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CF Industries10-K: Supply chain disruption

Trinidad joint venture faces natural gas curtailments; supply contract expired Jan 1, 2026

What happened

The PLNL joint venture in Trinidad is experiencing disruptions in its primary raw material, natural gas, which has already reduced ammonia production. The expiration of the gas supply contract creates significant operational and financial risk for this 720,000 ton/year facility.

Source

SEC EDGARFeb 25, 2026

Annual report (Form 10-K)

CF Industries 10-K for FY2025

Filing excerpt

From time to time, the PLNL joint venture has experienced curtailments in the supply of natural gas from NGC, which has reduced the ammonia production at PLNL.

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: Supply chain disruption

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

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

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The full record

From the Signal API record

Details

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

Topics and mentions

Vendors

  • The National Gas Company of Trinidad and Tobago Limited (NGC)

Competitors

  • Koch Fertilizer LLC

Regions named

  • Trinidad

Extraction

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

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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/8cc92fff-61b1-4fbc-9d43-cc42916cfe66 returns this record as JSON. POST /v1/companies/enrich returns every signal for cfindustries.com.

{
  "signal_id": "8cc92fff-61b1-4fbc-9d43-cc42916cfe66",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-03-03T06:03:30.137+00:00",
  "company": {
    "name": "CF Industries",
    "domain": "cfindustries.com"
  },
  "data": {
    "detail": "The PLNL joint venture in Trinidad is experiencing disruptions in its primary raw material, natural gas, which has already reduced ammonia production. The expiration of the gas supply contract creates significant operational and financial risk for this 720,000 ton/year facility.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Trinidad joint venture faces natural gas curtailments; supply contract expired Jan 1, 2026",
    "excerpts": "From time to time, the PLNL joint venture has experienced curtailments in the supply of natural gas from NGC, which has reduced the ammonia production at PLNL.",
    "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": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "Trinidad"
    ],
    "vendors_mentioned": [
      "The National Gas Company of Trinidad and Tobago Limited (NGC)"
    ],
    "competitors_mentioned": [
      "Koch Fertilizer LLC"
    ]
  }
}

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