Argus Clean Ammonia Europe Conference

• 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?

 Gas markets in Europe

• European gas price drivers: a view ahead
• European short-term and forward contracts and competition for LNG supply
• Gas and the power sector

Lawrence Templeton, VP Business Development, 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

• 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?

Speakers include:

Christian Stuckmann, Vice President Business Development Hydrogen, Uniper Hydrogen 

• To what extent will Europe produce vs import hydrogen and clean ammonia? What political support is in place for import of low carbon ammonia and what is missing?
• How are partnerships between regions and countries important for market development? What key partnerships have been announced? Who are they with?
• Changing perceptions of clean ammonia –improving public perception and safety concerns

Moderator: Tim Cheyne, SVP Fertilizers,  Argus

Speakers: 

Thore Lohmann, Executive Director of Operation Unit Fertilizer & Methanol, thyssenkrupp Industrial Solutions AG/thyssenkrupp Uhde

 Benedikt Messner, Senior Vice President, Uniper Global Commodities

Dr Nobuhiko Kubota, Managing Executive Officer, IHI Corporation

• 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?

Moderator: Ruth Sharpe, Editor – Ammonia, Argus

Speakers include: 

Monika Griefahn, Chairwoman of the board, eFuel Alliance and founding member, Greenpeace Germany

Grzegorz Pawelec, Director, Intelligence, Hydrogen Europe

Roland Roesch, Acting Director, IRENA

• Is this the most effective method of distinguishing between carbon intensities of products? Could CI pricing models more accurate for measuring carbon intensity and GHG savings?
• What certification schemes are being set? How will they work and what are the main benefits of them?
• How will introduction of CBAM and carbon pricing mechanisms in Europe be used within certification frameworks?

Moderator: Rob Stevens, President, Ammonia Energy Association

Speakers:

Sam Bartlett, Director, GH2 Standard

Anne Reumer, Project Manager, Engineer Renewables Certification, DNV

• 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?

Stefan Krümpelmann, Hydrogen and Future Fuels Editor, Argus

Jack Merriott, Senior Manager – Consulting, Argus

• How can ammonia swaps be used to manage physical price risk? What is the market opportunity?
• Who should be interested in ammonia swaps?
• How would a grey ammonia swap work in the fertilizer and energy markets?

Interviewer: Dan Hayes, Business Development, Argus

Speaker:

Kieran Walsh, Senior Broker, FIS

Trader Producer perspective

• Managing price risk in increasingly volatile markets – the case for a derivative market and swaps
• Certification challenges: what do producers require in the market?
• Sourcing competitive clean ammonia: where is it likely to come from?
• Shipping and infrastructure: the necessity for new vessels, import and inland infrastructure: how big do they need to be?

Tony Elliott, Head of Ammonia, Mabanaft

Interviewer: Tim Cheyne, SVP Fertilizers, Argus

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?

Moderator: Alicia Eastman, President, InterContinental Energy

Speakers: 

Rob Stevens, President, Ammonia Energy Association & VP Ammonia Opportunities, Saga Pure

Eystein Leren, Director, Industry & Market Leads, Yara Clean Ammonia

Location matters: Where will clean ammonia be available and produced at scale?

Moderator: Jack Merriott, Senior Manager – Consulting, Argus

• What is projected capacity of blue and green ammonia production in the each of these regions?
• What projects are in the pipeline and what are the key bottlenecks and hurdles to overcome?
• How are these different regions positioning themselves as key energy partners for Europe?

Middle East

Jong Chen Foo, Head of Ammonia, OCI

North Africa

Ayoub Hirt, Head of Department - Green Chemistry, Bioenergy and Agritech, IRESEN

Europe

Sjoerd Jenneskens, Sustainability Director Europe, OCI

 

Reviewing and discussing key takeaways from Around the world interview in a panel format

• 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?

Moderator: Jack Merriott, Senior Manager – Consulting, Argus

Speakers include: 

Ayoub Hirt, Head of Department - Green Chemistry, Bioenergy and Agritech, IRESEN

Jong Chen Foo, Head of Ammonia, OCI

Sjoerd Jenneskens, Sustainability Director Europe, OCI

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

Moderator: Tim Cheyne, SVP Fertilizers, Argus

Speaker:

Marc van Doorn, Director of Green Developments, Fertiberia

• 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?

Speakers: 

Peter Vucins, CEO, GES (short presentation)

Piero Ercoli, Senior Vice President Decarbonisation, snam

Tobias Suckow, Ammonia Commercial Director, Mabanaft

Lisa Maria Assmann, Senior Shipbroker, Steem1960 Shipbrokers

Moderator: Stefan Krümpelmann, Hydrogen and Future Fuels Editor, Argus

• 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?

Leander Hanegreefs, Innovation Project Developer, Fluyxs

Sjoerd Boer, VP New Energies, Advario

• What does the business case for converting to the use of clean hydrogen look like? What are the necessary hydrogen volumes?
• What role will ammonia cracking play in industrial areas? How will hydrogen and ammonia be transported in Europe?
• Will investments be easily earnt back – will customers pay the green premium?

Moderator: Stefan Krümpelmann, Hydrogen and Future Fuels Editor, Argus

Speakers:

Thomas Koch Blank, Senior Principal – Hydrogen Team, RMI

Urban Stojan, Partner and Senior Advisor, Hanseatic Energy Hub

• 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?

Speakers:

Akihiko Taniguchi, Senior Supervisor, Enterprise Value Creation Group,, JERA

Jorge Palomar Herrero, Head of Global Business Development, Green Hydrogen Division, Iberdrola

Moderator: Jack Merriott, Senior Manager – Consulting, Argus

• When are we likely to see first orders for ammonia as a shipping fuel and how quickly will it grow to scale?
• What might be some of the key hurdles to overcome? 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 movement of ammonia as a fuel feasible? 

Speakers include:

Sabas Martinez, Manager, NYK Energy Transport Atlantic

Christopher Stanik, Head of Maritime Applications, NOW GmbH National Organisation Hydrogen and Fuel Cell Technology

André Risholm, Chief Executive Officer, Amon Maritime

Tessa Major, VP Bunkering – Port Regulations & Market Development, Yara Clean Ammonia

Moderator: Jack Merriott, Senior Manager – Consulting, Argus

• How will this move the market and provide project confidence? Is this likely to happen for ammonia?
• What are some of the key learnings and milestones?