CF · 8-K · 20260805PR000017

Chinese Urea Export Policy

CF Industries Holdings, Inc. · 2026-08-05 · Importance 23 · Surprise 24

CF Industries expects steady Chinese urea exports from July through October 2026. Export quotas and price floors introduced in May 2026 remained in effect, although they had been revised. The company projects 4–6 million metric tons of Chinese urea exports in 2026, with actual volumes dependent on government policy, domestic pricing, and fall restocking demand.

Key facts

• Management projects 4-6 million metric tons of Chinese urea exports in 2026 source
• Management expects steady Chinese urea exports from July through October 2026 and notes export quotas and price floors introduced in May 2026 remain in effect, although revised source