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The Ammonia Wrap: Haldor Topsøe and Aquamarine to deploy solid oxide electrolysis, green ammonia to carry hydrogen for South Korean steel, and Namibia's national green ammonia strategy
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Welcome to the Ammonia Wrap: a summary of all the latest announcements, news items and publications about ammonia energy. This week: green ammonia from Haldor Topsøe and Aquamarine, "Transhydrogen Alliance", Origin Energy signs deal with Korean steel maker POSCO, Japanese electric utilities move towards ammonia, new funding for CF Industries low-carbon fertiliser in the UK, Japanese partners to study Indonesian blue ammonia output and Namibia's national hydrogen & ammonia strategy.

Trammo-Proton Ventures Tie-Up May Be Good News for Developers
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Last month Trammo and Proton Ventures signed an agreement to cooperate on green ammonia projects. At face value, this is simply a case of two companies from different corners of the ammonia ecosystem coming together to leverage their complementary competencies. But a careful look at the tie-up reveals intriguing possibilities for companies looking to develop green ammonia production capacity.

NH3 Arab Events – A duo webinar on green ammonia
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NH3 Event Europe Foundation and the Arab Fertilizer Association (AFA) will join forces in NH3 Arab Events to host two digital events, on December 8 and 9, 2020, on the topic of green NH3 in the Arab world. Our aim of organizing these events is to build knowledge and share information about green ammonia possibilities in the Arab world.

Low-carbon ammonia in Nebraska and the Netherlands
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Last week, two new low-carbon ammonia production projects were announced, both of them large-scale and largely CO2-free. Monolith Materials announced a 275,000 ton per year “clean ammonia” plant in Nebraska, in the heart of the US cornbelt. The plant will begin construction in 2021, expanding the existing demonstration plant, using Monolith’s methane pyrolysis process powered by 100% renewable electricity. Ørsted and Yara announced their plan to produce 75,000 tons per year of “green ammonia” at Yara’s existing Sluiskil plant in the Netherlands. They intend to install a 100 MW electrolyzer, using Ørsted’s offshore wind energy, with a final investment decision expected in 2021-2022, and production beginning in 2024-2025.

Europe!
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Earlier this month Germany announced the adoption of a National Hydrogen Strategy. This is the latest piece to fall into place for the European Union’s broad strategy to become a zone of comprehensive sustainability. The German plan comes a few beats after the European Commission's unveiling of its Green Deal framework, but Germany is positioning itself as the organizational hub for the Green Deal's hydrogen energy elements.

The cost of hydrogen: Platts launches Hydrogen Price Assessment
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What does hydrogen really cost? Apparently, there's now a good answer to this question. $0.7955 per kg. This is according to the new daily hydrogen price assessment launched yesterday by Platts. Price assessments like this are invaluable for thriving markets, supporting transparency and developing into the benchmarks and indexes that underpin investments, trade, and regulations. This is a welcome innovation from the universe of financial product development. It will be interesting to see how Platts's hydrogen prices evolve, in terms of the cost structure of hydrogen production, of course, but also from the perspective of ammonia energy. If the purpose is to support commodity trading, these price assessments must eventually expand to include hydrogen carriers — molecules, like ammonia, that can be stored and transported more economically than hydrogen itself — in other words, commoditized hydrogen.