LSB Industries (NYSE: LXU) takes over $95M carbon capture project

Rhea-AI Filing Summary

LSB Industries has assumed full ownership of the carbon capture and sequestration project at its El Dorado, Arkansas facility from Lapis Carbon Solutions, effective immediately. Total consideration and remaining completion capital for the project are estimated at approximately $95 million, with portions contingent on the timely achievement of defined project milestones and completion activities. This move consolidates control of the El Dorado carbon capture initiative under the company as it funds the remaining build-out.

Insights

Industrial and project-finance analyst

LSB is taking full control of a ~$95M carbon capture project, concentrating both opportunity and execution risk.

The company is assuming full ownership of a carbon capture and sequestration project at its El Dorado facility, with total consideration and remaining completion capital estimated at about $95 million. Some of this consideration depends on hitting specified project milestones.

This step centralizes decision-making and potential upside from the carbon project, but also places full cost responsibility and delivery risk on LSB Industries. Contingent payments tied to milestones help align economics with progress, tempering risk if timelines slip or performance deviates from plan.

8-K Event Classification

Item 8.01 — Other Events

1 item

Item 8.01 Other Events Other

Voluntary disclosure of events the company deems important to shareholders but not covered by other items.

Key Figures

Project consideration and remaining capital: $95 million

1 metrics

Project consideration and remaining capital $95 million Total consideration and remaining completion capital for El Dorado carbon capture project

Key Terms

carbon capture and sequestration project, Project milestones, completion activities

3 terms

carbon capture and sequestration project technical

"assume full ownership of the carbon capture and sequestration project currently underway at its El Dorado, Arkansas facility"

Project milestones financial

"portions of the consideration contingent upon the timely achievement of defined Project milestones"

completion activities technical

"contingent upon the timely achievement of defined Project milestones and completion activities"

Understanding 8-K Material Events →

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of report (Date of earliest event reported): May 18, 2026

LSB INDUSTRIES, INC.

(Exact name of registrant as specified in its charter)

Delaware		1-7677		73-1015226
(State or other jurisdiction of incorporation)		(Commission File Number)		(IRS Employer Identification No.)
3503 NW 63rd Street, Suite 500, Oklahoma City, Oklahoma				73116
(Address of principal executive offices)				(Zip Code)

Registrant’s telephone number, including area code (405) 235-4546

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, Par Value $.10		LXU		New York Stock Exchange
Preferred Stock Purchase Rights		N/A		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

1

Item 8.01 Other Information.

On May 18, 2026, LSB Industries, Inc. (the “Company”) announced that it will assume full ownership of the carbon capture and sequestration project currently underway at its El Dorado, Arkansas facility (the “Project”) from Lapis Carbon Solutions, effective immediately. Total consideration and remaining completion capital associated with the Project are estimated at approximately $95 million, with portions of the consideration contingent upon the timely achievement of defined Project milestones and completion activities.

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Company has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Dated: May 21, 2026

LSB INDUSTRIES, INC.
By:		/s/ Michael J. Foster___________
Name:		Michael J. Foster
Title:		Executive Vice President, General Counsel and Secretary

3

FAQ

What transaction did LSB Industries (LXU) announce regarding its carbon project?

LSB Industries assumed full ownership of the carbon capture and sequestration project at its El Dorado, Arkansas facility. It acquired the project from Lapis Carbon Solutions, consolidating control and responsibility for completion and future operation under the company.

How much is LSB Industries spending on the El Dorado carbon capture project?

Total consideration and remaining completion capital for the El Dorado carbon capture and sequestration project are estimated at approximately $95 million. This figure includes both the purchase consideration and the capital still required to complete the project.

Who previously owned the El Dorado carbon capture project before LSB Industries?

The project was previously associated with Lapis Carbon Solutions. LSB Industries announced that it will assume full ownership of the carbon capture and sequestration project from Lapis Carbon Solutions, effective immediately, bringing the entire initiative under its control.

Are any payments on LSB Industries’ carbon project contingent on milestones?

Yes. Portions of the approximately $95 million of consideration and remaining completion capital are contingent upon timely achievement of defined project milestones and completion activities. This structure links parts of the financial commitment to actual project progress.

: What facility is involved in LSB Industries’ new carbon capture project ownership?

The project is located at LSB Industries’ El Dorado, Arkansas facility. By assuming full ownership of this carbon capture and sequestration project, the company is tying the initiative directly to that site’s existing industrial operations and future environmental strategy.

Filing Exhibits & Attachments

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