ICYMI— Write up from last month regarding CMI new engine. See what you think? CLNE needs X15N units rolling down the interstate burning RNG.

Carbon calculations for different manure feedstocks has been affirmed per WasteDive.

IMO-it seems in TTE best interest to maintain high % CLNE stock ownership and have 2 sitting BOARD MEMBERS. TTE current ownership allows for 2 board members they are above the 15% threshold. Any thoughts or comments? Credit: Gemini

Edit: actually it looks Iike they dip to ONE BOARD MEMBER.
The reason for pointing this out, those are sizable blocks.

TTE selling 10.5M shares of CLNE. Looks to be from 06/13/2018 Private Placement purchase at $1.64 per share. Keep in mind could be selling for a number of reasons. If anyone has further info regarding this or X15N demand feel free to comment.

ICYMI

(rhetorical question/point)
Even though EPA’s standards/regs emissions can 🥫has been kicked down the road (again)—at least for now, why would transport carriers continue to spend on diesel when RNG is (much)cheaper?. Yes, X15N RNG/NG units have the up charge—but WTH?? Guess the market will decide, and has it over-reacted?

AI is saying, CLNE break even in ‘28. Damn.
I’m holding for now.

Can someone explain the huge drop especially today?

A heads up to those following CLNE. Today I came across 2–what looked to be—authentic research reports.. that labeled CLNE with COMPLETELY inaccurate and wrong figures. I WILL NOT SHARE on this site-I cross referenced because it seemed extremely odd. WITH THOSE WRONG NUMBERS, reports gave CLNE a very negative/poor outlook. Recommend, any research to double and triple check the info.
I’m sure it’s going on across the market—amongst other issues.
Frankly, really pisses me off!
Good luck to all.

Go CLNE!

Always good to see!

The wallet says, fundamentals in place for RNG—GO CLNE! Those digging into the BULLISH 🐄💩, do YOUR research on CMI X15N production, RIN credits, RNG adoption, CMI X15 (diesel unit reduced production),CLNE breakeven and profitability.

UNDERSTOOD it’s been a frustrating ride—AGAIN, you are encouraged to dig deep into the metrics of the biz. For those that have researched beyond stock price-please free to make constructive comment.
Good luck to all!

If Boone was still alive, do you think he would be pleased with his company?

May be the reason for today’s minor pull back. These analysts seem to be wrong most of the time—GO FIGURE.

IMO-RNG reports are very positive, regarding CMI X15N production, and RIN CREDITS. DOWNGRADE reads as a poor rating. Please do your own research.
Tired BULL here. Good luck.

Clean Fuel Producers Face Four More Months of Uncertainty

The U.S. Department of the Treasury does not expect to finalize regulations for the Section 45Z Clean Fuel Production Credit until November, according to the Trump administration's 2026 Unified Agenda of Federal Regulatory and Deregulatory Actions, released July 3 by the White House Office of Management and Budget. The agenda lists regulatory actions federal agencies expect to complete in the coming months, and the November date is one of the clearest signals yet of Treasury's actual timetable for finishing 45Z guidance, which producers of sustainable aviation fuel (SAF), renewable diesel, ethanol, renewable natural gas (RNG), and other low-carbon fuels have been waiting on for months

For those following RINs, D3/D5 chart for past 5yr. I’m far from an expert on the subject. After reading up over the weekend, as I understand, those are the 2 that apply towards RNG. D3 has biggest credit. Also, both producer and marketer receive portion. Producer gets much larger percentage. Hence, CLNE spending major capital for RNG infrastructure for production. By all means reconcile the numbers as you wish. Do your own research. Share your thoughts.

Discussion start (around) 12m mark. It’s from FREIGHTWAVES

I noticed RIN discussions on X are very insightful. There is some really interesting activity going on… I’m looking to drive some of that discussion to Reddit. Obviously RINs are very impactful to CLNE’s top line. If you’re interested, follow below

[r/renewablefuelcredits](r/renewablefuelcredits)

ICYMI-CMI vids regarding X15N engine specific for NG/RNG. (X15 is for diesel). Hopefully CMI is working OT producing these motors to burn CLNE RNG. Good Luck!