# ![@OilandGibbs Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1431332814998417409.png) @OilandGibbs Brett Gibbs

Brett Gibbs posts on X about gas, credits, end of, $dk the most. They currently have [-----] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1431332814998417409/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431332814998417409/c:line/m:interactions.svg)

- [--] Week [-------] +167%
- [--] Month [-------] +537%
- [--] Months [-------] +70%
- [--] Year [-------] -34%

### Mentions: [--] [#](/creator/twitter::1431332814998417409/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431332814998417409/c:line/m:posts_active.svg)

- [--] Month [--] +6.50%
- [--] Months [---] +395%
- [--] Year [---] +721%

### Followers: [-----] [#](/creator/twitter::1431332814998417409/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431332814998417409/c:line/m:followers.svg)

- [--] Week [-----] +0.59%
- [--] Month [-----] +5%
- [--] Months [-----] +36%
- [--] Year [-----] +110%

### CreatorRank: [-------] [#](/creator/twitter::1431332814998417409/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1431332814998417409/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  14.71% [stocks](/list/stocks)  11.76% [cryptocurrencies](/list/cryptocurrencies)  8.82% [celebrities](/list/celebrities)  2.94% [currencies](/list/currencies)  2.94% [countries](/list/countries)  2.94%

**Social topic influence**
[gas](/topic/gas) #1433, [credits](/topic/credits) #3016, [end of](/topic/end-of) 5.88%, [$dk](/topic/$dk) 5.88%, [$350gal](/topic/$350gal) #1, [gain](/topic/gain) 5.88%, [for all](/topic/for-all) #1274, [the clean](/topic/the-clean) #37, [$1gal](/topic/$1gal) #1, [strong](/topic/strong) #2779

**Top accounts mentioned or mentioned by**
[@dunnde](/creator/undefined) [@maturindominova](/creator/undefined) [@silky1776](/creator/undefined) [@rinnythegopher](/creator/undefined) [@jamesl01649861](/creator/undefined) [@lima75630](/creator/undefined) [@apienergy](/creator/undefined) [@ethanolrfa](/creator/undefined) [@growthenergy](/creator/undefined) [@bigshortygeorge](/creator/undefined) [@epa](/creator/undefined) [@energy](/creator/undefined) [@stephenmoore](/creator/undefined) [@rcpolitics](/creator/undefined) [@stevescalise](/creator/undefined) [@speakerjohnson](/creator/undefined) [@theterminal](/creator/undefined) [@nobullsusan](/creator/undefined) [@bbdog2007](/creator/undefined) [@elizabethelkin](/creator/undefined)

**Top assets mentioned**
[Delek US Holdings, Inc. (DK)](/topic/$dk) [DinoLFG (DINO)](/topic/$dino) [DAR Open Network (DAR)](/topic/$dar) [Valero Energy Corporation (VLO)](/topic/$vlo) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [MURPHY USA INC. (MUSA)](/topic/$musa) [Phillips [--] (PSX)](/topic/phillips-66) [Born in [--] (19)](/topic/$19) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A must monitor heading into the end of Jan- E15 is as close to reality as its been (was gutted from early [----] CR post Musk involvement) and most parties would take less SREs. [----] 75kbd per COMPANY change in SRE eligibility vs each plant capacity would be a hit to $DK $PARR $DINO for sure. However equities have been assigning moderate future SRE benefits so its less dire than appears. (2025 [----] [----] still eligible and material). Some of the drafting makes me chuckle: Under the proposal EPA starting in [----] also would not require larger oil companies blend more biofuels to offset exemptions"  
[X Link](https://x.com/OilandGibbs/status/2012932429598671224)  2026-01-18T16:57Z [----] followers, [----] engagements


"Can we agree biofuels are fun and had been overlooked $DAR"  
[X Link](https://x.com/OilandGibbs/status/2016884945180926004)  2026-01-29T14:43Z [----] followers, [----] engagements


"DGD partner $VLO reported earnings this am. Call at 10a ET. Darling put out pre-release: Our reaction here:"  
[X Link](https://x.com/OilandGibbs/status/2016884946913095904)  2026-01-29T14:43Z [----] followers, [---] engagements


"Re $DK you need to keep an eye on this. @APIenergy is looking to narrow SRE eligibility potentially limiting to 75kbd per company that may exclude Delek. To be clear this would have to agreed upon by @EthanolRFA & @GrowthEnergy to secure E15 support. Then all eyes would turn to a CR to fund govt post 1/31. Then would need to work with EPA on effective date where Set [--] (2028+) makes sense. So lots of things would have to happen SRE benefits through [----] look durable yet its something to keep an eye on"  
[X Link](https://x.com/OilandGibbs/status/2011949372427178418)  2026-01-15T23:51Z [----] followers, [---] engagements


"Jury duty today. Open office hours on the biofuel outlook and policy. Ask me anything about RINs RVOs SREs the politics behind the mandates feedstocks or investor appetite Ill answer throughout the day"  
[X Link](https://x.com/OilandGibbs/status/2021592378893574558)  2026-02-11T14:29Z [----] followers, [----] engagements


