28 November - 30 November 2022
Hamburg, Germany & Online access

Argus Clean Ammonia Europe Conference

Agenda

Contact us on the details below to register your interest in speaking opportunities at the conference:  

Matilda Wall
+44 (0) 20 8158 4933
matilda.wall@argusmedia.com

  • 16:30
  • -
  • 18:30
  • Registration opening and welcome drinks reception
Join Argus for ice-breaker drinks ahead of the content days of the 29th and 30th November! 
  • 08:00
  • -
  • Registration opening and welcome coffee
  • 08:20
  • -
  • 09:00
  • Clean ammonia breakfast 101 Ruth Sharpe - Editor – Ammonia, Argus
  • What is clean ammonia? What technology is needed (electrolysers and carbon capture)?
  • What is the current market for ammonia?
  • What is its role in the energy transition?
  • 09:00
  • -
  • 09:05
  • Conference welcome Matilda Wall - Senior Conference Producer, Argus
  • 09:05
  • -
  • 09:10
  • Chairpersons' opening remarks Tim Cheyne - SVP Fertilizers, Argus
  • 09:10
  • -
  • 09:40
  • Global events and fundamental market changes: Where are global commodities and ammonia markets today? David Fyfe and Ruth Sharpe - Chief Economist, Argus and Editor - Ammonia, Argus

Global events and fundamental market changes: Where are global commodities and ammonia markets today?
Global commodities

  • What has the impact of the Ukraine crisis on the macroeconomy and commodities been so far?
  • Where is the long-term gas price going? Factoring costs of gas and power.
  • Will the crisis accelerate the energy transition and the development of a market for green ammonia?

David Fyfe, Chief Economist, Argus

Ammonia markets

  • How have ammonia markets been impacted? Where has the price gone and to what extent has the gap between green and grey ammonia narrowed?
  • How have trade routes changed? What are the key regions to watch?
  • Daily watch — spot market trade, ammonia swaps, providing liquidity and transparency in the market.

Ruth Sharpe, Editor - Ammonia, Argus

  • 09:40
  • -
  • 10:00
  • Country focus: Clean ammonia and hydrogen as enablers of Germany’s energy transition
  • What are the main opportunities in the adoption of clean ammonia and hydrogen? What has already been done to facilitate the transition? What is missing?
  • What role will ammonia play in the government’s plan to diversify its sources of natural gas? How will LNG infrastructure play a role in the move towards energy independence?
  • What are the main challenges Germany faces on the road to the decarbonisation of its transport, power and industrial sectors?
  • 10:00
  • -
  • 10:45
  • Keynote Panel: Clean ammonia’s role in Europe’s energy transition strategy Speakers include - Fertilizers Europe, Uniper Commodities and thyssenkrupp Industrial Solutions AG/thyssenkrupp Uhde
  • To what extent will Europe produce vs import hydrogen and clean ammonia? What political support is in place for import of low carbon ammonia and what is missing?
  • How are partnerships between regions and countries important for market development? What key partnerships have been announced? Who are they with?
  • Changing perceptions of clean ammonia –improving public perception and safety concerns

Moderator: Tim Cheyne, SVP Fertilizers,  Argus

Speakers: 

Jacob Hansen, Director General, Fertilizers Europe

Thore Lohmann, Executive Director of Operation Unit Fertilizer & Methanol, thyssenkrupp Industrial Solutions AG/thyssenkrupp Uhde

 Benedikt Messner, Senior Vice President, Uniper Global Commodities

  • 10:45
  • -
  • 11:25
  • Coffee break sponsored by thyssenkrupp
  • 11:25
  • -
  • 11:45
  • REPowerEU: The role of hydrogen and, by extension ammonia, as a response to the current EU energy crisis Speakers include - Hydrogen Europe, eFuel Alliance, IRENA and more...
  • What targets are in place for decreasing EU dependency on fossil fuels?
  • What more is needed to support the accelerated adoption of renewable hydrogen by 2030? What role is ammonia going to play?
  • What makes these targets more ambitious?

Moderator: Ruth Sharpe, Editor – Ammonia, Argus

Speakers include: 

Monika Griefhan, Chairwoman of the board, eFuel Alliance and founding member, Greenpeace Germany

Grzegorz Pawelec, Director, Intelligence, Hydrogen Europe

Dolf Gielen, Director Innovation and Technology, IRENA

  • 11:45
  • -
  • 12:15
  • Certification of blue versus green molecules: How to ensure green is green and blue is blue? Speakers include: Sam Bartlett - Director, GH2 Standard
  • Is this the most effective method of distinguishing between carbon intensities of products? Could CI pricing models more accurate for measuring carbon intensity and GHG savings?
  • What certification schemes are being set? How will they work and what are the main benefits of them?
  • How will introduction of CBAM and carbon pricing mechanisms in Europe be used within certification frameworks?

