CLMT Calumet, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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21:15
Sep 18
Sep 18
CLMT refining read-through on Iran-Saudi escalation
Watch CLMT as a smaller refiner read-through on the same Iran-Saudi geopolitical disruption thesis.
MED
19:43
Sep 18
Sep 18
CLMT tagged in refining scarcity theme
Watch CLMT within the US refining theme of scarce remaining capacity. Not an author-owned pick.
MED
18:14
Sep 18
Sep 18
Refiners watched on Hormuz/Iran geopolitical scenario
Refiners flagged as geopolitical read-through if Strait of Hormuz opens while Houthis/Iran gain control of BAM Strait, weakening Saudi Arabia. No author position; treat as watchlist basket.
MED
17:52
Sep 18
Sep 18
Refiners watch on Red Sea supply risk
Refiner basket flagged as affected names on Houthi Red Sea / Saudi supply-risk read-through. No author position language, so treat as watch only.
MED
17:24
Sep 18
Sep 18
CLMT watch as independent refiner beneficiary
Watch CLMT among independent refiners that could benefit from rival outages; research-map framing, no explicit author long.
MED
14:44
Sep 18
Sep 18
Refiner watch on rising diesel prices
Watch CLMT as a smaller-cap refining read-through to the Ohio diesel move; no author-owned trade or ticker-level call, so treat as affected-company watch.
MED
02:58
Sep 18
Sep 18
CLMT watch in refinery outage list
Watch CLMT as a listed refining name in the outage-alert basket; treat as affected-company map, not author position.
MED
02:54
Sep 18
Sep 18
Refiner read-through on Saudi outage
Watch CLMT as an affected refiner name in the Aramco damage read-through; no explicit position from the author.
MED
01:14
Sep 18
Sep 18
Yanos outage refiner read-through
Watch CLMT as a refining read-through beneficiary of the Yanos outage; research-only framing, no position disclosed.
MED
00:57
Sep 18
Sep 18
CLMT lubricant tailwinds read-through watch
Watch CLMT as the highlighted lubricants beneficiary; inelastic demand and minimal legislative exposure cited as tailwinds, but no explicit position.
MED
00:25
Sep 18
Sep 18
CLMT lubricants price-inelastic, legislation-proof watch
Watch CLMT as the lubricants-focused refiner with price-inelastic, legislation-insulated product mix cited as the standout name in the group.
MED
23:26
Sep 17
Sep 17
Watch CLMT on crack spread leverage
Watch CLMT as a smaller refiner with crack-spread leverage after Aramco's diesel hunt; not framed as an author pick.
MED
22:11
Sep 17
Sep 17
The author asks whether refiners VLO, MPC, PSX, DK, and CLMT are on a target list.
The author asks whether refiners VLO, MPC, PSX, DK, and CLMT are on a target list, in the context of a quoted post about Ukrainian drone strikes on Moscow, implying a possible read-through to refining margins without expressing any position or directional view.
18:13
Sep 17
Sep 17
Refiner FCF resilient to political noise
Watch CLMT within refiner read-through basket; gas-price political noise unlikely to hit refiner FCF for a couple of quarters.
MED
16:24
Sep 17
Sep 17
Refiners as product-market read-through winners
Watch refiners as the read-through winners of Goldman's gasoline-market call and prolonged tight product markets; author analyzes the basket but states no position.
MED
14:48
Sep 17
Sep 17
Refiners benefit from gasoline tightness
Watch refiners VLO, MPC, PSX, DK, CLMT as ultimate winners from tightening gasoline markets and Goldman's shift from diesel to gasoline.
MED
06:09
Sep 17
Sep 17
CLMT watch on Whiting outage read-through
Watch CLMT as a smaller refiner with potential product-crack benefit from the Whiting outage; beneficiary list, not author-owned.
MED
04:54
Sep 17
Sep 17
CLMT refining read-through on YANOS strike
Watch CLMT as refining read-through from the YANOS hit; no author position stated, so beneficiary-map only, not a long call.
MED
04:05
Sep 17
Sep 17
Refiner trade flagged, structure matters
Refiner basket flagged as a trend the author says he is "not the only person who sees," but with no explicit ownership or directional entry language — options are expensive, structure matters. Watch list, not long.
MED
02:20
Sep 17
Sep 17
Diesel demand vector boosts refiners watchlist
Refiners listed as beneficiaries of a growing diesel demand vector; watch the group as a thematic read-through basket, not an author-owned long.
MED
02:10
Sep 17
Sep 17
Refiners watched on record diesel prices
Watch refiners VLO/MPC/PSX/DK/CLMT as the diesel-price beneficiaries whose high prices are driving the transport cost shock documented in this read-through.
MED
01:47
Sep 17
Sep 17
Specialty refiner gains on diesel spike
Watch CLMT as a specialty refiner exposed to record diesel pricing; part of a research read-through list, no position disclosed.
MED
01:18
Sep 17
Sep 17
PADD 3 refiners benefit from Venezuela growth
Watch PADD 3 refiners as Venezuela production growth from Exxon's potential re-entry benefits regional crude slates; research read-through basket, not an owned position.
MED
21:18
Sep 16
Sep 16
Refiners may need CY27 multiple rerating
Watch refiners VLO, MPC, PSX, DK, CLMT as multiple-expansion rerating candidates into CY27; no explicit author ownership disclosed.
MED
21:00
Sep 16
Sep 16
Refiners as consumer consumption hedge watch
Refiners flagged as consumption hedges on jet fuel strength read-through; no author-owned position language, so treat as a thematic watchlist basket rather than buys.
MED
20:59
Sep 16
Sep 16
Refiner hedge basket stays on watch
Duplicate post of the refiner hedge basket keyed off UAL jet-fuel headline; no explicit ownership, so default all listed refiners to WATCH rather than LONG.
MED
18:44
Sep 16
Sep 16
Watch CLMT on biodiesel RIN move
Watch CLMT within the biodiesel/RIN read-through basket; no explicit first-person ownership so it stays a watch-level name.
MED
17:45
Sep 16
Sep 16
Refiners insulated from Houthi shipping deal
Refiner basket flagged as unaffected by the Houthi/Red Sea deal; author dismisses the quoted headline's impact. Research read-through only, no position stated, so treat as watch.
MED
16:09
Sep 16
Sep 16
Watch CLMT within refiner long theme
Watch CLMT as part of the refiner basket; author's comments are research/theme framing, not a stated position. Elevated options premiums warrant discipline on structure.
MED
15:31
Sep 16
Sep 16
Watch PADD 3 refiners on Venezuelan crude
Watch PADD 3 refiners as rising Venezuelan crude imports (nearly 800k bpd) reshape feedstock economics for Gulf Coast operators; research basket, no position stated.
MED
About CLMT Investor Commentary
Across the available history and selected sources, Buzzberg tracks CLMT (Calumet, Inc.) across 3 sources: 1 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 1% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 73 total trade ideas tracked. Past 7 days, before deduplication: 53 other directions. Latest voices: TheValueist.