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    Mason Manware • Oppenheimer & Co. Inc.

    Mason Manware's questions to CF Industries Holdings Inc (CF) leadership

    Mason Manware's questions to CF Industries Holdings Inc (CF) leadership • Q2 2025

    Question

    On behalf of Kristen Owen, Mason Manware from Oppenheimer & Co. Inc. asked for details on the carbon capture project at Donaldsonville, specifically the economics of the Enhanced Oil Recovery (EOR) credit versus the permanent sequestration credit.

    Answer

    EVP & COO Christopher Bohn stated that the company's base case is for Class VI permanent sequestration at $85/ton. While currently utilizing EOR as a temporary measure, he noted the economics are equivalent. He also mentioned that ExxonMobil received a draft Class VI permit, and CF expects to transition to that permanent sequestration method before the end of the year.

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    Mason Manware's questions to Lindsay Corp (LNN) leadership

    Mason Manware's questions to Lindsay Corp (LNN) leadership • Q3 2025

    Question

    Mason Manware inquired about the impact of Middle East geopolitical tensions on large project activity, the long-term growth outlook for Brazil's irrigation market, and how potential US tax credit extensions might affect demand.

    Answer

    President and CEO Randy Wood stated that Lindsay does not anticipate significant short-term disruptions to its Middle East projects, as the fundamental driver of food security remains strong. He also affirmed a significant long-term growth opportunity in Brazil, contingent on credit and energy infrastructure expansion. SVP & CFO Brian Ketcham added that US tax credits would likely impact the timing of irrigation equipment demand more than the overall volume.

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