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CF Industries

Start up the carbon capture and sequestration project at the Donaldsonville Complex

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
1 Nov 2023
Due
31 Dec 2025
Delivered
July 2025
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

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

What we found

Evidence strength A What the grades mean

CF Industries completed the construction, commissioning, and start-up of the carbon capture and sequestration dehydration and compression unit at its Donaldsonville complex in July 2025.

  • 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 1 Nov 2023

    Deadline 31 Dec 2025 (“2025”)

  2. Version 2 · stated 7 Aug 2024

    Deadline 31 Dec 2025 (“in 2025”) · wording expected

    “Donaldsonville start-up expected in 2025”

    Source for this version

  3. Version 3 · stated 7 Aug 2024

    Deadline 31 Dec 2028 (“in 2028”) · wording expected

    “Yazoo City start-up expected in 2028”

    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
Donaldsonville Complex carbon capture and sequestration project
Where
Louisiana
In the company’s control
High
Specificity
High

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-2023-CF-014656 · Corrections policy

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