CVR Partners Plans $60M–$75M 2026 Capex with Ammonia and DEF Expansions

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CVR Partners LP projects 2026 capital expenditures of $60 million to $75 million, with $35 million to $45 million earmarked for maintenance and $25 million to $30 million for growth initiatives. Growth projects include ammonia expansion and feedstock diversification at Coffeyville, water quality upgrades and DEF capacity expansion to target >95% utilization.

1. Detailed 2026 Capital Spending Estimates

CVR Partners, LP today released its preliminary capital spending plan for 2026, forecasting total expenditures of $60 million to $75 million. Maintenance capital is projected at $35 million to $45 million, while growth capital is estimated at $25 million to $30 million. This disciplined allocation demonstrates the partnership’s commitment to sustaining current operations and funding strategic projects designed to enhance long-term profitability and reliability.

2. Key Growth Projects to Enhance Production and Margins

The partnership will deploy growth capital primarily at its Coffeyville, Kansas, and East Dubuque, Illinois, facilities. Major initiatives include an ammonia expansion and feedstock diversification project at Coffeyville, upgrades to water treatment systems at both plants, and expansion of diesel exhaust fluid production and load-out capacity. Management expects these investments to support utilization rates above 95 percent of nameplate capacity—excluding planned turnarounds—by reducing bottlenecks and improving operational reliability.

3. Investor Considerations and Forward-Looking Guidance

Management’s forward-looking statements outline expectations for margin improvement, enhanced production rates and sustained safe operations. Investors should be aware that these projections depend on factors such as commodity price fluctuations, feedstock availability and regulatory developments. CVR Partners directs stakeholders to detailed risk disclosures in its most recent Annual Report on Form 10-K and subsequent SEC filings for a comprehensive understanding of potential variables that may influence actual outcomes.

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