Rad-Waffle

[Rad-Waffle @Radwaffleii]

@toiletkingcap Usa inviting Iranian escalation

[Rad-Waffle @Radwaffleii]

@philippilk Chart looks like its priced reasonably on inventories. There is just no risk premium embedding in the price.

[Rad-Waffle @Radwaffleii]

@Zerosumgame33

[Rad-Waffle @Radwaffleii]

@KramerKarma1 @Mikelockem Draining produxt inventories

[Rad-Waffle @Radwaffleii]

@Zerosumgame33 Makes sense. But is there enough available capacity among marginal biodiesel producers to meet the RVOs? If not, couldn't RIN scarcity constrain conventional diesel output and pressure the EPA to grant waivers, especially with diesel already tight?

[Rad-Waffle @Radwaffleii]

@Zerosumgame33 True but short term we might get another fake MOU for the arthropic IPO

[Rad-Waffle @Radwaffleii]

@toiletkingcap Hopefully its not Icarus lol

[Rad-Waffle @Radwaffleii]

@JoshYoung Total effective exports on that site seem to be up?

[Rad-Waffle @Radwaffleii]

@Zerosumgame33 Isnt debt reduction ahead of schedule lol. I think its war over selling. The sentiment trading here is shocking however.

[Rad-Waffle @Radwaffleii]

@Fingerinya @Quenched3st Seems like no way out of 2 major energy wars so maybe we just need to give time for SAF to ramp and base oils to be recognized as structurally tighter for longer.

[Rad-Waffle @Radwaffleii]

@PraiseKek Thanks for this. I needed to hear this after the clmt drawdown. The worst thing for an investor is seeing your friends getting rich.

[Rad-Waffle @Radwaffleii]

@GavMcCracken @0j0_r0j0 Im curious do you have a capitulation condition for clmt?

[Rad-Waffle @Radwaffleii]

@Agauwow @GavMcCracken I thought crak was supposed to make you feel good.

[Rad-Waffle @Radwaffleii]

@variance_swap @toiletkingcap It followed $crak that jump. No guarantee crak jumps this time.

[Rad-Waffle @Radwaffleii]

@Zerosumgame33 Hopefully if they sell they give it time to demonstrate profitability.

[Rad-Waffle @Radwaffleii]

@DejikaDonatova Im poor now

[Rad-Waffle @Radwaffleii]

@SamKovX Bros doing astrology

[Rad-Waffle @Radwaffleii]

@toiletkingcap @Dremontjones Lol they did this in June and feb before attacking.