Calumet: Specialty Products' Businesses Coming Together Financially

2026-01-15 22:10:31 ET

Calumet Specialty Products ( CLMT ) businesses are coming together like the sweetness of a child in one's arms. We recently wrote an article on Cirrus Logic ( CRUS ) depicting vision investing. With Calumet, the vision is rapidly evolving into execution, a different experience. A vision set in place by Stephen Mawer, then CEO, with an emphasis on renewable energy, plus excellence within the balance of the older business, moves forward. Over the next twelve months businesses are simultaneously aligning into a seamless, positive performance. This process was longer than our original guesstimate, much more. Bruce Fleming, Executive Vice President of Montana Renewables & Corporate Development, noted in a recent fireside chat, that the actions from the prior Federal Administration left critical elements for renewable products (RVO) significantly low. This action drove prices to unprecedented and predictable lows. With Washington's leadership increasing RVOs and management's diligent actions, joyful fruits seem more than likely on the horizon. It's now about execution....

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