Mitsui & Co. and JERA announced that they have been awarded CfD funds by the Japanese government to support the import of CCS-based ammonia from the Blue Point project in Louisiana, USA. By 2030 (2029 in JERA’s case), full supply chains will be established to import the ammonia into Japan, for use in the power generation, cement manufacturing, and other industrial sectors.
Despite the successes and progress made in 2025, the year remains a missed opportunity for ammonia energy. The first complete supply chains for renewable ammonia are emerging, and some 600,000 tons of annual production capacity is set to be online in northeast China early next year. Maritime engines, cracking, and power & heat technology solutions also made their mark, moving from feasibility into deployment. But disappointing outcomes at the IMO and government support that failed to spark market development remains an issue, with plenty of critical, detail-heavy work ahead of us in 2026.
INPEX has officially opened the Kashiwazaki Hydrogen Park, featuring a CCUS-based hydrogen and ammonia demonstration plant. The project is focused on local customers for each of the facility’s products: hydrogen, electricity, and ammonia.
In our September Episode of Project Features, project partner Lapis Carbon Solutions and LSB Industries walk us through their CCS ammonia project in El Dorado, Arkansas. Permitting is expected to be finalized next year, followed by commencement of CCS operations in late 2026.
23,500 tons of ammonia certified under the Fertilizer Institute’s Verified Ammonia Carbon Intensity (VACI) Program were loaded onto the Trafigura-operated Oceanic Star in Louisiana last month. The cargo is en route to Antwerp, where chemicals and materials manufacturer Envalior will use the low-carbon ammonia as a feedstock to produce the monomer caprolactam and downstream resins.
1PointFive and Enbridge will develop the Pelican Sequestration Hub, anchored by a 25 year offtake agreement between CF Industries and 1PointFive for ~2.3 million tons of CO2 per year from the Blue Point ammonia mega-project.
Meet LSB Industries and Lapis Carbon Solutions, partners in a CCS retrofit project at LSB’s existing ammonia production facility in El Dorado, Arkansas. Based on the annual production of 375,000 tons of ammonia, 450,000 tons per year of concentrated carbon dioxide per year will be sequestered from 2026 onward.