# $clmt

CLMT sees a massive surge in social engagement, up 254.55%, driven by discussions around its SAF premium and analyst upgrades. Posts are up 600% as the market reacts to positive sentiment and potential undervaluation.

### About $clmt
CLMT refers to Calumet Specialty Products Partners, L.P., a company involved in the production of specialty hydrocarbon and fuel products.  

### Insights
- $clmt engagements is up 254.55% from the previous week.
- $clmt posts created is up 600% from the previous week.

### Engagements: [-----] (24h)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/t:$clmt/c:line/m:interactions/iv:1d.svg)  
[Engagements 24-Hour Time-Series Raw Data](/topic/$clmt/time-series/interactions.tsv)  
Current Value: [-----]  
Daily Average: [-----]  
[--] Week: [-----] +255%  
[--] Month: [-------] +158%  
[--] Months: [---------] +8.70%  
[--] Year: [---------] -8%  
1-Year High: [-------] on 2025-08-07  
1-Year Low: [--] on 2025-12-28  

Engagements by network (24h):
X: [-----]

  
  
### Mentions: [--] (24h)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/t:$clmt/c:line/m:posts_active/iv:1d.svg)  
[Mentions 24-Hour Time-Series Raw Data](/topic/$clmt/time-series/posts_active.tsv)  
Current Value: [--]  
Daily Average: [--]  
1-Year High: [---] on 2025-06-28  
1-Year Low: [--] on 2025-12-24  

Mentions by network (24h):
X: [--]

  
  
### Creators: [--] (24h)
![Creators Line Chart](https://lunarcrush.com/gi/w:600/t:$clmt/c:line/m:contributors_active/iv:1d.svg)  
[Creators 24-Hour Time-Series Raw Data](/topic/$clmt/time-series/contributors_active.tsv)  
[--] unique social accounts have posts mentioning $clmt in the last [--] hours which is down 5.70% from [--] in the previous [--] hours
Daily Average: [--]  
1-Year High: [---] on 2025-06-28  
1-Year Low: [--] on 2025-12-24  

The most influential creators that mention $clmt in the last [--] hours

| Creator                                              | Rank | Followers | Posts | Engagements |
| -------                                              | ---- | --------- | ----- | ----------- |
| [@Zerosumgame33](/creator/twitter/Zerosumgame33)     | [--]    | [------]    | [--]    | [-----]       |
| [@BeenThereCap](/creator/twitter/BeenThereCap)       | [--]    | [-----]     | [--]     | [---]         |
| [@Brad_E_Schulz](/creator/twitter/Brad_E_Schulz)     | [--]    | [------]    | [--]     | [--]          |
| [@MarcJacksonLA](/creator/twitter/MarcJacksonLA)     | [--]    | [-----]     | [--]     | [--]          |
| [@EarningsSeason_](/creator/twitter/EarningsSeason_) | [--]    | [---]       | [--]     | [--]           |

[View More](/list/creators/$clmt/100)
  
  
### Sentiment: 91%
![Sentiment Line Chart](https://lunarcrush.com/gi/w:600/t:$clmt/c:line/m:sentiment/iv:1d.svg)  
[Sentiment 24-Hour Time-Series Raw Data](/topic/$clmt/time-series/sentiment.tsv)  
Current Value: 91%  
Daily Average: 76%  
[--] Week: 100% no change  
[--] Month: 90% +23%  
[--] Months: 90% -10%  
[--] Year: 90% +12%  
1-Year High: 100% on 2025-02-25  
1-Year Low: 7% on 2025-11-30  

Most Supportive Themes:
- Biodiesel Cost Curve Analysis: (94%) Analysis of the biodiesel cost curve and its impact on RVOs, highlighting $FF as a proxy for unit economics.
- Future Fuel Proxy for Biodiesel: (6%) $FF is presented as the only publicly available proxy for Biodiesel unit economics, crucial for understanding cost structures.
  
Most Critical Themes:
  

### Top $clmt Social Posts
Top posts by engagements in the last [--] hours

*Showing a maximum of [--] top social posts without a LunarCrush subscription.*

"$CLMT Has already pre-released Q4 earnings but reports on 2/27. Per the pre-release MRL indicated break-even in Q4 which makes sense considering RD index margin was $0.72/gal based on average Soybean Oil LA Carb Diesel CA LCFS & D4 RIN prices. This indicates that MRL captured the RD index less $0.50/gal of site opex + SG&A and after $0.23/gal of feedstock transportation. Critically important to understand that the SAF premium at currently contracted 30Mgpy with Shell 1:1 offsets the feedstock transportation & naphta byproduct losses hence why the SAF premium has been "invisible" in MRL's"  
[X Link](https://x.com/Zerosumgame33/status/2023156628896333936) [@Zerosumgame33](/creator/x/Zerosumgame33) 2026-02-15T22:05Z 22.1K followers, [----] engagements


"🔽🔽 $NMTC - $GIPR - $CLMT       📩✅ ( 📩 )  $AAPL $TSLA $AMZN $NVDA $META $ASST $MSTR $PLTR $INTC $LIMN $BITF $SOFI $WORX $CHOW $JZXN $FSLY https://x.com/messages/composerecipient_id=1918989975682519040 https://wa.me/966571052881 https://x.com/messages/composerecipient_id=1918989975682519040 https://wa.me/966571052881"  
[X Link](https://x.com/ElSheikh_Stock/status/2023041861687095356) [@ElSheikh_Stock](/creator/x/ElSheikh_Stock) 2026-02-15T14:29Z [----] followers, [---] engagements


""Hidden Gem" linked below. Set to start production [--] months from now. 👇 At current prices this implies $110120M in incremental FCF (10% of market cap) per year. On top of the core business. #2 SAF Producer in ASEAN. $CLMT 👀 https://x.com/alexeliasson/status/2009525305455858032 There's also a fairly interesting kicker: Sustainable Aviation Fuel. [--] Million Liters/Day 0% Corporate Income Tax for [--] Years (followed by 5-year additional deductions). 97% Completed Depending of spreads could add 1.5-2.5B operating profit/y (👀 $CLMT ) https://t.co/xGesAF9w4h"  
[X Link](https://x.com/alexeliasson/status/2022894218835038372) [@alexeliasson](/creator/x/alexeliasson) 2026-02-15T04:42Z 29.4K followers, [----] engagements


"$CLMT Critically important to understand that no sell-side analyst (UBS Goldman TD BofA) is modeling MRL's SAF earnings. I have all their updated models. MRL's SAF pricing is a fixed premium to spot renewable diesel. the street does not understand this (still). For example here is a snapshot of how Manav Gupta over @ UBS is projecting his new $475M EBITDA at $CLMT in [----]. NO SAF just Renewable Diesel Where the F*ck is the SAF And why is corporate $138M drag when today is $80M The combination of no SAF earnings + wrong corporate overhead is $200M EBITDA thats completely missing. As MRL brings"  
[X Link](https://x.com/Zerosumgame33/status/2022686839786582107) [@Zerosumgame33](/creator/x/Zerosumgame33) 2026-02-14T14:58Z 22.1K followers, [----] engagements

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