In our latest episode of Maritime Ammonia Insights, we explored the findings of a new, landmark environmental study: Ammonia at Sea. Speakers representing the report’s co-authors joined us to discuss the results, what further work is required and how the report is being incorporated into policy discussions at the IMO.
In our January episode of Ammonia Project Features, we explored the current commercial status of solid oxide electrolysis, and its potential to be integrated with ammonia production. Rick Beuttel (Bloom Energy) and Jakob Krummenacher (LSB industries) also discussed the utilization of the technology in a new decarbonization project at LSB’s ammonia plant in Pryor, Oklahoma.
Electrolysis-based ammonia production peaked worldwide around 1970, before the economies of scale and cheap gas feedstock led to its decline. With decarbonization and climate-neutral industrial processes now a critical priority, electrolysis-based ammonia production has re-emerged as a long-term solution. From a base of 10,000 tonnes per year worldwide production in 2020, as much as 100 million tonnes per year of electrolysis-based ammonia could be produced by the end of this decade, driven by a dramatic roll-out of renewable energy generation and installed electrolyzer capacity.
In our December episode of Ammonia Project Features, our three guests focused on renewable ammonia production in Sub-Saharan Africa. Allan Manhanga (Sable Chemicals) took us through the story of renewable ammonia production in Zimbabwe from 1972 to 2015, and what is needed to restart the industry there. Ralph Koekkoek (MET Development) presented a new renewable ammonia & fertilizer project underway in Kenya, with a focus on local farmers and national food security. And Marcel Jacobs (African Hydrogen Partnership) emphasized the important role of organisations in raising awareness & de-risking future projects, particularly through approaches like the proposed East African Green Hydrogen and Fertilizer Corridor.
In our November episode of Ammonia Project Features we explored two gigawatt-sized ammonia production projects in Northwest Africa: AMUN (Morocco) and AMAN (Mauritania). Nouri Chahid (CWP Global) presented project details, while Lloyd Pinnell (Systemiq) explored the socio-economic impacts of AMAN in Mauritania. If developed in the right way, AMAN could provide potable water, access to cheap renewable electricity, significant local employment & education opportunities, as well as the opportunity to build institutions to best manage new economic windfalls.
Recently, KBR launched its Ammonia 10,000 technology for newbuild ammonia plants, tripling the largest available single train capacity to 10,000 metric tonnes per day. In our latest Technology Insights article, we explore the other pieces of the puzzle required for mega-scale ammonia, as well as some updates from the other end of the spectrum, with three distributed, small-scale ammonia synthesis systems under development in North America.
Our latest Ammonia Project Features webinar focused on the social license to operate for low and zero-carbon ammonia energy projects. Sam Bartlett from the Green Hydrogen Organisation explained the details of his organisation’s new “Green Hydrogen Standard”, which not only incorporates emissions, but also the environmental, social and governance consequences of a production project. Jonathan Cocker from Borden Ladner Gervais LLP then took us through the key challenges for obtaining social license, and what we can learn from other industries and case studies already in progress around the world.
The potential for nuclear-powered ammonia production is developing fast. Two seperate industrial consortia (Copenhagen Atomics, Alfa Larval & Topsoe, and KBR & Terrestrial Energy) have formed to develop thorium-fueled reactors, and hydrogen & ammonia production is a key part of their plans. Given nuclear electricity dominates France’s energy mix, a grid-connected electrolyser project at Borealis’ fertiliser production plant in Ottmarsheim, France will be one of the first examples of commercial-scale, nuclear-powered ammonia production. And, while capital costs & lead times remain significant, mass production of new technologies and research into flexible power production capabilities are emerging as key to unlocking nuclear-powered ammonia production.
To develop sufficient ammonia supply to meet future maritime fuel demands, we face a herculean task. The recent meeting of the IMO’s Marine Environment Protection Committee (MEPC 78) gives us an insight into the key next steps to address financial & regulatory challenges. For the first time, MEPC 78 introduced the idea of a “Zero by 2050” goal for global shipping: a steep change in ambition. The use of funds from mechanisms like carbon pricing to ensure a fair, just and equitable transition, the necessity of high-impact investment to drive the fuel transition, and the adoption of new LCA guidelines in the next twelve months were also discussed. The drive & ambition shown at MEPC 78 indicates that the time is ripe for maritime ammonia to position itself as the fuel of choice for the global shipping industry.
In our most recent episode of Maritime Ammonia Insights we introduced the Amon Maritime consortium. Amon is unique, as it builds from the ground up and shares risk to remove the chicken-and-egg dilemma faced by new maritime ammonia players. Acknowledging that external funding has been essential to reach the point where they are at today, Amon Maritime has progressed as a shipping company and ammonia bunkering network at remarkable speed. With their novel approach and impressive progress to date, there are many takeaways for the wider maritime stakeholder environment to consider. Amon’s CEO André Risholm and CCO Karl Arthur Bræin joined Conor Fürstenberg Stott to discuss the opportunities ahead.