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    Matthew De Yoe

    Research Analyst at Bank of America

    Matthew DeYoe is a Research Analyst at Bank of America Securities, specializing in the chemicals and lithium sectors with coverage spanning industry leaders such as Albemarle, International Flavors & Fragrances, Celanese, Chemours, and Eastman Chemical. Over his recent tenure, DeYoe has published ratings on major specialty chemicals and lithium companies, achieving a 45% success rate with an average return of -6.58% across 37 stock ratings, and previously led lithium and chemical research as a director. His career includes several years at Bank of America and prior experience in buy-side hedge fund research focused on chemical and energy investments, with a subsequent appointment in 2024 as EVP for Corporate Affairs and Strategic Development at Sigma Lithium Corporation. DeYoe holds the Chartered Financial Analyst (CFA) designation and maintains FINRA registration, supporting his recognized expertise in materials, chemicals, and specialty sectors.

    Matthew De Yoe's questions to CF Industries Holdings (CF) leadership

    Matthew De Yoe's questions to CF Industries Holdings (CF) leadership • Q2 2025

    Question

    Matthew De Yoe from Bank of America asked about the impact of potential new urea capacity in China and the ultimate market size for blue and green ammonia in Asian energy and shipping markets.

    Answer

    EVP & COO Christopher Bohn (Note: The transcript attributes this to Bohn, but it was likely Bert Frost and others) noted that new Chinese capacity often replaces older, inefficient plants. He reiterated that global demand growth outpaces new supply, tightening the market. Regarding low-carbon ammonia, he estimated a 3-million-ton market by 2030 for Asian power generation, with growing interest from marine and other sectors.

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