CF Industries Holdings, Inc. (CF)

CF Industries Holdings, Inc. is a global leader in nitrogen products for fertilizer and industrial applications, currently led by President and CEO Tony Will. The company’s mission is to "provide clean energy to feed and fuel the world sustainably," a vision that has seen it pivot from a commodity chemical producer into a pioneer of the green hydrogen and ammonia economy. CF Industries holds a strategic position as the owner of the world’s largest ammonia production network. CF Industries Holdings, Inc. stock is a premier "Energy Transition and Food Security" play, representing a company that is essential to both global agriculture and the future of low-carbon fuels.

The company’s business operations are centered on its massive manufacturing complexes in the US, Canada, and the UK, which produced approximately 10 million tons of ammonia in 2025. In late 2025, CF reported net earnings of $1.05 billion for the first nine months, supported by strong global demand and its unparalleled logistics network. The company’s future strategy focuses on "Decarbonizing Ammonia," investing heavily in carbon capture and storage (CCS) projects to enable the production of low-carbon hydrogen. For 2026, the firm is prioritizing its $2 billion share repurchase program and the commercialization of its "Blue Ammonia" offerings for the power generation and maritime sectors. Its competitive moat is its low-cost North American natural gas feedstock advantage and an industry-leading safety record, with a recordable incident rate of just 0.30 per 200,000 hours.

CF Industries is publicly traded on the New York Stock Exchange under the ticker CF stock. It is a favorite for investors seeking exposure to the "Green Industrial" theme and the stable cash flows of the global fertilizer market. Financial analysts and energy experts monitor the CF stock price as a primary indicator of global nitrogen pricing and the adoption rate of clean ammonia as a zero-carbon energy carrier. By December 2025, CF stands as a transformed leader, utilizing its massive scale to solve two of the world’s biggest challenges: hunger and carbon emissions.