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    Conor Fitzpatrick

    Vice President and Analyst at Bank of America Merrill Lynch

    Conor Fitzpatrick is a Vice President and Analyst at Bank of America Merrill Lynch, specializing in materials and the specialty chemicals sector with specific coverage including companies like Calumet. He has maintained a 100% success rate with an average return of 3.39% on his stock ratings, ranking #3,892 out of 4,839 analysts in 2025 according to Stock Analysis. Fitzpatrick began his tenure at Bank of America Merrill Lynch over 11 months ago, and has previously held roles in financial research and analysis at other major firms. He holds industry-standard credentials, including demonstrated FINRA registration and securities licenses, reflecting his professional qualifications in equity research.

    Conor Fitzpatrick's questions to Calumet, Inc. /DE (CLMT) leadership

    Conor Fitzpatrick's questions to Calumet, Inc. /DE (CLMT) leadership • Q2 2025

    Question

    Conor Fitzpatrick from Bank of America Merrill Lynch asked for details on the specific operational improvements driving the consistent reduction in OpEx per gallon in the renewables business and questioned how Calumet views the attractiveness of different regional SAF markets, such as the West Coast, Gulf Coast, and Midwest.

    Answer

    CEO Todd Borgmann explained that the primary drivers for cost reduction have been significant improvements in water treatment efficiency and a meaningful reduction in on-site third-party contractors as the internal team's expertise has grown. Regarding SAF markets, Borgmann emphasized Calumet's logistical flexibility via the BNSF railway, allowing them to target advantaged markets in the U.S. Midwest (state tax credits), the West Coast (LCFS programs), and Canada, ensuring they can capture maximum value.

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    Conor Fitzpatrick's questions to Marathon Petroleum (MPC) leadership

    Conor Fitzpatrick's questions to Marathon Petroleum (MPC) leadership • Q2 2025

    Question

    Conor Fitzpatrick asked about the specific drivers behind the particularly strong diesel and jet fuel differentials observed recently in the Mid-Con and West Coast regions.

    Answer

    Chief Commercial Officer Rick Hessling explained that the strength was a result of refiners running sweeter crude slates, which reduces diesel and jet output, combined with strong regional demand. This dynamic has led to expanded octane spreads, particularly in the Mid-Continent.

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    Conor Fitzpatrick's questions to PBF Energy (PBF) leadership

    Conor Fitzpatrick's questions to PBF Energy (PBF) leadership • Q2 2025

    Question

    Conor Fitzpatrick asked if recent UK refinery closures make restarting the idled units at the Paulsboro refinery a more attractive option for PBF Energy.

    Answer

    President & CEO Matthew Lucey stated that while the company continuously evaluates all options, it has no plans to restart the idled Paulsboro units at the moment. He emphasized that as markets evolve, PBF will look to optimize all assets to create long-term value, but a restart is not currently under active consideration.

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