Agenda
This year’s agenda covers critical themes shaping the market, including global regulatory developments in key clean ammonia demand centres, strategies for financing projects, and the rising blue and green ammonia production hubs in North America and Latin America.
Gain insights into pricing trends, CBAM impacts, infrastructure challenges and emerging end-use sectors such as maritime fuel, fertilizers and utilities. Discover how innovation, policy and investment are influencing the clean ammonia economy and creating opportunities for growth.
Pre-Conference Networking and Registration
Main Conference Day 1
- 08:30 - 09:30
Registration
- 09:00 - 09:05
Argus Welcome and Chairperson’s opening remarks
- 09:05 - 09:25
Developing state-level policy strategies to incentivise domestic ammonia production
- How can state-level policy strategies support additional domestic ammonia production in the United States.
- The incentives, regulatory frameworks, and coordination with industry that can help create conditions that encourage investment and expand production capacity.
- How ammonia and hydrogen policy are interconnected, and why state engagement is increasingly relevant for the ammonia industry.
Speakers Include:
Roxana Bekemohammadi
Founder & Executive DirectorUnited States Hydrogen Alliance- 09:25 - 09:55
Global regulatory outlook: Stimulating clean ammonia demand
- Taking stock of the recent policy changes and mandates in key clean ammonia demand centres such as Japan, Korea, and Europe
- What are the future regulatory timelines, what do the policies entail, and as a result how and when will this stimulate demand for clean ammonia
- How do these regulations stack up with production incentives?
- 09:55 - 10:30
Certification scheme updates for clean ammonia
- Updates on U.S. and global certification schemes shaping clean ammonia market
- Identifying overlaps and harmonization opportunities across certification standards
- How should different institutions work together to enable the adoption of clean ammonia
- 10:30 - 11:00
Networking break
- 11:00 - 11:45
Driving blue ammonia market momentum in North America
- Current blue ammonia project landscape: Which projects have recently paused operations, and which are powering ahead
- Hear from leading project developers and producers of blue ammonia as they demonstrate how they tackled uncertainty and overcame obstacles to start production or reach financial close
Speakers Include:
Gonzalo Ramirez
Vice President Business DevelopmentINPEX USA
Jonathan Flynn
Director Clean EnergyCF Industries- Current blue ammonia project landscape: Which projects have recently paused operations, and which are powering ahead
- 11:45 - 12:30
Emerging green ammonia production hubs in Latam and Canada: Ones to watch
- Project Pipeline and FID Outlook: Which are likely to gain FID, what challenges remain, and what strategies can overcome them?
- Which end-use sectors and regions are these hubs aiming to serve?
- Can green ammonia production compete with blue ammonia production on cost, scalability, and market acceptance?
- Project Pipeline and FID Outlook: Which are likely to gain FID, what challenges remain, and what strategies can overcome them?
- 12:30 - 14:00
Lunch
- 13:00 - 13:30
Women in clean ammonia networking lunch
- 14:00 - 14:05
Chairperson’s opening remarks
- 14:05 - 14:50
Argus analysis: The future of the ammonia market pricing
- Pricing outlook and forecasts: regional competitiveness and price trends
- Revised supply and demand dynamics for the clean ammonia market
Speakers Include:
Paul Belin
Principal, Consulting & AnalyticsArgus- Pricing outlook and forecasts: regional competitiveness and price trends
- 14:50 - 15:35
CBAM 101: Four months in – what’s changed?
- Decoding CBAM: What is it, disruptions, price changes, and knock on effects and what the future holds
- Are we seeing CBAM drive premiums for clean ammonia?
- What are the opportunities and challenge for American ammonia exporters to Europe?
Speakers Include:
Lizzy Lancaster
Deputy Editor - AmmoniaArgus- Decoding CBAM: What is it, disruptions, price changes, and knock on effects and what the future holds
- 15:35 - 15:55
Networking Break
- 15:55 - 16:25
Scaling critical infrastructure to enable the clean ammonia economy
- Which regions are building out their ammonia capacity and infrastructure, case studies from the US and Brazil
- How will ammonia infrastructure shape trade flows and global competitiveness in the clean ammonia market?
