March 4, 2026–Written by Will Ploch, Assistant Editor-in-Chief for IIR News Intelligence (Sugar Land, Texas)–Fertilizer giant CF Industries is upbeat about its 2026 prospects. Executives expect the global nitrogen market will “remain constructive” in the near term, while interest in low-carbon ammonia and low carbon nitrogen products will continue to grow.
Industrial Info is tracking more than $8.3 billion worth of active and proposed projects from CF, nearly all of which is attributed to grassroot or unit-addition projects. Barclays and other analysts believe the ongoing U.S. and Israeli airstrikes on Iran could boost nitrogen pricing for the first half of 2026, potentially providing an upside for North American fertilizer producers.
Other companies featured: JERA, Mitsui & Company, Barcalys and Yara International
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