CF Industries (NYSE:CF) Launches Carbon Capture Unit, Eyes Growth in Low-Carbon Ammonia Market

CF Industries (NYSE:CF) is one of the best commodity stocks to buy. On July 14, 2025, the company marked a major step in its low-carbon transition by launching a new CO₂ dehydration and compression unit at its Donaldsonville Complex. The facility, developed in collaboration with ExxonMobil, is designed to capture and permanently store up to 2 million metric tons of carbon dioxide annually.

With this infrastructure in place, CF expects to produce roughly 1.9 million tons of low-carbon ammonia per year, opening the door to new markets and potentially more favorable regulatory treatment under clean energy mandates.

This carbon capture project also makes the company eligible for Section 45Q tax credits in the United States, which incentivize long-term sequestration efforts. The move signals that CF is not just talking sustainability but actively integrating it into its production model. As the global ammonia market begins to tilt toward lower-emission inputs, CF's head start could pay off in both pricing power and institutional investor favor.

CF Industries is a leading global manufacturer of hydrogen and nitrogen products, supplying fertilizer and industrial solutions across North America and international markets. The company is headquartered in Deerfield, Illinois, and operates a network of production and distribution facilities across the U.S., Canada, and the UK.

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