- What infrastructure developments are needed to drive forwards the clean ammonia industry in Latin America
- Which regions are building out their ammonia capacity and infrastructure, case studies from the US and Brazil
- 16:25 - 16:55
Retrofit vs new build: Cost comparisons and the most effective path to a clean ammonia future
- Cost analysis of retrofit vs new build projects and how do they compare in terms of CAPEX, OPEX, and lifecycle economics?
- What are the technical challenges of each approach, and how do investors and lenders view either one?
- Lessons from producers who have successfully executed retrofits or greenfield projects, highlighting CCS deployment strategies.
- Cost analysis of retrofit vs new build projects and how do they compare in terms of CAPEX, OPEX, and lifecycle economics?
- 16:55 - 17:25
Innovation sessions
In this 30-minute session, innovative start-up technology providers will showcase breakthrough developments in the clean ammonia and hydrogen sectors.- 17:25
Day 1 closing remarks
Main Conference Day 2
- 08:30 - 09:15
Roundtable discussion: Financing the future
- 09:30 - 09:35
Chairperson’s opening remarks
- 09:35 - 10:20
Taking FID in this challenging environment
- How to best organise and structure project financing. Strategies for structuring deals that attract investment, ensure long-term viability and overcome policy uncertainty.
- What are the main barriers preventing projects from achieving financial close, and what assurances do financiers require to support clean ammonia initiatives?
- What are the key expectations from all parties
Speakers Include:
Antonio Montero Perez
Executive DirectorBBVA- How to best organise and structure project financing. Strategies for structuring deals that attract investment, ensure long-term viability and overcome policy uncertainty.
- 10:20 - 10:50
Offtaker Update: Ammonia as a maritime fuel after the IMO decision
- How has the IMO Net-zero Framework delay influenced strategy on the uptake of clean fuels and what is the current trajectory of future maritime fuels?
- Is clean ammonia still seen as the standard future fuel, or are other alternative fuels now viewed as more promising?
- Examining ammonia-fueled vessels: Will current orders be delivered, what new technologies are emerging, will demand grow?
Speakers Include:
Yasuhiro Suzuka
PresidentMOL (Americas) LLC- How has the IMO Net-zero Framework delay influenced strategy on the uptake of clean fuels and what is the current trajectory of future maritime fuels?
- 10:50 - 11:10
Will the food and beverage industry unlock clean ammonia investment?
- A look at how foodstuff buyers are key to unlocking decarbonisation pathways for ammonia by driving investment in low carbon ammonia to decarbonise supply chains
- How are FMCGs looking at decarbonising their supply chain and where does clean ammonia fit into this
- Will the LEAF initiative support clean ammonia adoption?
- A look at how foodstuff buyers are key to unlocking decarbonisation pathways for ammonia by driving investment in low carbon ammonia to decarbonise supply chains
- 11:10 - 11:30
Networking Break
- 11:30 - 12:00
Can the fertilizer industry lead the near-term adoption of clean ammonia?
- What role can the fertilizer industry play in accelerating clean ammonia adoption and production?
- Should distributed production of green ammonia be seen as a new alternative for the low carbon ammonia for the fertilizer industry?
- How to unlock end user demand from the agricultural industry for low carbon fertilizer?
Speakers Include:
Lorenzo Rosa
Principal InvestigatorCarnegie Institute for Science- What role can the fertilizer industry play in accelerating clean ammonia adoption and production?
- 12:00 - 12:20
The case for stationary power as a clean ammonia end use
- Understanding its role as a near‑term adoption pathway amid changing co‑firing dynamics
- Practical lessons from early deployments across global markets
- 12:20 - 12:50
From barriers to breakthrough: Aligning offtaker expectations in a changing global landscape
- How have recent global changes reshaped the offtaker landscape?
- How can producers, offtakers, and financiers best collaborate to overcome barriers to entry and ensure successful offtake agreements in the clean ammonia industry?
- Who will ultimately bear the cost of premiums, and how can risk be shared a cross the value chain?
Speakers Include:
Asish Mohanty
Director (Offtake), Energy Transition ProjectsCopenhagen Infrastructure Partners
Yosuke Kuroki
Senior Manager, Energy GroupSumitomo Corporation of Americas- How have recent global changes reshaped the offtaker landscape?
- 12:50
Chairperson's closing remarks
Interested in speaking?
Contact us on the details below to register your interest in speaking opportunities at the conference
Finn Chatterton
+44 774 040 9637
finn.chatterton@argusmedia.com