BioDaddy76

Plan B is to just keep on givin’r

[BioDaddy76 @BioDaddy76]

@bp22 Fine line between those leftist dictators and fascists

[BioDaddy76 @BioDaddy76]

@ScottIrwinUI @biofuelslaw Wild take

[BioDaddy76 @BioDaddy76]

@JarrettRenshaw So much hardship

[BioDaddy76 @BioDaddy76]

@BBDOG2007 If you buy this you will have it all….. none left after this

[BioDaddy76 @BioDaddy76]

@livermore007 In the past,If the margin goes out far enough and biofuel refineries choose to lock in margins further and further ahead ; they collectively/effectively increase the rate of buying today over their otherwise ratable capacity max. Creating an elastic price with inelastic demand

[BioDaddy76 @BioDaddy76]

@OilandGibbs Sounds like epa has issues!!

But I don’t want to get rinny started

[BioDaddy76 @BioDaddy76]

@OilandGibbs At this juncture it would be most impactful to know the delta between the estimates and actual for a two year period 2025-26. So if andys 2-3% in 26 is true and 25 is 0% it’s still a rough impact of 500m rins end Dec 2026?

[BioDaddy76 @BioDaddy76]

@ScottIrwinUI This may not factor in the discount for biofuel in same time period (rinless biofuel)

[BioDaddy76 @BioDaddy76]

@SchrodingersAlt @RinnyTheGopher @EPA @epaleezeldin Deisel moves more than the full rvo due to geopolitical uncertainty every week this year
That’s looking at full rvo. If you assume the “certain case” is 100% of rvo then u would have call “certain = no biofuel”. No biofuel content in USA = up ulsd/r on demand > rvo cost

[BioDaddy76 @BioDaddy76]

@SchrodingersAlt @RinnyTheGopher @EPA @epaleezeldin Crazy idea that sporadic government decisions would increase fuel price. As far as that goes the rvo is pretty low on the list of things affecting flat price to consumer

[BioDaddy76 @BioDaddy76]

@livermore007 I’m saying the politicians don’t make biofuel policy because it’s cheaper than mineral fuel

[BioDaddy76 @BioDaddy76]

@livermore007 But maybe if deisel was $10 the rd would be cheaper? Just a potential scenario as a math statement

They may not be the reason one is high or low

If you’re making a political statement about costs it misses the point of rfs related biofuel

[BioDaddy76 @BioDaddy76]

@livermore007 Nymex deisel is not $10 but I think about it all the time

[BioDaddy76 @BioDaddy76]

@biofuelslaw Beans , veg oil , rins all down

Deisel up

Which vote were they targeting?

[BioDaddy76 @BioDaddy76]

Industry reaction to 100% reallocation

[John Bourscheid 🇺🇸 🚀 @bourscheid]

🚨 #BREAKING: Iowa senator Chuck Grassley, 93, third in line to the presidency, has filed the necessary paperwork with the FEC to run for re-election in 2028. If re-elected, he would be 101 at the end of his ninth six-year Senate term. AGE LIMITS NOW!

[BioDaddy76 @BioDaddy76]

@izakaminska Charge rvo on exports

[BioDaddy76 @BioDaddy76]

@TomJPyle @OilandGibbs We can agree the rvo cost is meant to increase biofuel content. If u don’t like that it’s fine, but it obvious it would increase fuel demand if reduced

[BioDaddy76 @BioDaddy76]

@TomJPyle @OilandGibbs If you are suggesting a more moderate shift then do not quote the full rvo cost as a savings