Argus Clean Ammonia North America Conference

• 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

• 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?

• 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 the capture rates are required for ammonia to be considered ‘blue’? How do you develop a carbon footprint methodology? 

• 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? 

• What storage is available and how is the industry shaping up on 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? 

• 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?

• How do you finance such an extended value chain?
• What does the dream low-carbon ammonia project look like?

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? 

• 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?

• 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

• 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?

• 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 

• 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, President, NYK Energy Transport (USA) Inc.

Kevin Martel, General Manager, Wilhelmsen Ship Management

• To what extent are EU regulations driving shipping decarbonisation needs?
• Case studies: Shipping routes — what are countries doing to benefit from CO2 reductions? 

• 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?

• 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?