CF · 8-K · 20260805PR091275

Low-Carbon Ammonia Strategy

CF Industries Holdings, Inc. · 2026-08-05 · Importance 64 · Surprise 42

CF Industries received permits for the Blue Point project in July 2026, enabling construction to begin in August 2026. Blue Point One is being developed through a joint venture with JERA and Mitsui, with CF estimating a $1.5 billion contribution plus $550 million for common facilities. The company expects to monetize decarbonization through 45Q tax credits and a low-carbon product premium, and its long-term plan assumes approximately $400 million of strategic initiatives supporting projected mid-cycle EBITDA of approximately $3.3 billion by 2030.