The Next 12 Months: Generating demand for green hydrogen and ammonia

Critical to the development of the green ammonia industry within Australia will be the development of the green hydrogen (GH2) industry. The two come hand-in-hand. The more end uses for GH2 – covering multiple applications and capable of downstream conversion to other energy carriers (such as ammonia) and products – the more the demand side of the GH2 market will grow, providing flexibility as to the ways to achieve decarbonisation. This will also help generate larger economies of scale and faster deployment, leading to a virtuous cycle of increasing demand encouraging increased supply, improving efficiencies and economies of scale which…


H2Zero launches at COP26

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.


IEA publishes Ammonia Technology Roadmap

Last week, the International Energy Agency (IEA) published the Ammonia Technology Roadmap, in which the pathway to nitrogen fertilizer production up to 2050 was highlighted. Various scenarios were introduced, ranging from a baseline scenario to a sustainable development scenario (SDS) and a net zero emissions (NZE) by 2050 scenario. Demand, decarbonization costs and technology pathways were all explored in detail.