Coffeyville Facility Turnaround Completed; Strong Nitrogen Fertilizer Demand
"The planned turnaround at our Coffeyville facility was completed as scheduled in early November; however, the subsequent startup was delayed by several weeks due to downtime at the third-party owned air separation unit," said Mark Pytosh, CEO. "Despite this delay, we saw strong demand for nitrogen fertilizers in the fourth quarter and pricing remained robust as inventories continue to be tight amid ongoing geopolitical tensions."
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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.
