Calumet (CLMT) Q1 2026 Earnings Call Summary
During Calumet's first-quarter earnings call for 2026, CEO Louis Borgmann highlighted a pivotal period driven by the EPA’s Set 2 RVO announcement and strong margin environments in both traditional and renewable energy markets. The company is preparing to benefit from these tailwinds despite Q1 challenges due to downtime at Shreveport and expansion work in Montana.