[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @OilandGibbs Brett Gibbs Brett Gibbs posts on X about 100m, $parr, $274m, $100m the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1431332814998417409/interactions)  - X Week XXXXXX +144% - X Month XXXXXX +108% - X Months XXXXXX +207% - X Year XXXXXXX +18% ### Mentions: X [#](/creator/twitter::1431332814998417409/posts_active)  - X Week XX +88% - X Month XX +156% - X Months XX +343% - X Year XX no change ### Followers: XXXXX [#](/creator/twitter::1431332814998417409/followers)  - X Week XXXXX +0.55% - X Month XXXXX +4.70% - X Months XXXXX +53% - X Year XXXXX +89% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1431332814998417409/influencer_rank)  ### Social Influence [#](/creator/twitter::1431332814998417409/influence) --- **Social category influence** [automotive brands](/list/automotive-brands) XXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [100m](/topic/100m) 7.69%, [$parr](/topic/$parr) 7.69%, [$274m](/topic/$274m) 7.69%, [$100m](/topic/$100m) 7.69%, [$5020t](/topic/$5020t) 7.69%, [$8058t](/topic/$8058t) 7.69%, [$8306t](/topic/$8306t) 7.69%, [mitsubishi](/topic/mitsubishi) 7.69%, [$575gal](/topic/$575gal) 7.69%, [$pbf](/topic/$pbf) XXXX% **Top accounts mentioned or mentioned by** [@carbonacumen](/creator/undefined) [@argonbeam88](/creator/undefined) [@biod4schools](/creator/undefined) [@jon_costello_](/creator/undefined) [@anthonyreed19](/creator/undefined) [@devinmogler](/creator/undefined) [@chrisbliley](/creator/undefined) [@cleanfuelsaa](/creator/undefined) [@growthenergy](/creator/undefined) [@coalitionforrng](/creator/undefined) [@carbonacumens](/creator/undefined) [@sabrina](/creator/undefined) [@biofuelslaw](/creator/undefined) [@dunnde](/creator/undefined) [@zerosumgame33](/creator/undefined) [@energy_edit](/creator/undefined) [@gimmeoneriesen](/creator/undefined) [@dudebiotech](/creator/undefined) [@sab__rin__a](/creator/undefined) **Top assets mentioned** [Hundred Million (100M)](/topic/$100m) [PBF ENERGY INC. (PBF)](/topic/$pbf) [Enume AI (ENI)](/topic/$eni) [Convex Finance (CVX)](/topic/$cvx) [Partisia Blockchain (MPC)](/topic/$mpc) [Resistance Girl (REGI)](/topic/$regi) ### Top Social Posts [#](/creator/twitter::1431332814998417409/posts) --- Top posts by engagements in the last XX hours "*In Hawaii* BUT Mitsubishi Corporation and ENEOS Corporation are paying $XXXX an annual gallons of capacity. $100M for XXXX% equity stake in 61Mgal/yr RD/SAF/Naphtha plant $274M equity value / 61M = $XXXX $PARR 🔗- #OOTT #EFT #OOCT #OOAT #RINs #Biofuels"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1947392200834212195) 2025-07-21 20:24:16 UTC 2196 followers, 6510 engagements "For those who have reached out about this. H. R. X changed the termination date of Section 6426(k) from 12/31/24 TO 9/30/25. Section 6426(k) is: - SAF excise tax credit - Not restricted to US producers - Qualifies for direct payment - Minimum credit of $1.25/gal if you're XX% of the lifecycle emissions rate of conventional jet fuel. (You get X cent per % thereafter) So our read is if you're a foreign SAF producer you capitalize on that as much as possible from mid-June to September as they originally didn't qualify for any in 2025. Now @biofuelslaw the question becomes for those who sold SAF"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1948035906998358168) 2025-07-23 15:02:07 UTC 2196 followers, 1962 engagements "I'd check on that. 40B is reserved to "qualified mixture" produced in the US. "For purposes of this section the term 'qualified mixture' means a mixture of sustainable aviation fuel and kerosene if" Believe it can be foreign produced SAF blended with US kerosene in the US. The foreign producer may not directly