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CF Industries JV Solidified as JERA Option Expires

Story Highlights
  • CF Industries formed Blue Point Number One with JERA and Mitsui on April 8, 2025.
  • JERA’s option to cut its stake and boost CF Industries’ share has expired unexercised, fixing the ownership mix.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
CF Industries JV Solidified as JERA Option Expires

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Cf Industries Holdings ( (CF) ) has issued an announcement.

On April 8, 2025, CF Industries Holdings, Inc. announced the formation of Blue Point Number One, LLC, a joint venture with Japan’s largest energy company JERA Co., Inc. and global investment and trading firm Mitsui & Co., Ltd. to construct, produce and market low-carbon ammonia, with ownership split 40% to CF Industries, 35% to JERA and 25% to Mitsui. As part of the original agreement, JERA held a conditional option to reduce its stake to as low as 20% with CF Industries required to increase its ownership by the same amount, but that option has now expired unexercised, clarifying the long-term ownership structure and signaling continued commitment from all three partners to the low-carbon ammonia project.

The most recent analyst rating on (CF) stock is a Sell with a $78.00 price target. To see the full list of analyst forecasts on Cf Industries Holdings stock, see the CF Stock Forecast page.

Spark’s Take on CF Stock

According to Spark, TipRanks’ AI Analyst, CF is a Outperform.

CF Industries Holdings scores a 72, driven by strong financial performance and strategic initiatives highlighted in the earnings call. The low valuation and attractive dividend yield further enhance its appeal. However, technical indicators suggest bearish momentum, and recent equity declines pose potential risks.

To see Spark’s full report on CF stock, click here.

More about Cf Industries Holdings

CF Industries Holdings, Inc. is a major producer in the nitrogen and low-carbon ammonia sector, supplying products that are increasingly positioned for energy and industrial decarbonization markets. Through strategic partnerships, the company is focusing on low-carbon ammonia production to serve global energy companies and trading houses seeking cleaner fuel and feedstock alternatives.

Average Trading Volume: 2,316,986

Technical Sentiment Signal: Sell

Current Market Cap: $12.09B

For detailed information about CF stock, go to TipRanks’ Stock Analysis page.

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