"Only thing was the ability to still use Renewable Energy Certificates (RECs) to lower your energy consumption CI. Aside from some manure RNG stuff and eligible sale provisions this was the biggest cause of the holdup from what I gather. Late last year I had gotten notice that there was a concern within the WH that RECs eligibility would be promoting wind and solar development. Given some of the policy goals of this WH that appeared rather rocky to me. However ethanol made a concerted effort there late last year and January and clearly prevailed. It allows many more plants to achieve the"  
[X Link](https://x.com/OilandGibbs/status/2021652351224881157)  2026-02-11T18:27Z [----] followers, [--] engagements


"@JamesL01649861 @dunnde @BigshortyGeorge 🤝 - lets add more as admittedly I need to spend more time on the blender/wholesale angle. Never covered $CASY / $MUSA but know the blending itself and retained RIN value is a material revenue driver. Whos to say we cant solve fuel price concerns issues on X"  
[X Link](https://x.com/OilandGibbs/status/2017017190185157037)  2026-01-29T23:29Z [----] followers, [---] engagements


"I mean it does. Sure its 20cpg or 7% of retail gasoline price vs. oil's 54% share. Purely based on correlation coefficients it will never show. But it's definitely a PART of retail gasoline prices. FWIW I think RVO-driven fuel price concerns are WILDLY overblown as fuel prices really only become a national concern $3.50/gal which is FAR AWAY. RINs would have to more than double from current levels or there would have to be further geopolitical escalation re oil/refining outages"  
[X Link](https://x.com/OilandGibbs/status/2016950212573683928)  2026-01-29T19:02Z [----] followers, [----] engagements


"Its fair to scrutinize and request changes to the small refinery exemption (SRE) provision of the renewable fuel standard (RFS) however. [--]. @EPA is not acting erroneously. They are merely responding to court actions that have deemed previous SRE denials unlawful on the grounds of an improperly narrow interpretation of disproportionate economic harm (DEH). Blame congress original vagueness in defining DEH or @ENERGY scoring matrix but that has been withheld as non-arbitrary. [--]. SREs still are only 5% of obligated fuel demand at max. This means that fuel price impacts would be way less than"  
[X Link](https://x.com/OilandGibbs/status/2017204874752987417)  2026-01-30T11:54Z [----] followers, [----] engagements


"I get the frustration. However I also understand the SS caution/approach. It doesnt need to be said but look at the growing coverage lists for all of my SS peers. Rank the market caps and its no surprise theres lower prioritization on biofuels which is incredibly regulatory dense. I can attest from my own convos with investors the jaded view on biofuels policy. They have been taken behind the woodshed before and have valid reasons to exercise caution. To that end why are we so hung up on these reports if you know what to expect. Arent wildly outside of consensus calls the most fun of them all"  
[X Link](https://x.com/anyuser/status/2017293244086792515)  2026-01-30T17:46Z [----] followers, [----] engagements


"Wow the legacy of Green Plains never ceases to amaze me. Maybe Green Plains was in vogue because of this Bloomberg Markets March [----] edition of the "Ethanol Evangelist" (published first on Terminal in February 2014)"  
[X Link](https://x.com/OilandGibbs/status/2018376049898184788)  2026-02-02T17:28Z [----] followers, [----] engagements


"Original story"  
[X Link](https://x.com/OilandGibbs/status/2018376132035223874)  2026-02-02T17:29Z [----] followers, [---] engagements


"I'd be ready for Treasury guidance on the Clean Fuel Production Credit (Section 45Z) tomorrow. Key things to watch: - Renewable Energy Credit (REC) eligibility ethanol - MANURE renewable natural gas (RNG) carbon intensity eligibility for $1 gallon equivalent - Clarification on eligible sale provisions NOT changing as a result of OBBB: - Removal of SAF multiplier - Extension to [----] - Feedstock restriction to USMCA"  
[X Link](https://x.com/anyuser/status/2018456769979118043)  2026-02-02T22:49Z [----] followers, 23.2K engagements


"Treasury watch link: OBBB text:"  
[X Link](https://x.com/anyuser/status/2018456772043026883)  2026-02-02T22:49Z [----] followers, [----] engagements


"Clean Fuel Production Credit (45Z) guidance is out"  
[X Link](https://x.com/OilandGibbs/status/2018683180006457772)  2026-02-03T13:49Z [----] followers, 16.3K engagements


"Some takeaways: [--]. I am not seeing anything about the removal of Energy Attribute Credits (EACS) or RECs. 1.45V-4(d) rules apply [--]. Appears manure RNG will qualify for $1/gal pending final emissions rates [--]. Industry got what they wanted in expanded "qualified sale" language (see below)"  
[X Link](https://x.com/OilandGibbs/status/2018688828085600622)  2026-02-03T14:11Z [----] followers, 23.6K engagements