receive it but the importer will and fork over a cut of it. Look at the rules of 40B from treasury: Foreign co-processed SAF is excluded though"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1948071528303878599) 2025-07-23 17:23:40 UTC 2196 followers, XXX engagements "You bring up a good point that we can dig into more. I take it you're talking about the $65M Oct. X acquisition to help market Rodeo biofuels which resides in M&S It's certainly some but Renewable Fuels segment also includes some marketing. Sales were steady (above prod) before Rodeo ramped. I think that's still where most of this lives"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1948765760920195086) 2025-07-25 15:22:18 UTC 2196 followers, XXX engagements "@argonbeam88 $PBF $ENI deal was higher at $5.75/gal $885M for 153Mgal/yr However the deal was announced in Feb 2023 and was looked to be a good deal for $PBF even back then. Its been awhile"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1947465388842774659) 2025-07-22 01:15:05 UTC 2196 followers, XXX engagements "@argonbeam88 Feedstock reshuffling is the theme of '26 if these hold. SAF credit extension interesting re $NESTE"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1940519642990264428) 2025-07-02 21:15:10 UTC 2194 followers, XXX engagements "Tell me SREs tell me Stephen Miller. Yes all fair and valid. Unless something wholesale changes to final 2026-27 RVOs. Even if XXX doesn't stick RIN volume targets are still open until they're finalized. If the admin is focused on gallons they can work around that. To me it's all timing and early '26 recovery looks to be the long-end"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1947703713973576015) 2025-07-22 17:02:06 UTC 2194 followers, XXX engagements "Always appreciate @CarbonAcumen's views. Great discussion earlier on some 2H margin/timing scenarios that initiated off SAF excise tax-credits (if interested). We're in the final stages of our 2H outlook. Here's what @sab__RIN__a identified as the X things to watch. There are some character constraints. It's 45Z SAF base that changes from $XXXX to $X in '26. #OOTT #EFT #OOAT #RINs #45z"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1947749971983212634) 2025-07-22 20:05:55 UTC 2196 followers, 3715 engagements "For reference re $PARR JV @ $4.50/gal: $PBF - $ENI (2/23) : $5.75/gal $MPC - $NESTE (3/22): $2.75/gal $CVX - $REGI (2/22): $5/gal Add any other relative comps to the comments. #OOTT #EFT #OOCT #OOAT #Biofuels #Renewablediesel"  [@OilandGibbs](/creator/x/OilandGibbs) on [X](/post/tweet/1947626422836609502) 2025-07-22 11:54:59 UTC 2196 followers, 1818 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@OilandGibbs Brett Gibbs
Brett Gibbs posts on X about 100m, $parr, $274m, $100m the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +144%
- X Month XXXXXX +108%
- X Months XXXXXX +207%
- X Year XXXXXXX +18%
Mentions: X #
- X Week XX +88%
- X Month XX +156%
- X Months XX +343%
- X Year XX no change
Followers: XXXXX #
- X Week XXXXX +0.55%
- X Month XXXXX +4.70%
- X Months XXXXX +53%
- X Year XXXXX +89%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence automotive brands XXXX% finance XXXX% cryptocurrencies XXXX% stocks XXXX%
Social topic influence 100m 7.69%, $parr 7.69%, $274m 7.69%, $100m 7.69%, $5020t 7.69%, $8058t 7.69%, $8306t 7.69%, mitsubishi 7.69%, $575gal 7.69%, $pbf XXXX%
Top accounts mentioned or mentioned by @carbonacumen @argonbeam88 @biod4schools @jon_costello_ @anthonyreed19 @devinmogler @chrisbliley @cleanfuelsaa @growthenergy @coalitionforrng @carbonacumens @sabrina @biofuelslaw @dunnde @zerosumgame33 @energy_edit @gimmeoneriesen @dudebiotech @sab__rin__a
