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    Matthew Blair • TPH & Co.

    Matthew Blair is Managing Director of Refiners, Chemicals, and Renewable Fuels Research at TPH & Co., covering key companies such as Green Plains Inc., Valero, Marathon Petroleum, and Phillips 66 with industry-leading analysis on performance metrics and market margins. His research has spotlighted trends like refiners' robust year-to-date gains and diesel crack margins averaging $17 per barrel, providing actionable insights for investor returns. Blair began his finance career at Quellos Capital Management and held analyst roles at Franklin Templeton Investments, Passport Capital, and Macquarie Capital before joining TPH & Co., where he has established a reputation for deep sector expertise. As a CFA charterholder with an MBA from UC Berkeley Haas and a BA from Puget Sound, he brings strong academic and professional credentials to his equity research role.

    Matthew Blair's questions to Montauk Renewables Inc (MNTK) leadership

    Matthew Blair's questions to Montauk Renewables Inc (MNTK) leadership • Q2 2024

    Question

    Matthew Blair of TPH & Co. asked why Montauk Renewables maintained its full-year RNG production guidance despite Q2 weather challenges and inquired about the strategy for monetizing Q3 RIN production after holding back inventory in Q2.

    Answer

    CFO Kevin Van Asdalan explained that guidance was held steady because planned second-half well-field investments and optimizations are expected to offset the weather-related production losses from the first half. CEO Sean McClain added that the RIN monetization strategy is driven by placing attributes directly with obligated parties, not market timing, and their cash position affords them this flexibility.

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