For the transition period from to . Commission file number: 001-35120 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ______________________________________________ CVR PARTNERS, LP (Exact name of registrant as spec ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-35120 ______________________________________________ CVR PARTNERS, LP (Exact name of registrant as specified ...

Financial Data and Key Metrics Changes - For Q2 2019, the company reported net sales of $138 million, net income of $19 million, and adjusted EBITDA of $60 million, compared to net sales of $93 million and a net loss of $16 million in Q2 2018 [5][11] - The operating income for Q2 2019 was $35 million, a significant improvement from an operating loss of less than $1 million in the prior year [11] - UAN sales volume increased by 26% year-over-year, with average pricing rising by 14% to $217 per ton, while ammonia pricing increased by 31% to $456 per ton [7][9][8] Business Line Data and Key Metrics Changes - Combined operations produced approximately 211,000 gross tons of ammonia and 316,000 tons of UAN in Q2 2019, compared to 174,000 gross tons of ammonia and 241,000 tons of UAN in the prior year [7] - The Coffeyville ammonia plant operated at 97% utilization, and the East Dubuque plant operated at 98% utilization, both higher than the previous year [6] Market Data and Key Metrics Changes - The company experienced strong demand for nitrogen due to poor fall application and a late start to spring planting, despite challenging weather conditions [9][18] - The USDA reported a confusing planting intentions report, estimating 92 million acres of corn and 82 million acres of soybeans planted, which the company believes may be overstated [20] Company Strategy and Development Direction - The company plans a 28-day turnaround at the East Dubuque facility starting in September, focusing on upgrades to improve reliability and production [22] - The partnership aims to maximize free cash flow by operating plants reliably, managing costs prudently, and optimizing marketing and logistics activities [23] Management's Comments on Operating Environment and Future Outlook - Management noted that the late planting season and severe flooding affected UAN rail shipments but still anticipated strong demand for nitrogen in the third quarter [18][21] - The company expects fertilizer demand to increase as customer inventories are low and anticipates a significant rise in planted acres for the spring 2020 planting season [21] Other Important Information - The company has approximately $69 million in cash and a total liquidity position of about $93 million at the end of the quarter, which is deemed sufficient for future needs [14] - The long-term gross debt remains unchanged at $631 million, primarily consisting of senior notes due in 2023 [15] Q&A Session Summary Question: Market outlook for July and Q3 volume expectations - Management indicated that there has been decent sales of in-season product in July, with expectations for healthy demand in Q3 due to low inventory levels [25][27] Question: Ammonia market commentary - Management noted differences in market conditions between the Northern and Southern Plains, with expectations for a strong ammonia run in the fall [28][29] Question: Debt refinancing opportunities - Management is evaluating market rates and will make decisions based on the Fed's actions and available rates [30] Question: CapEx reserves and distribution strategy - Management clarified that reserves were set aside for anticipated capital expenditures and turnaround costs, positioning the company well for the second half of the year [31][33] Question: Gas costs and pricing outlook - Management confirmed that gas prices in Q3 are expected to be lower than in Q2, with ongoing evaluations for potential forward purchases [35][36] Question: Sales cadence and inventory levels - Management expects normal sales patterns in the second half, with UAN movement remaining steady and ammonia activity picking up in Q4 [39][43] Question: Delivery conditions and river issues - Management stated that while the Mississippi River is back to normal, other rivers still face challenges, but this does not significantly affect their operations [44][45]

CVR Partners, LP Investor Presentation May 2019 Safe Harbor Statement and Non-GAAP Financial Measures Forward Looking Statements; Safe Harbor This presentation contains forward-looking statements ("FLS") based on management's current expectations and beliefs, as well as a number of assumptions concerning future events. The assumptions and estimates underlying FLS are inherently uncertain and are subject to a wide variety of significant business, economic, and competitive risks and uncertainties that could c ...

