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CF Industries (CF) investor relations material
CF Industries Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
Market overview and 2025-2026 outlook
Fertilizer markets in 2025 were shaped by supply disruptions from geopolitical events, weather, and tariffs, leading to high prices and tight inventories globally.
Demand remained strong in key regions like India and Brazil, while Europe faced high gas costs and increased imports.
As 2025 ends, the market is more balanced but still tight, with low inventories and healthy demand expected into 2026.
China’s export activity and India’s consistent tendering are key supply factors for 2026.
Unplanned supply disruptions were significant in 2025, but more stable supply is anticipated for 2026 barring new shocks.
Farmer economics and crop trends
Farmer revenues were challenged in 2025 compared to prior years, but crop insurance and strong yields supported cash flow, especially in major corn states.
Corn remains the favored crop for 2026, with robust demand from feed and regulated ethanol markets.
Corn acreage is expected to drop from 98 million to 92-93 million in 2026, but this is not seen as a major demand shock due to crop rotation and continued land use.
Low fertilizer inventories and a strong fall application season indicate healthy demand for spring 2026.
Wheat and soybeans may absorb some acreage, shifting nutrient demand but not significantly impacting nitrogen sales.
Global supply, trade, and inventory dynamics
Global fertilizer inventories are low, with buyers cautious about carrying costs and market risk.
Retailers are less stocked than usual, with only 30-50% of spring needs bought versus a typical 70%, suggesting catch-up buying ahead.
Russian exports remain strong despite sanctions, while Black Sea and European supply is constrained.
China is expected to export around 4 million tons in 2026, with internal demand remaining high.
India’s nitrogen imports have been higher than expected and are likely to remain strong due to domestic production challenges and favorable subsidies.
China's Q2 2026 export impact on supply
Low-carbon ammonia market development in Asia
Impact of global gas price compression on CF
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Next CF Industries earnings date
Q4 202511 Feb, 2026
Next CF Industries earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
CF Industries Holdings, Inc. manufactures and sells hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities worldwide. It operates in two segments, Nitrogen Fertilizer and Industrial Gases. The Nitrogen Fertilizer segment produces ammonia, urea ammonium nitrate, nitric acid, anhydrous ammonia, calcium ammonium nitrate, ammonium nitrate solutions, urea solutions, and polymers. This segment sells its products to the agricultural sector through its ammonia plants as well as to feedstock customers; powers methanol production with CO; and supplies gaseous fuels primarily to emitters of nitrogen oxides under long-term supply contracts. The company was founded in 1946 and is headquartered in Deerfield, Illinois.
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