アンモニア
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
Japan backs coal-led decarbonisation in SE Asia
Japan backs coal-led decarbonisation in SE Asia
Tokyo, 4 September (Argus) — Japan is keen to support "realistic" decarbonization efforts in Southeast Asia while continuing to use coal, delegates heard at the 35th Clean Coal Day International Symposium held in Tokyo on 3 September. Japan will accelerate working together with Southeast Asian countries to support the continued use of coal while reducing carbon emissions, including through ammonia co-firing projects in Malaysia, Takahiro Tajiri, director-general for international affairs at the Agency for Natural Resources and Energy under Japan's ministry of economy, trade and industry Meti, said in a speech at the symposium. Japan has achieved a 20pc of ammonia co-firing with coal during trial operations at the 1GW No.4 coal-fired unit at the Hekinan power plant and aims to raise the co-firing rate to 50pc in the future. Japan can leverage this technology to support Malaysia and other countries in the region, according to Tajiri. Maintaining coal use while reducing carbon emissions through co-firing with renewable fuels such as ammonia and biomass is a "realistic" pathway for many countries, including Japan and those in Southeast Asia, Tajiri said. Coal remains affordable and provides a stable source of energy supply, he added. Japan should help Southeast Asian countries balance energy security and decarbonization through coal-related technologies, including ammonia co-firing, Paul Baruya, director of strategy and sustainability at Future Coal Global Alliance, said at the symposium. Coal has proven to be an alternative fuel to natural gas in many Asian countries when the de facto closure of the strait of Hormuz caused a sudden and unexpected disruption to LNG supply , Yoshikazu Kobayashi, chief economist and director for research strategy and energy security at the Institute of Energy Economics, Japan (IEEJ), said in his speech. By Takeshi Maeda Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
CHS, OCP launch venture to produce US phosphate
CHS, OCP launch venture to produce US phosphate
Houston, 26 August (Argus) — Moroccan phosphate producer OCP will work in partnership with US agribusiness CHS to build a new facility in Waggaman, Louisiana, that will produce 1.3mn metric tonnes (t)/yr of phosphate fertilizer. The $450mn phosphate production facility will be built in the Cornerstone Energy Park alongside CF Industries' Waggaman ammonia production facility, a key input for turning phosphate rock into fertilizer. The announcement comes just a couple months after President Donald Trump announced that countervailing duties on OCP phosphate imports will be suspended until early 2027 to relieve rising fertilizer costs for domestic growers. The plant will be the first phosphate production facility built in the US in 42 years, though no timeline for the plant's development was revealed. Once all project-related and funding approvals are finalized, construction should take about 24 months. The facility is expected to produce commonly used phosphate fertilizers such as DAP and MAP, according to OCP. The project will also include storage for both raw materials and finished products, as well as storage tanks for merchant-grade phosphoric acid. By Taylor Zavala Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Chile should prioritise grids before H2, council says
Chile should prioritise grids before H2, council says
Paris, 21 August (Argus) — Chile should prioritise electricity grid expansion and modernisation if it wants to realise large-scale production of renewable hydrogen and derivatives, according to a new policy proposal from the country's infrastructure policy council (CPI). In a discussion paper outlining a roadmap for Chile's energy transition through to 2035, CPI argues that the country's main energy challenge is no longer renewable power generation but the transmission, distribution and storage infrastructure needed to support it. Chile has rapidly expanded renewable generation in recent years, but increasing volumes of renewable electricity are being curtailed because of transmission constraints. Curtailment reached 6,205GWh in 2025, equivalent to about 7.3pc of total electricity generation, according to CPI. CPI proposes stronger electrification across transport, industry and residential heating, alongside investment in transmission infrastructure and battery storage. It identifies renewable hydrogen and derivatives such as ammonia as strategic long-term industries that could support domestic decarbonisation. But it argues that a rapid shift to renewable hydrogen is not economically viable in the near term. Ammonia could play a strategic role in hard-to-abate sectors such as shipping and heavy transport, while domestic production could also help supply Chile's mining industry, CPI said. CPI proposes producing ammonia using natural gas from Argentina's Vaca Muerta shale reserves, arguing this would allow Chile to build industrial capabilities and reduce dependence on imports before renewable hydrogen production scales up. Chile currently imports all of the ammonia used by its mining industry to produce ammonium nitrate for explosives, CPI noted. The country's copper mining sector could become a key early-stage consumer of domestically produced hydrogen and derivatives, industry association H2 Chile has previously said . CPI is calling for measures to accelerate transmission and storage deployment, alongside reforms designed to support electrification and create the conditions for large-scale renewable hydrogen and ammonia production over the longer term. The Chilean government will work with CPI and the Inter-American Development Bank to develop proposals for power-sector reform. The infrastructure challenge is not unique to Chile. Grid constraints have also emerged as a bottleneck for hydrogen projects in countries including Brazil and Spain , where developers have struggled to secure grid access for large-scale electrolysis projects. By Pamela Machado Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
Sabic AN and Maaden eye Saudi fertilizer collaboration
Sabic AN and Maaden eye Saudi fertilizer collaboration
Amsterdam, 18 August (Argus) — Major Saudi Arabian fertilizer producers Sabic AN and Maaden have signed an agreement to explore potential collaboration opportunities. The non-binding agreement aims to establish a framework for exploring opportunities within the fertilizer value chain, including the production and manufacturing of value-added products, according to an exchange filing. The agreement is valid for three years from its signing, Sabic AN said. Sabic plans to add 2.6mn t/yr of urea capacity in the future, bringing its total capacity to around 7.4mn t/yr, after the Saudi energy ministry approved an allocation of gas for the addition in March. The agreement was signed between Sabic AN and Maaden Integrated Fertilizer (MIFC). MIFC was incorporated in September 2023 and is a holding company for Maaden's stakes in its phosphate businesses and other key subsidiaries. Sabic and Maaden have had a long association in the fertilizer space, with Sabic having held minority shareholdings in Maaden's Wa'ad Al-Shamal and Maaden Phosphate since their inception. By Harry Minihan Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.
