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@Zerosumgame33 Avatar @Zerosumgame33 0SG

0SG posts on X about $clmt, $dar, $050gal, $060gal the most. They currently have XXXXXX followers and 2487 posts still getting attention that total XX engagements in the last XX hours.

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Social Influence

Social category influence finance stocks

Social topic influence $clmt #1, $dar, $050gal, $060gal, $2gal, $010gal, pending, phillips 66, $psx, headed

Top accounts mentioned or mentioned by @xtimes1 @joemastrangelo8 @obginvestments @cluster6 @poweredbyeos @xebitda @mymorristribe @rekttargaryen @jordansolace @stonksreddit @johnny85208429 @dmottco @jigarshahdc @netmelc @umbisam @srvc76 @joceyreyes209 @alputino @reidofinancial @rsnblassurance

Top assets mentioned DAR Open Network (DAR) Phillips XX (PSX)

Top Social Posts

Top posts by engagements in the last XX hours

"$CLMT The market is ignoring two very telling comments by mgmt. presented on the Q3 earnings call (of course the sell algos don't pick these nuances up and I'm simply reading tea leaves). 1) Mgmt has ranged the phase X SAF output between XXX and XXX million gallons of production by Q2'26. This compares to XX million SAF gallons today. Nameplate capacity of the existing facility is XXX million gallons. So the SAF range implies XX% to XX% SAF Yield. However mgmt. is signaling that the new catalyst performance from their licensor Topso could result in much higher SAF yield - as high as XX% or"
X Link 2025-11-26T14:29Z 21.6K followers, 1788 engagements

"$CLMT $DAR got an upgrade today from TD on Diamond Green Diesel's margin inflection in XX and XX. (direct comp to MRL) given the X year RVO up-cycle thats pending finalization by EPA. TD is expecting $0.50/gal EBITDA @ DGD in 2026 and $0.60/gal EBITDA in 2027. A direct comp I think MRL will be doing $2/gal EBITDA next year. Lets compare. DGD YTD Q3'25 EBITDA/gal = $0.10/gal @ XX% SAF MIX MRL YTD Q3'25 EBITDA/gal = $0.05/gal @ XX% SAF MIX Both DGD & MRL are 1) exposed to the same Renewable Diesel Index Margin 2) are running near identical EBITDA/gal @ near identical SAF mix despite MRL being"
X Link 2025-12-02T15:30Z 21.6K followers, 5291 engagements

"$CLMT Well this is super positive for the emerging domestic SAF space. DHL signs 3-year SAF deal for 80MM gals with $PSX. I suspect the next splashy SAF PR's are headed to Montana after the DOE's blessing of 100M gals of SAF term sheets"
X Link 2025-11-18T17:03Z 21.6K followers, 1528 engagements

"$CLMT I can guarantee that the equity market (longs and shorts) do not fully comprehend the nuances expressed in @ScottIrwinUIs post and @OilandGibbs follow up. Ive been studying this situation for X years and its slowly coming to a head. Its too difficult for the average generalist to grasp. This is exactly the opportunity if you know how final RVO and SREs play into MRLs earnings power. 😎"
X Link 2025-11-24T21:52Z 21.6K followers, 4715 engagements

"$CLMT 👀Public comment period for MRL's MaxSAF expansion permit due today 12/1. Looks like the max daily capacity = 27K bpd equivalent to XXX million gallons. well above expectations The public equity market is sleeping"
X Link 2025-12-01T15:07Z 21.6K followers, 2092 engagements

"$CLMT this is worth $75M of annualized EBITDA @ MRL. 🔥"
X Link 2025-12-09T16:47Z 21.6K followers, 3083 engagements