hindsight capital mgmt

grains fundamentals.
Question Everything

[hindsight capital mgmt @cornwheat1]

@OilandGibbs https://t.co/UyQd4qRvQG

[hindsight capital mgmt @cornwheat1]

@OilandGibbs @JarrettRenshaw Reuters has a PhD in spreading fake RVO news. Its well documented over the last few years.

[hindsight capital mgmt @cornwheat1]

@OilandGibbs @JarrettRenshaw Reuters has a PhD in spreading fake RVO news. Its well documented over the last few years.

[hindsight capital mgmt @cornwheat1]

@EduardoVanin4 @Skudd37201 Fake news. Cofco or sino didn't ask for us offers.

[hindsight capital mgmt @cornwheat1]

@EduardoVanin4 Seems a bit premature. Given how compressed sam cx margins are

[hindsight capital mgmt @cornwheat1]

@OilandGibbs We are not even close at current price levels.

[hindsight capital mgmt @cornwheat1]

@OilandGibbs Good stuff. Senate version just sets up price levels where you can arb out foreign feedstock at punchy crush margins

[hindsight capital mgmt @cornwheat1]

Bigger story than RVO?
Drop in RINs/gal. RD falls from 1.7→1.6, imports ~1.15–1.25.
Means more SBO gallons needed = bullish.

SREs?
Irrelevant-20% 2025 covered via carryover. Focus now is Q4 ramp to meet tighter 2026 RVOs.

AEO still outdated

[hindsight capital mgmt @cornwheat1]

@JarrettRenshaw @StephanieKellyM You guys reported fake RVO news for the second time this year. Zero accountability

[hindsight capital mgmt @cornwheat1]

@kannbwx https://t.co/SrRCWJXMJW why was this headline leaked yesterday by reuters and at whose behest? Are you all a bunch of dishonest hacks ?

[Jarrett Renshaw @JarrettRenshaw]

The Trump administration is expected to propose lower biodiesel volumes than the 5.25 billion the industry had sought, sources tell me and @StephanieKellyM

[hindsight capital mgmt @cornwheat1]

@OilandGibbs @KimChipman1 Correct url is here : https://t.co/K3yE7lesOr

[hindsight capital mgmt @cornwheat1]

@chrisboettcher9 Avg European does more sports than your 5 gen combined

[hindsight capital mgmt @cornwheat1]

@ottoscholl @Mark07881653630 @GrainsGorilla @kannbwx A rally based on aforementioned arguments rarely happens in the next three months. #seasonals

[hindsight capital mgmt @cornwheat1]

@livermore007 @DBcooperN467US No

[hindsight capital mgmt @cornwheat1]

4.65 bil gallons of BBD is a pretty punchy number if there is a greater incentive to use domestic feedstock pool. It's probably in line with total RD capacity,still very very bullish soybean oil.

[hindsight capital mgmt @cornwheat1]

https://t.co/AzqCQu060k
tictoc MFers

[Corey Lavinsky @biofuelslaw]

🚨Breaking news: EPA has sent the proposed RFS mandates to the White House OMB for review. #ethanol #biofuels

[hindsight capital mgmt @cornwheat1]

📅 RVO | 📝 Proposed | 📣 Comment | ✅ Final
------|-------------|------------|----------
2023-25 | 12/01/22 | 71d | 06/21/23
2020-22 | 12/07/21 | 60d | 06/03/22
2020 | 07/05/19 | 30d | 12/19/19
2019 | 06/26/18 | 52d | 11/30/18
It's a multi month process always
#SBO #EPA

[hindsight capital mgmt @cornwheat1]

@ottoscholl I'm sure he has no skin in the game

[hindsight capital mgmt @cornwheat1]

@markoinny You won't like the answer when you wake up

[hindsight capital mgmt @cornwheat1]

@alifarhat79 @alifarhat79, that's an Islamic name, right?

[hindsight capital mgmt @cornwheat1]

@EduardoVanin4 Why can't Argentina be smart traders? Why do they always need to drop their pants.