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@OilandGibbs Avatar @OilandGibbs Brett Gibbs

Brett Gibbs posts on X about $dk, $cvi, $parr, $clmt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: X #

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Followers: XXXXX #

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Social Influence

Social category influence cryptocurrencies X% stocks X% countries X% currencies X% finance X%

Social topic influence $dk #3, $cvi #1, $parr #4, $clmt #2, surge 5%, $dino 5%, $psx 5%, $cvx 5%, $dar 5%, $050gal X%

Top accounts mentioned or mentioned by @zerosumgame33 @rinnythegopher @dunnde @theterminal @biobasedburner @scottirwinui @jamesl01649861 @slapdash @sadandlonely69 @argonbeam88 @epa @ethanolrfa @growthenergy @nateburley @beentherecap @goldie93023 @barnettenergy @sadandlonely_69

Top assets mentioned CVR ENERGY, INC. (CVI) DinoLFG (DINO) Phillips XX (PSX) Convex Finance (CVX) DAR Open Network (DAR) PBF ENERGY INC. (PBF)

Top Social Posts

Top posts by engagements in the last XX hours

"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 2851 followers, 15.9K engagements

"FWIW here are the list of pending 2024-25 petitions. Public refiners are: $CVI $PARR $CLMT $DINO $PSX $CVX"
X Link 2025-11-07T15:23Z 2853 followers, 8603 engagements

"📅 - It's officially December 2024 RVO compliance is FINALLY due. Below is the most important screen of the month: OMB submissions under review from EPA. Note nothing so far on "Renewable Fuel Standard Program: Standards for 2026 and 2027" Finalizing RVOs by year-end (requires weeks after OMB submission) has become UNLIKELY. OMB🔗:"
X Link 2025-12-01T15:20Z 2851 followers, 11.2K 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 2851 followers, 3822 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 2853 followers, 4693 engagements

"@RinnyTheGopher @ScottIrwinUI @JamesL01649861 Remember you have to have been given the initial exemption to qualify. Highest back to 2021 is $DK El Dorado at 83kbd. Largest capacity to petition is $PARR Kapolei HI plant at 93.5kbd. Its not just ANY plant"
X Link 2025-12-01T16:37Z 2853 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 2853 followers, 2345 engagements

"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 2853 followers, XXX 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 2853 followers, XXX engagements