Entities / Company
CF Industries.
North American manufacturer and distributor of agricultural fertilizers
- Reports this week
- 4
- Active events
- 2
- Connections
- 105
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
Earlier this month
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Antitrust concerns regarding fertilizer pricing involving CF Industries and Stephen Vaden emerged on September 14th.Some support2 reports
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Analyst upgrades and downgrades are affecting the stock performance of Amgen and CF Industries.Some support1 report
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Investment in Louisiana includes projects involving CF Industries and Hyundai.Some support1 report
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EPA decisions affect Louisiana's refining sector while CF Industries and CHS advance new industrial projects in the state.Some support1 report1 development inside
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CF Industries filed required 13F reports with the SEC on September 7, 2026.Some support1 report
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CF Industries, Linde, and Mitsui & Co. are involved in Blue Point, a joint venture in the energy/industrial services sector.Some support6 reports1 development inside
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CF Industries is building a new fertilizer plant in Louisiana, with investment promoted by Stephen Vaden for the Blue Point One project.Some support1 report
One to three months ago
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CF Industries and Bon Natural Life Limited are noted as materials companies operating within specialized chemical markets.Some support2 reports
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CF Industries, JERA, and Mitsui & Co. are partnering on a blue ammonia project in Louisiana, with support from a Japanese organization.Some support1 report2 developments inside
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A joint venture involving CF Industries and JERA is forming for a blue ammonia project in Louisiana, with plant construction underway.Some support4 reports
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CF Industries is building a low-carbon ammonia plant in Louisiana, supported by the Trump administration.Some support1 report
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ConocoPhillips, CF Industries, Crown Holdings, and Avery Dennison are being noted as companies involved in the energy and materials sectors.Some support1 report
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The U.S.-Israeli war on Iran caused price spikes, leading to investigations into market issues affecting U.S. farmers and global fertilizer trade.Well supported8 reports4 developments inside
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CF Industries reports that the conflict with Iran is causing supply disruptions but expects purchasing recovery in India and Brazil.Some support1 report
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A plant in Louisiana is emitting hazardous chemicals, and state monitoring systems are failing to track the toxic releases.Some support3 reports1 development inside
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Analysts are influencing stock price targets and ratings for companies including Freedom Capital and CF Industries.Some support1 report
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Renaissance Technologies increased its holdings in CF Industries stock on July 29, 2026.Some support1 report
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Healthy farm profits are driving increased demand for fertilizers, expected to benefit major producers like CF Industries, Mosaic, and Yara.Some support12 reports1 development inside
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FTC is investigating anticompetitive practices in the fertilizer industry amid global supply chain pressures.Some support2 reports
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CF Industries manufactures nitrogen products, linking the chemical industry to Canadian universities and Nova Chemicals.Some support1 report2 developments inside
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CF Industries filed Form 13F with the SEC, and J. Safra Sarasin Holding AG raised a stake in the company.Some support3 reports
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Tariffs and trade strategy are impacting the fertilizer market, affecting major North American producers like CF Industries and MOSAIC, and driving up tractor prices for companies like AGCO.Well supported3 reports6 developments inside
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CF Industries filed required 13F reports with the SEC on July 2, 2026.Some support1 report
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Companies in North America produce and market crop nutrients like potash and ammonia internationally, including to Europe.Some support6 reports6 developments inside
Gone quiet
No new reports in 90+ days-
Companies including CF Industries and The Mosaic Company are manufacturing concentrated crop nutrients.Some support1 report
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Mizuho Securities and Morgan Stanley increased price targets for CF Industries, while Krilogy Financial LLC and Freedom Capital also raised their ratings/holdings.Some support4 reports
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Major fertilizer producers like Nutrien, CF Industries, and The Mosaic Company are highlighted by MarketBeat's stock screener.Some support2 reports
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Nutrien, CF Industries, and Icl Group Ltd compete in the global fertilizer market.Some support1 report
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A company utilizes ammonia for production and sales, with potash identified as a key product segment.Some support2 reports
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Mosaic, CF Industries, and Nutrien are major players in the fertilizer industry, with sales being driven by demand in Brazil and India.Well supported7 reports2 developments inside
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Plug Power is developing global fuel cell and hydrogen product solutions, seeking to use hydrogen for process heat applications.Some support14 reports
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The Pacer US Small Cap Cash Cows ETF is sponsored by Pacer ETFs and lists companies such as CF Industries, Flex Ltd, and Emcor Group Inc as top holdings.Speculative1 report
