概要
アンモニア市場は、急速かつ劇的な変化の時期を迎えています。従来のアンモニア、あるいは「グレー」アンモニアは、ほぼ窒素含有量のみを目的に生産されてきました。しかし、世界経済を脱炭素化し、野心的なゼロ・カーボン目標を達成するという喫緊性により、興味深い新たな機会がもたらされています。
アンモニアは、水素という形でエネルギー・燃料部門に供給される、最もコスト効率が高く実用的な「ゼロ・カーボン」エネルギー・キャリアとなる可能性を秘めています。このため、クリーン・アンモニアへの関心が急速に高まり、新しい「グリーン」「ブルー」アンモニア・プロジェクトが次々と生まれています。
アーガスは、アンモニア市場を数十年にわたってカバーしてきた実績があります。 エネルギー、海洋燃料、ネットゼロへの移行、水素など、マルチコモディティ市場の専門知識を取り入れ、既存の市場参加者や新規参入者に市場の全容をお伝えします。
業界をリードする価格評価、豊富なデータ、本質的な分析、そして確かな見通しにより、お客様の意志決定・業界動向把握を支援します。
- アンモニア価格評価(日次および週次)(その一部はアーガスのアンモニア先物契約の基礎となっています)、アンモニアフォワードカーブデータ、クリーンアンモニアのコスト評価およびモデル化された週次価格
- 従来のアンモニアおよびクリーンアンモニアの価格、需給、取引、プロジェクトに関する短期および中長期の予測、モデル化、分析
- 特注コンサルティング・プロジェクトのサポート
最新ニュース
世界のアンモニア市場に関する最新の市場動向ニュース
Alternative-fuel ship orders rise in April: DNV
Alternative-fuel ship orders rise in April: DNV
Sao Paulo, 12 May (Argus) — Orders for alternative-fuelled vessels rose to 38 in April, from five in March, Norwegian classification agency DNV said. LNG-fuelled vessels accounted for 20 of the April orders: eight car carriers, six container vessels, four oil tankers, and two cruise vessels. LPG/ethane carriers made up 14 orders, while four ammonia-fuelled vessels were ordered, all in the bulk carrier segment. In total, 83 orders for alternative-fuelled vessels have been placed so far in 2026. LNG has been leading the charge in the alternative bunker fuel market as shipowners look to comply with greenhouse gas (GHG) emissions reduction regulations such as FuelEU Maritime, RED III, and EU ETS. By Natália Coelho Alternative-fuelled vessels orders 2026 unit Type of fuel Orders in April Orders so far in 2026 LNG 20 52 Mathanol 14 24 LPG 0 3 Ammonia 4 4 Hydrogen 0 1 DNV Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
AdvanSix mulls DEF production in Virginia
AdvanSix mulls DEF production in Virginia
Houston, 7 May (Argus) — US chemical and fertilizer producer AdvanSix is exploring adding diesel exhaust fluid (DEF) production at its facility in Hopewell, Virginia, the company said today. The location of the plant would position the DEF output to serve the US mid-Atlantic and Northeast, a region that is typically dependent on imports to keep the market in balance. AdvanSix has partnered with nitrogen technology company Nextchem for the process design and licensing technology for the proposed expansion. The project will move through detailed engineering and development phases before a final decision on the expansion is made, which is anticipated in the first half of 2027. Upon approval, the plant is anticipated to start up in 2029, AdvanSix said. By Chris Mullins Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Spain's Fertiberia to supply PepsiCo low-CO2 fertilizer
Spain's Fertiberia to supply PepsiCo low-CO2 fertilizer
London, 7 May (Argus) — Spanish fertilizer producer Fertiberia will progressively supply global food and beverage manufacturer PepsiCo with up to 150,000 t/yr of low-carbon nitrate fertilizers by 2030, under a new long-term supply agreement. Fertiberia will supply its renewable ammonia-based fertilizers, known under its Impact Zero brand, to global food and beverage manufacturer PepsiCo over an unspecified time frame. Farmers supplying PepsiCo will then use the fertilizers across approximately 400,000 acres (162,000 hectares) of farmland. Fertiberia has produced 20,000 t/yr of renewable ammonia at its Puertollano plant since 2022. The site has a 20MW electrolyser fed by an integrated 100MW solar photovoltaic plant. Fertiberia also produces 180,000 t/yr of natural-gas based ammonia at Puertollano, and previously indicated plans to add a further 50-180MW of electrolyser capacity — although it is yet to do so. The firm has also announced tentative plans for four further renewable ammonia projects in Spain, all of which have yet to reach final investment decisions. Fertiberia produces around 155,000 t/yr nitric acid at Puertollano. Combined with its ammonia feedstock, this can produce around 280,000 t/yr of ammonium nitrate and calcium ammonium nitrate fertilizers. Fertiberia's Impact Zero range utilises slow-release formulas and biological inhibitors to further enhance agronomic efficiency, reducing the overall greenhouse gas emissions of the finished product by 63pc. The supply agreement with PepsiCo builds on a successful trial in Spain and Portugal, where carbon emissions were cut by up to 20pc across corn farming and up to 15pc across potato farming, Fertiberia and PepsiCo said, without providing a benchmark emission level. The programme will now expand to France, Romania, Serbia, Greece and Turkey, for key crops including potatoes, corn, sunflower, sugar beet and rapeseed. The agreement will bring PepsiCo's share of low-carbon fertilizers used in its European operations up to 50pc by 2030, the company said. PepsiCo also has deals with Norwegian fertilizer company Yara in Europe , US nitrogen producer CF in the US and, most recently, agriculture technology company TalusAg across multiple regions . Similar initiatives have been undertaken by other global food and beverage manufacturers, which have a higher willingness to pay for the use of emissions-reducing fertilizer products in their supply chains than the farmers that are directly applying the product. By Lizzy Lancaster Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
India's IPL issues ammonia tender
India's IPL issues ammonia tender
Beijing, 7 May (Argus) — Indian fertilizer importer IPL has issued a tender on 6 May seeking 521,000t of ammonia for delivery to the east and west coasts on behalf of six Indian companies. IPL is seeking 151,000t of ammonia for the west coast and 370,000t for the east coast, on behalf of Indian Farmer Fertiliser Cooperative (Iffco), Paradeep Phosphates Limited (PPL), Coromandel International Limited (CIL), Gujarat State Fertilizers and Chemicals Limited (GSFC), Indorama India, and The Fertilizers and Chemicals Travancore Limited (FACT). Total deliveries to the west coast are estimated at around 58,000t in June, 43,000t in July and 50,000t in August, while volumes to the east coast are targeted at 110,000t, 130,000t and 130,000t, respectively, over the same months. The tender has requested for offers submitted on a cfr or cif basis to the specified ports by 18 May, with validity required until 25 May. This tender reflects the consortium strategy adopted by India's major fertilizer producers to secure fertilizer raw materials, in view of ongoing efforts to manage domestic supply and cost pressures. By Dinise Chng Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.


