Argus Green Ammonia - Virtual Conference

• How will hydrogen move to new sectors? What impact will this have on current industrial demand and limitations on production?
• Hydrogen price development and how this will impact timelines for implementation of low carbon alternatives?
• Breaking down the siloes: energy & transport – moving towards more a homogenous approach to the energy transition?

Moderator:Killian Staines, Editor – Hydrogen and future fuels, Argus

Cornelius Matthes, CEO, Dii Energy

Rob Stevens, President, Ammonia Energy Association

• What is the current state of the technology? Where does this place the industry in terms of scale and what needs to be achieved?
• Achieving scale and the current challenges in the market: metals availability? Technology capacity? Scalability?
• How will collaboration and partnerships between electrolyser manufacturers and project developers ensure costs are driven down and efficiency increased?

Moderator: Neil D’Souza, Principal Consultant, Argus

Panellists include: 

Elias Greenbaum, President & Member - Board of Directors, GTA & California Hydrogen Business Council

Mike Fowler, Director, Advanced Energy Technology Research, Clean Air Task Force

• Breaking barriers: how far has the industry come? What are the options available? What is the state of different electrolyser technologies?
• How are different types of electrolyser (ALK, PEM, SOEC) suited to different projects depending on the intended end use market?
• What are the key characteristics of different electrolyser types? How critical are capacities to respond to electricity fluctuations and the amount of space available?

Moderator: Killian Staines, Editor – Hydrogen and future fuels, Argus

Denis Thomas, Global Business Development Leader – Electrolyzers, Cummins

• How will large-scale ammonia cracking help kick-start widespread use of hydrogen as a fuel in the energy transition?
• What are the alternative hydrogen carriers to ammonia?
• How does applicability of hydrogen vs. ammonia vary by sector?

Moderator: Tim Cheyne, VP Commercial Product – Fertilizers, Argus

Speakers include: 

Paul Pang, Senior Vice President – Renewable Energy Business Division, Wison Engineering

Rajat Seksaria, CEO, ACME

• How are European vs Asian steel mills looking at solutions for the decarbonisation of steel mills?
• What are the quantities of hydrogen needed to decarbonise the steel industry globally? What role could the steel industry play in the development of large-scale electrolysis?
• Will ammonia be used as a carrier for getting hydrogen where it needs to be in the steelmaking supply chain?

Moderator: Oscar Tarneberg, VP, Business Development, Global Ferrous Markets, Argus

Kajsa Ryttberg Wallgren, EVP Business Unit Hydrogen, H2GreenSteel

Gain key insight about key projects around the globe which are pioneering in the development of green ammonia production or supply chain, and therefore contributing to the establishment of a green ammonia market.

• Introduction: what are the general trends seen in projects emerging in different regions? What projects have reached FID and what are the common characteristics between these?
• How will projects in key regions play a role in developing the value chain for widespread ammonia fuel use? Varying incentives and drivers for green ammonia production and consumption
• The transition to hydrogen economies: how do projects demonstrate wider national ambitions and/or determination to achieve this goal?

Moderator: Andrea Valentini, Principal – Consulting, Argus

Speakers include: 

John Kwon, Senior Manager – Chemical Business Division, LOTTE Fine Chemical

Karan Bagga, Technology Manager – Hydrogen and Chemicals, thyssenkrupp 

• How is bankability of green ammonia and hydrogen related projects measured? What is the risk appetite? What geographies are considered most attractive?
• What options are open beyond traditional bank finance?
• The benefits of bank finance for project developers and potential fuel suppliers

Moderator: Oliver Hatfield, VP, Sustainable Fertilizers, Argus

Speakers include:

Florian Melcher, Investment Manager, Saga Pure

Bert van der Toorn, Senior Investment Officer - Infrastructure and Climate Finance Division, European Investment Bank

Neeraj Gupta, CFO, ACME Solar Holdings Private Ltd

• An Argus view: how will pricing mechanisms for green ammonia be developed?
• What does the current market look like? Will fuel ammonia and fertilizer ammonia prices be very different? Who will develop contractual mechanisms?
• Outlook to 2030: Trade flows, infrastructure and industry players in the present and the future

Speakers include: Ruth Sharpe, Group Editor – Raw Materials, Argus

Andrea Valentini, Principal – Consulting, Argus

Q&A Moderator: Oliver Hatfield, VP Sustainable Fertilizers, Argus

• How will large scale production and commercialisation be achieved?
• IOCs of the future: How are ammonia producers becoming placed to support the green energy transition beyond the fertilizer sector?
• How will hard-to-abate sectors approach the adoption of hydrogen and green ammonia in the move to zero carbon fuels?

Moderator: Tim Hard, SVP, Energy Transition, Argus

Keynote Panellists include: 

Rosalinde van der Vlies, Director – Clean Planet, European Commission

Shigeru (Sam) Muraki, Representative Director, Clean Fuel Ammonia Association

Magnus Ankarstrand, President, Yara Clean Ammonia, Yara International

• How can the EU Taxonomy support the transition to a hydrogen economy acknowledging the key role of ammonia in enabling this change?
• How can governments work together to support infrastructure and technology development as well as off-take agreements for green hydrogen and ammonia more effectively?
• What financing instruments are being considered to promote the shift to adoption of green products and kick start demand?

