CF Industries Holdings Inc Announces Commitment to Clean Energy Economy - Conference Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Andrew D. Wong - RBC Capital Markets, Research Division - Analyst : Thanks for having me on the call. So just given the potential scale of the blue ammonia production, I mean, it looks like the bigger near-term opportunity right now. Can you help us understand the market dynamics there a little bit better? Like what's the current size? What is the pricing last you mentioned maybe there's a potential scaling of like how blue ammonia could be that might affect pricing? And just how does that change over time given the S&D dynamics in that market? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 29, 2020 / 8:00PM, CF.N - CF Industries Holdings Inc Announces Commitment to Clean Energy

Question: Andrew D. Wong - RBC Capital Markets, Research Division - Analyst : Okay. That's great. And then just maybe another one. I mean, the opportunity for the green and blue ammonia space looks very attractive. But then what does this say about the fertilizer side of the business? I mean, this is a potential opportunity on the blue and the green side, but the current business is still on the fertilizer side. So how does that how do we view that in the lens of CF pivoting towards more of the green and the blue side?