Dave

"The pessimist complains about the wind. The optimist expects it to change. The leader adjusts the sails.” -John Maxwell

[Dave @yayankee]

@Zerosumgame33 Appreciate the answer

[Dave @yayankee]

@Zerosumgame33 Any reason why D4 RINS prices are falling?

[Dave @yayankee]

@Zerosumgame33 #DAR reports Thursday 7/30 before markets open, probably a better comp than #DINO for #CLMT

[Dave @yayankee]

@Zerosumgame33 @toiletkingcap #DINO blow out Q2 earnings.... stock up over 5% per-market at 6:52 AM

[Dave @yayankee]

@Zerosumgame33

[Biodiesel Magazine @BiodieselMag]

Neste reported record results for the second quarter of 2026. EBITDA for the renewable products segment reached an all-time high, supported by a record high sales margin and sales volumes exceeding 1 million metric tons.

#biofuel https://t.co/oKyGBPthYH

[Dave @yayankee]

@Zerosumgame33 #DINO earnings before market opens tomorrow, will that be a tell for #CLMT

[Dave @yayankee]

@joinautopilot #CLMT is going to experience the same dramatic increase in FCF results during Q2 and Q3

[Dave @yayankee]

@biofuelslaw Will this be streamed or broadcast?

[Dave @yayankee]

@mamboitaliano__ Great spot!

[Dave @yayankee]

@Zerosumgame33

[Biodiesel Magazine @BiodieselMag]

From Issue 2 of Biodiesel Magazine: FutureFuel's ability to pivot between biodiesel and specialty chemicals gives the company a unique edge in a margin-driven market. Learn how diversification is helping the company manage risk and seize opportunity at https://t.co/YcW1Q5xGIU.

[Dave @yayankee]

@Connor_J_Hughes You are such a fanboy

[Dave @yayankee]

@Zerosumgame33 #DINO reports July 28th, before market opens

[Dave @yayankee]

@nypostsports @Joelsherman1 With or without him, the presently constituted team will not be PLAYING in a WS.

[Dave @yayankee]

@Zerosumgame33

[Jack Prandelli @jackprandelli]

Diesel cracks in NW Europe hit $79.95 a barrel over North Sea Dated.

That is the highest premium since Argus started tracking this spread in 1998.

4 million barrels a day of Russian refining capacity, 55% of the country's total, is offline.

Morgan Stanley's own note says do not chase the prompt price.

The curve already agrees.

https://t.co/FnWkWuivTS

[Dave @yayankee]

@ryansfinance @kevinxu 4000 shares of #CLMT is my entire position

[Dave @yayankee]

@VantixResearch

[zerohedge @zerohedge]

"Not Seen Since World War II": New Texas Shipyard To Hire 10,000 Workers And Mass-Produce Drone Boats https://t.co/H7PYFxIYuU

[0SG @Zerosumgame33]

$CLMT 🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨 $DAL signs new 5 year SAF agreement with Shell Aviation!!! 🚨🚨🚨🚨🚨🚨

Where does Shell get its supply?

MONTANA RENEWABLES

$DAL 10% SAF target by 2030. That’s 300+ million gallons. MRL can supply it outright. Shell needs to buy MRL!!!

https://t.co/xOiTkuU30i

[Dave @yayankee]

@VantixResearch

[Dave @yayankee]

@VantixResearch

[Tony Seruga @TonySeruga]

U.S. Central Command released unclassified footage from Sunday of sea drones striking an Iranian ship and submarine maintenance facility.