"USDA Feedstock Carbon Intensity Calculator (aka Climate Smart Ag not dead) "the Treasury Department and the IRS anticipate that a section 45Z-specific version of the Feedstock Carbon Intensity Calculator (FD-CIC) module will be included as an input to the DOEs 45ZCFGREET model (45ZCF FD-CIC) used for calculating carbon intensity adjustments under section 45Z for feedstocks that are produced using certain agricultural practices." USDA link:"  
[X Link](https://x.com/OilandGibbs/status/2018702420293931144)  2026-02-03T15:05Z [----] followers, [----] engagements


"Oh you wait Tom. Breakout 12-24 months loading"  
[X Link](https://x.com/OilandGibbs/status/2019052833069294073)  2026-02-04T14:18Z [----] followers, [----] engagements


"Better yet learn what a RIN is👀"  
[X Link](https://x.com/OilandGibbs/status/2019093961877467470)  2026-02-04T17:01Z [----] followers, [----] engagements


"The Set [--] era is upon us RVOs on track to reach WH review (mostly formality) by end of the month. Then the fun truly begins"  
[X Link](https://x.com/OilandGibbs/status/2019490429012480159)  2026-02-05T19:16Z [----] followers, [----] engagements


"$GPRE finally living out it's Carbon dream. Reminder to register your interest for our free Summit in KC 3/24-3/25: We'll have Imre Havasi of Green Plains joining us for a panel on Ethanol's 45Z Era and E15 Push moderated by @NoBullSusan. Who knows maybe we'll hear some of her crypto tips too"  
[X Link](https://x.com/OilandGibbs/status/2019799472746754086)  2026-02-06T15:44Z [----] followers, [----] engagements


"Poll Friday Do we really care about Small Refiner Exemption reform or do we really just want: [--]. Strong RVO [--]. Lower compliance costs (D6-D4 delink + no RIN discount) [--]. Nationwide E15"  
[X Link](https://x.com/OilandGibbs/status/2019843351361798380)  2026-02-06T18:39Z [----] followers, [----] engagements


"If you dont know @BBDOG2007 now is your chance. This space is due in 1Q and he doesnt miss on roll-call"  
[X Link](https://x.com/OilandGibbs/status/2019899693371899923)  2026-02-06T22:23Z [----] followers, [----] engagements


"Yeah about thatthe OBBBA changes to 45Z squashed ethanol-to-jets hopes and dreams for now"  
[X Link](https://x.com/OilandGibbs/status/2020151434730205281)  2026-02-07T15:03Z [----] followers, [----] engagements


"Dont worry strong D4 gallons can keep soybean oil use very healthy 😏"  
[X Link](https://x.com/OilandGibbs/status/2020920308916801931)  2026-02-09T17:58Z [----] followers, [----] engagements


"Depends on expansion of state incentives appetite for SAFc credits that I think is weakening or global mandates assuming no CVD. I have a hard time seeing major economies making an aggressive SAF push in this backdrop. I mean CA is contrary to that idea but I still think the inflationary nature of such policy is cautionary. Their idea is to have it offset diesel excise tax credits still subject to renewable/bio. I would more so get comfortable with RD margin level economics for public equities with the knowledge no one would elect to run SAF unless at a premium. Some existing contracts or"  
[X Link](https://x.com/OilandGibbs/status/2021678835805069335)  2026-02-11T20:12Z [----] followers, [---] engagements


"Delinking D4-D6 isnt really in the interest of soy farmers aside from it gets refining groups off of your back about compliance costs or affords you some more flexibility to ramp D4 before you reach the dreaded $3.50/gal retail gasoline price that causes affordability trouble for politicians"  
[X Link](https://x.com/OilandGibbs/status/2021691915356581933)  2026-02-11T21:04Z [----] followers, [--] engagements


"Blending restrictions for Bio have become more of an issue as most RD can gain a state-based incentive. While Bio is thus capped in CA OR WA there are other regions like Minnesota or New England (heating oil) that have designated biodiesel blend restrictions. This is why 55% capacity still ran in [----]. So its layered but I would say its blending limitations lack of scale vs RD well capitalized refiners seeking to extend useful life of less advantaged hydrotreaters. FWIW Cali has crop cap restrictions now that will be meaningful in [----] when grandfathered periods phase out"  
[X Link](https://x.com/OilandGibbs/status/2021693875841270235)  2026-02-11T21:12Z [----] followers, [--] engagements


"For all you E15/SRE folks This is the latest proposal of the new E15 committee. Creative SRE reform proposal yet I still see this facing heavy resistance by the refiners with facilities running 75kbd or less of crude oil that got exemptions starting in August. This still has to be heard in the House and assigned to a legislative package. @ElizabethElkin flags the Farm Bill as a targeted vessel but it still remains to be see and standalone bills go no where. The Senate has been resistant to SRE reform not sure this is enough to strike compromise. We think over [--] billion potentially [---] billion"  
[X Link](https://x.com/OilandGibbs/status/2021705472370266249)  2026-02-11T21:58Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing