Site items in: Asia

Ammonia energy in the APAC region
Article

When it comes to ammonia energy & Australia, the persistent theme for a few years now has been exports, exports, exports. But, does a domestic hydrogen & ammonia industry present the opportunity for Australia to move on from a “dig and ship mentality”? Can Australia develop an equivalent of the METS industry, providing the expertise, technology and services required to get more projects up-and-running overseas?

To explore these big questions, we welcome a terrific discussion panel: Cindy Lim (Keppel Infrastructure), Olivia Brace (Advisian), and Tim Rogers (Trafigura Group), and chair Penelope Howarth (Department of Foreign Affairs and Trade). And - in the session before we launch into discussion - we will hear updates from some of our key ammonia energy allies in APAC. Shigeru Muraki (CFAA, Japan), Hyung Chul Yoon (KIER, Korea) and Kashish Shah (IEEFA, India) will dial-in virtually to present the latest from their home countries. Join us in-person or online, and purchase your tickets by this Friday 5 August to secure the extended early-bird rate.

Building the EU end of the Australia-Europe supply chain
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At this year’s Australia conference, we recognise that interest in Australian ammonia is on the rise. At previous conferences we’ve witnessed the strengthening of ties between Australia, Japan and South Korea, and this year we see a new player emerge. The EU’s growing ambitions have catapulted it into the ammonia conversation, and the nascent of an Australia-Europe ammonia supply chain is quickly developing. To give our audience the EU-perspective, we welcome a terrific virtual panel beaming in live from the Netherlands, Germany and Italy: Jill Thesen (Federation of German Industries), Martijn Coopman (Port of Rotterdam), Anna Fedeles (Austrade) and Anna Freeman (Clean Energy Council). Join us in-person or online, and make sure to register by the end of this week (Friday 29 July) to secure the early-bird rate.

Maritime actors push on with overcoming ammonia fuel safety concerns
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Two recent reports (one from Bureau Veritas & Total, the other from the Together in Safety consortium) illustrate just how seriously the maritime industry is pursuing low carbon ammonia fuel. While progress in the maritime ammonia space is impressive, safety risks are widely-acknowledged and work remains to be done.

Both reports identify key hazards facing adoption of ammonia as a maritime fuel, and echo points heard before in the development of methanol & LNG as maritime fuels: high-risk hazards currently exist that must be eliminated, mitigated or controlled. But Together in Safety concludes the way forward will be via collaboration & shared responsibility - something we’re already seeing in the multiple high-profile safety studies and consortia working around the globe. Thankfully, the willingness of significant maritime players to engage on ammonia and the momentum for change are both high.

Harnessing opportunities for deep decarbonisation in India: new report
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A new report from Indian government think-tank NITI Aayog and the Rocky Mountain Institute has outlined the enormous opportunity for India to produce renewable hydrogen & ammonia. Ammonia establishes itself early as a key part of this transition: both via the use of renewable hydrogen for fertiliser production, and as a near-term export vector. The report envisions 160 GW of installed electrolysers by 2030, of which nearly 100 GW could be dedicated to producing ammonia. This would make India one of the world’s largest producers of renewable ammonia for export by the end of the decade.

Ammonia-powered vessels & maritime engines: development updates
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This week we explore four announcements in the maritime ammonia space:

  • Færder Tankers Norway will receive $20 million in Enova funding to develop two ammonia-powered vessel designs: a tanker and a car carrier.
  • Mitsubishi Shipbuilding has completed a conceptual design for an LPG-ammonia dual-fuel VLGC, with Approval in Principle granted by ClassNK.
  • Delivery dates have been set for the first eight of Höegh Autoliners’ Aurora-class, ammonia-powered car carriers, with China Merchants Heavy Industry to deliver vessels from late 2024.
  • WinGD and Hyundai Heavy Industries will collaborate to deliver the first WinGD two-stroke engine capable of running on ammonia by 2025.

Dual-fuel ammonia for power generation in South Korea
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Doosan, KEPCO and Samsung will join forces to jointly develop a “dual-fuel green ammonia” power generation model that can be rolled out to 1 GW power plants in South Korea. In the trio, Doosan is charged with the development of ammonia dual-fuel boilers, indicating that coal co-firing is the target of the model rollout. As part of a different agreement, Doosan is also involved in ammonia-hydrogen gas turbine development with POSCO and KEPCO.

TotalEnergies and Adani join forces on renewable hydrogen in India
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TotalEnergies will acquire a 25% stake in Adani New Industries Limited (ANIL), with ANIL to act as the “exclusive platform” for Total and Adani to produce and commercialise renewable hydrogen in India. Together the pair have set ambitious targets: 1 million tonnes renewable hydrogen production per year and 30 GW of new renewable generating capacity by 2030. The first project in focus will be a 1.3 million tonne per year urea plant to displace current fertiliser imports.