DOMO Capital Management, LLC

🚨 The updated 45ZCF-GREET model is now available!! content.govdelivery.com/accounts/USEER… #biofuels #45Z #ethanol #SAF

.@EthanolRFA CEO Geoff Cooper tells @brownfield U.S. #ethanol #exports are running about 13% ahead of record 2025 pace brownfieldagnews.com/news/rfa-u-s-e… #biofuels #agnews

That was a gift to raise cash.

India has made several significant #biofuels policy changes in recent months. The pace of change is blistering. Yesterday, India’s Department of Revenue removed the Road and Infrastructure Cess (additional excise duty) on E22, E25, E27 and E30. #ethanol taxinformation.cbic.gov.in/view-pdf/10106…

Prewar ballpark 18 MMbpd of non-Iranian oil transited the Strait. According to these figures, that flow stood at 1.2 MMbpd in May, a ~93% reduction. Same data for the first 10 days of June SURGED 50%, to 1.8 MMbpd—still a 90% reduction vs prewar non-Iranian transit levels. Oh, and now Iranian exports, which were holding strong (1.5-1.8 MMbpd) and the primary flow through Hormuz for the first 1-2 months of the war, are throttled to near zero.

@SenAmyKlobuchar continues to make the case for year-round E15 at today’s Senate Agriculture Committee hearing: “This is something that could be voted on separately… sooner rather than later.” Let’s get this done. #E15

And "we're going to get it done soon"...

"We're ready to go" on #E15 👀 $ALTO #GPRE

RT @EthanolRFA: At today’s Senate agriculture committee hearing @SenJohnHoeven and @SecRollins expressed confidence that year-round E15 is…

“E15,E15, E15…those are my top priorities.” @RogerMarshallMD made his priorities clear today during the Senate Agriculture Committee Hearing. It is time to get #E15 across the finish line!

Year-round #E15 is coming: "Leaders in the U.S. Senate say meetings are underway to begin work on an E15 bill. Monte Shaw, executive director of the Iowa Renewable Fuels Association, says he’s as optimistic as he’s ever been." $ALTO $GPRE

@JUSTICELOVEMER1 @calvinfroedge @anasalhajji Cushing, however, has a week... when that hits operational bottom WTI will fly...

@calvinfroedge @anasalhajji The SPR still has several months of wiggle room or runway. The market will be forward looking more when there is less wiggle room. Right now there is still a lot of wiggle room and runway.

َQuestion for my friend @calvinfroedge If the Trump administration is not releasing 1.7 million barrels per day of oil from the SPR, would current WTI and Brent crude prices be higher or lower than current prices?

@calvinfroedge Of course it is, @MarcLautenbach is on the Board!!! Look at what happened with $PBI the moment he was forced out!

@DOMOCAPITAL $CPB is at the lowest valuations since the 1970s I'm 25% long energy I don't view owning both as logically inconsistent

I now own ~half a dozen consumer staple (goyslop) stocks These dividends will feed me

@Yyc81M93127 I'd be more worried about the operational minimum of Cushing being 1 week away based on last week's draw...

@DOMOCAPITAL x.com/i/status/20644… Operational minimums for the US SPR are between 150m-180m brls. This is the most recent forecast for the SPR...

The daily jawboning to manipulate oil prices lower is only serving to more quickly bring about the world's day of reckoning. Without the daily commentary there would have already been demand destruction, way higher prices, and greater political need to end things more quickly. Now it's too late. It's just too late...

If you own something that isn't currently profitable or something that is highly leveraged... I don't think that's going to work out well... Cash is king... It's going to get ugly.

@cgrusden @ryancohen That few are talking about...

Kurt Wolf of $PBI. Hands down. No comparison.

@aki_cheta Which CEO is no one talking about...

@DOMOCAPITAL Kurt is great, Ryan is even better.

@DeskCalc @sidecarcap Ha! Just said the same!

@sidecarcap Kurt Wolf at $PBI

Who is the best CEO few people are talking about?

It literally goes against everything you've discussed for months. The closure of Hormuz is increasing can costs (aluminum and tinplate steel) which is going to kill $CPB and $CAG on raw material costs of packaging. That isn't even considering the impact of the naphtha and methanol shortages (a third of whoch are trapped from seaborne trade) to the plastic wrap they use that line the inside of the cans. Secondly, as you love talking about fertilizer shortages, you should know that the foundational ingredients for soup are derived from.... corn, wheat, soybeans, etc... Third, soup production actually requires a massive amount of energy to cook, process, and transport. You should really be looking at $ALTO and $GPRE....

@DOMOCAPITAL If they get cut it will go to debt reduction and buybacks The shareholder yields remain top tier