CF Industries Holdings, Inc. (CF) BMO Global Farm to Market Conference (Transcript)

Company Overview - CF Industries is one of the largest nitrogen producers in North America and is currently experiencing a constructive market environment for nitrogen pricing [3]. Recent Developments - The company has announced a joint venture with Mitsui and JERA to build a new plant in Louisiana, referred to as Blue Point, which will utilize autothermal reforming technology to produce over 1.4 million metric tons of blue ammonia [3]. - The new plant's production will partially be directed towards Asia, specifically Western Asia, while CF Industries will retain 40% of the economics from this venture [3]. Operational Performance - CF Industries reports that its plants are operating safely and productively, with a significant volume of product moving quickly into the market [3].