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CF Industries' Low-Cost Nitrogen Production Will Benefit From Cyclically High Prices

Senior Equity Analyst Seth Goldstein

Seth Goldstein, CFA Senior Equity Analyst

Business Strategy and Outlook

| Seth Goldstein, CFA | May 5, 2022

CF Industries is the largest nitrogen producer in North America, with production based in the United States and Canada. CF's plants, which benefit from low-cost North American natural gas, are connected to its main customers in the U.S. Corn Belt by an extensive distribution network of pipelines, rail, and barge, giving the company a transportation cost advantage over foreign competition without pipeline access.

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Key Statistics - CF

CF Industries Holdings Inc's Company Profile

Business Description

CF Industries is a leading producer and distributor of nitrogen fertilizers. The company operates seven nitrogen facilities in North America and holds joint-venture interests in further production capacity in the United Kingdom and Trinidad and Tobago. CF makes nitrogen primarily using low-cost U.S. natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally. The company is also investing in carbon-free blue and green ammonia, which can be used an alternative fuel to hydrogen or as a means to transport hydrogen.

Contact

4 Parkway North, Suite 400
Deerfield, IL, 60015

T +1 847 405-2400

mjarosick@cfindustries.com

www.cfindustries.com

Sector Basic Materials

Industry Agricultural Inputs

Most Recent Earnings Mar 31, 2022

Fiscal Year End Dec 31, 2020

Stock Type Cyclical

Employees 3,000

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