CF Industries Holdings Inc at Bank of America Agriculture and Materials Conference (Virtual) Transcript

Mar 02, 2022 / 03:50PM GMT
Stephen V. Byrne - BofA Securities, Research Division - MD in Americas Equity Research & Research Analyst

Okay. Welcome back. And it's a pleasure for me to host the CF management team here. I have Tony Will, CEO; and Chris Bohn, CFO; and I have Bert Frost, Chief Commercial Officer. These 3 guys have been working together for probably 15 years now. It's quite a team, and we have lots to talk about here and very excited to have you all up here today. Do you want to make any opening remarks? Or do you want to get right into this?

Questions and Answers:

W. Anthony Will - CF Industries Holdings, Inc. - President, CEO & Director

Why don't we dive right in?

Stephen V. Byrne - BofA Securities, Research Division - MD in Americas Equity Research & Research Analyst

Okay. So certainly, there's many, many sources of supply disruption in nitrogen in the world right now. And maybe we start off this discussion on the supply side. And we can maybe start with the high natural gas prices in Europe. Where do you see
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