BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 523
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          ASSEMBLY THIRD READING
          AB 523 (Valadao)
          As Amended  January 24, 2012
          Majority vote 

           NATURAL RESOURCES   5-4         TRANSPORTATION      14-0        
           
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          |Ayes:|Knight, Grove, Halderman, |Ayes:|Bonnie Lowenthal,         |
          |     |Huffman, Skinner          |     |Jeffries, Achadjian,      |
          |     |                          |     |Blumenfield, Bonilla,     |
          |     |                          |     |Buchanan, Eng, Mitchell,  |
          |     |                          |     |Galgiani, Logue, Miller,  |
          |     |                          |     |Norby, Portantino,        |
          |     |                          |     |Solorio                   |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Chesbro, Brownley,        |     |                          |
          |     |Dickinson, Monning        |     |                          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           
          APPROPRIATIONS      16-1                                        
           
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          |Ayes:|Fuentes, Harkey,          |     |                          |
          |     |Blumenfield, Bradford,    |     |                          |
          |     |Charles Calderon, Campos, |     |                          |
          |     |Donnelly, Gatto, Hall,    |     |                          |
          |     |Hill, Ammiano, Mitchell,  |     |                          |
          |     |Nielsen, Norby, Solorio,  |     |                          |
          |     |Wagner                    |     |                          |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Chesbro                   |     |                          |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Makes projects for the production of ethanol that is 
          derived from corn ineligible for funding from the Alternative 
          and Renewable Fuel and Vehicle Technology Program (ARFVTP).  

          1)Makes ineligible for funding from the ARFVTP after July 1, 
            2013, projects for the production of ethanol that are derived 
            from corn.  









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          2)Eliminates provisions for extending in statute the ARFVTP's 
            loan program pertaining to the California Ethanol Producer 
            Incentive Program (CEPIP).  

           EXISTING LAW  :  

          1)Establishes the ARFVTP to support alternative vehicle 
            technologies and fuels as part of the California Alternative 
            and Renewable Fuel, Vehicle Technology, Clean Air, and Carbon 
            Reduction Act of 2007 (AB 118 (N��ez), Chapter 750, Statutes 
            of 2007).  The ARFVTP is administered by the California Energy 
            Commission (CEC) and receives approximately $100 million per 
            year from temporary surcharges on vehicle and vessel fees.  
            Collection of these fees currently is authorized until 2016.  
            Projects to improve alternative and renewable low-carbon fuels 
            are eligible for funding, including ethanol.  

          2)Pursuant to AB 118, establishes requirements for biorefiners 
            to receive loans from the CEPIP.  Makes inoperative the CEPIP 
            on July 1, 2013, and sunsets its provisions on January 1, 
            2014.  Imposes specific requirements and deadlines on 
            recipients of CEPIP loans to assure that producers achieve 
            additional reductions in the carbon intensity of their fuels.  
            Requires payback provisions from grant recipients under 
            certain conditions.  

          3)Requires CEC, in partnership with the California Air Resources 
            Board (ARB), to develop and adopt a State Alternative Fuels 
            Plan to increase the use of alternative fuels without 
            adversely affecting air quality and water quality or causing 
            negative health effects (AB 1007 (Pavley) Chapter 371, 
            Statutes of 2005).  

          4)Requires, under federal law the federal Environmental 
            Protection Agency to set renewable fuel standards, including 
            cellulosic biofuel standards.  
           
          FISCAL EFFECT  :  According to the Assembly Appropriations 
          Committee, negligible state costs, if any.  

           COMMENTS  :  Pursuant to AB 118, as a component of the ARFVTP, the 
          CEPIP provides payments to California ethanol producers under 
          specific unfavorable market conditions and, in return, requires 
          reimbursement by participants to the California Alternative 








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          Energy and Advanced Transportation Financing Authority (Cal 
          Financing Authority) of any outstanding CEPIP payment balances 
          under specifically identified favorable market conditions.  

          Currently, there are three operating ethanol facilities that 
          were eligible for CEPIP payments.  According to the CEC, Calgren 
          received $2 million for their ethanol facility and Pacific 
          Ethanol received $2 million for their Stockton facility.  AE 
          Advanced Fuels Keys received another $1.8 million in funding.  
          The remaining balance was paid to the Cal Financing Authority 
          and the trustee to cover administrative costs.  

