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Contents
Accenture · 2025 · table_of_contents
Contents
Executive Summary
Accenture · 2025 · section_divider
Executive Summary
Executive Summary
Accenture · 2025 · executive_summary
Executive Summary
Spotlight developments
Accenture · 2025 · section_divider
Spotlight developments
Americas
Accenture · 2025 · section_divider
Americas
Europe, Middle East and Africa
Accenture · 2025 · section_divider
Europe, Middle East and Africa
Asia Pacific
Accenture · 2025 · section_divider
Asia Pacific
Economic indicator chart pack
Accenture · 2025 · section_divider
Economic indicator chart pack
Regional and industry activity
Accenture · 2025 · section_divider
Regional and industry activity
Consumer spending
Accenture · 2025 · section_divider
Consumer spending
Labor markets
Accenture · 2025 · section_divider
Labor markets
Inflation
Accenture · 2025 · section_divider
Inflation
Business investment
Accenture · 2025 · section_divider
Business investment
Trade and tariffs
Accenture · 2025 · section_divider
Trade and tariffs
Supply chains
Accenture · 2025 · section_divider
Supply chains
Energy and commodities
Accenture · 2025 · section_divider
Energy and commodities
Financial markets
Accenture · 2025 · section_divider
Financial markets
About Accenture Macro Foresight
Accenture · 2025 · team_bio
About Accenture Macro Foresight
Goldman Sachs Carbonomics Conference
GoldmanSachs · 2024 · cover
Goldman Sachs Carbonomics Conference
CAUTIONARY STATEMENTS
GoldmanSachs · 2024 · disclaimer
CAUTIONARY STATEMENTS
WHO WE ARE
GoldmanSachs · 2024 · context
WHO WE ARE
CALUMET – A NEW COMPANY
GoldmanSachs · 2024 · executive_summary
CALUMET – A NEW COMPANY
$260 million — Adjusted EBITDA
WHY INVEST IN CALUMET?
GoldmanSachs · 2024 · key_messages
WHY INVEST IN CALUMET?
DOE LOAN OPPORTUNITY
GoldmanSachs · 2024 · problem_statement
DOE LOAN OPPORTUNITY
>700% — SAF output growth
DOE LOAN SUMMARY AND $778MM TRANCHE 1
GoldmanSachs · 2024 · financial_analysis
DOE LOAN SUMMARY AND $778MM TRANCHE 1
$778mm — Loan Amount
MAXSAF™ AND TRANCHE 2 FUNDING
GoldmanSachs · 2024 · implementation_plan
MAXSAF™ AND TRANCHE 2 FUNDING
300mm — kbcd
SUSTAINABLE AVIATION FUEL OVERVIEW
GoldmanSachs · 2024 · market_landscape
SUSTAINABLE AVIATION FUEL OVERVIEW
120 billion gallons — SAF demand
SPECIALTIES BUSINESS
GoldmanSachs · 2024 · section_divider
SPECIALTIES BUSINESS
MULTI-YEAR SPECIALTIES TRANSFORMATION
GoldmanSachs · 2024 · financial_analysis
MULTI-YEAR SPECIALTIES TRANSFORMATION
SPECIALTY PRODUCTS AND SOLUTIONS SEGMENT
GoldmanSachs · 2024 · financial_analysis
SPECIALTY PRODUCTS AND SOLUTIONS SEGMENT
$379.4 — Adjusted EBITDA
PERFORMANCE BRANDS SEGMENT
GoldmanSachs · 2024 · segmentation
PERFORMANCE BRANDS SEGMENT
$47.9 — Adjusted EBITDA
MONTANA RENEWABLES BUSINESS
GoldmanSachs · 2024 · section_divider
MONTANA RENEWABLES BUSINESS
MONTANA / RENEWABLES SEGMENT
GoldmanSachs · 2024 · financial_analysis
MONTANA / RENEWABLES SEGMENT
$12.7 — Adjusted EBITDA
APPENDIX
GoldmanSachs · 2024 · appendix
APPENDIX
BUSINESS SEGMENT OVERVIEW
GoldmanSachs · 2024 · segmentation
BUSINESS SEGMENT OVERVIEW
$251MM — 2023 Segment Adj. EBITDA
RENEWABLE DIESEL MARGIN FRAMEWORK
GoldmanSachs · 2024 · financial_analysis
RENEWABLE DIESEL MARGIN FRAMEWORK
$2/Gal — Renewable Index Margin
CAPITAL STRUCTURE OVERVIEW
GoldmanSachs · 2024 · financial_analysis
CAPITAL STRUCTURE OVERVIEW
9.0x — Net Recourse Debt / LTM Adjusted EBITDA
RECONCILIATION OF NET INCOME (LOSS) TO ADJUSTED EBITDA
GoldmanSachs · 2024 · financial_analysis
RECONCILIATION OF NET INCOME (LOSS) TO ADJUSTED EBITDA
RECONCILIATION OF SEGMENT GROSS PROFIT (LOSS) TO SEGMENT ADJUSTED GROSS PROFIT (LOSS)
GoldmanSachs · 2024 · financial_analysis
RECONCILIATION OF SEGMENT GROSS PROFIT (LOSS) TO SEGMENT ADJUSTED GROSS PROFIT (LOSS)
RECONCILIATION OF MRL AND CMR NET INCOME (LOSS) TO ADJUSTED EBITDA
GoldmanSachs · 2024 · financial_analysis
RECONCILIATION OF MRL AND CMR NET INCOME (LOSS) TO ADJUSTED EBITDA
RECONCILIATION OF NET INCOME (LOSS) TO ADJUSTED EBITDA
GoldmanSachs · 2024 · financial_analysis
RECONCILIATION OF NET INCOME (LOSS) TO ADJUSTED EBITDA
260.5 — Adjusted EBITDA
CALUMET
GoldmanSachs · 2024 · other
CALUMET
The AI Dossier
Deloitte · cover
The AI Dossier
About the Deloitte AI Institute
Deloitte · other
About the Deloitte AI Institute
Foreword
Deloitte · other
Foreword
What is inside
Deloitte · table_of_contents
What is inside
The Consumer AI Dossier
Deloitte · section_divider
The Consumer AI Dossier
The Consumer AI Dossier
Deloitte · context
The Consumer AI Dossier
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