UAN — Natural gas, including the impact of realized derivatives
CF Industries UAN — Natural gas, including the impact of realized derivatives increased by 50.7% to $113.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 8.7%, from $104.00M to $113.00M. Over 3 years (FY 2022 to FY 2025), UAN — Natural gas, including the impact of realized derivatives shows a downward trend with a -17.9% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
An increase suggests rising feedstock costs or unfavorable hedging outcomes, which may compress margins.
Detailed definition
Captures the total cost of natural gas feedstock used in the production of UAN, adjusted for the impact of realized fina...
Peer comparison
Comparable to feedstock cost metrics for nitrogen-based chemical producers that utilize natural gas as a primary input.
cf_segment_uan_natural_gas_including_the_impact_of_realized_derivativesHistorical Data
| Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $153.00M | $153.00M | $153.00M | $153.00M | $91.75M | $91.75M | $91.75M | $91.75M | $77.00M | $45.00M | $54.00M | $58.00M | $104.00M | $91.00M | $69.00M | $75.00M | $113.00M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -40.0% | +0.0% | +0.0% | +0.0% | -16.1% | -41.6% | +20.0% | +7.4% | +79.3% | -12.5% | -24.2% | +8.7% | +50.7% |
| YoY Change | — | — | — | — | -40.0% | -40.0% | -40.0% | -40.0% | -16.1% | -51.0% | -41.1% | -36.8% | +35.1% | +102.2% | +27.8% | +29.3% | +8.7% |
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Frequently Asked Questions
- What is CF Industries's uan — natural gas, including the impact of realized derivatives?
- CF Industries (CF) reported uan — natural gas, including the impact of realized derivatives of $113.00M in Q1 2026.
- How has CF Industries's uan — natural gas, including the impact of realized derivatives changed year-over-year?
- CF Industries's uan — natural gas, including the impact of realized derivatives increased by 8.7% year-over-year, from $104.00M to $113.00M.
- What is the long-term trend for CF Industries's uan — natural gas, including the impact of realized derivatives?
- Over 3 years (2022 to 2025), CF Industries's uan — natural gas, including the impact of realized derivatives has grown at a -17.9% compound annual growth rate (CAGR), from $612.00M to $339.00M.
- What does uan — natural gas, including the impact of realized derivatives mean?
- The net cost of natural gas used to produce UAN, including hedging results.