CF · 8-K · 20260805PR091275

Guidance and Outlook

CF Industries Holdings, Inc. · 2026-08-05 · Importance 60 · Surprise 24

CF Industries expects constructive nitrogen supply-demand fundamentals to persist into 2027. CF-funded capital expenditures are expected to be approximately $950 million in 2026, including approximately $400 million for Blue Point and excluding expenditures for the Yazoo City rebuild. Gross ammonia production is expected to be approximately 9.5 million tons in 2026, while Yazoo City production of ammonia, ammonium nitrate solution, nitric acid, urea ammonium nitrate solution and urea liquor is expected to resume during the first half of 2027.

Key facts