CF · 8-K · 20260805PR091275

Market Demand Trends

CF Industries Holdings, Inc. · 2026-08-05 · Importance 17 · Surprise 24

CF Industries reported a tight global nitrogen supply-demand balance and said constructive fundamentals are expected to persist into 2027. Global nitrogen demand is expected to outpace capacity growth over the long term, further tightening the market. Indian urea imports are expected to increase as domestic production declines, while Brazilian imports are expected to remain robust in the second half of 2026.