CVR Partners LP (NYSE:UAN) Q1 2019 Earnings Conference Call April 25, 2019 11:00 AM ET Company Participants Jay Finks – Vice President-Finance and Treasurer Mark Pytosh – Chief Executive Officer Tracy Jackson – Chief Financial Officer Conference Call Participants Adam Samuelson – Goldman Sachs Roger Spitz – Bank of America Charles Neivert – Cowen Operator Greetings, and welcome to the CVR Partners, LP First Quarter 2019 Conference Call. At this time, all participants are in a listen-only mode. A brief quest ...

March 31, 2019 | 2 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-35120 ______________________________________________ CVR Partners, LP (Exact name of reg ...

Financial Data and Key Metrics Changes - For the full year 2018, the company reported net sales of $351 million, a net loss of $50 million, and adjusted EBITDA of $90 million, compared to a net loss of $73 million and adjusted EBITDA of $63 million in 2017, indicating a significant year-over-year improvement [8][14] - In Q4 2018, net sales were $98 million, with a net loss of $1 million and adjusted EBITDA of $33 million, compared to net sales of $78 million and a net loss of $27 million in Q4 2017, reflecting improved pricing and sales volumes [8][15] Business Line Data and Key Metrics Changes - Combined operations produced approximately 209,000 tons of ammonia, 357,000 tons of UAN, and 59,000 tons of ammonia available for sale in Q4 2018, compared to 200,000 tons of ammonia, 306,000 tons of UAN, and 64,000 tons of ammonia available for sale in the prior year period [10] - UAN sales volumes increased by 20% year-over-year, while ammonia sales volumes decreased significantly due to weather conditions, impacting overall sales [15][11] Market Data and Key Metrics Changes - The average net back price for UAN was $180 per ton in Q4 2018, a 36% increase over the prior year period, while ammonia's average net back price was $324 per ton, a 23% increase [10][11] - The U.S. corn-belt fall ammonia application season was down by 50% from early season expectations, leading to a shift in demand from fall to spring [11][22] Company Strategy and Development Direction - The company focused on safe and reliable operations, improving market capture, and maintaining financial discipline throughout 2018 [6] - A new rail loading rack at the Coffeyville facility enhances logistics capabilities, allowing for unit train deliveries and improved access to high netback markets [7][31] Management's Comments on Operating Environment and Future Outlook - Management noted that weather conditions in Q4 2018 negatively impacted normal farming operations, leading to lower nitrogen fertilizer demand [22] - The company expects a significant order book for spring ammonia and is preparing to meet customer needs as the planting season approaches [23][25] Other Important Information - The Board of Directors declared a fourth-quarter distribution of $0.12 per common unit, to be paid on March 11, 2019 [8] - The company reported a total liquidity position of approximately $87 million at the end of 2018, which is deemed sufficient for future operations [19][20] Q&A Session Summary Question: Market commentary on UAN pricing and its progression - Management indicated that Q4 pricing was largely reflective of fill prices, with some spot pricing included, and that first-quarter pricing would be influenced by the spot market [28][29] Question: Opportunities from the new rail loading at Coffeyville - The new loading rack allows for improved logistics and access to larger geographic markets, enhancing competitiveness in delivering large quantities to customers [30][31] Question: Capital expenditure outlook for 2019 - The company expects capital expenditures to be in the range of $20 million to $25 million, with some targeted growth projects included [34][38] Question: Impact of natural gas pricing on Q1 - Management noted that natural gas prices spiked in Q4 but have moderated, with expectations for stable pricing in Q1 [42] Question: Pricing movements in regions served by the company - The company observed that interior markets have been less volatile compared to NOLA, with stable pricing despite some declines [44][46] Question: Timing of product movement in the spring - Typically, product movement begins in February in southern regions and progresses northward, with logistics being a critical factor for timely delivery [47][50] Question: Customer purchasing behavior and inventory management - Management acknowledged that customers are holding back on purchases due to inventory levels, which could lead to a squeeze in logistics as demand increases [49][52]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________________________ Form 10-K (Mark One) þ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-35120 ____________________________________________ ...