BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2202
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          Date of Hearing:   April 28, 2014

                       ASSEMBLY COMMITTEE ON NATURAL RESOURCES
                                Wesley Chesbro, Chair
                 AB 2202 (Logue) - As Introduced:  February 20, 2014
           
          SUBJECT  :   Greenhouse gas reduction

           SUMMARY  :   Exempts "small independent fuel marketers" from the  
          Air Resources Board (ARB) mandatory reporting and cap-and-trade  
          regulations.

           EXISTING LAW  , pursuant to the California Global Warming  
          Solutions Act (AB 32):

          1)Requires ARB to adopt a statewide greenhouse gas (GHG)  
            emissions limit equivalent to 1990 levels by 2020 and to adopt  
            rules and regulations to achieve maximum technologically  
            feasible and cost-effective GHG emission reductions.

          2)Requires ARB to adopt regulations to require the reporting and  
            verification of statewide GHG emissions, including monitoring  
            and annual reporting of GHG emissions sources, beginning with  
            the sources that contribute most to statewide emissions.  ARB  
            has adopted a Mandatory Reporting Regulation (MRR) for  
            operators of certain facilities that directly emit GHGs,  
            suppliers of certain fuels and carbon dioxide, electric power  
            entities, verifiers of GHG emissions data reports and offset  
            project data reports submitted pursuant to the cap-and-trade  
            regulation, and verification bodies.  The MRR supports ARB's  
            GHG emissions inventory and AB 32 regulatory programs.

          3)Authorizes ARB to permit the use of market-based compliance  
            mechanisms to comply with GHG reduction regulations, once  
            specified conditions are met.  ARB has adopted a cap-and-trade  
            Regulation which applies to an estimated 600 regulated  
            entities engaged in stationary combustion, cement  
            manufacturing, cogeneration, petroleum refining, hydrogen  
            production, aluminum production, facility operators calcining  
            carbonates, carbon dioxide (CO2) supplier or transfer  
            recipient, electricity generation, glass production, iron and  
            steel production, lime production, natural gas transmission  
            and distribution, nitric acid production, oil and gas  
            extraction field operation, production of industrial gases,  
            pulp and paper production, soda ash production, electricity  








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            deliverers, transportation fuel deliverers, and natural gas  
            deliverers.  Beginning in 2015, transportation fuels will be  
            included in the cap-and-trade regulation.

           THIS BILL  :

          1)Exempts "small independent fuel marketers" from the MRR and  
            cap-and-trade regulation.

          2)Defines "small independent fuel marketers" as companies with  
            less than $10 billion gross annual revenues from motor vehicle  
            fuel sales in California.
           
          FISCAL EFFECT  :   Unknown

           


          COMMENTS  :   

           1)Background  .  According to ARB, a total reduction of 80 million  
            metric tons (MMT), or 16 percent compared to business as  
            usual, is necessary to achieve the 2020 limit.  Approximately  
            78 percent of the reductions will be achieved through  
            identified direct regulations.  ARB proposes to achieve the  
            balance of reductions necessary to meet the 2020 limit  
            (approximately 18 MMT) through a cap-and-trade program that  
            covers an estimated 600 entities.  Transportation fuels will  
            be included in cap-and-trade beginning January 1, 2015.  For  
            purposes of cap-and-trade, ARB counts transportation fuels at  
            the refinery terminal, or "rack."  
             
             According to ARB, fuels are assessed at the rack level because  
            that's the most efficient way to make sure the fuel is  
            captured.  The rack is where all fuel is blended before it is  
            distributed and it's the point at which all fuel taxes are  
            assessed in California.  Independent fuel suppliers may  
            purchase fuel above the rack and therefore be subject to the  
            obligation to purchase allowances to cover the emissions  
            associated with the fuel they purchase under cap-and-trade.

           2)Sponsors contend they have been inappropriately included in  
            cap-and-trade due to the point of regulation  .  The sponsor of  
            this bill, California Independent Oil Marketers Association  
            (CIOMA) commissioned a report late last year to investigate  








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            problems small fuel transactors might face as obligated  
            parties under cap-and-trade (AB 32 Cap-And-Trade Impacts on  
            California Independent Fuel Suppliers, December 2013, Trinity  
            Consultants).  The report found particular problems regarding  
            the sale and supply of unbranded fuel in this state, which is  
            the primary fuel distributed by the small independent fuel  
            transactors.
             
             The report's conclusions included:

                 Independent fuel suppliers will have substantial  
               compliance costs relative to market position
                 No industry assistance or free allowances provided for  
               independent fuel suppliers
                 No emission reduction technologies available for  
               independent fuel suppliers
                 Independent fuel suppliers lack the financial means and  
               resources to bank credits or speculate on carbon
                 Unlike refineries, independent suppliers cannot easily  
               pass along cap-and-trade costs
                 Significant loss of competition in the wholesale fuels  
               market
                 Consolidation of statewide fuel pricing power into very  
               few companies
                 Potential supply shortages of unbranded fuels

           1)If independent fuel marketers are exempt, will the emissions  
            be covered by the refiner  ?  CIOMA suggests that exempting  
            their members will move the compliance obligation for the fuel  
            upstream to the refiner, leaving no gap in cover emissions  
            from fuels.  However, the bill simply exempts these entities  
            without addressing whether the fuels they purchase above the  
            rack would be covered by another entity.  It would appear the  
            bill would create a gap, at least until ARB amended its  
            regulation to clarify or change the point of regulation, which  
            could result in delays or other complications in the  
            cap-and-trade program.

           2)Is $10 billion in annual revenues "small"  ?  "Small independent  
            fuel marketer" is defined in this bill only by annual revenues  
            of $10 billion or less.  This may create an exemption that is  
            broader than intended, potentially including smaller refiners.  
             Gasoline isn't cheap, so even the "small" marketers count  
            their revenues in the billions, but $10 billion may be higher  
            than necessary and other conditions may be necessary to limit  








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            the bill its intended beneficiaries.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Independent Oil Marketers Association (sponsor)
          Cox Petroleum Transport
          Greg's Petroleum Service
          Rinehart Oil

           Opposition 
           
          Breathe California
          California League of Conservation Voters
          California Municipal Utilities Association
          Coalition for Clean Air
          Environmental Defense Fund
          Natural Resources Defense Council
          Nature Conservancy
          Sierra Club California
          Union of Concerned Scientists

           
          Analysis Prepared by  :    Lawrence Lingbloom / NAT. RES. / (916)  
          319-2092