Companies
CF Industries
S&P 500Materials· USA

CF

Status-Quo-Player

CF Industries

$121.68

+0.31%

Open $124.72·Prev $121.30

as of 13 Apr

STATUS-QUO-PLAYER

Power Core

CF Industries' moat is its position as the lowest-cost nitrogen producer in the Western Hemisphere, derived from structurally advantaged access to North American natural gas and an unmatched scale of integrated ammonia production capacity.

Published1 Apr 2026
UniverseS&P 500
SectorMaterials

Direction of Movement

Structural Tailwinds Are Reinforcing the Cost Curve Advantage

ROC 200

+29.0%

Referenced in 2 other analyses

Company Profile

CF Industries Holdings, Inc. is the world’s largest producer of ammonia and a leading global manufacturer of hydrogen and nitrogen products for clean energy, emissions abatement, fertilizers, and industrial applications. Founded in 1946 as Central Farmers Fertilizer by Midwestern farm cooperatives, the company has evolved from a regional supplier to a publicly traded corporation in 2005, headquartered in Northbrook, Illinois, with about 2,800 employees operating nine manufacturing complexes across the United States, Canada, and the United Kingdom. Its core products include anhydrous ammonia (NH3), granular urea, urea ammonium nitrate (UAN), ammonium nitrate, and diesel exhaust fluid (DEF), primarily produced via the Haber-Bosch process using low-cost natural gas feedstock. CF Industries supports global agriculture by supplying essential nitrogen fertilizers to farmers, while advancing low-carbon ammonia for emerging clean energy uses like power generation and marine fuel, backed by decarbonization initiatives reducing emissions by millions of metric tons annually and strategic carbon capture agreements. The company’s advantaged production network, safety excellence, and extensive North American distribution system position it as a key player in the fertilizers and agricultural chemicals industry within the materials sector.

Sector

Basic Materials

Industry

Agricultural Inputs

Employees

2,900

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