At this year’s Australia conference, we recognise that interest in Australian ammonia is on the rise. At previous conferences we’ve witnessed the strengthening of ties between Australia, Japan and South Korea, and this year we see a new player emerge. The EU’s growing ambitions have catapulted it into the ammonia conversation, and the nascent of an Australia-Europe ammonia supply chain is quickly developing. To give our audience the EU-perspective, we welcome a terrific virtual panel beaming in live from the Netherlands, Germany and Italy: Jill Thesen (Federation of German Industries), Martijn Coopman (Port of Rotterdam), Anna Fedeles (Austrade) and Anna Freeman (Clean Energy Council). Join us in-person or online, and make sure to register by the end of this week (Friday 29 July) to secure the early-bird rate.
Ammonia Markets
Term sheet signed for renewable ammonia sale from Oman
Yara Clean Ammonia has committed to complete off-take from the first phase of ACME and Scatec’s new renewable ammonia production plant in Oman. Yara will off-take 100,000 tonnes per year, with a potential for more as the plant expands towards full capacity. The announcement joins a series promising off-take agreements signed within the last twelve months.
Oman mega-project receives green certification
TÜV Rheinland has issued a world-first “Green Hydrogen and Green Ammonia Certificate” to Scatec & ACME’s solar ammonia mega-project in Oman. The greenfield project has met all criteria for TÜV’s H2.21 Carbon-Neutral Hydrogen standard. The certification will allow Scatec & ACME better access to key international markets. In related news, Dutch hydrogen trading platform HyXchange has delivered its very first green hydrogen certificate as work continues to implement its Guarantee of Origin scheme.
Ammonia supply chains between the EU and the Middle East
Two developments this week as progress continues towards clean ammonia supply chains between the EU and the Middle East:
1. ADNOC signed multiple agreements with a diverse set of German organisations to study, implement and accelerate clean hydrogen supply chains between Germany and the UAE. Among the agreements is the execution of a blue ammonia “demonstration cargo” shipment from the UAE to Germany this year, via Fertiglobe’s Fertil plant in al Ruwais, UAE.
2. The UAE Ministry of Energy and Infrastructure and the Dutch Ministry for Foreign Trade and Development Cooperation signed a new MoU on hydrogen energy, with a view to supplying Europe via green hydrogen & ammonia imports into the Port of Rotterdam.
Green Maritime Corridors - A catalyst for transition to green shipping fuels
The ports of Los Angeles and Shanghai have announced the intention to create a green shipping corridor across the Pacific Ocean. The ambition is for ships trading between these ports to run on alternative low greenhouse gas emission fuels. Ammonia stands among the options as such an alternative.
There is a clear willingness from key players at the LA end of this trans-Pacific shipping corridor to embrace alternative fuel solutions and work together to unlock a suite of zero emissions technologies, albeit limited to an onshore focus for now. Shifting focus onto the water - where ammonia maritime fuel will undoubtedly play a critical role - is the logical next step.
JERA opens tender for long-term ammonia supply contract
Japanese power utility JERA has launched an international bidding process to procure 500,000 tonnes per year of fuel ammonia, starting in 2027 and running into the 2040s.
IEA's latest Global Hydrogen Review includes fuel ammonia
The Global Hydrogen Review is an annual publication by the International Energy Agency to track progress in hydrogen production and demand. And - for the first time ever - the publication includes ammonia in its break down of current & future hydrogen markets, including the use of ammonia as a maritime fuel.
Trammo and Lotte Fine Chemical sign agreement for green ammonia supply
Trammo (one of the world's largest transporters of ammonia) will supply green ammonia to Lotte Fine Chemical (LFC is currently the largest ammonia buyer in Asia) after a new agreement was signed this week. The MoU represents the first green ammonia supply agreement in Korea, and is a critical step in LFC's development of a Korea-wide ammonia value chain.
Ammonia trade and embedded emissions pricing