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The Ammonia Wrap: OCI to charter ammonia-fueled vessels, Japanese CCGT units await ammonia, more green ammonia for Chile, new South Korea and Uruguay updates

Welcome to the Ammonia Wrap: a summary of all the latest announcements, news items and publications about ammonia energy. This week: OCI to charter ammonia-fueled vessels, new carbon-free maritime fuels forecast, Hokkaido Electric postpones CCGT deployment, awaits ammonia, more green ammonia for Chile, Net-zero Teesside to include CF Industries ammonia production, South Korea and Uruguay.

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Japan’s Road Map for Fuel Ammonia

This month, the Japanese Ministry for Economy, Trade, and Industry (METI) began promoting an updated Road Map for Fuel Ammonia, focused on the use of ammonia in thermal power plants and as a shipping fuel. By 2030, Japan expects to import 3 million tons of clean ammonia, with demand rising to 30 million tons by 2050. To secure these volumes, Japanese companies are now making investments up and down the supply chain. These are ambitious numbers, matching Japan’s recent commitment to reach net-zero emissions, but still they miss the big picture. The broader economic opportunity arrives when Japanese companies export their fuel ammonia technologies, decarbonizing coal-fired power plants across Asia, and then supply the fuel to these newly sustainable shipping and electricity sectors. By 2050, the METI Road Map expects Japanese trading companies to supply the wider region with 100 million tons per year of clean ammonia.

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Trammo-Proton Ventures Tie-Up May Be Good News for Developers

Last month Trammo and Proton Ventures signed an agreement to cooperate on green ammonia projects. At face value, this is simply a case of two companies from different corners of the ammonia ecosystem coming together to leverage their complementary competencies. But a careful look at the tie-up reveals intriguing possibilities for companies looking to develop green ammonia production capacity.

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Ammonia infrastructure: panel wrap-up from the 2020 Ammonia Energy Conference

Infrastructure is key to realising the full potential of ammonia energy, enabling new markets and expanding the existing ones. By 2050 the hydrogen (and by extension, ammonia) market could be 20 times larger than it is today. What future possibilities are there to expand global ammonia production (currently 180 million tonnes per year) or trade volumes across the world’s oceans (currently 18 million tonnes per year)? On November 18, 2020, the Ammonia Energy Association (AEA) hosted a panel discussion moderated by Daniel Morris from KBR, as well as panel members Anthony Teo from DNV GL, Oliver Hatfield from Argus Media, and Michael Goff from Black & Veatch as part of the recent Ammonia Energy Conference. The panel’s insights from a number of different perspectives - market analytics, ship building and operating, as well as pipeline engineering - demonstrated ammonia's potential to become a low- or zero-carbon fuel of choice for the future. Current infrastructure can be adapted, new infrastructure can be built and operated cheaply, and lessons from previous fuel transitions can be taken on board to make the uptake of ammonia energy as smooth as possible.

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Marine Ammonia: panel wrap-up from the 2020 Ammonia Energy Conference

What action is needed to unlock the enormous potential of green ammonia as a marine fuel and get the new generation of ammonia-powered vessels on the water? On November 18, 2020, the Ammonia Energy Association (AEA) hosted a panel discussion moderated by Sofia Fürstenberg Stott from Fürstenberg Maritime Advisory, as well as panel members Tue Johannessen from the Center for Zero Carbon Shipping, Katharine Palmer from Lloyd’s Register, Rob Stevens from Yara International, and Kazumasa Taruishi from NYK Energy Transport.

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Green Ammonia at Oil and Gas Scale: Ammonia Energy Conference 2020 Keynote

What does green ammonia look like at oil and gas scale? To open the Ammonia Energy Conference 2020 - and give us some insights into this question - we were thrilled to welcome Alex Tancock, Managing Director of InterContinental Energy (ICE). Since 2014 ICE has been in the business of identifying the new generation of “Green Supergiants”: green hydrogen and green ammonia fusion projects based on large-scale renewable energy. Alex was excited to pass on the key lessons learnt from the development of ICE’s first publicized project - the Asian Renewable Energy Hub (AREH) in north-western Australia.

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A review of global ammonia supply

The presentation will provide an overview of global ammonia supply. It will consider the geography and orientation of the current stock of supply, including captive use, merchant availability and proximity to seaborne markets. It will examine the extent to which there is currently spare ammonia capacity, and the responsiveness of supply to demand growth in different timeframes.

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Green Ammonia at Oil and Gas Scale

Green Ammonia demand will grow massively over the coming years as it takes a central role in decarbonization, particularly in hard to abate sectors. In order to meet this demand, the industry must respond with projects at oil and gas scale.  This is the only way to deliver the volumes required to decarbonize and to do it at the prices needed to accelerate the energy transition.  The project concept pioneered by Intercontinental Energy offers a way forward. This presentation will outline Intercontinental Energy’s view of the green ammonia market and summarize the project template used throughout the global portfolio, followed by an…

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The Cost of CO2-free Ammonia

If ammonia is to be introduced into the energy system as a CO2-free fuel, its cost must be at least competitive with that of other CO2-free fuels such as CO2-free hydrogen. In the discussion below I consider the cost aspect of CO2-free ammonia. To state my conclusion at the beginning, the cost of CO2-free ammonia can be less than 30 yen/Nm3-H2, which is the 2030 cost target for hydrogen energy set by the Japanese government in its "Basic Hydrogen Strategy” for introducing hydrogen energy into Japan.

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METI Forms Ammonia Energy Council

Last week, Japan’s Ministry of Energy, Trade, and Industry (METI) announced the formation of a council to work on the implementation of ammonia as an energy commodity. The announcement came on the same day as a speech by Prime Minister Yoshihide Suga in which he established 2050 as the date certain for Japan to achieve carbon-neutrality. That was Monday October 26, 2020. The council held its first meeting on Tuesday October 27. The Council consists of four entities from the public sector and ten from the private sector. Members include companies that have previously been identified with the development of ammonia energy systems, including EPC firm JGC, capital goods manufacturer IHI, electric utility JERA, and shipping company NYK Line. The membership also reflects what appears to be the group’s central mission: positioning Japan as ammonia energy’s global leader via the dissemination of technology and the development of supply chains.