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Nitrogen+Syngas 398 Nov-Dec 2025

21 November 2025

CF Industries delivers first low-carbon ammonia

CF Industries delivers first low-carbon ammonia

Ammonia producer CF Industries says that it has shipped its first cargo of low-carbon ammonia from its Donaldsonville, Louisiana facility. The 23,500 tonne shipment was purchased by commodities specialist Trafigura to be used in Antwerp, Belgium by engineering materials firm Envalior in the production of low-carbon caprolactam.

The site has produced low-carbon – also called ‘blue’ – ammonia since July, when CF Industries built a carbon capture plant at the facility that can sequester up to two million metric tonnes of CO2 per year from ammonia production. The company expects to produce approximately 1.9 million t/a of ammonia from the site, verified under the Verified Ammonia Carbon Intensity programme.

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Price Trends

Ammonia values have continued to ease across most regions at the end of June, as the first ammonia vessels begin to exit the Gulf since the Iranian conflict began. Iranian ammonia had also begun to flow to India following the US Treasury’s issuance of a 60-day sanctions waiver on 22 June, allowing dollar-denominated trade in Iranian petrochemical products through 21 August. As a result, Indian bids have been heard as low as $750/t c.fr, as buyers benefit from a widening pool of available supply - Iranian, Chinese and renewed Southeast Asian material are all competing for the same business.