Ammonia Energy Import/Export
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ACWA Power and POSCO join forces on ammonia
Saudi-based ACWA Power and South Korean-based POSCO will join forces to develop new hydrogen and ammonia production projects, with an eye towards decarbonising POSCO’s power generation and steel making activities in South Korea. The pair are already significant players in the ammonia energy space, with POSCO setting ambitious goals for production & imports, and ACWA involved in multiple mega-projects in the Middle East.
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Ammonia energy in the APAC region
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.
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Brazil’s first electrolysis-based ammonia plant takes shape
Brazil’s largest fertiliser producer Unigel has launched the country’s first industrial-scale electrolytic hydrogen & ammonia project. 60 MW of grid-connected, thyssenkrupp nucera electrolysers will feed the production 60,000 tonnes per year of ammonia. An existing ammonia production plant in Camaçari, Bahia province will provide the foundation for the project, which seeks to leverage the high share of renewable electricity in Brazil’s national grid. In other South American news, Uruguay’s officially-released Green Hydrogen Roadmap sets out ambitious decarbonisation goals. Green ammonia has a role both as an export commodity and for domestic use.
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Building the EU end of the Australia-Europe supply chain
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.
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Introducing our Australia conference, meet our first panel
This year marks the fourth edition of our annual Australia conference, and we begin our event with a challenging topic - for good reason. As momentum grows, so do the stakes. The opportunity for hydrogen & ammonia in Australia is unparalleled, but establishing a world-leading industry requires many, many pieces to come together. To explore the challenges immediately ahead, we’ve brought together three familiar faces with a wealth of experience: Paul Hodgson (Scaling Green Hydrogen CRC), Alana Barlow (Sumitomo Australia) and Laurentiu Zamfirescu (Principal Safety and Risk Engineer, AMOG Consulting). 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.
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Term sheet signed for renewable ammonia sale from Oman
Yara Clean Ammonia has committed to complete off-take from the first phase of ACME and Scatec’s new renewable ammonia production plant in Oman. Yara will off-take 100,000 tonnes per year, with a potential for more as the plant expands towards full capacity. The announcement joins a series promising off-take agreements signed within the last twelve months.
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Harnessing opportunities for deep decarbonisation in India: new report
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.
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New roadmap for ammonia imports into Germany
A Fortescue-led Australian-German business coalition has released a roadmap and ten-point action plan to meet ambitious ammonia import targets for Germany. Policy recommendations on the EU and Australian side of the emerging supply chain include financial support to address the first-mover disadvantage. Guidehouse have laid out recommendations of their own in a new report, which finds maritime shipping of ammonia over long distance is the best import option, and that - ideally - hydrogen derivatives should be shipped into Germany in the form required by end users, saving on reconversion costs.
Meanwhile in Copenhagen, EU Commission Executive Vice-President Frans Timmermans has backed the shipping industry to make the transition faster than expected, with ammonia to be the “future fuel”.