10 June - 12 June 2024
Houston, Texas, US

Argus Clean Ammonia North America Conference

Agenda

Join our expert speakers as they discuss North America's role as a leading producer of clean ammonia on the road to decarbonisation of hard to abate sectors globally.

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

Welcome day and drinks reception

Start End
  • 16:00
  • -
  • 18:00
  • Registration and welcome drinks reception

Carbon and CCS Workshop (Carbon and CCS workshop passholders only)

Start End
  • 08:00
  • -
  • Registration open Carbon and CCS workshop
  • 08:00
  • -
  • 08:55
  • Exclusive Carbon and CCS networking breakfast
  • 09:00
  • -
  • 09:05
  • Chairperson’s opening remarks – Carbon and CCS workshop
  • 09:05
  • -
  • 09:40
  • Keynote: Blue ammonia production using CCS — handling CO2 and storing it in a sustainable way
  • What is CCS and why is it important for all heavily emitting industries to start their decarbonisation journey?
  • What are current projects for blue ammonia production, and how much carbon storage will be needed?
  • What are the main challenges with availability and permitting for storage? How to approach methane leakage challenges
  • 09:40
  • -
  • 10:40
  • Critical technology developments: What technologies are available? What are the main differences between steam methane reforming (SMR) and autothermal reforming (ATR)?
  • What metrics are needed to track carbon capture rates, and how are they calculated?
  • What is the expected capex and opex per ton of blue ammonia for a given technology? How do different production pathways lead to different carbon intensities?
  • Building and upgrading to include CCS – how much could it cost and how can investment be recovered?
  • 10:40
  • -
  • 11:00
  • Case study: How are ammonia producers using CCS services to remove CO2 emissions?
  • 11:00
  • -
  • 11:30
  • Coffee break
  • 11:30
  • -
  • 12:10
  • End-user manual: Understanding certification of blue ammonia
  • Working backwards from the offtake: How regulations in demand centres  will influence where plants can send product
  • Understanding how carbon intensity (CI) is calculated and why low-carbon intensity products command a premium?
  • What the capture rates are required for ammonia to be considered ‘blue’? How do you develop a carbon footprint methodology? 
  • 12:10
  • -
  • 12:30
  • If I am producing low-carbon ammonia, can I issue credits and will I get paid?
  • How will carbon prices support decarbonisation investment and why is it part and parcel of the solution?
  • What role will carbon markets play in making more low-carbon products available?
  • What is missing? 
  • 12:30
  • -
  • 13:00
  • Gulf coast: The best place to invest in blue ammonia production?
  • What storage is available and how is the industry shaping up on US Gulf coast?
  • What clarity is needed from the IRA regulation on how to capture 45V credits for blue production? How are states enabling development?
  • Why are hydrogen hubs so important for kickstarting the market and why is ammonia production relevant? 
  • 13:00
  • -
  • Chairperson’s closing remarks

Registration open - main conference

Start End
  • 12:00
  • -
  • 14:00
  • Main conference registration opens – main conference passholders

Lunch

Start End
  • 13:00
  • -
  • 14:00
  • Lunch (open to all attendees)

Drinks reception

Start End
  • 17:00
  • -
  • 18:30
  • Drinks reception

Main conference - day 2

Start End
  • 08:00
  • -
  • 09:00
  • Women in clean ammonia breakfast and networking
  • 09:00
  • -
  • 09:05
  • Chairperson’s opening remarks
  • 09:05
  • -
  • 09:45
  • Certification roadmap: How to make clean ammonia a fungible commodity
  • How are certification pathways developing according to global demand?
  • How can we make this product scalable and tradeable and provide transparency on pricing?
  • Case studies: How will the proposed AEA certification interact with international schemes?
  • 09:45
  • -
  • 10:15
  • Pricing: Standardising pricing economics, contract structure and financing
  • How do you finance such an extended value chain?
  • What does the dream low-carbon ammonia project look like?
  • 10:15
  • -
  • 11:00
  • Demand side perspectives: Where will North American production go

