Great article Andrew. Enjoyed your published Tegus calls where there were a lot of discussions regarding renewable diesel refineries. Would be interesting to hear how you view that space in comparison to the legacy players. I know that you mentioned both Vertex Energy and CLMT in those calls. I belive CLMT can have a great performance next 24 months with ramping up MRL (and monetize it).
Great article Andrew. Enjoyed your published Tegus calls where there were a lot of discussions regarding renewable diesel refineries. Would be interesting to hear how you view that space in comparison to the legacy players. I know that you mentioned both Vertex Energy and CLMT in those calls. I belive CLMT can have a great performance next 24 months with ramping up MRL (and monetize it).
Great article Andrew. Enjoyed your published Tegus calls where there were a lot of discussions regarding renewable diesel refineries. Would be interesting to hear how you view that space in comparison to the legacy players. I know that you mentioned both Vertex Energy and CLMT in those calls. I belive CLMT can have a great performance next 24 months with ramping up MRL (and monetize it).
https://yetanothervalueblog.substack.com/p/refining-calumets-value-clmt-premium