- 16:30
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- 18:30
- Registration opening and welcome drinks reception sponsored by Mabanaft
- 08:00
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- Registration opening and welcome coffee
- 08:20
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- 09:00
- Clean ammonia breakfast 101 Ruth Sharpe & Jack Merriott - Editor – Ammonia & Senior Manager - Consulting, Argus
- 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?
- 09:00
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- 09:05
- Conference welcome Matilda Wall - Senior Conference Producer, Argus
- 09:05
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- 09:10
- Chairpersons' opening remarks Tim Cheyne - SVP Fertilizers, Argus
- 09:10
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- 09:15
- Host sponsor welcome Dr Nobuhiko Kubota - Managing Executive Officer, IHI Corporation
- 09:15
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- 09:55
- Global events and fundamental market changes: Where are European gas and ammonia markets today? Lawrence Templeton and Ruth Sharpe - VP Business Development and Editor - Ammonia, Argus
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
- 09:55
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- 10:15
- Country focus: Clean ammonia and hydrogen as enablers of Germany’s energy transition Speakers include: Christian Stuckmann - Vice President Business Development Hydrogen, Uniper Hydrogen
- 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
- 10:15
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- 11:00
- Keynote Panel: Clean ammonia’s role in Europe’s energy transition strategy Speakers include - Fertilizers Europe, Uniper Commodities and thyssenkrupp Industrial Solutions AG/thyssenkrupp Uhde, IHI Corporation
- 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:
Antoine Hoxha, Production and Agriculture Director, Fertilizers EuropeThore 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
- 11:00
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- 11:30
- Coffee break sponsored by thyssenkrupp
- 11:30
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- 12:10
- REPowerEU: The role of hydrogen and, by extension ammonia, as a response to the current EU energy crisis Speakers include - Hydrogen Europe, eFuel Alliance, IRENA
- 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
- 12:10
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- 12:35
- Certification of blue versus green molecules: How to ensure green is green and blue is blue? Speakers include - GH2 Standard and DNV
- 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
- 12:35
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- 13:05
- Potential pricing models: How will clean ammonia be priced? Jack Merriott & Stefan Krümpelmann - Senior Manager – Consulting & Hydrogen and Future Fuels Editor, Argus
- 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
- 13:05
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- 13:20
- Industry discussion: Argus and broker FIS Kieran Walsh - Senior Broker, FIS
- 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
- 13:20
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- 14:10
- Lunch
- 14:30
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- Chairpersons' opening remarks Tim Cheyne - SVP Fertilizers, Argus
- 14:30
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- 14:50
- Fireside chat: Recapping and looking forward: Key challenges in a new ammonia world Tony Elliott - Head of Ammonia, Mabanaft
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
- 14:50
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- 15:30
- Step by step guide to new build clean ammonia projects Speakers include - Cummins, Saga Pure, InterContinental Energy. Yara Clean Ammonia
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:
Denis Thomas, Global Business Development & Marketing Director - Electrolyzers New Power Business Unit, CumminsRob Stevens, President, Ammonia Energy Association & VP Ammonia Opportunities, Saga Pure
Eystein Leren, Director, Industry & Market Leads, Yara Clean Ammonia
- 15:30
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- 16:10
- Coffee break sponsored by Yara Clean Ammonia
- 16:10
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- 16:50
- Around the world: clean ammonia supply centre presentations Speakers include - IRESEN, OCI and Argus
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
- 16:50
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- 17:15
- Strategic roundup: How are different regions positioning themselves as partners in Europe’s energy transition through clean ammonia exports? Speakers include - IRESEN, OCI and Argus
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
- 17:30
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- 19:30
- Drinks reception sponsored by IHI Corporation
- 08:30
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- Registration opening and welcome coffee
- 09:25
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- 09:30
- Chair opening remarks Jack Merriott - Senior Manager – Consulting, Argus
- 09:30
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- 10:00
- Fireside chat: Clean ammonia in fertilizer production: what is the incumbent market doing and how is it approaching decarbonisation? Marc van Doorn - Director of Green Developments, Fertiberia
- 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
- 10:00
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- 10:40
- What logistics and infrastructure development is needed to support a market that is likely to double in volume? Speakers include - GES, snam, Mabanaft and Steem1960 Shipbrokers
- 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
- 10:40
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- 11:00
- Case study: Port infrastructure for clean ammonia in Europe Leander Hanegreefs & Sjoerd Boer - Innovation Project Developer, Fluxys & VP New Energies, Advario
- 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
- 11:00
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- 11:30
- Coffee break
- 11:30
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- 12:00
- How will clean ammonia play a role in filling supply gaps for hard to abate industrial sectors? Thomas Koch Blank - Senior Principal – Hydrogen Team, RMI
- 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
- 12:00
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- 12:30
- Ammonia in the power market Speakers include - JERA and Iberdrola
- 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
- 12:30
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- 13:10
- Ammonia as a marine fuel: fuel of the future for the shipping sector? Speakers include - NYK Energy Transport Atlantic, NOW GmbH, Amon Maritime, Yara Clean Ammonia
- 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
- 13:10
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- 13:30
- Case study: What does it take to back a future fuel? Maria Strandesen - Director, Head of Future Fuels, Maersk Decarbonization
- 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?
- 13:30
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- Chairpersons' closing remarks Jack Merriott - Senior Manager – Consulting, Argus
- 13:30
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- 15:00
- Lunch
- 15:00
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- End of conference