CF · 10-Q · 2026Q2 · Full report

Products and Technology

CF Industries Holdings, Inc. · 2026-08-06 · Importance 34 · Surprise 42 · Matches filing data

CF Industries completed its Donaldsonville, Louisiana, carbon-capture project in July 2025, enabling annual low-carbon ammonia capacity of approximately 1.9 million tons and sequestration of up to 2 million metric tons of CO2. In 2026, the company began selling low-carbon upgraded products, with PepsiCo purchasing low-carbon UAN for use in its product supply chain. The Blue Point One facility is designed to produce approximately 1.4 million metric tons of low-carbon ammonia annually and capture more than 95% of production-related CO2, with production expected to begin in 2029. Low-carbon ammonia is being positioned for traditional fertilizer uses and new applications including power generation, steel production and marine shipping.

Key facts

• In June 2025, the Blue Point One joint venture executed agreements, including a long-term supply agreement, with a subsidiary of Linde plc for them to design, construct, own, operate and maintain an air separation unit (ASU) at our Blue Point complex. source
• Equity in earnings of operating affiliate Q2 2026: $7 million vs $2 million in Q2 2025, reflecting increase in PLNL operating results due primarily to higher ammonia selling prices partially offset by higher natural gas costs. source
• Equity in earnings of operating affiliate Jan–Jun 2026: $13 million vs $6 million in prior year, reflecting increased PLNL results due primarily to higher ammonia selling prices partially offset by higher natural gas costs. source
• The increase in Other segment sales volume primarily reflected higher DEF and nitric acid shipments. source

Impact estimates