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Conferences

Argus Clean Ammonia North America Conference

Houston, Texas, US
June 12-14, 2024
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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 20 4570 3543
matilda.wall@argusmedia.com

Welcome day and drinks reception

16:00

Registration open

16:30 - 18:30

Welcome drinks reception

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

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?

Speakers include:

Faisal Mohmand

Faisal Mohmand

President
Bechtel Energy Technologies & Solutions
Hady Abdulhady

Hady Abdulhady

Director of Business Development and Sales
thyssenkrupp Uhde
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 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 the 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 day one

12:00 - 14:00

Main conference registration opens: Main conference passholders

Lunch

13:00 - 14:00

Lunch (open to all attendees)

14:00 - 14:05

Chairperson's opening remarks - main conference

Speakers include:

Tim Cheyne

Tim Cheyne

SVP - Global Head of Agriculture, Fertilizers, Ammonia, DEF
Argus
14:05 - 14:35

Inflation Reduction Act - policies for market development of ammonia

- Creating an enabling environment – how are regulations incentivising project developments across the US? What does the credit mechanism look like for US producers and suppliers?
- How is the government looking to stimulate demand for hydrogen and ammonia?
- Industry question to regulators: Can you give us a business direction?

15:15 - 15:35

Canadian clean ammonia production highlight

- Where is Canada’s production and how is clean ammonia being incentivised?
- Location, location, location: Strategic plans for clean ammonia production for export

15:35 - 16:05

Coffee break

16:05 - 16:40

Global policy: How is clean ammonia being defined in different markets?

- Where does the US fit in the clean hydrogen and ammonia world?
- The big question: What is the premium for a particular type of clean ammonia? How is a lower carbon intensity valued?
- Who are the main policy drivers? EU, Japan and what their policies mean for market development

16:40 - 17:00

Incumbents: How are they driving the transition to a clean ammonia future?

- How are they involved in project development in key ammonia production spots in the US and Canada?
- How do they view blue ammonia’s role in the transition to green?

Speakers include:

Tobias Birwe

Tobias Birwe

Head of Sales, Fertilizer and Methanol
Thyssenkrupp Industrial Solutions
17:00

End of day - chairperson's closing remarks

Speakers include:

Tim Cheyne

Tim Cheyne

SVP - Global Head of Agriculture, Fertilizers, Ammonia, DEF
Argus

Drinks reception

17:00 - 18:30

Drinks reception

Main conference day two

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?

Speakers include:

Ana Angel

Ana Ángel

Head of Hinicio North America
Hinicio
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?

- 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

Junya Omoto

President
NYK Energy Transport (USA)
Kevin Martel

Kevin Martel

General Manager
Wilhelmsen Ship Management
Navid Ostadian-Binai

Navid Ostadian-Binai

Head of Green Vessels and Fuels
Maersk Tankers
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?

Speakers include:

Oleksiy Tatarenko

Oleksiy Tatarenko

Senior Principal, Climate-Aligned Industries
Rocky Mountain Institute (RMI)
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?

Speakers include:

Oleksiy Tatarenko

Oleksiy Tatarenko

Senior Principal, Climate-Aligned Industries
Rocky Mountain Institute (RMI)
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