$CLMT (Calumet Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 53.0%)

Graded daily on value B-, growth B+, profitability D, momentum B, revisions B. Sector-relative, identical for every user.

Most active credible voices on $CLMT

@thevalueist (TheValueist) — 277 mentions · 38.4K followers
@ragingbullcap (Dylan Marrello) — 9 mentions · 11.6K followers
@stevedjacobs (Steve Jacobs) — 9 mentions · 17.0K followers

Recent headlines featuring $CLMT

2026-10-16: Zelenskyy says Ukraine will resume strikes on Russian refineries
2026-10-11: Trump says Ukraine needs a new president, presses Zelenskyy to stop refinery strikes
2026-10-10: Trump says Russia will release more than 4.8 million tonnes of diesel
2026-10-09: Hurricane Isaias bears down on the Gulf Coast, hitting refining capacity and oil output
2026-10-08: Isaías nears the U.S. Gulf Coast as hurricane warning expands

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$CLMTCalumet Inc. · Chemicals - Specialty · $3.2B

$36.09

+3.4%

Event thread

Key events, in time order

12 items

2026-11-06EarningsBull
Calumet Reports Q3 2026: Net Income $273.3M, Adjusted EBITDA $347.2M
Accelerated deleveraging continues with ~$265M debt retirement since June
D1 -8.6% · since -11.9%
2026-11-068-K filing
8-K: Item 2.02, Item 9.01
D1 -8.6% · since -11.9%

10 earlier events

2026-11-06Earnings
Earnings report
D1 -8.6% · since -11.9%
2026-09-18Company
Russian refinery attack halts output, $CLMT in focus on supply disruption
Attack at Slavneft-YANOS halts crude processing, supply disruption signals draw attention to $CLMT
D1 -0.1% · +5d -9.1%
2026-09-158-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 +1.8% · +5d -2.0%
2026-09-028-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +3.0% · +5d +6.4%
2026-09-02Regulation
Calumet Provides Update After EPA Small Refinery Exemption Decision
Company issues official update on EPA small refinery exemption ruling, affecting regulatory landscape for renewables business
D1 +3.0% · +5d +6.4%
2026-08-07 → 08-10EarningsBull
Calumet Q2 Loss Wider Than Expected; Specialty Growth Offset by RIN Headwinds
BofA raises PT; stronger FCF enabled debt retirement in Q2
D1 -5.7% · +5d +20.9%
3 waves of this story
- 2026-08-07 Revenue hit $1.44B, but surprise net loss dragged shares
- 2026-08-07 Revenue up 41% but net loss missed; confirmed by earnings call and multiple sources
- 2026-08-10 BofA raises PT; stronger FCF enabled debt retirement in Q2
2026-08-10AnalystBull
BofA raises PT; stronger FCF aids Q2 debt retirement
Bank of America raised PT on stronger FCF and debt reduction in Q2
D1 +15.2% · +5d +6.3%
2026-08-07Earnings
Earnings report
Q2 2026 adjusted EBITDA was $175 million with tax attributes, despite three planned turnarounds.
D1 -5.7% · +5d +20.9%
2026-08-078-K filing
8-K: Item 2.02, Item 9.01
D1 -5.7% · +5d +20.9%
2026-08-07Earnings
Calumet to report earnings before open Aug 7, implied move ±10.83%
Multiple sources confirm earnings timing; options market prices in large two-way move.
D1 -5.7% · +5d +20.9%

①

Bull vs bear

by direction · sourced

Bull signals0

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

12 items

2026-11-06EarningsBull
Calumet Reports Q3 2026: Net Income $273.3M, Adjusted EBITDA $347.2M
Accelerated deleveraging continues with ~$265M debt retirement since June
D1 -8.6% · since -11.9%
2026-11-068-K filing
8-K: Item 2.02, Item 9.01
D1 -8.6% · since -11.9%
2026-11-06Earnings
Earnings report
D1 -8.6% · since -11.9%
2026-09-18Company
Russian refinery attack halts output, $CLMT in focus on supply disruption
Attack at Slavneft-YANOS halts crude processing, supply disruption signals draw attention to $CLMT
D1 -0.1% · +5d -9.1%
2026-09-158-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 +1.8% · +5d -2.0%

7 earlier events

2026-09-028-K filing
8-K: Item 1.01, Item 7.01, Item 9.01
D1 +3.0% · +5d +6.4%
2026-09-02Regulation
Calumet Provides Update After EPA Small Refinery Exemption Decision
Company issues official update on EPA small refinery exemption ruling, affecting regulatory landscape for renewables business
D1 +3.0% · +5d +6.4%
2026-08-07 → 08-10EarningsBull
Calumet Q2 Loss Wider Than Expected; Specialty Growth Offset by RIN Headwinds
BofA raises PT; stronger FCF enabled debt retirement in Q2
D1 -5.7% · +5d +20.9%
3 waves of this story
- 2026-08-07 Revenue hit $1.44B, but surprise net loss dragged shares
- 2026-08-07 Revenue up 41% but net loss missed; confirmed by earnings call and multiple sources
- 2026-08-10 BofA raises PT; stronger FCF enabled debt retirement in Q2
2026-08-10AnalystBull
BofA raises PT; stronger FCF aids Q2 debt retirement
Bank of America raised PT on stronger FCF and debt reduction in Q2
D1 +15.2% · +5d +6.3%
2026-08-07Earnings
Earnings report
Q2 2026 adjusted EBITDA was $175 million with tax attributes, despite three planned turnarounds.
D1 -5.7% · +5d +20.9%
2026-08-078-K filing
8-K: Item 2.02, Item 9.01
D1 -5.7% · +5d +20.9%
2026-08-07Earnings
Calumet to report earnings before open Aug 7, implied move ±10.83%
Multiple sources confirm earnings timing; options market prices in large two-way move.
D1 -5.7% · +5d +20.9%

$CLMT — what investors on X are saying · SpikePanel

$CLMT (Calumet Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 53.0%)

Most active credible voices on $CLMT

Recent headlines featuring $CLMT

$CLMT (Calumet Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 53.0%)

Most active credible voices on $CLMT

Recent headlines featuring $CLMT

Calumet Reports Q3 2026: Net Income $273.3M, Adjusted EBITDA $347.2M

8-K: Item 2.02, Item 9.01

Earnings report

Russian refinery attack halts output, $CLMT in focus on supply disruption

8-K: Item 1.01, Item 2.03, Item 9.01

8-K: Item 1.01, Item 7.01, Item 9.01

Calumet Provides Update After EPA Small Refinery Exemption Decision

Calumet Q2 Loss Wider Than Expected; Specialty Growth Offset by RIN Headwinds

BofA raises PT; stronger FCF aids Q2 debt retirement

Earnings report

8-K: Item 2.02, Item 9.01

Calumet to report earnings before open Aug 7, implied move ±10.83%

Bull vs bear

Discussion

Calumet Reports Q3 2026: Net Income $273.3M, Adjusted EBITDA $347.2M

8-K: Item 2.02, Item 9.01

Earnings report

Russian refinery attack halts output, $CLMT in focus on supply disruption

8-K: Item 1.01, Item 2.03, Item 9.01

8-K: Item 1.01, Item 7.01, Item 9.01

Calumet Provides Update After EPA Small Refinery Exemption Decision

Calumet Q2 Loss Wider Than Expected; Specialty Growth Offset by RIN Headwinds

BofA raises PT; stronger FCF aids Q2 debt retirement

Earnings report

8-K: Item 2.02, Item 9.01

Calumet to report earnings before open Aug 7, implied move ±10.83%