Form 10-Q · Quarterly report
CF Industries 10-Q, filed Aug 6, 2026
- Filed
- CIK
- 0001324404
- Accession no.
- 0001324404-26-000019
Summary
CF Industries Holdings said that state and federal permits for its Blue Point low-carbon ammonia complex in Modeste, Louisiana were received in July 2026, allowing construction to begin in August 2026 on a facility estimated to cost about $3.7 billion, with production expected in 2029. The company also reported that its Donaldsonville carbon capture and compression unit, completed in July 2025 for about $200 million, can sequester up to 2 million metric tons of CO2 annually and supports up to roughly 1.9 million tons of low-carbon ammonia output per year, and that a similar unit at Yazoo City is expected to cost about $100 million and start in 2028.
Key points
- State and federal permits for the Blue Point complex in Modeste, Louisiana were received in July 2026, enabling construction to begin in August 2026.
- The Blue Point One joint venture is owned 40% by CF Industries, 35% by JERA and 25% by Mitsui, with low-carbon ammonia production expected to begin in 2029.
- The Yazoo City carbon capture unit is expected to cost about $100 million, start up in 2028 and sequester up to roughly 500,000 metric tons of CO2 annually.
- A nitric acid plant abatement project at the Verdigris complex was completed in the fourth quarter of 2025 and is expected to cut CO2-equivalent emissions by over 600,000 metric tons per year.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS. You should read the following discussion and analysis in conjunction with our annual consolidated financial statements and related notes and our discussion and analysis of financial condition and results of operations that were included in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the Securities and Exchange Commission (SEC) on February 25, 2026, as well as Item 1. Financial Statements in Part I of this Quarterly Report on Form 10-Q. All references to “CF Holdings,” “we,” “us,” “our” and “the Company” refer to CF Industries Holdings, Inc. …
An excerpt of the text as filed with the SEC, cut for length.
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