Street Calls of the Week
NORTHBROOK, Ill. - CF Industries Holdings, Inc. (NYSE:CF), a $14.56 billion market cap company with strong financial health according to InvestingPro analysis, has delivered its first shipment of certified low-carbon ammonia to Europe, the company announced Thursday. The 23,500 metric ton shipment left the company’s Donaldsonville, Louisiana facility on September 25, destined for Antwerp, Belgium.
Trafigura purchased the ammonia for delivery to Envalior, which plans to use it in the production of low-carbon caprolactam. The ammonia is certified under the Verified Ammonia Carbon Intensity (VACI) Program to have a significantly lower well-to-gate carbon footprint than conventional natural gas-based ammonia. With a robust current ratio of 3.22 and healthy gross margins of 35.6%, CF Industries demonstrates strong operational efficiency in its environmental initiatives.
The shipment was made possible by CF Industries’ carbon dioxide capture and storage project at its Donaldsonville Complex, which began operations in July 2025. The facility has capacity to sequester up to 2 million metric tons of CO2 annually from the ammonia manufacturing process.
"We are proud to partner with industry leaders Trafigura and Envalior as we work together to develop a low-carbon ammonia supply chain in advance of the implementation of the European Union’s carbon border adjustment mechanism," said Bert Frost, executive vice president of sales, market development and supply chain at CF Industries.
CF Industries expects to produce approximately 1.9 million tons of VACI-certified low-carbon ammonia annually, which can also be upgraded into low-carbon nitrogen fertilizer products.
This marks CF Industries’ second low-carbon ammonia delivery, following an earlier sale to a customer in Africa, according to the company’s press release statement.
CF Industries describes itself as the world’s largest producer of ammonia, with manufacturing facilities in the United States, Canada, and the United Kingdom. The company maintains a 2.31% dividend yield and has shown consistent profitability with an 11.45% return on assets. For detailed analysis and additional insights, investors can access comprehensive research reports through InvestingPro, which offers exclusive financial metrics and expert analysis for over 1,400 US stocks.
In other recent news, CF Industries Holdings, Inc. announced a quarterly dividend of $0.50 per share, payable on November 28, 2025, with financial results for the third quarter of 2025 to be released on November 5. The company also reported a leadership change, with CEO W. Anthony Will set to retire on January 4, 2026, and Christopher D. Bohn named as his successor. In terms of stock ratings, BofA Securities downgraded CF Industries from Neutral to Underperform due to concerns about ammonia deflation affecting urea production. Conversely, Barclays upgraded the stock to Overweight, citing benefits from low-carbon initiatives in the Ammonia segment. Additionally, Wells Fargo increased its price target for CF Industries to $108, maintaining an Overweight rating despite acknowledging impacts from unplanned turnarounds in the second quarter. These developments highlight significant shifts in the company’s management and financial outlook.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.