This we week we explore four new announcements for financing ammonia energy solutions from Jupiter Ionics (modular 3rd generation synthesis), Hydrofuel (novel cracking technology), FuelPositive (green ammonia synthesis) and Nitricity (point-of-use green fertiliser).
A Fertiglobe-led consortium has selected US-based Plug Power to supply 100 MW of PEM electrolysers for a new green ammonia project adjacent to EBIC's ammonia plant in Ain Sokhna, Egypt. At full capacity, the project will generate enough green hydrogen feedstock to produce 90,000 tonnes of ammonia per year. The consortium partners are targeting a start date of 2024 for operations, though enough construction work will be completed at the facility to showcase it at next year's COP.
Paraguay's National Administration of Electricity (ANDE) signed a new MoU this week with MET Development and FerSam Uruguay to develop a 100% renewable energy-powered fertiliser plant in Alto Paraná. Hydroelectricity from the nearby Itaipu Dam will power green hydrogen production, which will then be utilised to produce ammonium nitrate fertilisers. ATOME Energy also announced plans for a 250 MW green hydrogen & ammonia production plant in the Itaipu Technology Park. Both project fit neatly into Paraguay's green hydrogen national strategy, with an installed electrolyser target of 600 MW set for 2030.
Topsøe and newcomer Green Fuel will join forces to identify efficient and scalable technologies to produce green ammonia in Iceland. A coalition of organisations is also working on a new green energy park in the town of Reyðarfjörður on Iceland's east coast, with e-fuels production and use of the electrolysis by-product oxygen a major part of the plan.
The Moolawatana Renewable Hydrogen Project will be constructed on a cattle station north some 570km north of Adelaide, South Australia's capital city. Powered by a mixture of wind and solar generation, the project will connect to an export facility at Port Bonython (around 500km in distance) via pipeline. Water will be sourced from an on-site desalination plant. At this stage, the pipeline will be for dedicated hydrogen transport, and conversion to ammonia will take place at Port Bonython. The Port is being developed as a major hydrogen & ammonia export hub, with the SA state government recently shortlisting seven major projects totaling 1.5 million tonnes per year green hydrogen export.
A group of 28 global organisations (H2Zero) announced significant new pledges to drive the development of the global hydrogen industry at COP26 last week. On the supply side, the pledges add up to 18 million tonnes per year "lower carbon" hydrogen landing in global markets, displacing fossil hydrogen, conventional transport fuel and natural gas for industrial heating applications. On the demand side (including the use of lower carbon hydrogen for fertiliser, chemicals and explosives production), the pledges add up to 1.6 million tonnes. Of particular interest is Yara's pledge to source &/or produce at least 3 million tonnes of reduced carbon ammonia by 2030.
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.
Woodside Energy secured land this week for its H2TAS project in Bell Bay, Tasmania. A long-term lease on a partially-cleared project site nearby the Bell Bay Advanced Manufacturing Zone will be home to up to 1.7 GW of electrolysers, and a target production of 200,000 tonnes per year green ammonia. Last month Woodside also announced the H2Perth project: a world-scale, 1,500 tonnes per day hydrogen production facility aimed at local markets for refueling fuel cell vehicles, and international markets via export in the form of liquefied hydrogen or ammonia.
Incitec Pivot, Keppel Infrastructure and Temasek signed a new MoU this week to investigate the production and export of green ammonia from Australia to Singapore. Incitec Pivot's existing Kooragang Island facility in Newcastle, Australia could be one source, with the other being a potential greenfield site in Gladstone. Green ammonia production also represents a potential lifeline for Incitec Pivot's Gibson Island plant in Brisbane, which will cease conventional ammonia production by the end of 2022.
HYPHEN Hydrogen Energy will develop the first green mega-project in Namibia. The $9.4 billion, 300,000 tonnes per year green hydrogen project will focus on providing green hydrogen & ammonia product to local and global markets. The project site will be located within the Tsau Khaeb national park: a coastal diamond mining area in the Namib desert with world-class onshore wind and solar resources. The site will also have close proximity to both key shipping routes around southern Africa, and key land transport corridors.