Dmitry Silverstein's questions to CF Industries Holdings Inc (CF) leadership • Q3 2024
Question
Dmitry Silverstein of Water Tower Research asked for the near-term pricing outlook heading into 2025 and inquired about the impact of logistical challenges like port strikes or low river levels.
Answer
EVP Bert Frost stated that the pricing environment remains positive heading into the first half of 2025, driven by tight global supply. EVP & COO Christopher Bohn noted that while general logistics inflation is a factor, the company has successfully mitigated specific disruptions like strikes and low water levels with minimal financial impact, thanks to its multimodal transportation flexibility, especially at the Donaldsonville complex.