Fortescue

The Newcastlemax vessel is expected to be delivered to Fortescue by the end of 2026, and will feature WinGD’s X‑DF‑A dual-fuel engine. The vessel is one of a series under construction at Qingdao Beihai Shipbuilding in China.

The Industrial Transitions Accelerator has chosen Brazil as the first country partner in its “Project Support Programme”. Four renewable hydrogen, ammonia, fertilizer and methanol projects have been selected to receive support in advancing towards FID.  Also in Brazil, developers Fuella and Yamna have launched renewable ammonia production projects in the Ports of Pecém and Açu.

Hydrom, Oman’s dedicated government development vehicle for low-carbon hydrogen, has awarded land to two projects. Actis and Fortescue will develop about 4.5 GW of wind and solar energy to power the production of more than 1 million ton tons of ammonia per year. With the same wind and solar energy capacity, EDF, J-Power and Yamna will develop a similarly-sized, 1 million ton per-year ammonia plant.

Fortescue Future Industries, Maritime and Port Authority Singapore and a host of supporting organisations announced a world-first marine trial in Singapore harbor last week. The vessel sailed on ammonia and diesel dual-fuel in harbor waters, after being loaded with liquid ammonia fuel at Vopak’s Banyan Terminal on Jurong Island. Two years of vessel development and months of safety and training exercises led up to the trial. MPA and Fortescue report that post-combustion NO_x levels from the vessel met local air quality standards for Singapore, with further emissions treatment measures to be applied.

Following a successful engine retrofit, FFI’s dual fuel vessel debuted at COP28 this month. Unable to run on or carry ammonia fuel due to restrictions from local authorities, FFI Chairman Andrew Forrest called for the world’s ports to catch-up to technological progress and update their regulations. FFI will also be a key part of the Pacific Northwest Hydrogen Hub (one of seven hubs awarded funding by the US DoE), and has added to its vertical integration capabilities with the opening of a new technical innovation centre in the UK.

The West Australian state government has allocated land to four organisations as it progresses development of the Pilbara Hydrogen Hub. Fortescue Future Industries, Yara, Hexagon and Perdaman have all been selected to participate, adding to the list of ammonia projects already underway in the region.

At the G20 summit in Indonesia, Pertamina has signed two separate agreements: one with Chevron & Keppel Infrastructure to develop a geothermal ammonia production plant, and one with Aramco to explore potential CCUS ammonia production projects. Also at the G20 summit, Fortescue Future Industries & Indonesian steel maker PT Gunung Raja Paksi Tbk agreed to explore the decarbonisation of steel making in Indonesia using hydrogen & ammonia fuel.

This week we explore three ammonia production announcements from Egypt at COP27. The “Egypt Green” integrated hydrogen plant has been commissioned in Ain Sokhna, and will shortly begin supplying renewable hydrogen to two nearby ammonia plants. AMEA Power has agreed to develop an 800,000 tonnes per year ammonia production project (also in Ain Sokhna), and Fortescue Future Industries will explore the feasibility of multiple renewable projects across the country.

FFI is among six organisations to be allocated land in the Oakajee Strategic Industrial Area, about four hundred kilometers north of Western Australia’s capital city Perth. Oakajee SIA is adjacent to huge solar & wind generating potential, and is envisioned to become a renewable hydrogen-based industrial precinct & export hub.

Deutsche Bahn and Fortescue Future Industries will collaborate to modify existing locomotive diesel engines to run on hydrogen & ammonia fuel. The pair will utilise Ammonigy’s ammonia cracking technology in their design, with a prototype, bench-top engine currently undergoing testing in Germany. This week FFI also signed an agreement to develop a new energy import terminal in Wilhelmshaven.

Australian energy giant AGL will team up with Fortescue Future Industries to explore the feasibility of industrial-scale production of renewable hydrogen & ammonia in the Hunter Valley near Newcastle, Australia. AGL’s existing Liddell power station is due to close next year and begin conversion into the Hunter Energy Hub, with grid-scale batteries, wind & solar generation, clean industry and hydrogen & ammonia production to replace the coal-fired facility. Origin Energy, Orica, Incitec Pivot Limited and Keppel Infrastructure are already exploring similar plans in the area, based on existing ammonia production plants at Kooragang Island near Newcastle.

The UK government will fund a new red diesel replacement project from engine developers MAHLE Powertrain and partners Clean Air Power and the University of Nottingham. The trio will demonstrate decarbonisation of heavy duty engines using ammonia and hydrogen fuel, or a blend of the two. Fortescue Future Industries and Liebherr are also involved in the decarbonisation of the UK construction sector, with agreements on hydrogen fuel supply & engine development signed last October. Fuel cells also enter this mix, with AFC Energy currently rolling out off-grid, ammonia-powered gensets on construction sites in London and Madrid.

Fortescue Future Industries’ 2 GW per annum electrolyser manufacturing plant in Queensland has officially broken ground in construction, and is on track to begin operations next year. FFI and Plug Power are equal partners in the electrolyser plant, which will manufacture Plug Power’s electrolyser units. The first electrolyser units off the process line in 2023 have already been earmarked for installation at FFI’s planned green hydrogen production facility in Gibson Island, Brisbane, next door to Incitec Pivot Limited’s existing ammonia plant. Agreements between FFI and state-owned power utilities were signed this week to plug Gibson Island electrolysers into Queensland’s power grid.

R&D for ammonia-powered locomotives is full steam ahead in Perth, as Fortescue Future Industries moves onto converting two four-stroke, diesel locomotives to run on ammonia fuel. Deployment of an ammonia-powered demonstration locomotive within their current rail operations is planned for later this year. In other FFI news this week, a technical feasibility study has given the thumbs up for FFI to convert Incitec Pivot's existing Gibson Island ammonia production plant to a green ammonia facility, and a new agreement between Australian energy giant AGL and FFI will see the pair turn the current Liddell and Bayswater coal power stations into a huge green hydrogen hub near Newcastle, NSW.

Fortescue Future Industries has been hitting the Ammonia Energy headlines of late. All of these various announcements point towards a singular target, announced in June by Fortescue Chairman Andrew Forrest: the supply of 15 million tonnes green hydrogen to global markets by 2030. Taken on their own these are significant steps, but COP26 was also the stage for a number of other significant ammonia and hydrogen-related announcements by FFI. Over the last fortnight we've seen the launch of green ammonia production projects in Papua New Guinea, Jordan & Argentina, buyers announced for a full 10% of FFI's global green hydrogen production, a partnership to decarbonise aviation and more developments in the electrolyser space.

Woodside Energy secured land this week for its H2TAS project in Bell Bay, Tasmania. A long-term lease on a partially-cleared project site nearby the Bell Bay Advanced Manufacturing Zone will be home to up to 1.7 GW of electrolysers, and a target production of 200,000 tonnes per year green ammonia. Last month Woodside also announced the H2Perth project: a world-scale, 1,500 tonnes per day hydrogen production facility aimed at local markets for refueling fuel cell vehicles, and international markets via export in the form of liquefied hydrogen or ammonia.

The Transhydrogen Alliance - a consortium formed this year by Proton Ventures, Trammo DMCC and Varo Energy - will invest $2 billion in green hydrogen production at the Pecém Complex in the Brazilian state of Ceará. The project's aim is to produce 500,000 tonnes per year of green hydrogen, which will be converted to 2.5 million tonnes of green ammonia for import to Europe via the Port of Rotterdam.

As part of a new partnership with the Queensland state government, Fortescue Future Industries (FFI) announced plans for the world's largest electrolyser, renewable industry and equipment factory in Gladstone. It's been a big week for electrolyser production announcements, with new, GW-scale production facilities planned for Germany and India.

Australia-based Origin Energy and shipping company Mitsui O.S.K Lines (MOL) have joined forces to explore where they can develop the green ammonia supply chain between Australia and Asia. The new joint study (to be completed by the end of this year) will also determine the feasibility of Australian green ammonia export projects supplying key markets by 2026.

