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CF Industries10-K: Inflation impact

Natural gas represents 34% of total production costs, consuming 350 million MMBtus in 2025

What happened

The company's profitability is heavily exposed to volatile natural gas prices, which constitute over a third of production costs. This creates a strong incentive to invest in energy efficiency, process optimization, and sophisticated hedging strategies to protect margins.

Source

SEC EDGARFeb 25, 2026

Annual report (Form 10-K)

CF Industries 10-K for FY2025

Filing excerpt

Natural gas is the principal raw material and primary fuel source used in the ammonia production process at our nitrogen manufacturing facilities.

sec.gov/Archives/edgar/data/1324404/000132440426000007/cf-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Inflation impact

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 25, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
34% (natural gas as a percentage of total production costs in 2025)

Details

CIK
1324404
Accession number
0001324404-26-000007
Timeframe
Current year
Filing year
2026
Why it matters
Efficiency tools needed
Signal category
Operations

Topics and mentions

Competitors

  • Nutrien Ltd.
  • Koch Fertilizer LLC
  • LSB Industries
  • CVR Partners
  • LP
  • Yara International

Regions named

  • North America
  • United Kingdom

Competitors named

  • Nutrien Ltd.
  • Koch Fertilizer LLC
  • LSB Industries
  • CVR Partners, LP
  • Yara International

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
inflationImpact

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1a595341-4abe-4cf3-9710-56ac3c091bb6 returns this record as JSON. POST /v1/companies/enrich returns every signal for cfindustries.com.

{
  "signal_id": "1a595341-4abe-4cf3-9710-56ac3c091bb6",
  "signal_type": "sec-10k",
  "signal_subtype": "inflationImpact",
  "detected_at": "2026-03-03T06:03:30.137+00:00",
  "company": {
    "name": "CF Industries",
    "domain": "cfindustries.com"
  },
  "data": {
    "detail": "The company's profitability is heavily exposed to volatile natural gas prices, which constitute over a third of production costs. This creates a strong incentive to invest in energy efficiency, process optimization, and sophisticated hedging strategies to protect margins.",
    "metrics": {
      "pct": 0.34,
      "timeframe": "current_year",
      "pct_context": "natural gas as a percentage of total production costs in 2025"
    },
    "summary": "Natural gas represents 34% of total production costs, consuming 350 million MMBtus in 2025",
    "excerpts": "Natural gas is the principal raw material and primary fuel source used in the ammonia production process at our nitrogen manufacturing facilities.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1324404/000132440426000007/cf-20251231.htm",
    "filing_date": "2026-02-25",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Efficiency tools needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "North America",
      "United Kingdom"
    ],
    "competitors_mentioned": [
      "Nutrien Ltd.",
      "Koch Fertilizer LLC",
      "LSB Industries",
      "CVR Partners, LP",
      "Yara International"
    ]
  }
}

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