Argus Clean Ammonia Asia Conference

08:00 - 09:00

Morning registration and networking

09:00 - 09:05

Argus welcome and chairperson’s opening remarks

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

09:05 - 09:50

Global ammonia market outlook: grey fundamentals, clean ambition, and geopolitical reality

• The market outlook for ammonia production in Europe and the Middle East through 2030, 2035 and 2040.
• The influence of the EU's CBAM and RFNBO rules on Asia-EU trade flows, pricing and certification requirements.
• Uncertainties for trade routes, pricing and supply because of geopolitical tensions, and the implications for global ammonia flows.
• The response of Asian governments, businesses and financial institutions to project stagnation, the delay to the IMO's net-zero framework and the cancellation of the South Korean CHPS bid.

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

09:50 - 10:35

Carbon Capture and Storage (CCS): Accelerating decarbonisation and ammonia’s role in Asia

• The role of CCS in decarbonisation: enabling efuels adoption, industry transformation and supporting lower-carbon fuels such as ammonia.
• Regional CCS strategies: cross-border storage, service models in Asia and the development of storage hubs, with implications for ammonia markets.
• Unlocking investment and co-operation: government-to-government collaboration, scaling CCS infrastructure, and integrating CCS with decarbonised power and ammonia as a fuel.

Speakers Include:

Yoko Chivers

Senior Vice President & General Manager Sustainable Solution Dep

Sumitomo Mitsui Financial Group & Sumitomo Mitsui Banking Corporation

Diofanny Swandrina Putri

Director of Indonesia & Regional CCS Strategic Initiatives

Indonesia CCS Center (ICCSC)

Supply landscape for clean ammonia globally

14:20 - 14:50

India: the most action? Is it a green dream or delivering on its promise?

• 90pc of what has been announced has not taken FID — how much will become a reality?
• With policy support, auctions for production volumes for subsidies? Where’s the offtake: domestic or export oriented?
• How does India’s competitiveness compare with the Middle East?

Speakers Include:

Arnava Sinha

EVP & Head of BD, Green Hydrogen & Ammonia

ACME

14:50 - 15:05

Indonesia: A key player in clean ammonia markets

15:05 - 15:25

Networking break

Connect with peers across the clean and conventional ammonia markets over a coffee.

15:25 - 16:05

Middle East, US and Australia: Status of export oriented projects, CCS enabled routes and market expectations for Asia

• What is the status of project development? How are these regions looking to promote clean ammonia? How does greening the fertilizer industry play into this?
• How do these regions compare with supply coming from the US?
• Blue ammonia: what projects have been suspended and what implications could that have for market take-off?

Speakers Include:

Wataru Ikushima

Senior Operating Officer, Energy & Chemicals Division

Marubeni Corporation

Benjamin Petit

Head of Finance

InterContinental Energy

16:05 - 16:45

Financing, risk and cost-competitiveness: Unlocking bankable ammonia projects

• What do lenders and investors require for bankability? Achieving robust offtake agreements and policy certainty in a challenging market.
• Navigating the financing landscape: matching project needs with the right mix of funding to reach final investment decision (FID).
• Lessons from the field: insights from recent long-term investments and the importance of bankable offtake for utilities and maritime sectors.

Speakers Include:

Daisuke Fukuzaki

General Manager, Japan and Senior Director - Business Development, Asia

Hoku Energy

Keiichi Suzuki

Partner and Head of Renewables and Sustainability

Advantage Partners

Elisabeth Sterner

Regional Representative, East Asia

H2Global Foundation

Andrea Valentini

VP - Business Development Ammonia

Argus

16:45 - 17:10

Green or blue ammonia? Which one will drive market kick off?

• Unpacking the economics and scale: Are falling CCS costs and modular green ammonia solutions shifting the competitive landscape?
• Exploring advantages: Where does green ammonia outperform, and what lessons can be learned from recent FID delays for both pathways?
• Market momentum: Will blue or green ammonia be the catalyst for industry take-off, and what will determine the winning formula?

Speakers Include:

Gautam Kumbam

CEO

AM Green Ammonia

17:10 - 17:15

Chair's closing remarks

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

10:35 - 11:05

Scaling clean ammonia: From combustion demonstrations to integrated CCUS strategies

• Technical insights and results: Recent demonstration projects for ammonia combustion and co-firing
• Exploring the role of clean ammonia as a primary fuel source within broader corporate carbon reduction roadmaps
• Carbon Capture, Utilization, and Storage (CCUS): enabling the adoption and scaling of clean ammonia in the Asian market.

Speakers Include:

Ippei Takeda

Manager in the Global Environment Preservation PJ, Planning Office

Mitsubishi UBE Cement Corporation

11:05 - 11:35

Networking break

Connect with peers across the clean and conventional ammonia markets over a coffee.

