CF Industries Holdings Inc at Sanford C Bernstein Strategic Decisions Conference Transcript
Thank you. I think we have a few that are still trickling in, but I should kick it off. So great pleasure, we host CF with the CEO and CFO here, Tony and Bert. I think we're starting with a few prepared remarks. And with that, I give it to Tony.
Terrific. Thanks, Jonas. Before we dive into the current weather situation in sort of the more short-term, I want to just provide a little bit of longer-term perspective and overarching sort of framework around how we think about our business, and how I would encourage you all to think about our business. So the first place that I want to start is on asset utilization and operating efficiency. And what we've done is we've looked at all of our North American competitors. So this is now looking at high gas cost European, they're up and down or Chinese coal base. These are -- people are dealing with the same sort of structural cost advantage in North
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