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Calumet posts investor presentation highlighting specialty products cash flow, Montana Renewables SAF expansion

PUBT·06/09/2026 12:22:05
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Calumet posts investor presentation highlighting specialty products cash flow, Montana Renewables SAF expansion
  • Calumet outlined a strategy to deleverage using steady specialties cash flow, then pursue identified high-IRR growth projects.
  • Specialties mid-cycle restricted group adjusted EBITDA averaged USD 286 million in 2019-2025; management cited USD 222 million debt reduction in 2025.
  • Integrated network produces over 22,000 bpd of high-margin specialty products; over 55,000 bpd of fuels and asphalt.
  • Montana Renewables positioned for monetization; SET2 RVO set biomass-based diesel demand at 6.7 billion gallons, restoring an index margin near USD 2 per gallon.
  • MaxSAF 150 expansion started up in May; SAF capacity targeted at 120-150 million gallons per year with contracts implying a USD 1-2 per gallon premium to RD.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Calumet Inc. published the original content used to generate this news brief on June 09, 2026, and is solely responsible for the information contained therein.