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CF Industries

Start up the CO2 dehydration and compression unit 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
2 Nov 2022
Due
31 Mar 2025
Delivered
July 2025
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

“Start-up for the project is scheduled for early 2025.”

What we found

Evidence strength A What the grades mean

The company completed the start-up of the CO2 dehydration and compression unit at its Donaldsonville complex in July 2025, which is after the early 2025 deadline.

  • A
    CF Industries 10-Q filed 2025-08-07 Regulatory filing · published 7 Aug 2025 · retrieved 18 Oct 2026 · kept permanently by the SEC · fingerprint 4cba03f66bd1
    “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 -8.6% against the S&P 500 over the three sessions around the disclosure (6 Aug 2025 to 11 Aug 2025). 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.

  • Deadline drift +275 days
  • 2 versions
  1. Version 1 · original · stated 2 Nov 2022

    Deadline 31 Mar 2025 (“early 2025”)

  2. Version 2 · stated 1 May 2023

    Deadline 31 Dec 2025 (“2025”)

    “Start-up for the project is scheduled for 2025.”

    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
Project other
Indicative materiality
Low rules
Action
Start
Deliverable
CO2 dehydration and compression unit
Where
Louisiana
In the company’s control
Medium
Specificity
High
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-2022-CF-014644 · Corrections policy

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