Policy, regulation and market signals

11:35 - 12:00

Keynote Address

12:00 - 12:40

How is Japan continuing its leadership in the adoption of clean ammonia?

• In Japan, under the new government, priorities have shifted towards inflation and economic security. How does this impact the positioning of green transformation (GX) policy including hydrogen and ammonia?
• The Contract for Difference (CfD) support saw the announcement of two domestic projects in late September and overseas project in December. We expect further selection of overseas projects will be announced in due course, by the end of March at the latest. How should these selection results be evaluated and what does this mean for the industry?
• Following CfD support, a mechanism to bridge the ammonia price gap through Long-term Decarbonised Power Auctions (LDPA) is expected to be introduced. How should we assess the details of this mechanism?

Speakers Include:

Kohei Toyoda

Director General for Energy Transformation Strategy

Japan Bank for International Cooperation, JBIC

Andrea Valentini

VP - Business Development Ammonia

Argus

12:40 - 13:00

Case Study: Singapore’s leadership in ammonia bunkering projects

• Analyse how Singapore is setting the pace for ammonia business models and infrastructure in Asia.

• Discuss lessons and implications for the broader Asian ammonia market, using Singapore as a starting point.

Networking drinks reception

17:15 - 18:30

Drinks reception

Networking lunch

13:00 - 14:20

Networking lunch

Join fellow delegates for a dedicated networking lunch, providing time to deepen conversations and build new connections across the clean and conventional ammonia value chain. This informal setting offers an opportunity to exchange insights on market dynamics, regulatory developments, project progress, and regional trade flows, while strengthening relationships with peers, partners, and potential customers.

08.00 - 09.00

Morning registration and networking

08:30 - 09:15

Roundtable: Aggregator strategies: Building cross-sector demand to reach scale

09:25 - 09:30

Chairperson’s opening remarks

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

09:30 - 10:20

Technology and infrastructure: Enabling clean ammonia adoption in Asia

• How companies are working towards cost reduction and development of new technologies to enable the adoption of clean ammonia in Asia?
• How are companies assessing policies in Asia, and why are they so key to economic viability of projects for clean ammonia?
• Project readiness: Latest on cracking, storage, and safety standards.

 

Mini presentations:

1. Green ammonia production potential in Japan – Masahiro Aika, Executive Vice President, JGC Holdings Corporation 

2. Status of ammonia cracking technology

3. Status of ammonia storage and transportation capacities - Lars Schaumann, Managing Director, Vopak Japan

4. Social acceptance: Accelerating permitting with proven safety approaches - Jun Kato, General Manager, Engineering Development Group, NYK Line

Speakers Include:

Masahiro Aika

Executive Vice President

JGC Holdings Corporation

Jun Kato

General Manager, Engineering Development Group

NYK Line

Lars Schaumann

Managing Director

Vopak Japan

10:20 - 11:05

Ports, Bunkering, Terminals and Shipbuilding: Building the infrastructure for ammonia shipping

• Examine the global status of ammonia bunkering hubs and the practicalities of fuelling ships in major ports such as Singapore, Busan and Houston with alternative fuels.
• Explore how the shipbuilding boom is driving the expansion of ammonia-fuelled fleets and shaping future vessel design.
• Discuss the infrastructure challenges and collaborative opportunities for scaling up ammonia bunkering and enabling a robust global shipping network.
• Overcoming challenges to establish ammonia terminal infrastructure.

Speakers Include:

Radboud Godron

Group Business Development Director New Energies

LBC Tank Terminals

Shintaro Takashina

Deputy Manager, Zero-Emission Fuel Strategy Team, Bunker Division

Mitsui OSK Lines (MOL Group)

11:05 - 11:50

Sector-led demand creation and offtake: how quickly can we seriously scale?

• Beyond shipping: identifying key offtakers for ammonia, including the roles of charterers, vessel users and ammonia carriers.
• How will demand from fertilizer companies, utilities or other hard-to-abate sectors requiring hydrogen develop?
• Aggregating demand: how potential buyers can collaborate across sectors? Success stories

Speakers Include:

Satofumi Suzuki (Suzu)

Senior Vice President, Global Business Development, Energy & Eco Services

ORIX

Stone Zhang

VP Business Development

Amogy

John Kwon

Team Leader

Lotte Fine Chemical

Andrea Valentini

VP - Business Development Ammonia

Argus

11:50 - 12:35

Clean Ammonia Demand and Procurement: Buyer strategies, contract models and certification updates

• How potential buyers are approaching procurement decisions — balancing cost, price stability, and supply security.
• Contract structures in use today and the gaps that need to be addressed for scalable trade.
• The latest developments in certification schemes and their role in building confidence and enabling market liquidity.

Speakers Include:

Dai Karasawa

Director, Renewables and Sustainability

Advantage Partners

12:35 - 12:40

Chair’s closing remarks and end of conference

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus