Argus Clean Ammonia North America Conference

•  How are global hydrogen mandates driving demand for clean ammonia in North America and abroad?
• What FIDs are we seeing and what are the costs of ammonia exported from the US Gulf Coast?
• What are the long-term opportunities for ammonia – an outlook in marine

• Renewables, low carbon energy: Cost and availability beginning to increase, with large demand emerging from data centres and large power activities. With a limited amount of capacity, who will get the resource? 
• Could grid capacity limits directly affect blue and green ammonia projects? 
• When will data centres peak? Will this trend continue to grow?

• Visibility on blue ammonia project development: What are the most realistic projects?
• Significant deal developments and investments: A positive signal for the market, but what do financing changes really mean?
• What consolidation has the market seen in projects for hydrogen and ammonia?

• Economics of green ammonia; inflation and value chain bottlenecks are getting better — will prices come down? 
• How to manage risk on first of a kind projects.
• What is ‘green’s’ place in domestic vs export markets?

• Solid oxide electrolysers are the ideal technology to decrease the carbon intensity of ammonia production.
• The robustness, efficiency and manufacturability of Ceres’ SOECs results in a competitive levelized cost of ammonia.
• Ceres’ IP licensing model enables partners to accelerate market entry globally.

Understanding project dynamics, financing and technology approaches.

• Showing the industry the economics of projects work.
• How comfortable are developers with blue technologies vs green? 
• How much does the technology difference matter in overall project economics? (Renewables, electrolysers, Haber Bosch.)

• Monetisation pathways: What is a carbon credit? What is an offsetting project?
• Insetting models: What do these models look like in the agriculture space? How could these change as ammonia buyers shift from current to new market applications? 
• What do these models mean for suppliers of low-carbon products and buyers? 

• CO2 pipelines and sequestration hubs; CO2 permitting difficulties — a strategic move? 
• Midstream pipeline development and assets. 

• How to achieve clear methodology on emissions for natural gas. 
• Do North American standards fit with EU regulations and requirements? How do they differ? 
• What are the implications for blue ammonia producers on product travelling to Europe when it comes to the Carbon Border Adjustment Mechanism (CBAM)? 

• Do oilseed and corn farmers, and fertilizer producers, see a way of monetising lower carbon intensity ammonia? 
• How is 45Z incentivising the ethanol industry to purchase low-carbon corn and ammonia? 
• How to manage scope 3 emissions.

• How is the potential use of ammonia as a marine fuel developing? What factors have contributed to this — engine developments, demonstrations and more. 
• MEPC IMO: What effects are regulations for greenhouse gas reductions having on the global shipping industry? 
• Tugboat case study: What has been learned? 

• US Gulf Coast experience and expertise with handling ammonia: What’s already there and what more needs to be developed?
• Which regions are building out their ammonia capacity to serve different markets?
• What is outlook/prospect for US Coast Guard and relevant stakeholders’ acceptance for ammonia bunkering operation in US ports?

• Why are these technology innovations important for the development of infrastructure for clean ammonia adoption in the energy transition?
• What role could offshore play in alleviating the challenge of transporting liquid ammonia from onshore to remote, offshore tankers? 
• How could this unlock solutions for the marine fuel sector in the adoption of ammonia as a low-carbon fuel?