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.

Welcome to the Ammonia Wrap: a summary of all the latest announcements, news items and publications about ammonia energy. There's so much news this edition that we're bringing you two, special Wrap articles. Our second focuses on maritime ammonia & supply chain development. This week: Bureau Veritas releases "Ammonia-Prepared" notation, Höegh Autoliners' ammonia-powered car-carrier to hit the water by 2023, Yara and JERA to collaborate, Japan's Kobe Port moves towards hydrogen and ammonia, New partners for Itochu/Vopak study in Singapore, and a new Voltachem ammonia study shows need for cross-border cooperation in EU.

Welcome to the Ammonia Wrap: a summary of all the latest announcements, news items and publications about ammonia energy. This week: Ørsted unveils its P2X vision for the North Sea, energy trader Gunvor commits $500 million to sustainability, emissions reductions, finance world backs green hydrogen, Hydrofuel and Ontario Tech join forces and a new blue hydrogen/ammonia collaboration.

Last week we presented the second episode in our monthly webinar series: Ammonia Energy Live. Every month we’ll explore the wonderful world of ammonia energy and the role it will play in global decarbonisation - with an Australian twist. This episode we welcomed Sammy Van Den Broeck, VP Project & Portfolio at Yara Clean Ammonia. Sammy was invited to give his thoughts on the key challenges and opportunities in the global ammonia transition, and explain to us why Australia is so important to Yara's future clean ammonia plans. Interviewing Sammy were Jacinta Bakker (Research Fellow in the MacFarlane Laboratory at Monash University) and Allison Gwilt (Senior Project Engineer, Future Fuels at Origin Energy).

When should we be cracking ammonia? How much should we be cracking? How could better cracking technologies open up new end uses? What are the critical challenges still to be overcome for cracking ammonia? On November 17, 2020, the Ammonia Energy Association (AEA) hosted a panel discussion moderated by Bill David from Science and Technology Facilities Council (STFC), as well as panel members Josh Makepeace from the University of Birmingham, Joe Beach from Starfire Energy, Gennadi Finkelshtain from GenCell Energy, Camel Makhloufi from ENGIE, and Michael Dolan from Fortescue as part of the recent Ammonia Energy Conference. All panelists agreed that cracking technology as it stands has a number of key areas to be optimised, particularly catalyst improvements and energy efficiency. But, successful demonstrations of modular, targeted cracking solutions are accelerating the conversation forward.

There were two new funding announcements last week concerning Yara’s YURI renewable ammonia project, to be built next to their Pilbara fertiliser plant in Western Australia. The Pilbara ammonia plant is an ideal demonstration site for green hydrogen and green ammonia at an industrial scale. This export-oriented plant has an annual capacity of 850,000 tons per year of ammonia, representing about 5% of the world’s merchant ammonia supply, and while the current site uses natural gas as fuel and feedstock it is situated adjacent to rich solar and wind energy resources. These announcements show that interest in YURI is strong from Australian local, state, and federal governments, with more funding opportunities in the pipeline.

Last week Ammonia Energy published “Europe!”, an article describing the European Commission’s Green Deal and the related appearance of national hydrogen strategies from several European countries. This week we have an article that describes another consequential European initiative that, while related to the Green Deal, is running on a distinct track: the Clean Hydrogen Alliance. Along the way a clear call to action has been sounded for the ammonia energy community.

The UK’s Department for Business, Energy and Industrial Strategy (BEIS) recently published the feasibility study for its Ammonia to Green Hydrogen Project. This studies the techno-economic feasibility of importing green ammonia in order to supply large volumes of high-purity low-carbon hydrogen in the UK. The project has been designed and delivered by a heavyweight consortium of ENGIE, Siemens, Ecuity Consulting, and the UK’s STFC. The feasibility study, which is publicly available, represents the conclusion of Phase One of this project. Phase Two is demonstration: “to raise the TRL of a lithium imide based ammonia cracker from 4 to 6/7,” meaning that the technology is ready for deployment.

