other material
confidence high
sentiment neutral
materiality 0.60
CVR Partners guides 2026 capex $60M-$75M, growth projects at Coffeyville and DEF expansion
CVR PARTNERS, LP
- Preliminary 2026 total capex estimated at $60M-$75M: maintenance $35M-$45M, growth $25M-$30M.
- Growth projects include ammonia expansion/feedstock diversification at Coffeyville, water quality upgrades, and DEF loadout capacity expansion.
- CEO Mark Pytosh targets plant utilization above 95% of nameplate capacity, excluding turnaround impacts.
- Margin-improvement and debottlenecking projects planned at both plants to improve reliability and production rates.