$CLMT we got a really constructive/bullish '26/'27 RVO from EPA laying the foundation for a surge in domestic biomass-based-diesel demand, but the last and most impactful overhang that obligated parties need clarity on to start front-running the buying of rins for compliance (and

$CLMT Only need 3 things to happen for a $40-$50 stock in ~9 months 1) Need $1.80 D4 Rin price (vs. $1.15 today) which supports $1.50/gal. Renewable diesel index margin, all else equal. 2) Need to contract an incremental 100 million gallons of SAF offtake (vs. 50 million

$CLMT had a long chat w/ head rins trader @ one of the largest obligated parties who said w/ conviction that Rins will go on a "cocaine fueled rocket ride to valhalla" if EPA either denies or materially reallocates the '24/'25 SRE backlog & keeps 50% Rin cut on imports in final

$EOSE line 2 priced in?

$CLMT why I'm levered long 2027 calls... Deal synergies alone in a MRL/Shell transaction sometime in 2026 could wind up being north of $1.6 Billion... 60% greater than today's implied equity value of MRL @ $16 per CLMT share. 1) Shell is an “obligated party” and is therefore

$AMTX +100% since this tweet...super duper interesting now after the looming LCFS amendment was approved last week & implemented July 1 2025. AMTX super levered to LCFS prices. ww2.arb.ca.gov/news/carb-anno…

Have a Happy 4th of July weekend ya’ll….. Drop a photo of your drink….Roll Call… #45z #Biodiesel #Soybeans #SoybeanOil #Canola #CanolaOil #Rins #LCFS #Ethanol #RFS #Canola #CanolaOil #OATT #OOAT

Few names I’m following closely/starting to do work on in the clean energy-ish space $CLMT - 2027 leaps, strategic asset value $EOSE - Jan 26 $7.5c seem spicy if order book explodes w/ EBITDA breakeven $ENVX - puts into the earnings print, recent buyback is super sketchy $AMTX

$CLMT excellent fireside chat w/ Bruce & Brett Gibbs (who is really the only opinion I read/listen to in the renewables space) Takeaways: 1) Confirmed expectation for $1.75/gal renewable diesel margin driven by EPA finalizing its proposed 50% rin cut on imports by Nov 1

$CLMT This rockstar gets it. 👇

This has slowly started to price since the preliminary announcement - but we've got a long way to go, and little reason to believe that EPA reverses course. The alignment of incentives b/w MAGA, Big Ag, domestic biofuels is clear. Long pork, long $CLMT

$CLMT this determines $50 or $10. Have a nice weekend. 👇