CVR Energy Inc. has released an investor presentation outlining its current business environment, operational performance, and strategic priorities. The company highlights a constructive refining macro environment, driven by reduced domestic refining capacity and stable demand trends. U.S. operable refining capacity has declined by more than 800,000 barrels per day since 2020, while additional closures are expected in 2026. The U.S. Energy Information Administration forecasts a 1% decline in gasoline consumption and supply in 2026, with distillate consumption projected to rise by 1% as supply drops by 5%. CVR Energy reports an 80% average refinery utilization rate for the twelve months ended September 30, 2025, with impacts from a planned turnaround at its Coffeyville facility. The company emphasizes its focus on safe, reliable operations, commercial optimization, and strategic growth opportunities, particularly in the petroleum and nitrogen fertilizer segments. CVR Energy owns and operates two Mid-Continent refineries and holds a significant interest in CVR Partners, LP, which operates two nitrogen fertilizer facilities. You can access the full presentation through the link below.

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