Global maritime sector, foreign governments – power generation, hard-to-abate sectors, including industrial ammonia users

  • Who are the new customers? How are key demand-centres thinking about clean energy procurement and for what industries?
  • How interested are customers in long-term contracts to back projects and ensure supply of clean energy to reach 2030 and 2050 net zero targets?
  • Are hydrogen customers different from ammonia customers? How does value chain expertise play into market development and are the markets inextricably linked? 
  • 11:00
  • -
  • 11:30
  • Coffee break
  • 11:30
  • -
  • 12:00
  • Demand for clean hydrogen and ammonia in the US and Canada. How are they decarbonising?
  • What are the demand drivers? How could clean ammonia produced in ‘hydrogen hubs’ displace ammonia produced conventionally today?
  • How to create a nationwide hydrogen network. What states are most active in incentivising this?
  • How do the heat and power sectors see this market? Who is the customer and who will pay the premium?
  • 12:00
  • -
  • 12:30
  • What midstream infrastructure is being built in North America and how much storage will be needed?
  • Where is the midstream infrastructure for ammonia in North America today and what more needs to be built?
  • What additional safety factors need to be considered at different stages of project development and how do standards differ between the fertilizer industry and energy sector?
  • Changing business models: How are industries adapting in the energy transition? The LNG example
  • 12:30
  • -
  • 12:50
  • Independent power producers and local distribution companies: How are they thinking about ammonia?
  • How are natural gas transporters and LDCs looking at clean ammonia and hydrogen developments?
  • How will clean energy get to power plants?  Will they have to blend hydrogen into natural gas?
  • Are LDCs going to be regulated on low carbon solutions and who will pay?
  • 12:50
  • -
  • 13:20
  • Debate: Should low-carbon products be used to produce oil seeds for biofuel production or not?
  • Do oil seed farmers and fertilizer producers see a way of monetising lower carbon intensity ammonia?  
  • Does circularity work?
  • Low-carbon fertilizers for food production: Creating zero-carbon consumption 
  • 13:20
  • -
  • 14:20
  • Lunch
  • 14:20
  • -
  • 15:00
  • Maritime sector: What’s next for commercialisation of ammonia for shipping? Speakers include - Wilhelmsen Ship Management, NYK Energy Transport (USA) Inc.
  • Safety, engines: What next on the road to commercialisation?
  • Investing in the appropriate infrastructure for ammonia in shipping: how are ports playing a role in developing bunkering infrastructure?
  • Why are partnerships across the Atlantic and beyond important?

Speakers include: 

Junya Omoto, President, NYK Energy Transport (USA) Inc.

Kevin Martel, General Manager, Wilhelmsen Ship Management

  • 15:00
  • -
  • 15:20
  • Green corridors: How do shippers want to convert fleets?
  • To what extent are EU regulations driving shipping decarbonisation needs?
  • Case studies: Shipping routes — what are countries doing to benefit from CO2 reductions? 
  • 15:20
  • -
  • 15:50
  • On the other side: How are ammonia landing terminals and related infrastructure at European ports developing?
  • What European ports are positioning themselves are key partners for North American clean ammonia production?
  • What are the main infrastructure developments taking place? How is the EU supporting development and adoption of ammonia in the transition to the hydrogen economy?
  • How is ammonia cracking technology developing in Europe?
  • 15:50
  • -
  • 16:30
  • Conference round-up: Cross-sector perspectives and summary
  • Refiner perspectives: Is clean ammonia tangential or critical to the future?
  • Are further incentives for adoption of lower carbon intensity products needed?
  • How is clean ammonia being used to reduce carbon intensity in sectors where it is used a feedstock?
  • 16:30
  • -
  • Chairperson’s closing remarks and end of conference

Key facts

  • Market insights icon

    Market insights

    The latest market insights for North American clean ammonia production and demand side market development.
  • Industry experts icon

    Industry experts

    Expert speakers on panel discussions and presentations will tackle the most important questions in this rapidly developing market.
  • Global opportunities icon

    Global opportunities

    Exploring opportunities on both the demand and production side and how the two need to work together across borders in this global market.