Begin production of blue ammonia
Not delivered by 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
- Checked
- 18 Oct 2026
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“authorized projects that will enable the annual production of up to 1.25 million tons of blue ammonia ... starting in 2024.”
What we found
Evidence strength A What the grades mean
The company's filings indicate that blue ammonia production facilities were still in development, design, or construction phases throughout 2024 and 2025, with no evidence of production commencing by the 2024 deadline.
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A CF Industries 10-K filed 2025-02-20
“In the fourth quarter of 2024, we received results from a FEED study evaluating the use of autothermal reforming (ATR) ammonia production technology alongside CCS to enable the production of low-carbon ammonia.” ✓ confirmed on the page
Market reaction: the shares moved -5.0% against the S&P 500 over the three sessions around the disclosure (19 Feb 2025 to 24 Feb 2025). What this measures
Checked 18 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Production start
- Indicative materiality
- High rules
- Action
- Begin
- Deliverable
- Blue ammonia production
- Target
- 1.25 million tons
- Language
- Firm (“will”, “on track to”)
- In the company’s control
- High
- Specificity
- High
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
- Third check on a negative finding: agreesBecause a negative finding could harm a company if wrong, a stronger model re-read the evidence fully blind 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-014632 · Corrections policy