Enable annual production of low-carbon blue ammonia
Not delivered by the deadline
AI-assessed · human review in progress Found and assessed by AI from the cited sources. Shown with its evidence; it is not counted in any Kept Score until confirmed.
- Announced
- 15 Feb 2022
- Due
- 31 Dec 2024
- Checked
- 18 Oct 2026
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“These projects will enable the annual production of up to 1.25 million tons of low-carbon blue ammonia... starting in 2024.”
What we found
Evidence strength A What the grades mean
The company's filings indicate that the Blue Point low-carbon ammonia project was still in the FEED study or capital contribution phase during and after 2024, not operational by the 2024 deadline.
-
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
-
A CF Industries 10-K filed 2026-02-25
“During the year ended December 31, 2025, we, JERA and Mitsui made capital contributions of $195 million, $170 million and $121 million, respectively, to the Blue Point joint venture.” ✓ 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
- Capacity change
- Indicative materiality
- Medium rules
- Action
- Enable
- Deliverable
- low-carbon blue ammonia production capacity
- Target
- 1.25 million tons
- Where
- Donaldsonville and Yazoo City
- 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: disagreesBecause a negative finding could harm a company if wrong, a stronger model re-read the evidence fully blind and read it as “Met”, so a person decides.
Not yet confirmed. Shown on the record, but it will not count in any score until it is confirmed. How verification works
Are you CF Industries? You can publish an official statement next to this entry, free. Add a statement.
Is something here wrong or out of date? Companies and readers can ask us to check it. Please bring a link to a public source.
Report an error in this entry Reference: KI-C-2022-CF-014635 · Corrections policy