アーガス・クリーンアンモニア・アジア会議

08:00 - 09:00

Morning registration and networking

09:00 - 09:05

Argus welcome and chairperson’s opening remarks

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

09:05 - 09:50

Global market outlook for ammonia: today (grey) and in the future (clean)

• Market outlook for Europe and Middle East ammonia production through 2030, 2035 and 2040.
• The evolving regulatory landscape: How EU CBAM and RFNBO rules are influencing Asia–EU trade flows, pricing, and certification requirements.
• Trade route and pricing uncertainties: Will CBAM and global geopolitics reshape global ammonia market flows?
• Shifting commitments in Asia: How governments, businesses, and financial institutions are responding to project stagnation, the postponement of the IMO’s net-zero framework, and the cancellation of the South Korean CHPS bid.

09:50 - 10:35

Ammonia vs alternative future fuels for hard-to-abate sectors

• Price difference between hydrogen/ammonia and fossil fuels; how to reduce cost to more sustainable fuels across different hard-to-abate sectors?
• What does the future energy matrix look like? Including role of renewables, battery energy storage and gas
• Balancing energy security and decarbonisation: achieving sustainability without compromising reliability or affordability.

10:35 - 11:20

Carbon Capture and Storage (CCS): Accelerating decarbonisation and ammonia’s role in Asia

• The role of CCS in decarbonisation: enabling efuels adoption, industry transformation and supporting lower-carbon fuels such as ammonia.
• Regional CCS strategies: cross-border storage, service models in Asia and the development of storage hubs, with implications for ammonia markets.
• Unlocking investment and co-operation: government-to-government collaboration, scaling CCS infrastructure, and integrating CCS with decarbonised power and ammonia as a fuel.

11:20 - 11:40

Break

Policy, regulation and market signals: Japan and Korea

11:40 - 12:10

How is Japan continuing its leadership in the adoption of clean ammonia?

• In Japan, under the new government, priorities have shifted towards inflation and economic security. How does this impact the positioning of green transformation (GX) policy including hydrogen and ammonia?
• The Contract for Difference (CfD) support saw the announcement of two domestic projects in late September and overseas project in December. We expect further selection of overseas projects will be announced in due course, by the end of March at the latest. How should these selection results be evaluated and what does this mean for the industry?
• Following CfD support, a mechanism to bridge the ammonia price gap through Long-term Decarbonised Power Auctions (LDPA) is expected to be introduced. How should we assess the details of this mechanism?

12:10 - 12:25

South Korea’s policy changes: reshaping demand and market priorities

Global and regional regulation

12:25 - 13:00

Assess the effects of the IMO net-zero framework delay: Will it be adopted in November 2026? A game-changing moment for the shipping sector

• Evaluate the implications of the IMO net-zero framework delay for the shipping sector and whether its potential adoption in November 2026 could be a game-changer.
• Explore how the delay can provide valuable time for technology maturation and the development of clearer, more robust industry guidelines.
• Consider the ongoing influence of other policies — such as EU ETS, UK ETS, and FuelEU Maritime — and what these developments mean for Japanese trading firms and shipping industry players.

13:00 - 13:20

Case Study: Singapore’s leadership in ammonia power and bunkering projects

• Analyse how Singapore is setting the pace for ammonia business models and infrastructure in Asia.

• Discuss lessons and implications for the broader Asian ammonia market, using Singapore as a starting point.

Lunch

13:20 - 14:20

Lunch

Supply landscape for clean ammonia globally

14:20 - 14:50

China: the most green ammonia capacity coming online?

14:50 - 15:20

India: the most action? Is it a green dream or delivering on its promise?

• 90pc of what has been announced has not taken FID — how much will become a reality?
• With policy support, auctions for production volumes for subsidies? Where’s the offtake: domestic or export oriented?
• How does India’s competitiveness compare with the Middle East?

15:20 - 15:35

Indonesia: A key player in clean ammonia markets

15:35 - 15:50

Break

15:50 - 16:30

Middle East, US and Australia: Status of export oriented projects, CCS enabled routes and market expectations for Asia

• What is the status of project development? How are these regions looking to promote clean ammonia? How does greening the fertilizer industry play into this?
• How do these regions compare with supply coming from the US?
• Blue ammonia: what projects have been suspended and what implications could that have for market take-off?

16:30 - 17:10

Financing, risk and cost-competitiveness: Unlocking bankable ammonia projects

• What do lenders and investors require for bankability? Achieving robust offtake agreements and policy certainty in a challenging market.
• Navigating the financing landscape: matching project needs with the right mix of funding to reach final investment decision (FID).
• Lessons from the field: insights from recent long-term investments and the importance of bankable offtake for utilities and maritime sectors.

17:10 - 17:15

Chair's closing remarks

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

Networking drinks reception

17:15 - 18:30

Drinks reception

08.00 - 09.00

Morning registration and networking

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

08:30 - 09:15

Roundtable: Aggregator strategies: Building cross-sector demand to reach scale

09:25 - 09:30

Chairperson’s opening remarks

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

09:30 - 10:20

Technology and infrastructure: Enabling clean ammonia adoption in Asia

• How companies are working towards cost reduction and development of new technologies to enable the adoption of clean ammonia in Asia?
• How are companies assessing policies in Asia, and why are they so key to economic viability of projects for clean ammonia?
• Project readiness: Latest on cracking, storage, and safety standards.

Mini presentations:

1. Import hub development in Asia
2. Status of ammonia cracking technology
3. Status of ammonia storage and transportation capacities
4. Social acceptance: Accelerating permitting with proven safety approaches. How ClassNK has developed safety standards in Japan regarding ammonia?

10:20 - 11:05

Ports, Bunkering, and Shipbuilding: Building the infrastructure for ammonia shipping

• Examine the global status of ammonia bunkering hubs and the practicalities of fuelling ships in major ports such as Singapore, Busan and Houston with alternative fuels.
• Explore how the shipbuilding boom is driving the expansion of ammonia-fuelled fleets and shaping future vessel design.
• Discuss the infrastructure challenges and collaborative opportunities for scaling up ammonia bunkering and enabling a robust global shipping network.

11:05 - 11:50

Sector-led demand creation and offtake: how quickly can we seriously scale?

• Beyond shipping: identifying key offtakers for ammonia, including the roles of charterers, vessel users and ammonia carriers.
• How will demand from fertilizer companies, utilities or other hard-to-abate sectors requiring hydrogen develop?
• Aggregating demand: how potential buyers can collaborate across sectors? Success stories

11:50 - 12:35

Clean Ammonia Demand and Procurement: Buyer strategies, contract models and certification updates

• How potential buyers are approaching procurement decisions — balancing cost, price stability, and supply security.
• Contract structures in use today and the gaps that need to be addressed for scalable trade.
• The latest developments in certification schemes and their role in building confidence and enabling market liquidity.

12:35 - 12:40

Chair’s closing remarks and end of conference

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus