CF Industries Holdings Inc at Stifel Cross Sector Insight Conference (Virtual) Transcript
All right. Well, good afternoon. Thank you for everyone joining us today, and especially, thank you to Chris Bohn and Martin Jarosick with CF Industries, a global leader in nitrogen fertilizers in case they're not sure where you are right now.
So let's get right into it with Q&A.
Questions & Answers
So the markets for nitrogen, pretty exciting at the moment. I'm sure every day is exciting for you but certainly to outsiders. And to anybody new to the story, a very exciting time to be looking at CF Industries. So it's always nice to get your view on where we stand. First, of course, maybe just what has surprised you so far this year versus playing out as you expected?
And then second, prices do seem to have risen beyond where the cost curve would normally dictate, but what the cost curve reflects are feedstock prices but not
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