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@OilandGibbs Avatar @OilandGibbs Brett Gibbs

Brett Gibbs posts on X about $gpre, to the, reduce, $70b the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence currencies XXXXX% countries XXXX% finance XXXX%

Social topic influence $gpre #1, to the 7.69%, reduce 7.69%, $70b 7.69%, $dk 7.69%, $cvi 7.69%, $pbf 7.69%, $clmt 7.69%, $dar 7.69%, pending XXXX%

Top accounts mentioned or mentioned by @dunnde @zerosumgame33 @rinnythegopher @theterminal @epa @scottirwinui @jamesl01649861 @biobasedburner @sadandlonely69 @slapdash @argonbeam88 @ethanolrfa @growthenergy @variance_swap @nateburley @beentherecap @goldie93023 @barnettenergy

Top assets mentioned CVR ENERGY, INC. (CVI) PBF ENERGY INC. (PBF) DAR Open Network (DAR)

Top Social Posts

Top posts by engagements in the last XX hours

"I believe that is one of the scenarios proposed to reduce the total RVO cost. Trimming the implied D6 to the 14.3B blended in the U.S. gasoline pool would reduce BBD reliance on D6. This would de-link D6 from D4/D5 which would come with HUGE cost savings (further countering the $70B) as wholesale ethanol prices do not include much if any D6 value. Look at ethanol export arbs or octane costs. D6 would collapse and would be a reasonable solution. BUT good luck pitching that to @EthanolRFA or @GrowthEnergy. Three things are certain in life: Death Taxes and a 15B implied conventional mandate."
X Link 2025-12-10T00:22Z 2863 followers, XXX engagements

"Delek US ( $DK ) has had an epic surge fueled by EPA small refinery exemptions (SREs). However we think there is meat left on the bone. It takes a good amount of Renewable Fuel Standard (RFS) study which we've ended up spending a lot of time on. To us this is such a unique backdrop we decided to launch a focus idea (high conviction) on the 2026+ benefits and the probability of recouping some 2022 and prior exemptions. @TheTerminal clients can access the note and scenario model here:"
X Link 2025-10-01T12:05Z 2866 followers, 15.9K engagements

"@dunnde @Zerosumgame33 But what $GPRE has that is tough to model (as I know you know) is a storied past. They also have a rather short window of time to execute on CCS uplifts and still have a decent amount of deleveraging to do"
X Link 2025-12-04T18:29Z 2864 followers, XXX engagements

"I don't disagree. If I can add there is also AFPM+API. Not saying that all refiners are pissed about initial gallon proposal yet $PBF / $CVI certainly aren't happy that some smaller peers received more exemptions and thus benefit more when RVO is large. PBF isn't eligible. CVR ( $CVI ) Coffeyville is ineligible. Wynnewood has gotten XX% exemption -- maybe RDU reversion is to support XXX% case Still $CVI = Icahn $PBF = Carlos Slim These refiners are part of AFPM. AFPM has suggested the 2026 compliance cost as proposed is $70B or $XXXX RIN. This has created a platform (as much as we'd love to"
X Link 2025-12-09T22:03Z 2866 followers, 2824 engagements

"Jason Gabelman + team do some great work. Nice to see the sell side dig into '26 + '27 margin dynamics and get comfortable in lieu of the RVO outlook. FWIW we think '26 may be even on the conservative side here"
X Link 2025-12-02T16:25Z 2866 followers, 3876 engagements

"BI 2026-27 RVO Baseline Update: EPA waiting on White House WH managing multiple angles to support farmer. Assessing China soybean purchases farm-bill support. RVO inaction has invited inbound calls to WH on fuel-price concerns feedstock availability. Critics of June proposal can turn to Ag support/reallocation since. WH unlikely to decide by year end. EPA may have impact-study work to do/drafting based on decision. 1Q looks increasingly unchanged vs. 2025. Half-RIN looks delayed X year at least. Reallocation seems to be 50%. D4 mandate is the kicker. 7.12B RINs w/o half RIN = 4.5B gal of BBD."
X Link 2025-12-09T17:37Z 2866 followers, 5426 engagements

"I can't speak to $ALTO. But I can share there are many $GPRE alumni happy to have a convo with first hand insight. My quick() take on GPRE (though there are smarter people you already tagged): Hedging track record has killed them asset quality isn't competitively great and has been hindered by poor operational performance they haven't generated annual cash flow since I graduated college. That being said -- 45Z for those three Nebraska plants are wildly supportive if on-time. Execution has been a concern in the past but this is Tallgrass led now. Pair that with ILUC-removal and RECs and its a"
X Link 2025-12-10T16:49Z 2866 followers, XXX engagements

"The Biomass-Based Diesel (BBD) of our 2026 Biofuels outlook is live. Intro below and a look at the exhibits in thread. _______________________________________________ Biomass-Diesel Must Rebound in 1H If D4 Above X Billion Gallons Despite newfound unease over the White House's influence on 2026-27 US biofuel mandates we have high conviction that biomass-based diesel (BBD) margins must inflect in 1H if EPA holds the D4 mandate above X billion gallons as we don't have indication otherwise and any less would be a significant reversal. The goal from the start has been to restore utilization to"
X Link 2025-12-11T20:38Z 2866 followers, 2168 engagements