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Japan’s Jera, IHI start ammonia-coal co-firing trial

  • Spanish Market: Coal, Electricity, Fertilizers, Hydrogen
  • 02/04/24

Japan's largest power producer by capacity Jera and engineering firm IHI have started a demonstration of co-firing 20pc of fuel ammonia with coal at Jera's Hekinan power plant.

Testing the use of ammonia at the 1GW Hekinan No.4 coal-fired unit began on 1 April. Jera had expected to start the trial by 26 March at the earliest but pushed this back to after the end of March, citing more time needed to test run equipment ahead of the demonstration.

Jera has secured from Japanese trading house Mitsui around 40,000t of grey ammonia for the trial, which is scheduled to last until June 2024. Jera and IHI are looking to investigate nitrogen oxide emissions and confirm factors such as operability and the impact on boilers and ancillary equipment through the test burning.

The project is backed by state-owned research institute Nedo, with its support period from July 2021-March 2025. Jera and IHI are seeking to establish technology for the use of fuel ammonia in thermal power plants by March 2025. Jera aims to start commercial operations with a 20pc ammonia mixture in the April 2027-March 2028 fiscal year.

IHI plans to apply the knowledge through the demonstration to establish a 50pc or more ammonia co-firing technology and develop burners for 100pc ammonia combustion. Jera hopes to achieve a 50pc ammonia mixture on a commercial basis in the first half of the 2030s.

Jera is likely to import around 2mn t/yr of fuel ammonia in 2030, which could be nearly 70pc of Japan's current 2030 ammonia demand target of 3mn t/yr. To help meet the target, Jera is planning to buy up to 500,000 t/yr of blue ammonia from Norway-based fertilizer producer Yara and US ammonia producer CF Industries for the Hekinan No.4 unit.


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20/03/25

Global Ports запустил комплекс для навалочных грузов на Балтике

Global Ports запустил комплекс для навалочных грузов на Балтике

Moscow, 20 March (Argus) — Контейнерный терминал Петролеспорт (ПЛП, Санкт-Петербург), входящий в холдинг Global Ports группы компаний Дело, в I квартале ввел в техническую эксплуатацию комплекс по перевалке навалочных грузов, сообщил на брифинге 19 марта генеральный директор Global Ports Альберт Лихолет. Ранее терминалы Global Ports принимали удобрения в спецконтейнерах, а новый комплекс позволит клиентам отгружать продукцию через ПЛП в более привычных хопперах. Грузы обрабатываются по контейнерной технологии: поступают на новый комплекс в минераловозах, перегружаются в балк-контейнеры и переваливаются на морской транспорт. Технология не предусматривает хранения балком на специализированных складских мощностях. За январь — февраль мы увеличили перевалку неконтейнерных грузов, в основном удобрений, на 13%. У крупных отраслевых производителей есть планы дальнейшего увеличения экспорта продукта, мы хотим быть частью этого процесса, — отметил Лихолет. Средняя судовая партия составляет около 30 тыс. т. Проектная мощность сейчас находится на уровне 2,4 млн т/год, а после завершения отладки и обкатки технологии совместно с РЖД ее планируется увеличить до 3,2 млн т/год. Комплекс на 92% оснащен оборудованием российского производства. Существенных рисков ввиду ожидаемого ввода в эксплуатацию новых терминалов по перевалке удобрений на Балтике мы для себя не видим. Считаем, что продукта будет достаточно всем. Мы работаем как с четырьмя крупнейшими экспортерами российских удобрений, так и с нишевыми локальными производителями, прорабатываем с ними возможности сотрудничества, — рассказал глава Global Ports. У холдинга два действующих долгосрочных контракта на перевалку удобрений: с Фосагро — до конца 2028 г., рассчитан на обработку 3 млн т/год продукции, а также с Еврохимом — до конца текущего года, предусматривает перевалку до 100 тыс. т в месяц, или около 1,2 млн т/год. Перевалкой сухих удобрений займется также терминал Port Favor в Усть-Луге (Ленинградская обл.), входящий в Портовый альянс, после ввода в эксплуатацию второй очереди этого проекта в конце 2025 г. Ожидается, что Port Favor выйдет на проектную мощность — 14 млн т/год — уже в 2026 г. ___________________ Больше ценовой информации и аналитических материалов о рынке транспортировки навалочных, генеральных грузов и контейнеров — в ежемесячном отчете Argus Логистика сухих грузов . Подписаться на аналитический дайджест Вы можете присылать комментарии по адресу или запросить дополнительную информацию feedback@argusmedia.com Copyright © 2025. Группа Argus Media . Все права защищены.