Moderator: Rob Stevens, President, Ammonia Energy Association

Speakers:

Sam Bartlett, Director, GH2 Standard

  • 12:15
  • -
  • 12:55
  • Potential pricing models: How will clean ammonia be priced? Jack Merriott & Stefan Krümpelmann - Senior Manager – Consulting & Hydrogen and Future Fuels Editor, Argus
  • What is the projected volume of production coming out of key regions? What will make most sense for European import?
  • What are the forecast prices? What price point will trigger a massive transition?
  • When are we likely to have a trading market for clean ammonia?
  • 12:55
  • -
  • 14:10
  • Lunch
  • 14:10
  • -
  • 14:15
  • Chairpersons' opening remarks Jack Merriott - Senior Manager – Consulting, Argus
  • 14:15
  • -
  • 15:15
  • Step by step guide to new build clean ammonia projects Speakers include: - Cummins, Saga Pure, InterContinental Energy. Yara Clean Ammonia and more...

Project learnings and implementation — permitting, financing, licensing and implementation perspectives.

  • What are the regulatory and permitting challenges being faced by ammonia projects? What are the most attractive regions or environments for these?
  • What does financing for blue and green ammonia projects look like? How is financing being structured? What are some of the key elements of financial incentive?
  • How will agreements with licensors be negotiated before there is an offtake agreement or funding in place? How is risk being managed?
  • Who are the likely offtakers and are they pushing projects over the line yet?

Moderator: Alicia Eastman, President, InterContinental Energy

Speakers: 

Denis Thomas, Global Business Development Leader – Electrolyzers, Cummins

Rob Stevens, President, Ammonia Energy Association & VP Ammonia Opportunities, Saga Pure

Eystein Leren, Director, Industry & Market Leads, Yara Clean Ammonia

  • 15:10
  • -
  • 15:40
  • Technology focus: scalable, efficient clean ammonia production

New technologies for enabling clean ammonia production

  • Approaches to technology and how is this helping move toward commercialisation of clean ammonia products? How will technology keep up with emerging market for clean ammonia?
  • How are different technologies appropriate for different locations, production methods or for achieving different carbon intensity reductions?
  • What technologies are leading the way and what are the latest innovations? Where may technology be in the next 3-5 years?
  • 15:40
  • -
  • 16:10
  • Coffee break
  • 15:40
  • -
  • 16:10
  • Europe’s production and project development for clean ammonia Moderator: Ruth Sharpe - Editor – Ammonia, Argus
  • What projects are in the pipeline for clean ammonia production in Europe?
  • What is the projected availability of renewable power for clean ammonia production in Europe? What is the state of green hydrogen electrolyser capacity?
  • What are the likely timelines for production at scale? What can be learnt from current pilot projects?

Moderator: Ruth Sharpe, Editor – Ammonia, Argus

  • 16:10
  • -
  • 16:50
  • Around the world: clean ammonia supply centre presentations Speakers include - CF Industries, IRESEN and more...

Location matters: Where will clean ammonia be available and produced at scale?

Moderator: Jack Merriott, Senior Manager – Consulting, Argus

  • What is projected capacity of blue and green ammonia production in the each of these regions?
  • What projects are in the pipeline and what are the key bottlenecks and hurdles to overcome?
  • How are these different regions positioning themselves as key energy partners for Europe?


Middle East

North Africa
Ayoub Hirt,
Head of Department - Green Chemistry, Bioenergy and Agritech, IRESEN


North America: US & Canada
Erik Mayer,
VP Clean Energy Solutions, CF Industries


Oceania: Australia


South America: Chile

  • 16:50
  • -
  • 17:15
  • Strategic roundup: How are different regions positioning themselves as partners in Europe’s energy transition through clean ammonia exports? Speakers include - Argus, CF Industries, IRESEN and more...

Reviewing and discussing key takeaways from Around the world interview in a panel format

  • What region is at the forefront of developing clean ammonia and hydrogen capacity?
  • What are the common challenges across regions? How might these be mitigated? Are there common solutions?
  • What are the main advantages of having different energy partners across the globe from a European point of view?

Moderator: Jack Merriott, Senior Manager – Consulting, Argus

Speakers include:

Erik Mayer, VP Clean Energy Solutions, CF Industries

Ayoub Hirt, Head of Department - Green Chemistry, Bioenergy and Agritech, IRESEN


  • 17:30
  • -
  • 19:30
  • Drinks reception
  • 08:30
  • -
  • Registration opening and welcome coffee
  • 09:25
  • -
  • 09:30
  • Chair opening remarks Jack Merriott - Senior Manager – Consulting, Argus
  • 09:30
  • -
  • 10:00
  • Fireside chat: Clean ammonia in fertilizer production: what is the incumbent market doing and how is it approaching decarbonisation? Marc van Doorn - Director of Green Developments, Fertiberia
  • What trends are we seeing from the fertilizer production side? How much has the market changed already and what is the outlook for further change?
  • How do fertilizer producers see the market for clean ammonia and to what extent will it be absorbed into the fertilizer market?
  • What is the business model for low carbon ammonia? What are the economics?

