Core Viewpoint - Calumet, Inc. (CLMT) shares experienced a significant increase of 5.5% in the last trading session, closing at $23.99, supported by strong trading volume and a 16.4% gain over the past four weeks [1][2]. Group 1: Company Performance and Strategy - The surge in Calumet's stock price is attributed to its commitment to producing cleaner, high-value fuels from petroleum and renewable feedstocks, alongside strong regulatory support for domestic agricultural and biofuels [2]. - Calumet operates through three segments: specialty products and solutions, performance brands, and Montana/Renewables, with the MaxSAF 150 project expected to commence operations in the first half of 2026 [2]. - The company has secured buyers for 100 million gallons of sustainable aviation fuel (SAF) through signed agreements and preliminary commitments, indicating robust demand bolstered by U.S. EPA regulatory support [2][3]. Group 2: Financial Expectations - Calumet is projected to report a quarterly loss of $0.67 per share, reflecting a year-over-year decline of 42.6%, while revenues are anticipated to reach $1.07 billion, marking a 12.8% increase from the previous year [4]. - The consensus EPS estimate for Calumet has been revised down by 43.8% over the last 30 days, suggesting a negative trend in earnings estimate revisions, which typically does not correlate with stock price appreciation [5]. Group 3: Industry Context - Calumet, Inc. holds a Zacks Rank of 3 (Hold) within the Oil and Gas - Integrated - United States industry, indicating a neutral outlook [6]. - Tidewater (TDW), another company in the same industry, saw a 1.1% increase in its stock price, closing at $65.35, and has returned 24.4% over the past month, highlighting competitive performance within the sector [6][7].

The White House is taking a more supportive approach to biofuels than it is to wind and solar power, writes @gersonjr https://t.co/bZcbqeMnbL ...