘦 𝘈𝘤𝘵𝘪𝘷𝘦 𝘊𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘪𝘰𝘯𝘴 𝘐𝘯𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘰𝘯𝘢𝘭 (𝘈𝘊𝘐) 2026 𝘍𝘶𝘵𝘶𝘳𝘦 𝘰𝘧 𝘙𝘕𝘎 𝘕𝘰𝘳𝘵𝘩 𝘈𝘮𝘦𝘳𝘪𝘤𝘢 𝘊𝘰𝘯𝘧𝘦𝘳𝘦𝘯𝘤𝘦.

The ACI Future of RNG North America 2026 conference brought together thought leaders, innovators, and stakeholders to unpack what’s changing across sustainable energy and waste-to-RNG—and what it means for project development, finance, and commercialization.

LF Bioenergy Chief Commercial Officer Jeff Spearin (panelist) underscored a core financing reality: “A bankable offtake agreement still needs term length and price certainty. There are new tools to manage volatility, but lenders are not fully there yet… there are more tools and options available to producers to dampen merchant price volatility, but I’m not sure that is enough for lenders just yet.” Spearin noted how the low- and negative -CI offtake market has reset. Offtakes into Clean Fuel Standard (CFS)-type markets at reasonable prices—often with five-year+ terms—are harder to secure. Many offtakers and intermediaries are also pushing more risk back to producers (volume variability, change-in-law risk, and other carveouts). In practice, RNG developers must now weigh headline value against the risks embedded in the paper. The era of “standard” RIN and LCFS RNG offtake agreements appears to be behind us—and a major disconnect today is using market and offtake assumptions from 12+ months ago, despite materially different conditions.

For producers, the offtake landscape looks very different than it did 2–3 years ago. Some traditional demand channels (e.g., CNG for transportation) are increasingly saturated, and constraints in the value chain have shifted from feedstocks and RNG supply toward dispensing capacity. That shift raises the bar for commercialization strategy: evaluate compliance and voluntary markets, diversify pathways where feasible, and price the added risk explicitly in commercial terms.

Looking ahead, producers should test the commercial potential of both existing facilities and new developments across multiple markets—and structure offtake agreements with as much flexibility as practicable to navigate evolving pricing, policy, and demand dynamics.

For more information about LF Bioenergy, contact Cyn French [email protected]

LF Bioenergy

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