CF Industries Holdings Inc at Bank of America Hydrogen Conference (Virtual) Transcript

Jun 23, 2021 / 07:00PM GMT
Steve Byrne - BofA Securities, Research Division - Director of Equity Research

Welcome back, everyone. My name is Steve Byrne, covering U.S. Chemicals, and we've had 8 peer plays in a row in the hydrogen field. And now we're switching to CF Industries, the largest nitrogen producer in the world, but having a very meaningful opportunity here to move into green ammonia. And so it's a pleasure for me to host the CF team.

So with me today, we have Tony Will, CEO; we have Bert Frost, SVP of Sales, Marketing and Supply Chain; and we have Chris Bohn, CFO. So we got the whole team here. I believe Tony started in maybe 2007 at CF with Bert maybe a year later and Chris a year after that. But this crew has been together for a long time, and running the CF organization through that time period.

Questions and Answers:

Steve Byrne - BofA Securities, Research Division - Director of Equity Research

So the purpose today is to drill into green ammonia, but I got to tell you guys, I got to start off with $465 ammonia, urea and NOLA. I got to ask you, Bert, 6 months
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