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Sales Volume by Segment
Tracks the quantity of goods sold in each segment, reflecting demand trends and market penetration.Ammonia volumes have strengthened into 2024–Q1 2026 and reflect near‑full utilization that management cited—this underpins CF’s cash generation and pricing leverage while global supply stays tight. In contrast, AN volumes plunged by Q1 2026, likely signaling feedstock/curtailment and regional disruption risks (not a demand loss), while granular urea and UAN show seasonal, tactical shifts (management even delayed a turnaround to move extra urea into spring). Monitor AN recovery and natural‑gas volatility as the primary operational risks to CF’s margin and cash outlook.
Date | Ammonia | Granular Urea | UAN | AN | Other |
|---|---|---|---|---|---|
Jun 30, 2026 | 865.00K | 1.28M | 1.39M | 129.00K | 587.00K |
Mar 31, 2026 | 1.10M | 1.29M | 1.67M | 130.00K | 488.00K |
Dec 31, 2025 | 1.27M | 857.00K | 1.61M | 237.00K | 556.00K |
Sep 30, 2025 | 1.09M | 939.00K | 1.56M | 384.00K | 525.00K |
Jun 30, 2025 | 1.09M | 1.19M | 1.90M | 378.00K | 466.00K |
Mar 31, 2025 | 1.15M | 1.13M | 1.88M | 328.00K | 530.00K |
Dec 31, 2024 | 1.24M | 1.00M | 1.61M | 357.00K | 535.00K |
Sep 30, 2024 | 948.00K | 1.18M | 1.80M | 377.00K | 496.00K |
Jun 30, 2024 | 979.00K | 1.25M | 1.75M | 340.00K | 557.00K |
Mar 31, 2024 | 918.00K | 1.09M | 1.61M | 390.00K | 513.00K |