Site items in: Ammonia Markets

Ammonia Energy Live February - 2021
Article

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.

The Ammonia Transition: panel wrap-up from the Ammonia Energy Conference
Article

What key challenges lie ahead as ammonia producers embark on the transition to low and zero-carbon ammonia? What are the big producers already doing to smooth and later accelerate this transition? On November 19, 2020, the Ammonia Energy Association (AEA) hosted a panel discussion moderated by Steve Crolius from Carbon Neutral Consulting, as well as panel members Sammy van den Broeck from Yara, Ashraf Malik from CF Industries, and Trevor Williams from Nutrien as part of the recent Ammonia Energy Conference.

The Ammonia Wrap: EU ambitions, new tankers, and GW scale green ammonia in Denmark, Norway, and Chile
Article

Welcome to the Ammonia Wrap: a summary of all the latest announcements, news items and publications about ammonia energy. In this week's wrap: HyDeal Ambition, new marine tankers, fuel forecasts & SOFC developments, a new technical briefing on power generation, UNSW leads research in P2X, GWs of green ammonia in Denmark, Norway and Chile, green ammonia in the Orkneys, new government focus on ammonia in South Africa, and India to make green ammonia production mandatory?

Ammonia infrastructure: panel wrap-up from the 2020 Ammonia Energy Conference
Article

Infrastructure is key to realising the full potential of ammonia energy, enabling new markets and expanding the existing ones. By 2050 the hydrogen (and by extension, ammonia) market could be 20 times larger than it is today. What future possibilities are there to expand global ammonia production (currently 180 million tonnes per year) or trade volumes across the world’s oceans (currently 18 million tonnes per year)? On November 18, 2020, the Ammonia Energy Association (AEA) hosted a panel discussion moderated by Daniel Morris from KBR, as well as panel members Anthony Teo from DNV GL, Oliver Hatfield from Argus Media, and Michael Goff from Black & Veatch as part of the recent Ammonia Energy Conference. The panel’s insights from a number of different perspectives - market analytics, ship building and operating, as well as pipeline engineering - demonstrated ammonia's potential to become a low- or zero-carbon fuel of choice for the future. Current infrastructure can be adapted, new infrastructure can be built and operated cheaply, and lessons from previous fuel transitions can be taken on board to make the uptake of ammonia energy as smooth as possible.

A review of global ammonia supply
Presentation

The presentation will provide an overview of global ammonia supply. It will consider the geography and orientation of the current stock of supply, including captive use, merchant availability and proximity to seaborne markets. It will examine the extent to which there is currently spare ammonia capacity, and the responsiveness of supply to demand growth in different timeframes.

The Cost of CO2-free Ammonia
Article

If ammonia is to be introduced into the energy system as a CO2-free fuel, its cost must be at least competitive with that of other CO2-free fuels such as CO2-free hydrogen. In the discussion below I consider the cost aspect of CO2-free ammonia. To state my conclusion at the beginning, the cost of CO2-free ammonia can be less than 30 yen/Nm3-H2, which is the 2030 cost target for hydrogen energy set by the Japanese government in its "Basic Hydrogen Strategy” for introducing hydrogen energy into Japan.

Observations on green ammonia production scaleup and the potential for job creation
Presentation

Green ammonia provides Australia with the opportunity to export our abundant renewable resources.  A key benefit to the nation is the jobs created in an expanded ammonia export industry, allowing transition from carbon-based energy to cleaner sources. Drawing on cases study analysis of green ammonia plants scaled from 25 to 2500 tonnes of ammonia per day, the impact of a range of production cost elements is assessed focusing on ammonia production.

Industry report sees multi-billion ton market for green ammonia
Article

This week, Argus Media published a white paper on green ammonia. This includes an overview of potential new markets and market volumes, a round-up of green ammonia projects around the world, and an assessment of production technologies and their impact on the ammonia cost curve. Argus estimates that, by 2040, green ammonia could cost just $250 per ton. Argus is an industrial analysis and consulting firm with long experience in the ammonia market, which, traditionally, centers on the fertilizer sector. This white paper therefore provides a welcome commercial perspective on the outlook for ammonia energy.