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USDoE Issues H2@Scale Funding Opportunity Announcement
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Last month the U.S. Department of Energy’s Office of Energy Efficiency and Renewable Energy (EERE) issued a USD$64 million funding opportunity announcement (FOA) on behalf of the H2@Scale program. H2@Scale was launched in 2016 by representatives of several U.S. national laboratories with the goal of moving hydrogen energy technologies toward practical implementation. It is certainly one of the United States’ main vehicles for advancing the hydrogen economy. Given this, the program’s investments will do much to determine whether the U.S. is a leader or follower in ammonia energy. In June 2017, Ammonia Energy reported that “ammonia energy had started to move from the extreme periphery of the H2@Scale conceptual map toward its more trafficked precincts.” The EERE FOA shows that while progress is being made, the journey is not yet complete.

Maritime decarbonization is a trillion dollar opportunity
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In January 2020, the Global Maritime Forum published new analysis that calculates "the capital investment needed to achieve decarbonization" in line with the International Maritime Organization's Initial GHG Strategy. The result of this analysis, which assumes that ammonia will be "the primary zero carbon fuel choice adopted by the shipping industry," is an aggregate investment of between $1 trillion and $1.4 trillion dollars, from 2030 to 2050, or roughly $50 to $70 billion per year across two decades. Ship-side costs are only 13% of this number. The bulk of the investment will be directed towards green ammonia plants for maritime fuel synthesis. By 2050, this global fuel demand is estimated to be more than 900 million tons per year of green ammonia, more than five time today's total global output of conventional ammonia.

Korean Register Sees Ammonia as Preferred Alternative Maritime Fuel
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Last week the classification society Korean Register of Shipping (KR) released Forecasting the Alternative Marine Fuel: Ammonia, a “technical document on the characteristics and the current status of ammonia as ship fuel.” One hesitates to take the title too literally, but the report really does forecast that ammonia will be the alternative marine fuel. Over the last year, a number of maritime transport stakeholders – engine producers, government agencies, other classification societies – have identified ammonia as a promising means of industry decarbonization. But in joining the group, KR makes a notably explicit and complete case in ammonia’s favor.

MAN ammonia engine update
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In November 2019, MAN ES published a technical paper describing the design and performance of its two-stroke green-ammonia engine. The paper also quietly announces the intentions of MAN ES to exploit ammonia energy technologies in a new business case, Power-to-X (PtX, "the carbon-neutral energy storage and sector coupling technology of the future"). In other words, MAN is moving into green ammonia fuel production.

Viking Energy to be retrofit for ammonia fuel in 2024
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This morning, it was announced that the "Viking Energy," a supply vessel for Equinor's offshore operations, will be modified to run on a 2 MW direct ammonia fuel cell. This will be a five year project: the technology will be scaled-up on land before being installed on the vessel, which will begin a year of GHG emission-free operations in 2024. The Norwegian partners leading this "world's first" project include shipowner Eidesvik, contractor Equinor, and ammonia producer Yara, as well as Wärtsilä (Wärtsilä Norway), responsible for power technology and ammonia storage and distribution systems, and Prototech, delivering the fuel cell system.

Tri-State announces clean energy plan, retires coal assets
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Yesterday, Tri-State Generation & Transmission Association launched its "transformative" Responsible Energy Plan, which will "dramatically and rapidly advance the wholesale power supply cooperative’s clean energy portfolio." Last week, the utility announced the retirement of its last coal-fired power plants in New Mexico and Colorado. These two announcements provide context for a presentation at the Ammonia Energy Conference in November 2019, entitled Market Integrated Ammonia. Its conclusion — highly relevant for a utility that is closing its coal plants and increasing renewables to 50% by 2024 — is that in a wholesale electricity market with increased volatility, renewable ammonia could be produced at the extremely low cost of $96 per tonne.

Australian Company Advances Low-Carbon Hydrogen from Methane
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Hazer Group, an Australian company with technology in development for the production of low-carbon hydrogen, had a busy 2019. In April the company announced that it had received its first Australian patent. In September, the Australian Renewable Energy Agency (ARENA) announced the approval of “up to [AUD]$9.41 million in funding to Hazer … for the construction and operation of a groundbreaking hydrogen production facility in Munster, Western Australia.” In December Hazer announced that it was negotiating an agreement with industrial gas distributor BOC related to its Munster project. Last week the company announced that it had secured up to AUD$250,000 in grant funding from the Government of Western Australia for “a feasibility study on the creation of a renewable hydrogen transport hub." in the City of Mandurah.

Ammonia energy is now a talking point for CEOs
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Chief executives of major corporations are now talking about ammonia energy. This represents another crucial step up the learning curve for clean industry: knowledge about ammonia's potential has successfully spread from the R&D department to the executive suite. This is the difference between development and deployment. The fertilizer industry saw this in 2018, when the CEOs of first movers like Yara and OCP announced green ammonia pilot plants. These latest announcements come, however, from the shipping and power sectors — far bigger industries, with no existing ammonia business — and they focus on the use of green ammonia: for fuel and for profit.