Woodside Energy, JOGMEC, Marubeni and two Japanese power utilities signed a joint research agreement this week to investigate the feasibility of a blue ammonia supply chain between Australia and Japan.

As we reported earlier this March, Namibian President Hage Geingob announced his government is looking to develop and implement national green hydrogen and green ammonia strategies as part of an economy-wide "prosperity" initiative. In an interview with CNBCAfrica this week, Presidential Advisor on Economy James Mnyupe added some more updates.

This week: a roadmap for ammonia-fueled gas turbines in Asia, ammonia solutions in Iceland, IMO sets new decarbonisation milestone, new ammonia-powered vessels planned, maritime study developments, Australian updates (Fortescue, AREH and Itochu in Gladstone), Fertiglobe joins Abu Dhabi blue ammonia project and Statkraft's Porsgrunn plans.

Welcome to the Ammonia Wrap: a summary of all the latest announcements, news items and publications about ammonia energy. This week: latest report from NoGAPS, Viking Energy project takes another step, more collaborations for Yara, thyssenkrupp to invest in cracking R&D, investment in clean hydrogen technology in the USA, world-first visualisation of ammonia combustion in a spark-ignition engine and our numbers of the week.

South Korea has featured in many Ammonia Energy news updates, but often in a scatter gun fashion that lacked the momentum of ammonia energy announcements coming from the other side of the Korea Strait. Now, South Korea is ready to step out from Japan’s shadow as a clean energy innovator and deployer in its own right. We’re seeing the beginnings of a well-articulated strategy to achieve society-wide decarbonisation in South Korea, with a starring role for clean hydrogen and clean ammonia.

Last week we presented the first episode in our monthly webinar series: Ammonia Energy Live. Every month we’ll explore the wonderful world of ammonia energy and the role it will play in global decarbonisation - with an Australian twist. To kick things off we wanted to set the scene for 2021 and give you a sense of where the ammonia transition is at - key projects, key milestones and things to be excited about going forward. And, since this is an Australian-focused series, we wanted to explore what’s important about Australia to the ongoing work of the AEA.

Fortescue recently announced that it has signed a memorandum of understanding (MOU) with Hyundai Motor Company and CSIRO for the “development and future commercialisation” of its metal membrane technology. This technology, which produces high-purity compressed hydrogen from liquid ammonia, was demonstrated in 2018. It enables PEM fuel cell vehicles to refuel using hydrogen that is generated on demand from ammonia. At scale, this technology could enable an ammonia-based hydrogen production, storage, and distribution infrastructure, lowering the barriers to implementation of a national network of hydrogen filling stations. Now, “Hyundai will seek to demonstrate the viability of the technology for renewable hydrogen production and vehicle fuelling in Korea.”

Pandemic or no pandemic, the Australian chapter of the Ammonia Energy Association (AEA Australia) will hold a second edition of its Ammonia = Hydrogen 2.0 Conference this year. The event will be held on a virtual basis on August 27 and 28 from 1:00 to 5:00 p.m. (Australian Eastern Standard Time) each day. The conference tagline is “Building an energy export industry using Green Ammonia.” Its themes this year will be “green ammonia production — jobs for the regions;” “ammonia as maritime bunker fuel;” and “ammonia certification schemes.” The opening address, entitled “Ammonia — is it a fuel, or is it an energy carrier?” will be given by Alan Finkel, Chief Scientist of the Australian Government.

Last week Australia’s Commonwealth Scientific and Industrial Research Organisation (CSIRO) announced the formation of a partnership that will support commercialization of CSIRO’s high-purity ammonia-to-hydrogen conversion technology.  Michael Dolan, Principal Research Scientist for the ammonia-to-hydrogen project, had signaled such a development on the occasion of the technology’s first public demonstration in August 2018, saying in a contemporaneous Ammonia Energy post that the identity of “a major industrial partner” would be revealed shortly. The partner turns out to be Fortescue Metals Group (FMG).  A November 22 article in Business Insider Australia states that the company will invest “[AUD]$19.1 million [USD$13.8] in technology developed by the CSIRO to make hydrogen vehicles viable in a potential gamechanger for the transport industry.”