Site items in: Finance

Article

The EU has set a legally binding climate target for 2040, at a 90% GHG emission reduction versus 1990 levels. But, while the 2030 emission target can theoretically be met with limited modifications to existing ammonia production plants in the EU, new technology pathway choices will have to be made well before 2040 to ensure compliance. We explore some of the options, and projects in progress.

Article

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.

Presentation

Foodstuff buyers are key to unlocking a critical decarbonization pathway for ammonia vis-à-vis investments in low-emission fertilizers, which represent ~70% of the use case for ammonia today. I will discuss how market-based mechanisms like book and claim in particular has the power to activate the green ammonia market. *Please note, this presentation will not be made publicly available.

Presentation

In March 2025, Mitsui O.S.K. Lines (MOL) acquired Netherlands-based LBC Tank Terminals as part of a strategic move towards a “total chemical logistics service system”. The pair will leverage an impressive joint array of logistics infrastructure,working to unlock expanded future flows of ammonia. Meanwhile, Yara and MOL are ongoing partners in a series of first mover marine ammonia fuel projects, including time charters, to ship-to-ship bunkering demonstrations, and development of ammonia-fueled vessels. Learn more about the trio’s plans to connect to the full ammonia energy value chain.