Canberra backs Li battery projects in Western Australia


20/03/25
20/03/25

Canberra backs Li battery projects in Western Australia

Sydney, 20 March (Argus) — Australia's federal government will partly underwrite four lithium-ion battery projects in Western Australia (WA), boosting the state's energy storage capacity by 2.6GWh from late 2027. Canberra is supporting the projects through its Capacity Investment Scheme (CIS), which sets a revenue floor on big battery projects for up to 15 years. The government has not revealed the specific revenue floors linked to the newly underwritten projects. Australian renewable energy developer PGS Energy will build the largest of the four newly-underwritten batteries, a 1.2GWh energy storage system in Marradong. The company's Marradong battery will be co-located with a solar farm and connected to WA's South West Interconnected System (Swis), a grid stretching across its most populous regions, once it becomes operational. French energy producer Neoen is also developing a 615MWh project just outside Perth, under the scheme. The company has been building large batteries across Australia, with public support, for multiple years. Its Collie Battery Energy Storage System is connected to Swis, and has been storing and discharging 877MWh of energy since October 2024. The two other batteries underwritten on 20 March are smaller, with a combined capacity of 780MWh, and located in rural parts of the state. The Australian government's latest funding announcement comes just months after it on 11 December 2024 underwrote eight other Australian battery projects capable of storing 3.6GWh of power under the CIS. Those projects were scattered across the country, covering three states but excluding WA. Canberra will also underwrite another set of batteries, with a combined capacity of 16GWh, in September. Over 100 projects, with a combined capacity of 135GWh, have applied to be part of CIS' September funding round. By Avinash Govind Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Australia must rethink gas strategy: Grattan


20/03/25
20/03/25

Australia must rethink gas strategy: Grattan

Sydney, 20 March (Argus) — Grattan's Orange Book 2025: Policy priorities for the federal government report suggests redesigning Canberra's future gas strategy, coordinating a shift away from gas for households and some industries while changing market control mechanisms. Australia's next federal government must act to address a shortfall of gas in the country's southeastern states by creating a demand response mechanism for the national gas market and bringing together stakeholders to permit initial LNG imports in mid-2026, according to Grattan. Australia has always been both an exporter and importer of LPG, proving it is possible to build infrastructure to ship gas to the nation's south for the next 3-4 years in line with expected shortfalls, director of Grattan's energy program Tony Wood told a Sydney forum on 19 March. Building or expanding gas pipelines would be expensive and inefficient as the nation decarbonises, Wood said, with less gas forecast to be used as Australia targets net zero emissions by 2050. Canberra should institute a working group involving producers, users, traders, terminal owners, governments and the Australian Competition and Consumer Commission — which reports on market supply — to achieve seasonal imports of LNG in winter months, according to the Grattan report. A rule change to create a demand response mechanism akin to that under national electricity market rules would assist in meeting small shortfalls, such as during severe weather or unexpected supply outages. Demand is expected to rise on the back the closure of coal-fired power stations in the 2030s, according to Canberra's future gas strategy released in 2024. Gas-fired power demand may double in the decade to 2043 because of the need to support a solar and wind-heavy grid. This requires a reworking of the future gas strategy to specify plans to reduce demand and clarify future gas requirements outside of power generation, Grattan's report said. Assistance for households and industries to electrify processes is also needed, together with optimising infrastructure to ensure residual users in power generation and industry can access gas supply. The main controls on east coast gas grids, the Australian Domestic Gas Security Mechanism (ADGSM) and code of conduct , should be revised to allow for interstate transfers of gas, Grattan said, likely from Queensland's Gladstone-based LNG projects to the southern states. The code of conduct, which mandates an A$12/GJ ($8/GJ) price on domestic gas, came into effect in 2023 amid booming global gas prices but must be reviewed in 2025. Australia's energy and climate change ministerial council met on 14 March but declined to decide on expanding the Australian Energy Market Operator's powers, to enable it to address the gas shortage possibly through underwriting LNG import terminals. More analysis will be commissioned ahead of a decision at the next meeting in mid-2025. By Tom Major Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Mosaic optimistic about output, future demand


