Eurasia Mining and H4Energy will develop two hydrogen/ammonia export projects at either end of Russia. The Kola Green Hydrogen Project in Murmansk (far west) seeks to take advantage of cheap, abundant zero-carbon energy, combined with easy access to key shipping routes. On Sakhalin Island (far east) a new, wind-powered P2X facility is being explored.
Copenhagen Infrastructure Partners, Fertiberia and Vestas will partner with Enagás (who own Spain's national gas grid) & Naturgy (a Spanish gas & electricity utility) to develop a hydrogen and ammonia mega project in the Aragon region, Spain. At full size, 5 GW of combined wind & solar generating capacity will power 2 GW of electrolysers that produce around 160,000 tonnes of green hydrogen per year. Construction of Phase I is due to start at the end of 2023, and includes plans for a state-of-the-art green ammonia production facility that will feed Fertiberia's existing fertiliser plant in Sagunto.
A trio of South Korean organisations - Samsung Engineering, POSCO and Lotte Chemical - will partner with the Sarawak Economic Development Corporation (SEDC) to develop a new green hydrogen & ammonia project in Bintulu, eastern Malaysia. The combination of plentiful hydropower, existing gas infrastructure and existing petrochemical production facilities in Bintulu means the H2biscus partners are focusing on a suite of export products - hydrogen, ammonia & methanol - with both green and blue characteristics.
The new report from ISPT is the culmination of the Hydrohub Gigawatt Scale Elektrolyser project, and presents a detailed design for an advanced, GW-scale green hydrogen plant. The greenfield design could be up-and-running in a Dutch port area by 2030, and would have total investment cost levels of 730 €/kW for alkaline water electrolysis, or 830 €/kW for PEM water electolysis. This translates to about half the CAPEX required for a state-of-the-art design from 2020.
thyssenkrupp will engineer, procure and fabricate a 2 GW+ electrolysis plant at the NEOM project in Saudi Arabia, based on their 20 MW alkaline water electrolysis module. The plant is scheduled to start production in 2026, with hydrogen from the facility will be used to make ammonia for export to global markets. At the Port of Rotterdam, thyssenkrupp will also take the lead on Shell's 200 MW, ‘Holland Hydrogen I’ project, with hydrogen production scheduled to start in 2024.
SalalaH2's consortium partners (OQ, Marubeni, Linde and Dutco) will invest $1 billion bringing their green product export hub to life in Salalah, southern Oman. First announced in October 2021, the project features 1 GW of wind and solar capacity (new build & existing), which will power 400 MW of electrolysers, feeding an existing ammonia production plant owned & operated by OQ.
Monolith and Goodyear Tire & Rubber (the only US-headquartered tire manufacturer) will cooperate on the potential use of carbon black byproduct from its Olive Creek ammonia plant in Hallam, Nebraska. In relevant news, a $1.04 billion, Title XVII loan from the US Department of Energy has secured Monolith's expansion plans for Olive Creek, which will see it become the largest producer of carbon black in the US by 2025.
Total Eren will lead development of the H2 Magallanes project in southern Chile. Up to 10 GW of onshore wind capacity will power 8 GW of electrolysers, a desalination plant, an ammonia production plant and port facilities to export the product to local and global markets. At full capacity, 4.4 million tonnes of renewable ammonia will be produced every year. Although H2 Magallanes is still in the pre-feasability stage, it will be launched in 2025, with the aim to begin hydrogen electrolysis in 2027.
H2 Green will develop a renewable energy hub at the Port of Shoreham in West Sussex. The initial focus will be the electrification and use of hydrogen fuel in the Port's vehicle fleet (heavy forklifts and trucks), before expanding to accommodate the ~800 heavy goods vehicles that enter the port daily. The second phase will be an ammonia import facility to meet growing demands for hydrogen fuel in the surrounds. In Australia, the Geelong Hydrogen Hub will be developed by CAC-H2, a developer who is also planning two carbon-negative, waste-to-ammonia projects in Australia. The Geelong Hub includes multiple, new-build infrastructure elements including import/export & cracking facilities. Similar to Shoreham, import of green ammonia to meet growing demand for hydrogen fuel is the second phase of the project.
Fortescue Future Industries has been hitting the Ammonia Energy headlines of late. All of these various announcements point towards a singular target, announced in June by Fortescue Chairman Andrew Forrest: the supply of 15 million tonnes green hydrogen to global markets by 2030. Taken on their own these are significant steps, but COP26 was also the stage for a number of other significant ammonia and hydrogen-related announcements by FFI. Over the last fortnight we've seen the launch of green ammonia production projects in Papua New Guinea, Jordan & Argentina, buyers announced for a full 10% of FFI's global green hydrogen production, a partnership to decarbonise aviation and more developments in the electrolyser space.