CF Industries: Strong Margins Through US Gas Advantage

CF Industries Holding is one of the world's leading producers of nitrogen fertilizers and plays a central role in the global agricultural economy. The company benefits from stable demand for ammonia and urea, particularly during times of geopolitical uncertainties surrounding global energy supply. Since the production of these fertilizers requires large quantities of natural gas, production costs in regions with tight supply increase significantly in crisis times – for instance, during supply shortages or price spikes. In contrast, CF is competitively...