19/03/25
19/03/25

Mosaic optimistic about output, future demand

Houston, 19 March (Argus) — US fertilizer producer Mosaic is hopeful its output this year will exceed 2024 levels as it plans to enhance its capacity to meet anticipated demand growth. Mosaic expects phosphate and potash global demand to individually exceed 80mn metric tonnes (t) by the end of the decade, with phosphate's demand increase to be limited by a lack of adequate global supply. For phosphate, that would represent an uptick of 7mn t of demand while for potash that would represent an increase of nearly 9mn t. Mosaic referenced biofuel demand, feed use, and food use as the main pillars of agriculture commodity demand growth. There are a handful of factors expected to drive demand growth for phosphate and potash, such as population growth and an increase in the usage of the phosphate molecule in the industrial sector, the producer said in its analyst day presentation. Executive vice president Jenny Wang pointed out the downward trend in Chinese phosphate exports. The country in recent years exported roughly 10mn t, but that level has dropped to around 7mn-8mn t as it focuses on meeting domestic demand first. Mosaic expects annual Chinese phosphate exports to continue to drop by at least another 2mn t, while global phosphate demand growth from 2025-2030 is expected to increase by at least 2pc, which would further tighten global supply. The producer also did not shy away from detailing its loss of 700,000t of phosphate production last year from the plethora of hurricanes and winter storms that swept through the US Gulf. Vice president Karen Swager said if the 700,000t of phosphate had been included in the annual output tonnage, the overall 2024 production rate would have surpassed 2023, and therefore 2025's phosphate output should show an uptick. Mosaic last year produced roughly 6.3mn t of phosphate. It expects to produce between 7.2mn-7.6mn t this year and nearly 8.2mn t by 2026. "As we ramp our production up, we will lower our unit costs because a lot of our costs are fixed," Swager said. The producer has also been installing new technology at its Canadian mines that should lead to an 8pc increase in its 2025 potash output compared with 2024 levels, which were lowered by 250,000t because of electrical mine issues . Mosaic anticipates 2025 production to total between 8.9mn-9.1mn t and should near 9.2mn t by 2027. "Better operating efficiency will unlock value that enables us to grow high margin areas of the business, and invest less in the areas that aren't generating those type of returns," president Bruce Bodine said. By Taylor Zavala Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Modified fertilizer tariffs in effect indefinitely: TFI


19/03/25
19/03/25

Modified fertilizer tariffs in effect indefinitely: TFI

Houston, 19 March (Argus) — US fertilizer industry association The Fertilizer Institute (TFI) today told its members that there is no end date for modified tariffs on Canadian and Mexican fertilizers. The exclusions and modified tariff rates will be in effect indefinitely unless President Donald Trump decides otherwise, since no expiration date was outlined in the executive order, TFI said in an alert to is members. TFI referenced speculation throughout the fertilizer industry regarding the executive order being set to expire at the beginning of April, but specified that there has not been authorized verification from the Trump administration about the end date. The industry group advised to beware of the lack of timeline, and remain conscious of the possibility of no "guarantees" in a tariff change in the near future. Canadian and Mexican imports of fertilizer and other products deemed compliant with the United States-Mexico-Canada Agreement (USMCA) were excluded from the 25pc tariff implemented on 4 March under an executive order from the Trump administration. In comparison, potash deemed to lack USMCA preference status will face a reduced 10pc tariff, likely driven by the significant amount of Canadian potash imported into the US annually. Market sentiment has mirrored the uncertainty of the tariffs, with potash prices rising progressively over the past two months. By Meghan Yoyotte Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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