@Zerosumgame33 Am I the only person that thinks the "block reallocation" idea is kind of a big deal? Just the fact that it is being thrown out there is something to flag IMO...
https://t.co/5b0vxQ3v9h
SCOOP: A congressional committee charged with finding a compromise that would allow year-round, nationwide E15 sales has come up with a proposal. The plan would limit the number of RIN obligations eligible to be exempted to 450 million per year and block reallocation.
@ScottIrwinUI Do you have analysis of ethanol price/margins during SREs 1.0? Isnโt that a major piece of the equation when suggesting demand was not impacted?
@CarbonAcumen How do you have D4 RIN prices +50%? Multiplier for gallon equivalent? If so, wouldnโt you need to convert SBO price from lbs to gallons?
If you donโt think the mindfuck that the market has engaged in, convincing so many that tech would never go up again because of higher rates just before it ripped harder than ever, is a beautiful symphony then idk what youโre doin here