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Renewable Fertilizers in Europe
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In our most recent episode of Ammonia Project Features, we explored the potential for renewable fertilizers in Europe. Birgitte Holder (Yara) explained that renewable hydrogen is low-hanging fruit for decarbonizing food production, but further emissions reduction will come from working across the full value chain: including on the farm itself. Yara’s agreement with agricultural cooperative Lantmannen is part of this wider focus. From a regulatory perspective, Theo Paquet (Fertilizers Europe) showed us there are many regulatory levers to pull to achieve decarbonization goals in the fertilizer sector, and that national food & energy security concerns may accelerate regulatory change in the coming years.

Yara & Northern Lights ink key CCS deal
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Yara and Northern Lights have signed the world’s first commercial agreement for cross border CO2 transport and storage. Emissions from the Sluiskil production plant in the Netherlands will be captured, processed and transported for sequestration at the Northern Lights storage site off the coast of Norway. Yara is pursuing multiple decarbonisation options for the Sluiskil plant, including this CCS announcement, waste hydrogen, and offshore wind-to-hydrogen as part of Ørsted’s larger SeaH2Land project.

Seven more projects for the Suez Canal Zone
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The number of renewable hydrogen-based projects planned for the Suez Canal Economic Zone has now reached fifteen. Of the seven new MoUs signed in late August, four are targeting renewable ammonia production. Saudi-based alfanar, African energy developer Globeleq, Mediterranean Energy Partners and renewable energy developer Actis are all planning renewable ammonia production plants, with ACME Group also signing an MoU for a multi-million tonne renewable hydrogen plant in the SCZONE.

India: renewable developments
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In Indian developments this week:

  • Avaada Group and the Rajasthan state government will jointly develop a $5 billion, million-tonne-per-year renewable ammonia plant in the city of Kota.
  • Multinational Larsen & Toubro has switched on a new renewable hydrogen plant for its Hazira manufacturing complex in Gujarat.
  • Korean steelmaker POSCO and Greenko have signed an MoU to cooperate in green hydrogen and ammonia production in India.
  • And at our recent Australia conference, IEEFA’s Kashish Shah outlined how renewable hydrogen & ammonia can relieve the burden of US$13 billion in subsidies paid every year to the fertiliser sector in India.

New Canadian export projects unveiled
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Last month, four significant production projects were announced in Canada’s maritime provinces:

  • An export facility producing ammonia fuel at the Port of Belledune, New Brunswick. The Port Authority has also signed an agreement to create a direct trade corridor with the Port of Wilhelmshaven in Germany.
  • Two projects powered by onshore wind in southwest Newfoundland: the 100,000 tonnes-per-year Project Nujio’Qonik, and the 900,000 tonnes per year Project Lynx, with the latter being developed by Fortescue Future Industries.
  • And the Spirit of Scotia: a sprawling, GW-scale renewable hydrogen project being developed by Green Hydrogen International.

Ammonia exports from Canada to Germany
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German energy giants E.ON and Uniper have signed agreements to offtake 500,000 tonnes of renewable ammonia each from EverWind Fuel’s under-development project at Point Tupper, Nova Scotia, beginning from 2025. The backdrop for these offtake MoUs was the signing of a new bilateral agreement between the Canadian and German governments to establish a Transatlantic Canada-Germany supply corridor for hydrogen.

Floating production of hydrogen & ammonia
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H2 Carrier's P2XFloater™ concept received Approval in Principle from DNV in late August. With beginnings in the oil industry, Floating Production units have played a vital role, extending the life of offshore fields and allowing for greater flexibility in production & transfer of product. As the energy transition gathers pace, so-called “Floaters” represent an immediate opportunity to fully leverage new Power-to-X projects, allowing for offshore production of hydrogen and ammonia.

Air Products targets ammonia imports at UK port
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Air Products and Associated British Ports will develop a facility at the Port of Immingham for ammonia imports and hydrogen production (ie. cracking). Immingham is one of the UK’s largest ports and sits within Humberside: the UK’s largest industrial cluster. This follows on from a July announcement, which will see Air Products team up with Gunvor to develop an import terminal in Rotterdam, bringing ammonia from Air Products production projects around the world into Europe from 2026.

Maritime ammonia: FSRBs, AiPs for bunkering and a new collaboration
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In maritime ammonia updates this week:

  • NYK Line, Nihon Shipyard, ClassNK, and IHI Corporation have signed a joint R&D agreement for the commercialisation of an ammonia floating storage and regasification barge (A-FSRB).
  • DNV has granted Approval in Principle to Azane Fuel Solutions for their flexible ammonia bunkering terminal design. The Approval allows Azane and partner Yara to proceed with their bunker network rollout across Scandinavia.
  • And US-based Amogy & Amon Maritime will collaborate to jointly develop ammonia-powered shipping solutions, including the use of Amogy’s technology platform in Amon’s future projects.

Ammonia combustion for power generation: updates from Korea, Malaysia and Singapore
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Joint venture SK Plug Hyverse has agreed to deploy its Korean-manufactured PEM electrolysers overseas, and then supply Korea South-East Power (KOEN) with renewable hydrogen & ammonia imports for co-firing at natural gas and coal power plants. In Malaysia, power utility Tenaga Nasional Bhd, IHI Power Systems and Petronas announced they have successfully conducted 60% ammonia co-combustion trials. And in Singapore, Jurong Port, Mitsubishi Heavy Industries and JERA will conduct a joint study on Jurong Island, where a 60MW, combined-cycle gas turbine will be fueled by 100% ammonia to produce zero-carbon electricity.