Form 10-Q · Quarterly report
CF Industries 10-Q, filed Nov 5, 2026
- Filed
- CIK
- 0001324404
- Accession no.
- 0001324404-26-000025
Summary
CF Industries Holdings reported in its quarterly filing that its Donaldsonville carbon capture and sequestration unit is in operation, supporting capacity for about 1.9 million tons of low-carbon ammonia annually, and that the Blue Point One joint venture with JERA and Mitsui began construction in August 2026 on an approximately $3.7 billion low-carbon ammonia plant, with production expected in 2029. CF Industries also said it completed a nitric acid abatement project at its Verdigris complex and expects its Yazoo City CCS project to begin sequestering CO2 in 2028.
Key points
- CF Industries formed the Blue Point Number One joint venture on April 8, 2025 with JERA (35%) and Mitsui (25%) to build a low-carbon ammonia plant at its Blue Point complex in Modeste, Louisiana, at an estimated cost of about $3.7 billion, with production expected to begin in 2029.
- The carbon capture and sequestration unit at CF Industries' Donaldsonville, Louisiana complex, completed in July 2025 at a cost of about $200 million, enables sequestration of up to 2 million metric tons of CO2 annually and supports capacity for about 1.9 million tons of low-carbon ammonia per year.
- CF Industries expects construction of a CCS unit at its Yazoo City, Mississippi complex to cost about $100 million, with sequestration of up to roughly 500,000 metric tons of CO2 annually expected to begin in 2028.
- A nitric acid plant abatement project at CF Industries' Verdigris complex was completed in the fourth quarter of 2025 and is expected to reduce CO2-equivalent emissions by more than 600,000 metric tons annually.
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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