CF · 8-K · 20260805PR091275

Manufacturing and Capacity

CF Industries Holdings, Inc. · 2026-08-05 · Importance 20 · Surprise 24 · In source text

Available ammonia capacity utilization reached 98% in the first half of 2026, despite the ongoing outage at the Yazoo City Complex. CF Industries said its five-year average North American capacity utilization was 96%, versus 86% for North American peers excluding CF. The 10-percentage-point utilization advantage produces approximately 1 million additional tons of ammonia annually. Yazoo City is expected to resume ammonia, ammonium nitrate solution, nitric acid, urea ammonium nitrate solution and urea liquor production during the first half of 2027.

Key facts

• Gross ammonia production in 2026 expected to be ~9.5 million tons, which includes impact of ongoing Yazoo City outage from November 2025 incident source
• Available ammonia capacity represents CF’s average annual gross ammonia capacity less Yazoo City Complex average gross ammonia capacity which management expects will resume operations in 1H 2027 source
• Yazoo City Complex expected to resume ammonia, ammonium nitrate solution, nitric acid, urea ammonium nitrate solution and urea liquor production during 1H 2027 source
• CF’s 10% greater capacity utilization yields an additional ~1 million tons of ammonia annually source
• CF’s 5-year rolling average North American ammonia percent of capacity utilization: 96% vs North America excluding CF: 86% (5-year rolling avg ending 2025) source
• 98% available ammonia capacity utilization in 1H 2026 source
• Recordable incident rate 12-month rolling average as of June 30, 2026: 0.16 per 200,000 work hours source

Impact estimates