In recent weeks, governments in Australia and New Zealand have announced major financial awards to accelerate development of local green ammonia plants. In Australia, ARENA awarded AU $995,000 (US $0.6 million) to Yara and ENGIE for their solar ammonia pilot at Yara Pilbara. In New Zealand, the Provincial Growth Fund gave NZ $19.9 million (US $11.3 million) to Ballance-Agri Nutrients and Hiringa Energy for their wind-fed ammonia plant at Kapuni. Both projects will demonstrate that an existing fossil ammonia plant can be decarbonized in increments. Renewable hydrogen can be introduced in small amounts, displacing only a fraction of the plant's natural gas consumption but demonstrating and de-risking the technologies. Then, the renewable energy farms and electrolyzers can be scaled-up in stages, eventually replacing all the natural gas requirements and completing the conversion of a fossil asset to a renewable asset.

For decades, grid-scale energy storage has been used to balance load and demand within an energy generation system composed mainly of base load power sources enabling thus to large nuclear or thermal generating plant to operate at peak efficiencies. Energy storage has contributed over the time to meet peak demand and regulate frequency beside peak fossil fuel power plant who usually provided the bulk of the required energy. In the aforementioned context where inherent variability of the power generation asset was mainly a minor issue, energy storage capacity remains nevertheless limited for economic reason storing electricity during low electricity demand…

Green ammonia plants are being announced quicker than I can report. Here is a summary of four new projects that propose to use electrolyzers, fed by renewable power, to produce hydrogen for ammonia production. These are big companies, operating in regions with excellent renewable resources, making significant investments in their future. In Chile, it is Enaex, a major ammonium nitrate manufacturer, supplying explosives to the mining industry. In Australia, it is Incitec Pivot, "the second largest supplier of explosives products and services in the world," and Wesfarmers, "the largest Australian company by revenue," according to Wikipedia. In New Zealand, it is Ballance-Agri Nutrients, a big farmers' co-operative and the country's sole fertilizer producer. Each aims to make its business "future-proof." The transition from fossil ammonia to renewable ammonia is underway.

Last week, the UK Department for Business, Energy and Industrial Strategy (BEIS) announced a "£390 million government investment to reduce emissions from industry," with a focus on low-carbon hydrogen supply and clean steel production. As part of this investment, a consortium led by Ecuity Consulting that includes Siemens, Engie, and the Science & Technology Facilities Council (STFC), has been awarded £249,000 to perform "valuable research on the role of ammonia in the delivery of low cost bulk hydrogen for use in the UK energy system."

This week, Yara announced major progress toward producing "green ammonia" at its plant in Pilbara, Australia. Its new partner in this project is ENGIE, the global energy and services group, which last year made a major commitment to developing large-scale renewable hydrogen projects. I first reported Yara's plans for a solar ammonia demonstration at its Pilbara plant in September 2017. This week's announcement means that the Pilbara project has moved to the next feasibility phase. However, major elements of the project have already been designed and built: during last year's scheduled turnaround for plant maintenance, the hydrogen piping tie-in was completed - meaning that the Haber-Bosch unit is ready to receive hydrogen directly, as soon as an electrolyzer has been built to supply it with renewable feedstock.

The second annual European Conference on Sustainable Ammonia Solutions has announced its full program, spread over two days, May 17 and 18, 2018, at Rotterdam Zoo in the Netherlands. The international cadre of speakers, representing a dozen countries from across Europe as well as the US, Canada, Israel, and Japan, will describe global developments in ammonia energy from the perspectives of industry, academia, and government agencies.

This week, at the World Economic Forum in Davos, the leaders of 13 global companies, representing more than EUR 1 trillion in annual revenues, announced the launch of the Hydrogen Council. This new global initiative is important for obvious reasons: it presents a compelling "united vision and long-term ambition" for hydrogen, it promises global engagement with "key stakeholders such as policy makers, business and hydrogen players, international agencies and civil society," and it pledges financial commitments to RD&D totaling EUR 10 billion over the next five years. It is important for a subtler reason too: it is the first hydrogen industry promotion I've seen that includes ammonia. It includes ammonia both implicitly, encompassing "hydrogen and its compounds," and explicitly, listing ammonia as a "renewable fuel" in its own right.