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CF Industries expects to produce approximately 9.5 million tons of ammonia in 2026, with the Yazoo City Complex offline until at least Q4 2026. The company generated around $2.9 billion in adjusted EBITDA for 2025, aided by strong operational performance. Management anticipates free cash flow and positive industry dynamics, while addressing challenges such as impairment charges and ongoing risks related to CBAM, supply constraints, and policy uncertainty.