          According to Ethanol Producer Magazine, "CEPIP is a unique 
          program in a few ways.  It is based on ethanol crush spreads, 
          rather than oil prices or other more commonly known triggers.  
          It also requires producers to repay most of the incentives 
          during times of good margins ?  The program also requires 
          producers to invest in technologies to transition their 
          facilities away from corn in favor of nonfood, lower-carbon 
          feedstocks."  

          While CEPIP may be viewed as an effective incentive program for 
          California, Geoff Cooper, vice president of research and 
          analysis at the Renewable Fuels Association, says "it would not 
          be a popular proposal at the federal level because basing 
          incentives on the crush margin essentially guarantees a profit 
          margin for producers.  It would also be an exorbitantly 
          expensive program to implement in Corn Belt states."  

          To participate in CEPIP, ethanol producers must commit to reduce 
          the carbon intensity of their fuel by 10% or displace at least 
          20% of the current corn feedstock with waste-based materials.  
          These enhancement goals were enshrined in SB 855 (Budget and 
          Fiscal Review Committee, Chapter 718, Statutes of 2010), a 
          budget trailer bill.  Currently, $6 million is allocated to fund 
          CEPIP.  The CEPIP limits total annual funding to $3 million per 
          year for any single production facility.  

          According to a recent Global Biofuel Market Analysis RNCOS 
          report (November 29, 2011), "the global biofuel industry has 
          been witnessing rapid growth over the past few years in the 
          backdrop of depleting fossil fuels and degradation of 
          environmental conditions.  Many economies have turned their 
          attention to next-generation biofuels which have shown a notable 








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          growth in the recent years.  These biofuels are inherently more 
          efficient than first-generation biofuels.  The report infers 
          potential feedstocks for the next-generation biofuels that 
          include forest residues, industry residues, agricultural 
          residues (corn stover), municipal waste, and sustainable biomass 
          crops including jatropha, camelina, and switchgrass? Cellulosic 
          ethanol, a second-generation ethanol, is the only foreseeable 
          renewable feedstock for sustainable production of transport 
          fuels.  Cellulose-based biofuels offer substantial advantages 
          over current corn ethanol; they can be grown at low cost on 
          marginal land where they will not compete with traditional food 
          crops.  The market for cellulosic ethanol will amount to around 
          $75 to $140 billion worldwide by 2020."  

          Last year, the author attempted to modify the CEPIP by 
          eliminating the program two years prior to its established 
          sunset date.  Representatives from the ethanol companies, as 
          well as construction and electrical groups, testified in 
          opposition to that proposal.  Subsequently, the author has 
          amended the bill to no longer eliminate the CEPIP earlier than 
          required by statute as well as ensure that CEPIP funding beyond 
          July 1, 2013, (should the CEPIP be resurrected after its 
          statutory expiration date), is limited to cellulose-based 
          biofuel production, specifically excluding corn.  

          Support:  Writing in support of the bill, the California 
          Cattlemen's Association indicates that "Efforts led by Senator 
          Dianne Feinstein (D-CA) in Congress resulted in the expiration 
          of federal corn ethanol subsidies on January 1, 2012.  
          California should join this effort and send a clear message to 
          livestock producers, consumers and the market that the nation's 
          largest economy will join Congress to end state subsidies for 
          corn ethanol.  AB 523 would only limit subsidies for corn 
          ethanol production and would not limit funds to be used to 
          encourage the production of other alternative fuels like 
          cellulosic ethanol.  Cellulosic ethanol converts many products, 
          including waste, to fuel and provides long-term sustainability 
          for renewable fuels production unlike corn ethanol that diverts 
          food to fuel."  

          Opposition:  At the time this analysis was written, there was no 
          formal opposition registered to the latest version of the bill.  
          However, an earlier version of this bill, which would have ended 
          CEPIP prior to the statutory inoperative date of July 1, 2013, 








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          was opposed by a number of ethanol producers and related 
          industrial groups, as well as several major labor organizations. 
           

           
          Analysis Prepared by  :   Ed Imai / TRANS. / (916) 319-2093 


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