Second recent semiconductor supply win; $250M Arizona investment to build PRISM hydrogen units, CO2 purification and helium/hydrogen/CO2 bulk and pipeline systems with phased start-up.

New complex adds 1.2 Mt/yr ammonia and 2.6 Mt/yr urea, lifting urea capacity to 7.4 Mt/yr; construction starts Q4 2026, commercial production expected Q4 2030. Includes carbon capture tech.

Engineering for a modular demo plant using plasma conversion of CO2 and biomethane to produce 200 t/yr renewable syngas for lower‑carbon fuels, plastics and chemicals.

Pilot bridges lab and industrial scale to produce iron phosphate for LFP battery precursors, enabling customer testing, qualification and potential commercial scale-up to strengthen Western pCAM supply chains.