CEO Reveals 2026 Investment Plans to Enhance Capacity
"For our growth capital projects, we look forward to progressing or completing certain margin-improvement and debottlenecking projects at both plants that are expected to improve reliability and production rates," said Mark Pytosh, Chief Executive Officer. "During 2026, we plan to invest capital in the ammonia expansion and feedstock diversification project at the Coffeyville facility, along with water quality upgrade projects at both plants and the expansion of our diesel exhaust fluid (DEF) production and loadout capacity. The goal of these projects is to support our target of operating the plants at utilization rates above 95 percent of nameplate capacity, excluding the impact of turnarounds."
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CVR Energy Shares Plunge Nearly 10% After Disappointing Earnings Report
- Disappointing Earnings Forecast: CVR Energy anticipates a net loss attributable to shareholders between $105 million and $125 million for Q4 2025, a stark decline from a net profit of $28 million in the same quarter of 2024, indicating a significant deterioration in profitability.
- Declining Refining Output: The reported refining throughput of 210,000 to 220,000 barrels per day is slightly lower than the 214,000 bpd in Q4 2024, reflecting ongoing production efficiency challenges that may impact future market competitiveness.
- Ammonia Utilization Rate Drop: The ammonia utilization rate for CVR Partners is expected to fall to 60% to 65%, down from 96% a year ago, which not only affects fertilizer production profitability but could also lead to a loss of market share.
- Ongoing Operational Challenges: Although issues at the Coffeyville plant have been resolved, the overall business remains under pressure, leading to diminished investor confidence and suggesting that stock investment should be avoided in the short term.
Two Materials Stocks That Could Cause You Concern This Quarter
O-I Glass Inc Performance: O-I Glass reported strong third-quarter earnings, raising its FY25 adjusted EPS guidance, with a recent stock price increase of 14.2% to $13.47 and an RSI value of 76, indicating it may be overbought.
CVR Partners LP Results: CVR Partners posted a significant increase in third-quarter EPS to $4.08, with a stock price rise of 1.1% to $99.11 and an RSI value of 73.8, suggesting it is also potentially overbought.
Momentum Indicator Explanation: The Relative Strength Index (RSI) is a momentum indicator that helps traders assess stock performance by comparing price strength on up days versus down days, with values above 70 indicating overbought conditions.
Market Context: As of November 6, 2025, both O-I Glass and CVR Partners are highlighted as overbought stocks in the materials sector, raising caution for momentum-focused investors.
