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CF Industries

Complete construction of carbon dioxide dehydration and compression units at the Donaldsonville Complex

Delivered after the deadline

AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.

Announced
4 Nov 2021
Due
31 Dec 2024
Delivered
July 2025
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

“Construction of the units at the Donaldsonville Complex is expected to begin in 2022 and to be completed in 2024”

What we found

Evidence strength A What the grades mean

The company completed construction of the carbon dioxide dehydration and compression units at the Donaldsonville Complex in July 2025, which is after the original 2024 deadline.

  • A
    CF Industries 10-K filed 2026-02-25 Regulatory filing · published 25 Feb 2026 · retrieved 18 Oct 2026 · kept permanently by the SEC · fingerprint e0d89b56d93a
    “In July 2025, construction, commissioning and start-up of the dehydration and compression unit at our Donaldsonville complex was completed” ✓ confirmed on the page

Market reaction: the shares moved +3.8% against the S&P 500 over the three sessions around the disclosure (24 Feb 2026 to 27 Feb 2026). What this measures

Checked 18 Oct 2026.

Commitment lineage

Every time the company restated this commitment. The original is never changed, and the outcome is always measured against version 1.

  • 1 versions
  1. Version 1 · original · stated 4 Nov 2021

    Deadline 31 Dec 2024 (“in 2024”) · wording expected

  2. Version 2 · stated 4 May 2022

    Deadline 31 Dec 2024 (“in 2024”) · target 2 million tons per year · wording firm

    “When complete in 2024, the facility will have the capacity to dehydrate and compress up to 2 million tons per year of CO2”

    Source for this version

Commitment DNA

The structured record of this commitment. Fields the company did not state are left blank rather than guessed.

Event type
Construction
Indicative materiality
Medium rules
Action
Complete
Deliverable
Carbon dioxide dehydration and compression units
Where
Donaldsonville
Language
Expected (“expects”, “plans”)
In the company’s control
High
Specificity
High
Conditional
Yes: advanced discussions with several parties regarding transportation and sequestration
Depends on
Partner

How this entry was checked

  1. Commitment recordedThe company's words were matched word for word against the filing.
  2. First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
  3. Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.

Confirmed. This outcome counts towards the company's Kept Score. How verification works

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Report an error in this entry Reference: KI-C-2021-CF-014631 · Corrections policy

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