CF Industries and POET Collaborate on Low-Carbon Fertilizer Development
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy CF?
Source: Yahoo Finance
- Low-Carbon Fertilizer Pilot: CF Industries has launched a pilot project with POET and several agricultural cooperatives to develop a low-carbon fertilizer supply chain aimed at significantly reducing the carbon intensity of corn, thereby promoting low-carbon ethanol production that is expected to deliver both environmental and economic benefits to rural communities.
- Collaborative Network: The project involves partners such as WinField United, NuWay-K&H, New Cooperative, and Farmer’s Cooperative, ensuring carbon intensity certification of low-carbon fertilizers across corn growers in Iowa, Minnesota, Missouri, and Nebraska, thereby enhancing agricultural sustainability.
- Ethanol Production Expectations: POET anticipates producing 5-6 million gallons of low-carbon ethanol from corn grown with low-carbon ammonia, further driving the low-carbon transition in the biofuel market and aligning with global renewable energy demands.
- Environmental Commitment: CF Industries captures and permanently stores CO2 at its Donaldsonville facility, producing up to 1.9 million tons of low-carbon ammonia annually, which can meet fertilizer needs for 19-22 million acres of corn, showcasing its leadership in agricultural sustainability.
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Analyst Views on CF
Wall Street analysts forecast CF stock price to fall
11 Analyst Rating
3 Buy
7 Hold
1 Sell
Hold
Current: 94.160
Low
78.00
Averages
91.60
High
110.00
Current: 94.160
Low
78.00
Averages
91.60
High
110.00
About CF
CF Industries Holdings, Inc. is a global manufacturer of hydrogen and nitrogen products. The Company is focused on decarbonizing its ammonia production network to enable low-carbon hydrogen and nitrogen products for energy, fertilizer, emissions abatement and other industrial activities. The Company's segments include Ammonia, Granular Urea, UAN, AN and Other. Ammonia segment produces anhydrous ammonia (ammonia), which is the base product that it manufactures (containing 82% nitrogen and 18% hydrogen). Granular Urea segment produces granular urea, which contains 46% nitrogen. UAN segment produces urea ammonium nitrate solution (UAN). AN segment produces ammonium nitrate (AN). Other segment primarily includes products, such as diesel exhaust fluid (DEF), urea liquor and nitric acid. Its manufacturing complexes in the United States, Canada, and the United Kingdom, a storage, transportation and distribution network in North America, and logistics capabilities enable a global reach.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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