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CF Industries outperformed The Mosaic Company over the past 52 weeks, and its stock performance significantly beat the iShares U.S. Basic Materials ETF.Speculative1 report
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CF Industries hosted its Investor Day in New York City on June 24, 2025.Speculative1 report
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Zacks Investment Research analyzed the stock metrics for CF Industries on June 24, 2025.Speculative1 report
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CF Industries received a rating upgrade on June 25, 2025, driven by positive earnings outlook.Speculative1 report
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CF Industries reported higher net sales driven by increased ammonia sales and higher average selling prices.Some support2 reports1 development inside
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Blue Point JV delivered clean ammonia exports from Europe on June 26, 2025.Speculative1 report
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Morgan Stanley adjusted its price target for CF Industries Holdings.Speculative1 report
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Morgan Stanley maintained a Hold rating on CF Industries.Some support2 reports
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CF Industries operates manufacturing complexes across the US, Canada, and UK, supported by a North American distribution network.Speculative1 report
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CF Industries and ExxonMobil collaborated on developing a carbon capture unit and are eligible for US Section 45Q tax credits.Some support1 report1 development inside
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CF Industries and ExxonMobil are developing the Rose CCS project, which requires EPA Class VI permitting.Well supported3 reports
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Weak production economics in Europe are being driven by rising local demand and the need for nitrogen imports, specifically urea.Some support1 report
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CF Industries was analyzed using value investing trends by ValuE on July 22, 2025.Some support1 report
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DePaul University is located in Chicago, and a representative from CF Industries serves on a Chicago board.Some support1 report
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CF Industries is headquartered in Deerfield, IL.Well supported3 reports
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CF Industries reported strong revenue and EPS performance on August 7, 2025, amidst market challenges.Some support1 report
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CF Industries produces products in Canada and has been underperforming the broader market since August 13, 2025.Some support2 reports
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Green Dot Corporation, CF Industries, and First Financial Bancorp were highlighted as value stocks on August 25, 2025.Some support1 report
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Potash inclusion boosted fertilizer stocks, overseen by the Department of the Interior regarding critical minerals.Some support2 reports
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A Discounted Cash Flow (DCF) model was used to estimate the intrinsic value of CF Industries.Some support2 reports
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Methanex and CF Industries hosted tours and attracted talent from across Canada in Medicine Hat.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around CF Industries this week
News at the entities that move CF Industries most-
SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves CF Industries
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Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves CF Industries
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hydrogen OperationalTargets for gaseous hydrogen demand in the Netherlands are being cut.Moves CF Industries
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Louisiana StructuralTrump's political statements and the ongoing war in Iran are discussed in the context of Mike Johnson's district in Louisiana.Moves CF Industries
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Federal Trade Commission OperationalTrump is accused of destroying the structure involving the Department of Education, the Federal Trade Commission, and the East Wing.Moves CF Industries
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Europe OperationalThe European Central Bank is forced to raise interest rates due to energy price shocks from the Iran war and an influx of Chinese exports.Moves CF Industries
Connections
The 40 strongest of 105, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Blue Point Structural
CF Industries is a joint venture partner in Blue Point.
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hydrogen Operational
CF Industries actively manufactures and sells hydrogen products as part of its core business operations.
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Ammonia Structural
CF Industries produces, sells, and utilizes Ammonia as a core product line integral to its business operations.
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JERA Structural
JERA and CF Industries are engaged in a joint venture to develop a low-carbon ammonia plant.
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Louisiana Structural
CF Industries operates facilities and develops projects within the jurisdiction of Louisiana, subject to its monitoring and regulatory oversight.
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SEC Structural
CF Industries is subject to mandatory financial reporting requirements overseen by the SEC.
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Securities and Exchange Commission Structural
CF Industries is subject to formal regulatory oversight and reporting requirements by the Securities and Exchange Commission.
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Europe Operational
CF Industries operates in Europe, and its production economics are influenced by European market conditions.
Show all 40 connections
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Nutrien Operational
Nutrien and CF Industries are active competitors operating within the global fertilizer and chemicals market.
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Freedom Capital Mentioned together
Freedom Capital provided a rating and subsequently upgraded the rating for CF Industries.
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nitrogen Structural
CF Industries relies on the availability and market demand for nitrogen as a key input for its manufacturing processes.
