CF Industries Holdings (CF)

Supply shocks and European curtailments are reshaping the nitrogen market.

CF Industries Holdings, Inc. (NYSE: CF) today reported that its board of directors has declared a $0.60 per share dividend on its common stock. The dividend will be payable on November 30, 2026, to stockholders of record as of November 16, 2026.

Wide U.S.-Europe natural gas spreads are boosting fertilizer margins. CF Industries, CVR Partners, and LSB Industries all trade below their spring highs despite strong spread economics.

Blue Point One, a joint venture between CF Industries Holdings, Inc. (NYSE: CF), the world’s largest producer of ammonia; JERA Co., Inc. (JERA), Japan’s largest energy company; and Mitsui & Co., Ltd. (Mitsui), a leading global investment and trading company, today broke ground in Modeste, Louisiana, on a low-carbon ammonia plant that can serve both traditional agricultural customers and emerging energy applications. The plant is expected to be the world’s largest ammonia plant upon completion, with a production capacity of 1.4 million metric tons per year. The event was attended by U.S. Secretary of Agriculture Brooke Rollins, U.S. Deputy Secretary of Agriculture Stephen Vaden, Assistant Secretary of the Army (Civil Works) Adam Telle, U.S. Representative Julia Letlow, and senior Louisiana state government and local officials.

Nitrogen producer reports $727M earnings amid tight global supply through 2027.