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Brett Gibbs Profile picture
Brett Gibbs
@OilandGibbs
@BBGIntelligence Equity Research Analyst covering Renewable Fuels. All views are my own.
May 1 • 5 tweets • 2 min read
Here's our #40B and modified #GREET model read-through:

(1/5)
#OOTT #OOAT #EFT Image *The model's sample inputs should be scrutinized*

We add 300,000 MT of CO2 reduced for ATJ CCS.

HEFA feedstocks appear low and CCS uplifts are above company projections.

Users can add location data for fuel sold and energy used, but feedstock transport is a estimated average. Image
Feb 21 • 10 tweets • 3 min read
Starting in ’25 biomass-based diesel imports lose a $1/gal tax credit while US producers see parts slip to an emissions factor.

Advantaged producers may receive $0.60/gal and some as little as $0.

🧵on impact to #RINs, feedstocks and RD margins.

(1/10)

#OOAT #OOTT #EFT Image Producers will seek out advantaged (low CI feedstock). While availability has risen, advantaged feedstocks can only support ~190kbd of biomass-based diesel (BBD) vs. domestic production above 300 kbd. Pretreatment capabilities are no longer a significant hurdle.
(2/10) Image
Apr 20, 2023 • 15 tweets • 7 min read
US renewable diesel is approaching a breaking point. Things aren’t adding up. Let’s dive in with some highlights from my renewable diesel primer, now live on the @TheTerminal.

#OOTT, #RenewableDiesel, #RINs, #LCFS

🧵 (1/15) Domestic production has tripled since 2019, reaching 95 kbd in 2022. My analysis of project timelines indicate supply could double this year and reach 320 kbd in 2025. (2/15) Image