John Skrinar

[Dylan Skrinar 2028 QB @dylan_skrinar1]

Week 4 highlights:
Excited to play at Cal Memorial Stadium next Saturday against St. Mary’s Stockton!

[John Skrinar @jskrinar]

@RinnyTheGopher @ScottIrwinUI @RinnyTheGopher it’s giving me flashbacks to the early days of RINs…

[John Skrinar @jskrinar]

The flaw in your assumptions here is that current elevated LA CARB diesel diffs are what will be realized on a go forward basis. In reality, CARB diesel over the medium to long term is ~5cpg premium to NYH ULSD. You also neglect to include the actual cash basis that is trading for RD in CA today (last trade -40cpg). On top of that, you don’t include logistics costs to MRL and logistics costs to destination markets. Collectively, those are probably ~50cpg on a conservative basis. I’m certainly not defending sell side analysts ability to fully understand an RD refinery’s margin capture, but I’ve watched you continuously paint far too rosy of a picture while ignoring fundamental aspects of the business. MRL is a good business with bright prospects, but to call it a 3-bagger from here just hurts your credibility.

[John Skrinar @jskrinar]

It's hard to say definitively without a full pathway, but assuming 0 CI methane, it will meaningfully drive down the input CI of the H2 being produced - let's call it 8-10ish CI points in most cases (via SMR). If the CO2 is used for EOR, that will cancel out any benefits of lower CI hydrogen.

[John Skrinar @jskrinar]

@argonbeam88 @biofuelslaw @argonbeam88 "blue" hydrogen could make sense.

[John Skrinar @jskrinar]

@argonbeam88 @biofuelslaw Very challenging math there, Josh. The negative CI RNG wants to find its way into trucks or other RIN/LCFS generating pathways. The food waste/LFG RNG is too expensive to make sense.

[Dylan Skrinar 2028 QB @dylan_skrinar1]

I will be on campus for a visit at Cal on April 3rd! Excited to learn more about the program and get to see the coaches again. Let’s gooo!

[Dylan Skrinar 2028 QB @dylan_skrinar1]

I will also be on a visit to Arizona University on April 10th! I’m excited to make new connections with the coaches and learn more about the program. Let’s get it!

[Dylan Skrinar 2028 QB @dylan_skrinar1]

Super pumped to get on campus at Arizona State University on April 9th! Can’t wait to meet the coaches and build new relationships. Let’s gooo!

[Dylan Skrinar 2028 QB @dylan_skrinar1]

I will be on campus for a visit at Duke University on April 6th! I’m very excited to learn about the program and get to meet the coaches. Let’s gooo!

[John Skrinar @jskrinar]

@biofuelslaw This shouldn’t change how the program operates. It’s just simply how the mandate is communicated to the market. Ami I missing something @biofuelslaw ?

[John Skrinar @jskrinar]

@biofuelslaw But we still have no idea HOW much they love dairy manure…do they love it or do they looooove it??

[Dylan Skrinar 2028 QB @dylan_skrinar1]

Excited to be named First Team All-League QB in the Redwood Adobe League! Great year and can’t wait to see what next year has in store for our team.

Season Highlights:
https://t.co/N6g1RNn69m

[John Skrinar @jskrinar]

@dunnde @biofuelslaw “….does not believe that these RINs can be traded as an expired RIN is defined to be an invalid RIN in the regulations (80.1431(a)(1)) and it is a prohibited act to trade invalid RINs (80.1460(b)(2)).”

[John Skrinar @jskrinar]

@dunnde @biofuelslaw That's an interesting rabbit hole - so CVR needs RINs and the only group that has valid length to offer is DK? A modern-day Hunt brothers situation....if only we knew how this would all shake out

[John Skrinar @jskrinar]

@biofuelslaw Ok, but it doesn't change the S&D in today's market, which is what most are focused on IMHO.

[John Skrinar @jskrinar]

@MegaWattXinfo Bingo! Thermodynamics FTW!

[Dylan Skrinar 2028 QB @dylan_skrinar1]

Excited to attend the Oklahoma showcase camp on June 13th. Can’t wait to compete and learn!

[John Skrinar @jskrinar]

Let’s goooo!!!

[Dylan Skrinar 2028 QB @dylan_skrinar1]

I will be attending the Cal Football Prospect Camp tomorrow, June 5th.