Want to see CF full AI Analyst Report?
Production Volume by Segment
Indicates the output levels across different segments, providing insight into operational efficiency and capacity utilization.CF is running ammonia hard — management cites nearly 100% ammonia availability and used tactical plant scheduling to push extra urea into the spring — signaling a deliberate tilt to capture tight global nitrogen pricing. The sharp recent drop in AN volume is a clear inflection (likely operational, logistical, or mix-driven), concentrating cash flow into ammonia/urea but increasing exposure to feedstock/gas volatility and regional trade disruptions; Blue Point expands optionality longer term.
Date | Ammonia | Granular Urea | UAN | AN |
|---|---|---|---|---|
Jun 30, 2026 | 2.40M | 1.27M | 1.64M | 135.00K |
Mar 31, 2026 | 2.46M | 1.15M | 1.52M | 105.00K |
Dec 31, 2025 | 2.51M | 959.00K | 1.70M | 230.00K |
Sep 30, 2025 | 2.44M | 1.01M | 1.65M | 360.00K |
Jun 30, 2025 | 2.56M | 1.18M | 1.73M | 341.00K |
Mar 31, 2025 | 2.62M | 1.11M | 1.86M | 322.00K |
Dec 31, 2024 | 2.62M | 1.02M | 1.77M | 354.00K |
Sep 30, 2024 | 2.43M | 1.17M | 1.52M | 364.00K |
Jun 30, 2024 | 2.60M | 1.25M | 1.83M | 333.00K |
Mar 31, 2024 | 2.15M | 959.00K | 1.63M | 341.00K |