CF Industries Rallies As Street Backs Low-Carbon Pivot

CF Industries, JERA, and Mitsui launched a $3.7B low-carbon ammonia plant in Louisiana, with a 1.4M metric ton capacity. Operational by 2029, it will use ATR technology and capture 98% of CO2. CF Industries leads with 40% investment, while Linde and a 1PointFive-Enbridge JV also contribute. The plant aims to support agricultural and energy needs, creating jobs and boosting U.S. export capacity.

CF Industries, JERA, and Mitsui have begun construction on a $3.7 billion low-carbon ammonia plant in Louisiana, expected to produce 1.4 million metric tons annually by 2029. The project aims to capture 98% of CO₂ emissions, serving both fertilizer and energy markets. CF Industries owns 40%, with JERA and Mitsui holding 35% and 25% respectively. The plant is designed to have a low carbon footprint and create significant job opportunities.

Woodside Energy is reviewing options, including a sale, for its $2.35B blue ammonia plant in Texas, which is operating below capacity without carbon capture. CF Industries is advancing a $3.7B blue ammonia project in Louisiana. Woodside's CEO cited changing market conditions for the review, while industry-wide uncertainty has led to cancellations of other projects.

CF Industries, JERA, and Mitsui began constructing a $3.7B low-carbon ammonia plant in Louisiana, producing 1.4M tons annually. The plant will sequester 98% of CO₂ emissions, with CF Industries owning 40%. Ammonia will supply U.S. farmers and Asian power plants, creating 3,900 jobs during construction and 100 permanent roles. Production is expected to start in 2029, according to the companies.

CF Industries, JERA, and Mitsui began construction on a $3.7B low-carbon ammonia plant in Louisiana, set to be the world's largest by 2029. The facility will produce 1.4M metric tons annually, using autothermal reforming and capturing 98% of CO2. The project will create 3,900 jobs during construction and 100 permanent roles. CF Industries is investing $550M for future expansions. Linde will invest $400M for on-site gas supply.

Blue Point One, a joint venture between CF Industries, JERA, and Mitsui, started construction on a $3.7B low-carbon ammonia plant in Louisiana. The plant, expected to be the world's largest with 1.4MMt annual capacity, will begin production in 2029. CF Industries is investing an additional $550M in shared infrastructure, while Linde will invest over $400M in an air-separation unit. The project aims to capture 98% of CO2 emissions, making it one of the first to use autothermal reforming technolog