CF Industries

While older suburban office parks are grappling with record-high vacancies and weak demand in the hybrid work era, high-end properties are bucking the trend.

Astellas' campus is currently 98% leased, anchored by major long-term commitments from fertilizer maker CF Industries and medical supplier Medline, which signed a massive 210,000-square-foot deal in 2024.

Real estate data shows the property boasts an average remaining lease term of over nine years, offering buyers a rare, steady cash flow stream in a volatile market.

The sale comes as the surrounding area undergoes a massive industrial transformation.

In economic news, President Trump posted on Truth Social that the United States is working on a deal to buy potash fertilizer from Belarus at prices substantially below those from Canada, which he called very good news for farmers and ranchers.

Shares of Intrepid Potash, CF Industries, and Mosaic fell 4.6%, 3.5%, and 4.5%.

Belarusian President Alexander Lukashenko was quoted as saying, his country lacks capacity to supply potash to the West.

A Stonex analyst doubted Belarusian material would materially lower U.S. prices or boost supplies.

They fell today as the president is working on a Belarus potash deal.

CF Industries down three and a half percent, the owner of nitrogen fertilizer, ammonia, urea, and more processing facilities and companies.

Um, US and Canadian fertilizer stocks took a hit after president said in a post on social media that the US is working on this deal with Belarus.

Even analysts say, though, a deal would have limited impact.

Still, that didn't stop some of these stocks from moving lower.

Uh, CF Industries was, was, i- you know, not the biggest decliner in the S&P five hundred on this, but among them in today's session, down three and a half percent.

Also, shares of, uh, UPS under pressure today.

This after an analyst over at B of A lowered his price target on the stock.

So, keep focused on the long-term prize that's definitely there, Simonelli urged.

From CF Industries' perspective, the most significant change has really been the maturation of a low-carbon hydrogen and ammonia market in North America, said CF Industries' CEO Chris Bone, while pointing out that this advance had been driven by stronger focus on resilience, competitiveness, and transitioning into project delivery mode.

No longer talking about it, but moving forward with it.

North America reportedly holds about 80% of the global committed low-carbon hydrogen capacity, with the projects advancing there said to be the largest on average globally.

More than 170 farmers from 13 states gathered Friday for a FedUp fertilizer hearing, pressing federal officials over rising fertilizer costs and concerns about market competition.

The hearing focused on major fertilizer companies like Mosaic, Nutrien, CF Industries and Coke.

Organizers say fertilizer prices have doubled and at times tripled since 2020, while fertilizer companies have generated more than $20 billion in profits for shareholders over the past five years.

Well, a bill requiring AM radio in new vehicles is headed for a House vote, potentially giving broadcasters a step toward preserving AM access in vehicles.

Both of these in the state of Louisiana.

Number one, Blue Point One, a joint venture of CF Industries Holdings, Mitsui and GERA, G-E-R-A, Japanese companies, They're going to break ground on a new ammonia plant or planning to here in the near future that will have a production capacity of 1.4 million metric tons per year.

Now, what makes this plant special is this.

The ammonia is going to be made using a leverage autothermal reforming production technology, which means it's going to be lower in carbon content.