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Federal Trade Commission Operational
The FTC is actively investigating CF Industries regarding potential anticompetitive practices and civil antitrust laws in the fertilizer industry.
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The Mosaic Company Operational
The Mosaic Company and CF Industries are major competitors in the global fertilizer market.
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ExxonMobil Operational
ExxonMobil and CF Industries are collaborating as CCS partners on a carbon capture project.
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Corteva Operational
The two companies are engaged in direct competition within the agricultural inputs market.
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Lambton County Transactional
Lambton County provides economic partnership funding to CF Industries.
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Belarus Operational
Market sentiment regarding Belarus influences CF Industries' stock performance due to geopolitical risk and business reports.
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Blue Point Structural
CF Industries is establishing a new facility on the infrastructure site of Blue Point.
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Norges Bank Transactional
Norges Bank purchased a new stake in CF Industries.
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Canadian Imperial Bank of Commerce Mentioned together
CIBC provides price target coverage and analysis on CF Industries.
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Stephen Vaden Operational
Vaden actively promoted investments in CF Industries' projects while the company faced market-wide scrutiny over fertilizer pricing and competition.
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Bank of America Mentioned together
Bank of America provides market research and price target coverage on CF Industries.
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CRH Mentioned together
The relationship is implied through the shared industry expertise and leadership experience gained at CF Industries, which benefits CRH.
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MarketBeat Mentioned together
MarketBeat tracks and aggregates financial information about CF Industries as part of its stock data platform.
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HSBC Mentioned together
The relationship is defined by shared market coverage, specifically analyst influence on stock targets and ratings.
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Morgan Stanley Mentioned together
Morgan Stanley provides financial ratings and price targets for CF Industries.
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Sarnia Shared context
The company operates within the Sarnia-Lambton energy complex, sharing a functional operational context with the location.
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Renaissance Technologies Transactional
Renaissance Technologies increased its financial holdings in CF Industries stock.
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Medicine Hat Shared context
same place or sector
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Scotiabank Mentioned together
Scotiabank provides equity research coverage on CF Industries.
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Kevin Simpson Mentioned together
Kevin Simpson is thematically linked to CF Industries through the commodities sector.
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Chuck Grassley Shared context
The entities are linked through a shared industry group that supports A's transparency bill.
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Northbrook Shared context
CF Industries operates from its headquarters located in Northbrook, Illinois.
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Intrepid Potash Shared context
Both companies operate within the same global chemical and potash market context.
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Berenberg Bank Mentioned together
Berenberg Bank provides research coverage and analysis on CF Industries.
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Middle East Shared context
The Middle East serves as a critical hub whose operational context is relied upon by the global fertilizer trade, including CF Industries.
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Mizuho Mentioned together
Mizuho provides investment coverage and price objectives for CF Industries.
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Icl Group Ltd Operational
Icl Group Ltd and CF Industries compete directly in the global fertilizer market.
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Boston Partners Transactional
Boston Partners increased its financial stake in CF Industries.
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Amgen Mentioned together
The entities are co-mentioned in the context of general analyst coverage affecting stock performance.
History
Events by the month they beganSeptember 2026
6 events- CF Industries and Novozymes A/S are both large-cap materials companies.
- Antitrust concerns regarding fertilizer pricing involving CF Industries and Stephen Vaden emerged on September 14th.
- Analyst upgrades and downgrades are affecting the stock performance of Amgen and CF Industries.
- Investment in Louisiana includes projects involving CF Industries and Hyundai.
- EPA decisions affect Louisiana's refining sector while CF Industries and CHS advance new industrial projects in the state.
- CF Industries filed required 13F reports with the SEC on September 7, 2026.
August 2026
7 events- CF Industries is building a new fertilizer plant in Louisiana, with investment promoted by Stephen Vaden for the Blue Point One project.
- CF Industries and Bon Natural Life Limited are noted as materials companies operating within specialized chemical markets.
- CF Industries, JERA, and Mitsui & Co. are partnering on a blue ammonia project in Louisiana, with support from a Japanese organization.
- A joint venture involving CF Industries and JERA is forming for a blue ammonia project in Louisiana, with plant construction underway.
- CF Industries is building a low-carbon ammonia plant in Louisiana, supported by the Trump administration.
- ConocoPhillips, CF Industries, Crown Holdings, and Avery Dennison are being noted as companies involved in the energy and materials sectors.
- CF Industries reports that the conflict with Iran is causing supply disruptions but expects purchasing recovery in India and Brazil.
