Calumet repays loans with DOE facility funds

Published 24/02/2025, 23:40
Calumet repays loans with DOE facility funds

Calumet, Inc. (CLMT), an Indianapolis-based petroleum refining company with a market capitalization of $1.31 billion, has announced the completion of significant financial restructuring steps on Monday. According to InvestingPro analysis, the company operates with a significant debt burden of $2.18 billion, making these restructuring efforts particularly crucial. The company reported the termination of multiple financing agreements and the repayment of outstanding loans, utilizing the proceeds from the first disbursement of a guaranteed loan facility provided by the U.S. Department of Energy (DOE).

On February 18, 2025, Calumet’s subsidiary, Montana Renewables, LLC (MRL), utilized approximately $782.0 million received from the DOE Facility to repurchase and terminate existing asset financing agreements with Stonebriar Commercial Finance LLC. These agreements included leases for a hydrocracker and related equipment, a feedstock pre-treater facility, and a hydrogen plant, with repurchase prices totaling roughly $392.3 million, including exit fees.

Additionally, MRL settled its term loan credit agreement with lenders, including an affiliate of I Squared Capital, and repaid approximately $83.8 million in outstanding loans, which included a make-whole premium and an early termination premium. The company also closed its revolving credit agreement with Wells Fargo (NYSE:WFC) Bank, repaying about $26.7 million in loans, and terminated its inventory financing agreement with Wells Fargo Commodities, paying off around $32.5 million in obligations.

The termination of these agreements and the repayment of loans are part of Calumet’s broader strategy to streamline its financing structure. The actions taken by MRL, a non-guarantor subsidiary of Calumet, reflect a significant reshuffling of the company’s financial obligations and assets. InvestingPro data reveals that the company’s current ratio stands at 0.63, indicating that short-term obligations exceed liquid assets. Subscribers to InvestingPro can access 11 additional key insights about Calumet’s financial health and future prospects through the comprehensive Pro Research Report.

Calumet’s financial maneuvers come after securing the DOE Facility, which aims to support the company’s initiatives in producing renewable diesel and related products. The DOE loan guarantee agreement, initially entered into on January 10, 2025, provides for a loan facility of up to $1.44 billion.

The news of these financial developments is based on a press release statement and is a substantial move for the company, which is listed on The Nasdaq Stock Market LLC under the trading symbol CLMT. With an EBITDA of $222 million in the last twelve months, the company’s financial metrics are closely monitored by analysts, who have set price targets ranging from $15 to $33 per share. The information disclosed in this article is derived from Calumet’s Form 8-K filing with the United States Securities and Exchange Commission. For deeper insights into Calumet’s valuation and financial health metrics, investors can access the detailed analysis available on InvestingPro.

In other recent news, Calumet, Inc. announced that the U.S. Department of Energy (DOE) has approved a loan for its subsidiary, Montana Renewables, LLC, with the first tranche of approximately $782 million expected to be disbursed soon. This funding is anticipated to aid the subsidiary’s growth in line with current energy policies. In financial developments, Calumet has issued $100 million in senior notes due 2028 at a 9.75% interest rate, with proceeds intended to redeem part of its 2026 notes. Meanwhile, UBS analysts downgraded Calumet’s stock from Neutral to Sell, citing potential impacts on earnings due to changes in tax credits and competitive pressures. UBS projects a $100 million annual EBITDA reduction in 2025 due to the shift from Blenders Tax Credit to Production Tax Credit. Additionally, Calumet reported a preliminary fourth-quarter net loss of up to $54 million, partially offset by $20 million in insurance proceeds related to a business interruption claim. The company also announced a $65 million at-the-market equity offering program as part of its financial strategy. These recent developments reflect significant movements in Calumet’s financial and operational strategies.

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