Building ammonia supply chains into the Port of Rotterdam

The state government of Queensland has signed a new agreement with the Port of Rotterdam to develop an ammonia export supply chain between Australia and the EU. The announcement comes the same week that the Port of Rotterdam authority set a target of supplying industrial centers in northwest Europe with 4.6 million tonnes of hydrogen by 2030 - the vast majority of which will need to be imported. As to the question of when those imports will begin, the Rocky Mountain Institute has released a new report indicating the EU should be ready to receive renewable hydrogen as soon as significant capacity comes online in 2024.


Ammonia off-taker for H2U’s Gladstone project

The Hydrogen Utility and Orica will explore possibilities for an exclusive off-take & supply agreement. Renewable ammonia produced at H2U’s future production plant in Gladstone, Australia would supply Orica’s nearby manufacturing plant, which will use the ammonia to produce explosives and mining extraction chemicals for Australian & international mining customers. There is also the potential for an ammonia export terminal to be built by the pair, based on Orica’s existing ammonia storage infrastructure in Gladstone.


JERA targets 50% ammonia-coal co-firing by 2030

Japanese government funding via NEDO will support four critical ammonia energy projects, including JERA's new plan to demonstrate 50% ammonia-coal co-firing by 2030. Other projects include improved catalysts for ammonia production, low-temperature and low-pressure synthesis pathways, and developing 100% ammonia-fed boilers and gas turbines. In addition, a new cooperation agreement between ASEAN countries will see Japan support other members to adopt their ammonia energy solutions, particularly coal co-firing.


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.


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.