Top assets mentioned Hundred Million (100M) PBF ENERGY INC. (PBF) Enume AI (ENI) Convex Finance (CVX) Partisia Blockchain (MPC) Resistance Girl (REGI)
Top Social Posts #
Top posts by engagements in the last XX hours
"In Hawaii BUT Mitsubishi Corporation and ENEOS Corporation are paying $XXXX an annual gallons of capacity. $100M for XXXX% equity stake in 61Mgal/yr RD/SAF/Naphtha plant $274M equity value / 61M = $XXXX $PARR 🔗- #OOTT #EFT #OOCT #OOAT #RINs #Biofuels"
@OilandGibbs on X 2025-07-21 20:24:16 UTC 2196 followers, 6510 engagements
"For those who have reached out about this. H. R. X changed the termination date of Section 6426(k) from 12/31/24 TO 9/30/25. Section 6426(k) is: - SAF excise tax credit - Not restricted to US producers - Qualifies for direct payment - Minimum credit of $1.25/gal if you're XX% of the lifecycle emissions rate of conventional jet fuel. (You get X cent per % thereafter) So our read is if you're a foreign SAF producer you capitalize on that as much as possible from mid-June to September as they originally didn't qualify for any in 2025. Now @biofuelslaw the question becomes for those who sold SAF" @OilandGibbs on X 2025-07-23 15:02:07 UTC 2196 followers, 1962 engagements
"I'd check on that. 40B is reserved to "qualified mixture" produced in the US. "For purposes of this section the term 'qualified mixture' means a mixture of sustainable aviation fuel and kerosene if" Believe it can be foreign produced SAF blended with US kerosene in the US. The foreign producer may not directly receive it but the importer will and fork over a cut of it. Look at the rules of 40B from treasury: Foreign co-processed SAF is excluded though" @OilandGibbs on X 2025-07-23 17:23:40 UTC 2196 followers, XXX engagements
"You bring up a good point that we can dig into more. I take it you're talking about the $65M Oct. X acquisition to help market Rodeo biofuels which resides in M&S It's certainly some but Renewable Fuels segment also includes some marketing. Sales were steady (above prod) before Rodeo ramped. I think that's still where most of this lives" @OilandGibbs on X 2025-07-25 15:22:18 UTC 2196 followers, XXX engagements
"@argonbeam88 $PBF $ENI deal was higher at $5.75/gal $885M for 153Mgal/yr However the deal was announced in Feb 2023 and was looked to be a good deal for $PBF even back then. Its been awhile" @OilandGibbs on X 2025-07-22 01:15:05 UTC 2196 followers, XXX engagements
"@argonbeam88 Feedstock reshuffling is the theme of '26 if these hold. SAF credit extension interesting re $NESTE" @OilandGibbs on X 2025-07-02 21:15:10 UTC 2194 followers, XXX engagements
"Tell me SREs tell me Stephen Miller. Yes all fair and valid. Unless something wholesale changes to final 2026-27 RVOs. Even if XXX doesn't stick RIN volume targets are still open until they're finalized. If the admin is focused on gallons they can work around that. To me it's all timing and early '26 recovery looks to be the long-end" @OilandGibbs on X 2025-07-22 17:02:06 UTC 2194 followers, XXX engagements
"Always appreciate @CarbonAcumen's views. Great discussion earlier on some 2H margin/timing scenarios that initiated off SAF excise tax-credits (if interested). We're in the final stages of our 2H outlook. Here's what @sab__RIN__a identified as the X things to watch. There are some character constraints. It's 45Z SAF base that changes from $XXXX to $X in '26. #OOTT #EFT #OOAT #RINs #45z" @OilandGibbs on X 2025-07-22 20:05:55 UTC 2196 followers, 3715 engagements
"For reference re $PARR JV @ $4.50/gal: $PBF - $ENI (2/23) : $5.75/gal $MPC - $NESTE (3/22): $2.75/gal $CVX - $REGI (2/22): $5/gal Add any other relative comps to the comments. #OOTT #EFT #OOCT #OOAT #Biofuels #Renewablediesel" @OilandGibbs on X 2025-07-22 11:54:59 UTC 2196 followers, 1818 engagements