Seeking Alpha
07 Jul 2026, 09:24 UTC · 2h ago
Verifying Calumet Specialty Products' New Trajectory
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
07 Jul 2026, 09:24 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Calumet Specialty Products' EBITDA projections for the June quarter have surged to $235–$280 million. — A significant jump in projected earnings far exceeding prior quarters typically triggers a strong positive re-rating of the stock price.
+0.80MRL's SAF capacity expansion is expected to deliver $50+ million EBITDA this quarter, with a potential run-rate of $125–$135 million per quarter. — Establishing a high-margin, scalable revenue stream from Sustainable Aviation Fuel provides long-term structural growth.
+0.60Financial performance is being driven by robust crack spreads, cost reductions, and favorable crude price trends. — These operational tailwinds improve immediate margins but are subject to volatile commodity market fluctuations.
+0.40Which stocks this story touches
Continue reading
6 related stories
Search tags
Maintains 'strong buy' rating with surging EBITDA projections and positive drivers like increased SAF production.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Proactive Investors
31m ago
