The Australian state of South Australia took another step into the hydrogen future this week when it unveiled its Hydrogen Action Plan at the International Conference on Hydrogen Safety in Adelaide. The heart of the Action Plan consists of the practical measures that governments undertake in areas such as infrastructure, workforce, and regulatory framework development. Zoom out, though, and it is clear that fostering a major export position in green hydrogen is first among equals in the Action Plan's priorities. And this being the case, it is no surprise that ammonia is singled out for special attention.
DNV GL published its annual Energy Transition Outlook last week, which includes a dedicated analysis of the shipping industry in its Maritime Forecast to 2050. According to DNV GL, the IMO's 2050 emission reduction targets can be met through innovative ship design, using ammonia as an alternative fuel. Widespread commercial adoption of ammonia fuel would begin in 2037; ammonia would the dominant fuel choice for new builds by 2042; and ammonia would represent 25% of the maritime fuel mix by 2050.
This represents new demand for roughly 120 million tons per year of green ammonia by 2050. This outcome greatly depends on how maritime regulations are developed in the coming years, but it would see ammonia-fueled ships represent almost 100% of new vessels (by fuel consumption) from 2044 onwards.
The maritime industry has been engaged in a frenzy of research since April 2018, when the International Maritime Organization (IMO) announced its Initial GHG Strategy mandating a 50% reduction in shipping's emissions by 2050.
Three recent announcements illustrate the speed and depth of progress across a range of maritime stakeholders. In the government sector, the UK has launched its Clean Maritime Plan, which identifies ammonia as one of its strategic "clean growth opportunities." In finance, a coalition of 11 banks representing a shipping portfolio of around $100 billion has launched the Poseidon Principles to "redefine the role of banks in the maritime shipping sector." And class society ABS launched its Global Sustainability Center in Singapore to analyse, certify, and validate alternative fuels and new technologies; its Director of Global Sustainability will speak at the inaugural conference of the Ammonia Energy Association--Australia, held in Clayton, VIC, on August 22-23. His subject will be "Green ammonia as marine bunker fuel."
In mid-June the Dutch naval architecture firm C-Job released "Safe and effective application of ammonia as a marine fuel," a thesis written by the firm’s Lead Naval Architect Niels de Vries for the Marine Technology Master of Science program at the Delft University of Technology in the Netherlands. While the thesis delivers an extensive assessment of ammonia's potential effectiveness as a marine fuel, it breaks new ground in its consideration of ammonia's safety in this context.
Co-firing ammonia in a coal-fueled boiler, a concept under active development in Japan, received positive notice in the International Energy Agency’s recently published report, The Future of Hydrogen. So far serious scrutiny of the co-firing concept is limited to Japan. In the fullness of time, the demand side of the concept may take root in other countries. The supply side, however, could have near-term global relevance.
To the Authors of The Future of Hydrogen:
First I would like to thank you for an excellent report. I have devoted two Ammonia Energy posts to The Future of Hydrogen. If you read them, you will see that my appraisal is overwhelmingly positive. But I am writing this letter because I take issue with your characterization of ammonia's hazard profile. I hereby submit that your discussion in this regard is inaccurate and unhelpful.
Two weeks ago the International Energy Agency released The Future of Hydrogen, a 203-page report that “provides an extensive and independent assessment of hydrogen that lays out where things stand now; the ways in which hydrogen can help to achieve a clean, secure and affordable energy future; and how we can go about realising its potential.” In this, the second part of a two-part article, the report's extensive treatment of ammonia is considered.
Last week the International Energy Agency released The Future of Hydrogen, a 203-page report that “provides an extensive and independent assessment of hydrogen that lays out where things stand now; the ways in which hydrogen can help to achieve a clean, secure and affordable energy future; and how we can go about realising its potential.” In this, the first part of a two-part article, the report's overall strengths are considered. The second part will focus on the report's discussion of ammonia as a contributor to the emerging hydrogen economy.
NEWS BRIEF: The industrial process for ammonia production is increasingly being recognized as a target for decarbonization - by researchers, investors, regulators, and the producers themselves. Demonstrating this shift in awareness, Chemical and Engineering News (C&EN), one of the flagship publications of the American Chemical Society (ACS), this week published an in-depth review of global research and development efforts and demonstration plants for sustainable ammonia synthesis. Its review is all-encompassing, from near-term feasible renewable Haber-Bosch plants, to long-term research areas of electrochemistry, photocatalysis, and bioengineering.
In May, the Environmental Defense Fund published Sailing on Solar, a significant new report that assesses the potential for green ammonia to be used as a maritime fuel, reducing the global shipping industry's carbon emissions.
Its 60-page techno-economic analysis concludes that "green ammonia can – indeed should – be adopted as a greenhouse gas-free fuel more easily, quickly and safely than people may assume." Indeed, Sailing on Solar estimates that, to meet decarbonization targets, ammonia will need to start being adopted in ships "during the 2020s."