Calumet+Inc.+Carbonomics+Investor+Presentation+Final+11+Nov.+'24

Calumet
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

31
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Includes a footnote regarding a DOE loan commitment.establish_context
04
summarize
05
The slide uses a hub-and-spoke style diagram to connect investment themes to operational delivery.present_solution
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
The slide highlights the catalyst of the conversion and provides a table of potential passive fund demand by index.quantify_impact
Open slide detailBeat · ProblemLoop · Cost Of Inaction
07
present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
08
summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
Includes a table detailing estimated yields in kbcd for Renewable Diesel, Jet, and Naphtha across three time horizons.plan_implementation
Open slide detailLoop · Cost Of Inaction
10
The slide compares global regulatory mandates with US-specific airline commitments.establish_context
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
11
The slide uses a combination of text and imagery to link operational performance to financial outcomes.present_solution
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
12
transition
13
The slide tracks the success of the 'Commercial Excellence' program initiated in 2019.quantify_impact
14
The slide uses a bar chart to show production capacity relative to competitors and a map to show brand distribution from the central Louisiana hub.establish_context
Open slide detailBeat · Product
15
Includes a data table for annual/quarterly financials and two charts (bar and dual-axis line) for operational metrics.summarize
Open slide detailBeat · Product
16
summarize
Open slide detailBeat · Product
17
transition
18
summarize
Open slide detailLoop · Why Now
19
The chart is a classic cost-curve or supply-stack analysis showing MRL's position relative to competitors.compare_peers
Open slide detailLoop · Why Now
20
Includes a table of financial and production data alongside qualitative bullet points for two business units.summarize
Open slide detailLoop · Why Now
21
summarize
23
summarize
Open slide detailBeat · Team
24
Uses two maps to illustrate logistics and supply chain benefits for Calumet's Great Falls facility.establish_context
Open slide detailBeat · Team
25
The chart highlights the impact of an RVO announcement on the margin.analyze_data
Open slide detailBeat · Team
26
The table tracks debt components, total debt, net recourse debt, stockholders' equity, and leverage ratios (Net Recourse Debt / LTM Adjusted EBITDA).analyze_data
Open slide detailBeat · Team
27
Standard financial reconciliation table showing adjustments for depreciation, interest, and various non-recurring items.analyze_data
28
Includes both absolute dollar values and per-barrel metrics, plus EBITDA reconciliation.analyze_data
29
analyze_data
30
analyze_data