Alex Yauk

Playing checkers when everyone else is playing chess.

[Alex Yauk @APYauk]

@KylePorterNS @CharlieGolf_Co Rory wins despite 3 doubles

[Alex Yauk @APYauk]

@KylePorterNS @Garmin 24365

[Alex Yauk @APYauk]

@KylePorterNS @OGIO Viktor! Because of the girl

[Alex Yauk @APYauk]

@OilandGibbs Ah okay, so these are effectively non-reallocated SREs?

[Alex Yauk @APYauk]

@KylePorterNS The grass

[Alex Yauk @APYauk]

@fuelinggood Curious what data series RFA is using here. When I calculate the blend using Refinery and Blender Net Input of Fuel Ethanol and Product Supplied of Finished Motor Gasoline, I get a blend of 10.15% in Oct 2025.

[Alex Yauk @APYauk]

@Zerosumgame33 Can you elaborate on your comment around the 45z? Why aren't producers getting that in 2025?

[Alex Yauk @APYauk]

@jantenbensel @ScottIrwinUI My point on the 10% specifically relates to the RFS. If E15 truly is a better, cheaper product why would it need to be mandated? For years, the conventional mandate has been above a 10% blend, and it has been met with BBDs rather than higher ethanol blending.

[Alex Yauk @APYauk]

@KylePorterNS @OGIO 34.6

[Alex Yauk @APYauk]

@KylePorterNS @OGIO 34.68

[Kyle Porter @KylePorterNS]

We're giving away ~$7,000 worth of gear (see below) this week to our newsletter subscribers.

Let's have some additional fun with that.

If this tweet gets at least 500 retweets today, I'll pick someone who retweets it (*and is also subscribed to our newsletter*) and send them a box of $500 worth of merch from any golf tournament they want this year.

The steps to win.

1. Retweet this.
2. Be subscribed to our newsletter at the time I pick your name (end of Tuesday).

Newsletter link in my bio.

Good luck.

[Alex Yauk @APYauk]

@KylePorterNS Piano music

[Alex Yauk @APYauk]

@okmesonet From a farm near Selman, OK during the ‘71 blizzard

[Alex Yauk @APYauk]

@dunnde So likely another credit build, but we just won't know for sure until 4th quarter data is released?

[Alex Yauk @APYauk]

@biofuelslaw It��s not sustainable if it requires a government mandate.

[Alex Yauk @APYauk]

@ScottIrwinUI Thanks for the insight. Great work on this as always!

[Alex Yauk @APYauk]

@ScottIrwinUI With the BTC expiring, wouldn't theory dictate that the RIN would need to appreciate by $1 divided by 1.6 (RINs/gal) less expected 45z credit value to keep producers whole? Any thoughts on why we haven't seen this?

[Alex Yauk @APYauk]

I barely know what Jay from @DownToDunk looks like, but everytime I watch Vasilije Micic play I think it has to be him.