Moderator: Andrea Valentini, Principal – Consulting, Argus

Speakers include: Ben Gerber, CEO, M-RETS

Jorgo Chatzimarkakis, CEO, Hydrogen Europe

Frank Wouters, Chairman & Director, MENA Hydrogen Alliance & EUGCC Clean Energy Technology Network

Camilo Avilés Arias, Unit Head for New Energy Carriers - Division for Fuels and Energy Carriers, Ministry of Energy – Government of Chile

• The evolving meaning of resource rich: the applicability of green vs. blue across regions and company types
• How can the new US administration’s push for green influence development/timelines for hydrogen and ammonia frameworks?
• What kind of technologies around carbon capture will be supported? How will blue/green credentials be measured?

Moderator: Hasan Tarique, Senior Consultant, Argus

Speakers include: 

Bjørgulf Haukelidsæter Eidesen, CEO and Founder, Horisont energi

• What are the key factors determining the location of cost competitive green ammonia production?
• How will countries with access to renewable energy play a role in the establishment of a global market for green ammonia?
• How will infrastructure be developed to support production? What government support will be offered for its development?

Moderator: Ruth Sharpe, Group Editor – Raw Materials, Argus

Carlo Raucci, Consultant - Maritime Decarbonisation Hub, Lloyd’s Register

Samir Rachidi, R&D Director, IRESEN

Gain key insight about key projects around the globe which are pioneering in the development of green ammonia production or supply chain, and therefore contributing to the establishment of a green ammonia market.

• Introduction: what are the general trends seen in projects emerging in different regions? What projects have reached FID and what are the common characteristics between these?
• How will projects in key regions play a role in developing the value chain for widespread ammonia fuel use? Varying incentives and drivers for green ammonia production and consumption
• The transition to hydrogen economies: how do projects demonstrate wider national ambitions and/or determination to achieve this goal?

Moderator: Charles Jans, Vice President Consulting, Argus

Lise Winther, SVP Project & Technology, Yara Clean Ammonia, Yara International

Helmut Kantner, Managing Director, AustriaEnergy

• Will the ammonia landscape change from large production centres close to hydrocarbon sources to small decentralized green units where the need is?
• How are pipelines likely to be used in the future for ammonia and hydrogen transport from pre-existing plants?
• What developments have emerged to reduce capex of new builds? How will green credentials of converted plants be accounted for?

Moderator: Ruth Sharpe, Group Editor – Raw Materials, Argus

Christian Renk, Head of Product Management Business Unit Chemical Process Technologies, thyssenkrupp

• How will Japan work with regional partners to establish supply of green ammonia?
• The example of LNG: could the model work for ammonia? Will Europe adopt a similar model?
• What kind of cost benefits can be expected once market for green ammonia for power generation in Japan is established? What benefits will this present to other end-use markets?

Moderator: Masaki Mita, President – Japan Office, Argus

Panellists include: 

Ajay Singh, Managing Director, Global Energy and Executive Advisor, Mitsui O.S.K. Lines

Jun Yoshida, General Manager - Fuel Ammonia Project Section, New Energy Project Dept, Marubeni Corporation

Senior Representative, IHI

• What is the current level of preparedness for the use of e-fuels such as green ammonia?
• What are the main priorities to ensure timely development of these capabilities?
• How will ports work together to support the establishment of a global network for green ammonia fuel supply?

• How is green ammonia emerging as a solution for low carbon fuels for the maritime industry? What are the key hurdles to consider – regulation? engine technology? Fuel supply?
• How is methanol setting up to play a role in bunkering?
• Will LNG lessons make ammonia adoption quicker? How will the matrix of fuels used come together?

Moderator: Jonty Richardson, Manager – Consulting Group, Argus

Panellists include:

Natalie Gupta, Director Bunkering and Value Chain Partnerships, Yara Clean Ammonia, Yara International

Charles Haskell, Maritime Decarbonisation Hub Programme Manager, Lloyd’s Register

Tsutomu Yokoyama, Senior General Manager, Green Business Group, NYK Line

• A dual approach for carbon mitigation of nitrogen fertilizers: how to optimise upstream production and reduce waste downstream in the soil?
• How to solve a problem like urea? How will low carbon ammonia benefit farmers, agriculture and serve as an opportunity beyond the current scope for producers?
• Traceability: how will products be certified and labelled, and their blue or green credentials be accounted for under global schemes? How will this help enable wider adoption of low carbon solutions?

Moderator: Oliver Hatfield, VP Sustainable Fertilizers, Argus

Panellists include: 

Sammy Van Den Broeck, SVP Product Solutions (Yara Farming Solutions), Yara International

Dr Ramabhadran (RB) Balaji, Principal Industry Advisor, International Finance Corporation (IFC)

Jacob Hansen, Director General, Fertilizers Europe

• What have been the main bright spots for green ammonia in 2021? How do you see these continuing in 2022?
• What are your expectations for developments in 2022?

Moderator: Oliver Hatfield, VP Sustainable Fertilizers, Argus

Trevor Brown, Executive Director, Ammonia Energy Association

Tue Johannessen, Head of Maritime Application & Viability, Mærsk Mc-Kinney Møller Center for Zero Carbon Shipping