29 November - 30 November 2022
Hamburg, Germany

Argus Clean Ammonia Europe Conference

  • 08:00
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  • Registration opening and welcome coffee
  • 08:20
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  • 09:00
  • Clean ammonia breakfast 101
  • 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
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  • 09:05
  • Conference welcome Matilda Wall - Senior Conference Producer, Argus
  • 09:05
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  • 09:10
  • Chair opening remarks
  • 09:10
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  • 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
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  • 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
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  • 10:45
  • Keynote panel: Europe’s role as an offtaker of clean ammonia
  • Europe will be a net importer of clean hydrogen — but in what form? What political support is in place for importing low carbon ammonia?
  • To what extent will Europe produce hydrogen and clean ammonia? How will premiums compare to other regions?
  • How are partnerships between regions and countries important for market development? What key partnerships have been announced? Who are they with?
  • 10:45
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  • 11:25
  • Coffee break
  • 11:25
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  • 11:45
  • REPowerEU: The role of hydrogen and, by extension ammonia, as a response to the current EU energy crisis
  • 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?
  • 11:45
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  • 12:15
  • Certification of blue versus green molecules: How to ensure green is green and blue is blue?
  • Is this the most effective method of distinguishing between carbon intensities of products?
  • What certification schemes are being set? How will they work and what are the main benefits of them?
  • Carbon Index pricing models — is there a more accurate pricing model for blue ammonia and measuring carbon intensity and greenhouse gas savings?
  • 12:15
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  • 12:55
  • Potential pricing models: How will clean ammonia be priced?
  • 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
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  • 14:10
  • Lunch
  • 14:10
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  • 14:15
  • Chair remarks - supplying Europe
  • 14:15
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  • 15:15
  • Step by step guide to new build clean ammonia projects

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?
  • 15:15
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  • 15:45
  • Coffee break
  • 15:45
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  • 17:00
  • Supply centre breakouts - regional focuses

Supply centre breakouts

Middle East and North Africa

  • What is the projected capacity of blue and green ammonia production in the Middle East? What are the main bottlenecks?
  • What are the main opportunities for Europe as a key offtaker?
  • What are the main hurdles to overcome in terms of regulation and logistics?

North America: US and Canada

  • Solution sharing — clean fuels and hydrogen technology.
  • How can the region assist European development of alternative sources of energy? What wil
  • What are the main advantages of having Canada as a key energy partner? Space for development and creation of renewable energy.

Australia

  • What initial agreements have been signed for ammonia energy export? How is Australia positioning itself as a key partner in Germany’s energy transition?
  • To what extent has Australia developed regulation to certify carbon values and emissions reductions? How important will this be for export projects?
  • What stage of development are ammonia projects for export at? What is missing?

Chile

  • What projects are being developed in Chile for clean ammonia? What sectors do they span across?
  • What information is missing from Europe on criteria for importing clean ammonia from Chile?
  • 17:00
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  • 17:30
  • Strategic roundup: How are different regions positioning themselves as partners in Europe’s energy transition through clean ammonia exports?

Reviewing key takeaways from breakout discussions

  • 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?

  • 17:30
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  • 19:30
  • Drinks reception
  • 08:30
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  • Registration opening and welcome coffee
  • 09:25
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  • 09:30
  • Chair opening remarks
  • 09:30
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  • 10:10
  • Markets for clean ammonia: Which consumers are going to move first?
  • What is the view and strategy for importing ammonia as a fuel versus as a transport vector?
  • Who will adopt blue versus green ammonia? Why?
  • What does this mean for developing sources of demand for ammonia? Which sector will kickstart demand? Who will be the biggest consumer?
  • 10:10
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  • 10:55
  • What logistics and infrastructure development is needed to support a market that is likely to double in volume?
  • 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?
  • 10:55
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  • 11:15
  • 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?
  • 11:15
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  • 11:45
  • Coffee break
  • 11:45
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  • 13:15
  • Demand-side working groups: power markets, marine fuels, fertiliser production and industrial end-uses

Roundtable style

Ammonia in the power market: Germany and Japan demand centres

  • 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?

Ammonia as a marine fuel

  • What does it take to back a fuel? The Maersk and methanol example — how will this move the market and provide project confidence? Is this likely to happen for 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 some of the key hurdles be? 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 ammonia as a fuel feasible?

Clean ammonia in fertiliser production: What is the incumbent market doing and how is it approaching decarbonisation?

  • What trends are we seeing from the fertiliser production side? How much has the market changed already and what is the outlook for further change?
  • How do fertiliser producers see the market for clean ammonia and to what extent will it be absorbed into the fertiliser market?
  • What is the business model for low carbon ammonia? What are the economics?

How will clean ammonia play a role in filling supply gaps for green hydrogen for industrial applications?

  • What is the business case for converting to the use of clean hydrogen? What are the necessary hydrogen volumes?
  • Will the investment be easily earnt back? Will customers pay the premium for green products and inputs?

  • 13:15
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  • 14:30
  • Lunch
  • 14:30
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  • 17:00
  • Site visit
***To be confirmed***
  • 17:00
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  • End of conference