Maike Ye

@WookeeeeMonster @PokemonDealsTCG It’s just your day! Good hits! Glad for you! Walmart is botmart now. Stupid

@Mikeyee_ @PokemonDealsTCG I just stayed on the app in my list and kept clicking, then going back. Over and over until it gave the hold my spot. It’s the same thing I’ve tried every time and it’s never worked. Cancelled my Walmart+ last July because I could never get anything. Seems like dumb luck.

Prismatic Evolutions ETB restock at Walmart ➡️bit.ly/4dPKWkW Good luck! Membership not required. Let us know if you get through✨ #Pokemon #PokemonTCG #AD

@WookeeeeMonster @PokemonDealsTCG Any trick for right timing to hit refresh button?

@PokemonDealsTCG First time ever win on Walmart! Thank you!

@Twanny0ne @PokemonDealsTCG Any trick for right timing to hit refresh button?

@PokemonDealsTCG I got a timer!

@lucariotherogue @avaca4120 @PokemonDealsTCG Any trick for right timing to hit refresh button?

@avaca4120 @PokemonDealsTCG I refreshed 2 seconds before, banking on shit internet, it took an extra couple seconds to load so i slid right into queue when it opened. 7 min timer.

Bloomberg Biofuels Product Update 📣 We’ve recently launched a new analyst curated Biofuels and Agriculture dashboard on Bloomberg that brings together key news, pricing, fundamentals, charts, and relevant macro developments in one place. The dashboard can be easily integrated into your Launchpad for streamlined monitoring. If you'd like help getting set up, feel free to ping Sam Harris or I on the Terminal.

Right in time for last-minute holiday gifts (or as fire-starter for those fed up with policy delays) — and just ahead of the final White House push on 2026–27 Renewable Volume Obligations — we’re excited to share our newly released deep dive into the Renewable Fuel Standard. The RFS is notoriously dense, having regulated the US biofuels industry for two decades through evolving mandates, compliance pathways, and market incentives. This report works to rationalize that complexity, simplifying some concepts by design to decode the policy through an investor-focused lens. Our mission from day one has been clear: with the right tools and genuine objectivity, we can help stakeholders understand this market, build confidence, and ultimately support durable policy that invites long-term investment. This report is a small step toward that goal — with more to come. Read the report here: bloomberg.com/professional/i… Access: available to anyone — just enter a few basic contact details when prompted. I’m incredibly grateful to the Bloomberg team for supporting this niche yet critical area of analysis. And a special thanks to @sab__RIN__a, whose contributions continue to elevate our RIN and RFS work in essential ways. Hope you find it insightful — and as always, open to discussion and feedback.

SAF production is inherently less efficient than RD per unit feedstock. FOG is mostly C16-18, as is diesel. So just need to hydrotreat to eliminate oxygen, then some isom to reduce wax/gelling at lower temp. Jet is ~C12, so have to crack FOG, which means you lose some light ends.

$CLMT $DAR got an upgrade today from TD on Diamond Green Diesel's margin inflection in 26 and 27.... (direct comp to MRL) given the 2 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 @ 20% SAF MIX MRL YTD Q3'25 EBITDA/gal = ~$0.05/gal @ 13% 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 an ~80% smaller facility. Today DGD is running 235M gals of SAF on a ~1.1B gal facility = 20% SAF mix Today, MRL is running ~30M gals of SAF on a 230M gal facility = 13% SAF mix In Q2 of next year, MRL is shifting to 175M gals of SAF on a 230M gal facility = 75% SAF mix The market will soon see that MRL's EBITDA/gal unit economics will be 2-3x higher than DGD's street estimates come Q2 of next year, which will result in significant margin expansion and a piling-into $CLMT v. $DAR

@ScottIrwinUI Hi, the percentage RVO in this table is different compared to EPA’s Proposed Rule published in Sep. 18th. This difference seems to me that EPA didn’t adjust the “projections of obligated gasoline and diesel use” for 2026/2027 in this version right? But will adopt in final rule?

5. Here is an important clarification to understand the new numbers. The 100% and 50% reallocation scenarios refer to reallocation of SREs from 2023-2025 in 2026-2027. SREs projected for 2026 and 2027 are assumed to be fully reallocated in those years. That means that 2026 and 2027 incorporate reallocation of SRE volumes from both 2023-2025 AND 2026-2027. Thank you very much @ChuckGrassley .

1. Todd Hubbs (now an Okie) and I published a new FDD this week on the 2026-27 RVOs for the RFS. We spent months working through all the EPA documents so you don't have to. farmdocdaily.illinois.edu/2025/10/rewrit…

Registration is NOW OPEN for the Iowa Renewable Fuels Summit! Don't wait, register for this FREE event today: iowarenewablefuelssummit.org/home/summit-re…

EIA published a solid summary today on U.S. #biofuel capacity. We're seeing growth in #ethanol, renewable diesel and #SAF, while #biodiesel is shrinking due to poor margins. Expect a spike in SAF in future updates. eia.gov/todayinenergy/…

@ISU145 @daddy_hedge That’s really interesting, that region should have the weakest basis as lacking PNW demands from China this year. I wonder where you collect these reports?

@daddy_hedge I have reports from North Dakota of basisi tightening 40 cents to go west. Basis is firming on Mississippi as well.

While the government is shutdown there is no way to verify purchases of soybeans because of no export sales reports. There is also no way of verifying fund positioning because if no COT reports. If someone wanted to buy under the radar, they could easily do that right now...

New-crop CBOT #corn had been holding a sizable advantage over #soybeans ever since late last year, but that has slipped away in recent weeks, especially w/ a potentially friendly new-crop U.S. soy balance sheet. 📈Bean/corn ratio on Wed hit its high for the year (so far) = 2.41.

The RFS reporting deadline for the 2024 compliance year is December 1. It would be ideal for EPA to get any pending decisions on #biofuels finalized before then, including the mandates for 2026 and 2027. #RINs

I just posted commentary on Friday's EPA decision on SREs over on my blog site: scotthirwin.com/2025/08/25/sre…. There is a lot to digest.

1. Assuming the SRE decisions are released tomorrow, I think there are four important things to remember when interpreting the release. First, the number and volume of SREs approved is only half the story. The other half is the relief provided by the EPA for 2016-2023 SREs. Does the EPA provide relief by giving back "replacement" RINs (my preferred term is "zombie" RINs)? Does the EPA write checks instead?

Pro Farmer Eastern Leg Day 4/4! #pftour25

🧵🚨 As EPA nears key rulings on small refinery exemptions, here’s what you need to know about #RIN refunds. Most of this was learned from following litigation between EPA and Kern Oil. Please read on. (1/8)

Pro Farmer Eastern Leg Day 3: Illinois #pftour25