CF Industries Holdings Inc (BSP:C1FI34)

R$ 538 0 (0%) Market Cap: 93.62 Bil Enterprise Value: 117.87 Bil PE Ratio: 13.43 PB Ratio: 2.85 GF Score: 74/100

CF Industries Holdings Inc at Bank of America Global Agriculture and Materials Conference Transcript

Feb 29, 2024 / 02:50PM GMT

Release Date Price: R$374.07

Transcript 10-K

Stephen V. Byrne

BofA Securities, Research Division - MD of America Equity Research & Research Analyst

Welcome back. It's a pleasure for me to host this discussion with CF Industries. I got Bert Frost up here, Head of Commercial; Martin Jarosick, Head of Investor Relations. For those of you that were in our -- in this room yesterday, we had a really interesting discussion with [Melih Keyman] and Don Lambert and the topic was largely around nitrogen. And I have to say that 2 of them were had some very strong about nitrogen. So why don't we kind of kind of kick it off about with your near-term outlook for nitrogen supply and demand in the U.S. market.

Questions & Answers

Bert A. Frost

CF Industries Holdings, Inc. - EVP of Sales, Market Development & Supply Chain

So where we are today, March 1, looking over almost March 1, but looking at the spring demand, and it's going to be robust. Even at [$4.50 corn, $4.60 corn] for December harvest, we're expecting good demand in weak country. There's been good soil moisture in those markets as well as

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