CF Industries will not proceed with a 20-MW green hydrogen project at its ammonia complex in Donaldsonville, LA, and will instead take a $51 million write-down, the company said in its Q4 2025 earnings call on February 19.
When CF signed the engineering and procurement contract for the project in 2021, it said the green hydrogen produced in Donaldsonville would enable the production of 20,000 MT/year of green ammonia.
CEO Christopher Bohn said the company’s Blue Point project (see rendering below), a joint venture with JERA and Mitsui to produce low-carbon ammonia in Ascension Parish, LA, has progressed well from a positive final investment decision (FID) in April 2025, hitting all of its planned milestones by the end of the year. That included a partner securing offtake from new low-carbon ammonia demand sources and receiving contract for difference (CFD) awards from the Japanese government. (A CFD is a government-backed agreement that guarantees a project developer a fixed price, protecting the project from market price volatility.) CF expects to begin work at the Blue Point site in Q2 2026.
Bohn said interest in low-carbon ammonia and low-carbon nitrogen products continues to grow, both from the Donaldsonville complex and CF’s portion of Blue Point volumes.
“In the near term, global customers have demonstrated a willingness to pay a premium for low-carbon ammonia given the benefits for their sustainability goals,” he said. “We also expect demand to continue to grow from customers in Europe and Africa, seeking to reduce additional costs from EU regulations on carbon.”