July 2026
6 events- A plant in Louisiana is emitting hazardous chemicals, and state monitoring systems are failing to track the toxic releases.
- Analysts are influencing stock price targets and ratings for companies including Freedom Capital and CF Industries.
- Renaissance Technologies increased its holdings in CF Industries stock on July 29, 2026.
- FTC is investigating anticompetitive practices in the fertilizer industry amid global supply chain pressures.
- CF Industries filed Form 13F with the SEC, and J. Safra Sarasin Holding AG raised a stake in the company.
- CF Industries filed required 13F reports with the SEC on July 2, 2026.
Show 1 earlier month
June 2026
36 events- Trump's pledge to unleash American oil and gas is linked to US stocks and software companies Amarin and Salesforce.
- CF Industries, Linde, and Mitsui & Co. are involved in Blue Point, a joint venture in the energy/industrial services sector.
- The U.S.-Israeli war on Iran caused price spikes, leading to investigations into market issues affecting U.S. farmers and global fertilizer trade.
- Healthy farm profits are driving increased demand for fertilizers, expected to benefit major producers like CF Industries, Mosaic, and Yara.
- CF Industries manufactures nitrogen products, linking the chemical industry to Canadian universities and Nova Chemicals.
- Tariffs and trade strategy are impacting the fertilizer market, affecting major North American producers like CF Industries and MOSAIC, and driving up tractor prices for companies like AGCO.
- Companies in North America produce and market crop nutrients like potash and ammonia internationally, including to Europe.
- Companies including CF Industries and The Mosaic Company are manufacturing concentrated crop nutrients.
- Mizuho Securities and Morgan Stanley increased price targets for CF Industries, while Krilogy Financial LLC and Freedom Capital also raised their ratings/holdings.
- Major fertilizer producers like Nutrien, CF Industries, and The Mosaic Company are highlighted by MarketBeat's stock screener.
- Nutrien, CF Industries, and Icl Group Ltd compete in the global fertilizer market.
- A company utilizes ammonia for production and sales, with potash identified as a key product segment.
- Mosaic, CF Industries, and Nutrien are major players in the fertilizer industry, with sales being driven by demand in Brazil and India.
- Plug Power is developing global fuel cell and hydrogen product solutions, seeking to use hydrogen for process heat applications.
- The Pacer US Small Cap Cash Cows ETF is sponsored by Pacer ETFs and lists companies such as CF Industries, Flex Ltd, and Emcor Group Inc as top holdings.
- CF Industries outperformed The Mosaic Company over the past 52 weeks, and its stock performance significantly beat the iShares U.S. Basic Materials ETF.
- CF Industries hosted its Investor Day in New York City on June 24, 2025.
- Zacks Investment Research analyzed the stock metrics for CF Industries on June 24, 2025.
- CF Industries received a rating upgrade on June 25, 2025, driven by positive earnings outlook.
- CF Industries reported higher net sales driven by increased ammonia sales and higher average selling prices.
- Blue Point JV delivered clean ammonia exports from Europe on June 26, 2025.
- Morgan Stanley adjusted its price target for CF Industries Holdings.
- Morgan Stanley maintained a Hold rating on CF Industries.
- CF Industries operates manufacturing complexes across the US, Canada, and UK, supported by a North American distribution network.
- CF Industries and ExxonMobil collaborated on developing a carbon capture unit and are eligible for US Section 45Q tax credits.
- CF Industries and ExxonMobil are developing the Rose CCS project, which requires EPA Class VI permitting.
- Weak production economics in Europe are being driven by rising local demand and the need for nitrogen imports, specifically urea.
- CF Industries was analyzed using value investing trends by ValuE on July 22, 2025.
- DePaul University is located in Chicago, and a representative from CF Industries serves on a Chicago board.
- CF Industries is headquartered in Deerfield, IL.
- CF Industries reported strong revenue and EPS performance on August 7, 2025, amidst market challenges.
- CF Industries produces products in Canada and has been underperforming the broader market since August 13, 2025.
- Green Dot Corporation, CF Industries, and First Financial Bancorp were highlighted as value stocks on August 25, 2025.
- Potash inclusion boosted fertilizer stocks, overseen by the Department of the Interior regarding critical minerals.
- A Discounted Cash Flow (DCF) model was used to estimate the intrinsic value of CF Industries.
- Methanex and CF Industries hosted tours and attracted talent from across Canada in Medicine Hat.