As the U.S. clean transportation transition continues, EVs remain a powerful tool for reducing greenhouse gas (GHG) emissions and opening up new business opportunities. While federal support has shifted under the current administration, states and compliance markets continue to create robust incentives for businesses operating EV fleets and infrastructure.

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In this evolving regulatory environment, AFS Commodities helps clients unlock financial value from electric vehicle credits and renewable fuel programs, ensuring resilience amid policy uncertainty.

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EV Credits: A Revenue Stream for Clean Transport

EV credits remain a viable source of revenue through various state-led Low Carbon Fuel Standard (LCFS) programs and renewable fuel initiatives. Companies that operate EV fleets and charging infrastructure can generate and monetize clean energy credits—trading them to fuel suppliers or obligated parties looking to offset carbon emissions.

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These credit systems provide tangible financial returns while supporting the growth of zero-emission transportation.

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Key 2025 programs include:

• State LCFS Programs in California, Oregon, and Washington – Enable credit generation based on electricity dispensed at charging stations.
• Renewable Fuel Standard (RFS) – Allows companies to generate Renewable Identification Numbers (RINs) when EV fleets are powered with qualifying renewable sources, such as Renewable Natural Gas (RNG).
• Select Regional Incentives – Programs in New York, New Jersey, and Illinois continue to offer credit pathways through emerging clean transportation frameworks.

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Evolving Federal Support: What’s Changed Under the Trump Administration?

While the Inflation Reduction Act (IRA) initially provided extensive EV tax credits and infrastructure incentives, the Trump administration is currently re-evaluating or freezing many of these allocations.

• The 2025 federal budget proposes rescinding key unspent climate funds, including billions designated for clean vehicles and public charging networks.
• The U.S. Department of Energy has paused new grant disbursements under IRA and BIL-related EV programs pending review.
• Federal EV tax credits for consumers and businesses remain technically in place, but eligibility standards and incentive structures are under revision, with more emphasis on domestic manufacturing requirements and cost caps.

As a result, state programs and voluntary markets are now the primary drivers of EV credit monetization in the U.S.

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AFS Commodities: Your Partner in EV Credit Monetization & Compliance

In a more fragmented and politically complex market, AFS Commodities offers clients the expertise needed to navigate policy volatility while unlocking financial gains from clean transportation initiatives.

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We support businesses by:

• Identifying EV credit opportunities in LCFS, RFS, and emerging state programs.
• Facilitating credit generation, verification, and trading to maximize compliance value.
• Providing regulatory intelligence to help clients adapt to both state-level innovation and federal-level shifts.
• Integrating EV and RNG strategies to increase credit value and diversify compliance pathways.

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Monetizing EV Credits in Leading States

State-run programs remain strong, and in many cases are expanding despite federal rollbacks.

• California LCFS: EV charging station operators can still earn up to $200 per MWh of energy dispensed, creating a lucrative revenue stream.
• Oregon & Washington: Their LCFS frameworks mirror California’s, supporting credits for both public and private EV charging.
• Northeast & Midwest: States such as New York and Illinois are piloting regional clean fuel programs that incorporate EV and RNG crediting mechanisms.

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AFS Commodities ensures businesses can access these programs efficiently and profitably—whether operating a single depot or a national fleet.

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Combining RNG and EV Strategies for Compliance & Profit

As electrification scales, Renewable Natural Gas (RNG) plays a complementary role in decarbonizing transportation, especially for heavy-duty fleets. When paired with EV credits, RNG can:

• Power biogas-fueled EV chargers eligible for enhanced RFS credits.
• Help fleet operators meet LCFS and RFS targets simultaneously.
• Provide cost-effective compliance options where electrification alone may not be practical.

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AFS Commodities works with clients to blend RNG and EV approaches, creating cross-market benefits and stronger financial outcomes.

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The Road Ahead: Thriving in a Mixed Policy Environment

Even as federal programs face uncertainty in 2025, state-level clean fuel standards, voluntary markets, and compliance-driven credit systems remain strong. Businesses that act now can build diversified, policy-resilient energy strategies.

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AFS Commodities helps clients:

• Navigate shifting federal and state EV credit regulations.
• Secure monetization of compliance credits.
• Design clean energy strategies that withstand regulatory volatility.
• Leverage the synergy between EVs, RNG, and sustainability goals.

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Let’s Drive Revenue Through Sustainability

As the U.S. clean energy landscape evolves, EV credits continue to offer valuable opportunities for businesses. With deep market knowledge and a flexible, strategic approach, AFS Commodities ensures clients stay ahead of the curve—financially and environmentally.

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Contact us today to learn how to turn EV infrastructure into a profitable part of your clean transportation portfolio.