Moderator: Oliver Hatfield, VP Sustainable Fertilizers, Argus

Speaker:

Marc van Doorn, Director of Green Developments, Fertiberia

  • 10:00
  • -
  • 10:40
  • What logistics and infrastructure development is needed to support a market that is likely to double in volume? Speakers include: Olivia Barnes - Head of Gas and Green Molecules Origination and Business Development EnBW
  • Fitting clean ammonia in green energy hubs — where are these likely to emerge in Europe? What other key trade routes for clean energy are likely to develop?
  • Ammonia crackers — a key enabler for hard to abate sectors? Is it economical? How will these link with potential ammonia pipelines and/or ammonia crackers?
  • What are the main challenges with hydrogen transportation? How will the development of the European Hydrogen Backbone initiative help to accelerate market development?

Moderator: Stefan Krümpelmann, Hydrogen and Future Fuels Editor, Argus

Speakers: 

Olivia Barnes, Head of Gas and Green Molecules Origination and Business Development, EnBW

  • 10:40
  • -
  • 11:00
  • Case study: Port infrastructure for clean ammonia in Europe
  • To what extent are ports and offtakers planning to buy ammonia to crack? How are they preparing ammonia import terminals?
  • How big could this business be? How is the market looking to build confidence in the ammonia cracking pathway?
  • What projects are potential offtakers involved in? What do these project timelines look like?
  • 11:00
  • -
  • 11:30
  • Coffee break
  • 11:30
  • -
  • 12:00
  • How will clean ammonia play a role in filling supply gaps for hard to abate industrial sectors? Speakers include: Thomas Koch Blank - Senior Principal – Hydrogen Team, RMI
  • What does the business case for converting to the use of clean hydrogen look like? What are the necessary hydrogen volumes?
  • What role will ammonia cracking play in industrial areas? How will hydrogen and ammonia be transported in Europe?
  • Will investments be easily earnt back – will customers pay the green premium?

Moderator: Stefan Krümpelmann, Hydrogen and Future Fuels Editor, Argus

Speakers:

Thomas Koch Blank, Senior Principal – Hydrogen Team, RMI

  • 12:00
  • -
  • 12:30
  • Ammonia in the power market: Germany and Japan demand centres Speakers include: Akihiko Taniguchi - Executive Officer Global Partnerships, JERA
  • How does the power sector view the adoption of ammonia as an alternative in the phase out of coal?
  • How will existing infrastructure be used? To what extent is retrofitting possible? What are the cost and timeline pros and cons?
  • How are Germany and Japan specifically positioning themselves as demand centres?

Speakers include:

Akihiko Taniguchi, Executive Officer Global Partnerships, JERA

  • 12:30
  • -
  • 13:10
  • Ammonia as a marine fuel: fuel of the future for the shipping sector? Speakers include - NYK Energy Transport Atlantic, NOW GmbH, Amon Maritime, Yara Clean Ammonia
  • When are we likely to see first orders for ammonia as a shipping fuel and how quickly will it grow to scale?
  • What might be some of the key hurdles to overcome? Safety, infrastructure, engine technology, ammonia availability in the right location?
  • What are the changes that will need to be made in the long term to make movement of ammonia as a fuel feasible?

Moderator: Catherine Caulfield, Business Development Manager – Oil Sectors, Argus

Speakers include:

Sabas Martinez, Manager, NYK Energy Transport Atlantic

Christopher Stanik, Head of Maritime Applications, NOW GmbH National Organisation Hydrogen and Fuel Cell Technology

André Risholm, Chief Executive Officer, Amon Maritime

Tessa Major, Director Bunkering, Port Relationships & Regulations, Yara Clean Ammonia

  • 13:10
  • -
  • 13:30
  • Case study: What does it take to back a future fuel? Maria Strandesen - Director, Head of Future Fuels, Maersk Decarbonization
  • How will this move the market and provide project confidence? Is this likely to happen for ammonia?
  • What are some of the key learnings and milestones?
  • 13:30
  • -
  • Chairpersons' closing remarks Jack Merriott - Senior Manager – Consulting, Argus
  • 13:30
  • -
  • 15:00
  • Lunch
  • 15:00
  • -
  • 17:00
  • Site visit
***To be confirmed***
  • 17:00
  • -
  • End of conference