CF工业商业总裁Bert Frost指出，低碳肥料为生物乙醇原料脱碳提供了可量化、可认证的路径。POET谷 物业务总裁Christian McIlvain表示，此举为降低乙醇碳强度开辟了新途径，有望带来环境与经济双重效 益。两家公司表示，该项目标志着农业与能源企业在低碳价值链上的深度协作，旨在推动生物燃料产业 链的可持续发展。 试点覆盖艾奥瓦、明尼苏达、密苏里和内布拉斯加等州。CF工业在其Donaldsonville工厂通过捕获并封 存二氧化碳生产低碳氨，年产能可达190万吨，足以满足1900万至2200万英亩玉米的肥料需求。2025年 秋季，项目已完成首批低碳氨肥料的销售与施用。POET将使用这些低碳肥料种植的玉米，在明尼苏 达、艾奥瓦和内布拉斯加的生物燃料工厂生产乙醇，预计可产出500万至600万加仑低碳强度乙醇。 中化新网讯 近日，CF工业与POET宣布携手在美国启动利用低碳肥料生产低碳乙醇的试点项目。该项目 旨在通过低碳肥料降低玉米种植的碳强度，生产低碳乙醇。项目联合了多家农业合作社，共同构建从生 产到农户的低碳肥料供应链。 ...

Core Viewpoint - CF Industries Holdings, Inc. is a significant player in the agricultural fertilizer industry, providing essential nutrients to enhance crop yields and competing with major companies like Nutrien and Mosaic [1] Group 1: Stock Performance - Scotiabank set a price target of $82 for CF Industries, while the stock was trading at $89.40, approximately 8.28% above the target [2] - The current stock price is $89.34, reflecting a decrease of 4.17% or $3.89 from previous levels, with fluctuations between $88.78 and $92.14 on the same day [2][5] - Over the past year, CF Industries' stock has experienced significant volatility, reaching a high of $104.45 and a low of $67.34 [4] Group 2: Financials and Dividends - CF Industries announced a quarterly dividend of $0.50 per share, payable on February 27, 2026, to shareholders recorded by February 13, 2026, indicating a commitment to returning value to shareholders [3][5] - The company's market capitalization is approximately $14.47 billion, with a trading volume of 929,009 shares on the NYSE [3][5] Group 3: Upcoming Financial Results - The company is scheduled to release its fourth quarter and full year 2025 financial results on February 18, 2026, after market close, followed by a conference call to discuss these results [4]

智通财经APP获悉，在黄金、白银等硬商品行情持续吸引市场目光之际，软商品板块正悄悄积累动能， 逐步走进"舞台"中央。谷物、畜牧、乳制品等农业相关品种近期整体走强，也带动覆盖农业全产业链获 得关注。 农产品加工与贸易板块中，Archer Daniels Midland(ADM.US)年内已上涨约17%，股息率接近3%。股价 逼近52周高点，并完成关键65美元关口的向上突破，周线图呈现"倒头肩底"形态。同行邦吉(BG.US)同 期上涨约25%，形成良好的同业验证。若后续有效站稳200周均线，上行空间或进一步打开，年内目标 被看至90美元。 防御型食品板块方面，美国达尔令国际(DAR.US)过去三个月累计上涨约23%，五周连涨，周线50周均 线多年后首次拐头向上。股价近期突破40美元关键阻力位，若守住37美元上方，中期或指向55美元。 在个股层面，部分农业相关股票已率先走强并进入技术性整固阶段。此前两周累计上涨近20%的 Nutrien(NTR.US)，便被视为强势标的之一。与此同时，市场开始将目光投向仍具上行潜力的品种。 化肥与基础材料板块方面，CF工业控股(CF.US)年初至今涨幅已超过18%，并录得四周连涨， ...

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF) today reported that its board of directors has declared a $0.50 per share dividend on its common stock. The dividend will be payable on February 27, 2026, to stockholders of record as of February 13, 2026. Investors can access the call by dialing 833-634-5017 (toll-free) or 412-902-4213 (international) and ask to be joined into the CF Industries call. The conference call also will be available live on the Company's website at www.cfi ...

Core Insights - CF Industries Holdings, Inc. has partnered with POET LLC and major U.S. agriculture cooperatives to launch a pilot program aimed at developing a low-carbon fertilizer supply chain to reduce carbon intensity in corn production and facilitate low-carbon ethanol production for motor fuel and export [1][4] Group 1: Pilot Program Details - The initiative involves tracking certified low-carbon nitrogen fertilizer produced at CF Industries' Donaldsonville Complex, utilizing CO2 emission capture and storage, and distributed through retail channels to growers in Iowa, Minnesota, Missouri, and Nebraska [2] - The pilot program includes partnerships with WinField United, NuWay-K&H, New Cooperative, and Farmer's Cooperative [2] Group 2: Ethanol Production - POET plans to use the low-carbon corn produced from this initiative to generate an estimated 5–6 million gallons of lower-carbon intensity ethanol at its Midwest bioprocessing facilities [3] - The first low-carbon ammonia distribution and field application were completed in late 2025, marking a significant advancement in decarbonizing agricultural inputs and biofuel outputs [3][8] Group 3: Environmental and Economic Impact - The collaboration emphasizes that low-carbon fertilizer can lead to measurable emissions reductions across the entire value chain, contributing to cleaner ethanol production, improved farmer economics, and progress towards U.S. low-carbon fuel goals [4]

根据协议，CF工业将利用其位于路易斯安那州唐纳森维尔生产基地的低氨产能与出口设施;托克将提供 大宗商品物流与市场拓展专业能力;而由托克、前线航运与金海洋集团合资成立的TFG Marine，将依托 其全球船燃供应网络与加注服务经验，协调氨燃料加注需求，并建立面向全球加注中心的"最后一公 里"运输解决方案。 三方表示，此次合作汇聚了低碳氨从生产、物流到加注的全链条关键能力，旨在构建稳定供应链，助力 船运运营商实现氨燃料的商业化应用，从而推动海运业能源转型。低碳氨被视为实现航运脱碳路径的重 要潜在燃料之一。 中化新网讯 近日，CF工业、托克以及TFG Marine三家美国企业签署谅解备忘录，共同推动低碳氨作为 船用燃料的应用，以支持全球航运业减排。 该合作将基于CF工业与托克在低碳氨运输方面的既有合作，进一步聚焦市场开发、利益相关方对接与 加注物流规划，初期以美国墨西哥湾沿岸和欧洲西北部为重点区域。 ...

Core Insights - Exxon Mobil has initiated commercial operations for carbon capture and storage (CCS) in collaboration with ammonia producer CF Industries in Louisiana, set to commence in 2025 [1] Company Summary - Exxon Mobil is advancing its sustainability efforts through the launch of CCS operations, indicating a strategic shift towards reducing carbon emissions [1] - The partnership with CF Industries highlights the company's focus on innovative solutions in the energy sector [1] Industry Summary - The move towards CCS reflects a growing trend in the energy industry to adopt technologies aimed at mitigating climate change [1] - The collaboration signifies an increasing emphasis on carbon management solutions within the ammonia production sector [1]

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, and POET, the world's largest producer of biofuels, have launched a pilot project with major agriculture co-operatives to jointly develop a low-carbon fertilizers supply chain. The goal of the pilot is to demonstrate how the use of low carbon nitrogen fertilizer can substantially reduce the carbon intensity of corn and enable the production of low carbon ethanol for us ...

Core Insights - CF Industries Holdings, Inc. is experiencing strong demand for nitrogen fertilizers and higher nitrogen prices, despite challenges from rising natural gas costs [1][4][11] Group 1: Market Demand and Trends - The global demand for nitrogen fertilizers is expected to remain robust due to recovering industrial demand and favorable farmer economics, particularly in the U.S. with high corn-planted acres [3][7] - CF Industries is witnessing strong urea demand from Brazil and India, driven by increased corn plantings in Brazil and low inventory levels in India [3][11] Group 2: Financial Performance - In the third quarter, CF Industries reported a 21% year-over-year increase in net sales, reaching approximately $1.66 billion, attributed to strong global nitrogen demand and supply disruptions [4][11] - The company generated $1.06 billion in net cash from operating activities in the third quarter, a 14% increase year-over-year, and returned $445 million to shareholders [5] Group 3: Cost Pressures - CF Industries faces challenges from rising natural gas prices, a key feedstock for nitrogen fertilizers, with the average cost increasing to $2.96 per MMBtu in the third quarter from $2.10 per MMBtu a year ago [6] - The average natural gas cost for the first nine months rose to $3.34 per MMBtu from $2.38 per MMBtu in the previous year, impacting the company's margins [6] Group 4: Competitive Landscape - Other major players in the fertilizer market, such as Nutrien and Mosaic, are also navigating varying demand conditions, with Nutrien expecting record crop production and Mosaic facing challenges in North American fertilizer demand [8][9]

Group 1 - CF Industries Holdings, Inc. plans to announce its quarterly financial results and hold conference calls in 2026 [1][3] - The company aims to provide clean energy sustainably, focusing on decarbonizing its ammonia production network [2] - CF Industries has manufacturing complexes in the United States, Canada, and the United Kingdom, along with a strong logistics network in North America [2] Group 2 - The schedule for the quarterly financial results and conference calls for 2026 is as follows: - Fourth Quarter 2025 results on February 18, 2026, with a call on February 19, 2026 [3] - First Quarter 2026 results on May 6, 2026, with a call on May 7, 2026 [3] - Second Quarter 2026 results on August 5, 2026, with a call on August 6, 2026 [3] - Third Quarter 2026 results on November 4, 2026, with a call on November 5, 2026 [3]