Argus Clean Ammonia Europe Conference

• From fossil-driven volatility to resilience: Lessons from TTF and ammonia markets since 2022, and how clean ammonia can hedge against price shocks and supply disruption
• Europe’s exposure to geopolitical risk: Middle East tensions, Red Sea disruptions and the legacy of Russian gas dependence reshaping trade corridors and supply strategies
• From policy to infrastructure: How shifting government targets, strategic investment in clean ammonia terminals and diversified supply chains signal long-term market direction and energy security priorities

• Ammonia across the value chain: The role of clean ammonia as a strategic input for traditional markets, including fertilizers and beyond
• What role could green fertilizers play in limiting exposure to volatile, fossil-based inputs?
• Strategic choices and market activation: Europe’s dilemma between domestic production and imports, and how producers, traders and food companies are working to scale green markets
• Europe’s role on the global stage: How European policy, partnerships and demand signals can support project development, and influence where supply ultimately flows

• Identifying key supply regions: Which regions are best positioned to supply Europe and what competitive advantages do they offer?
• Supplier strategies across regions: How are producers in north Africa, the Middle East, India and beyond positioning themselves to capture European demand? Where are they looking
• Managing cross-border risk: How can industry navigate geopolitical, regulatory and commercial complexities to unlock reliable, scalable supply chains into Europe?

Spain and Portugal are emerging as Europe’s most competitive regions for green hydrogen and ammonia production.

• Why southern Europe leads on green molecule economics, scale and investment momentum
• The role of Andalusia, Iberian projects and leading industrial participants in Europe’s supply outlook
• How southern European production integrates with European demand centres

• What role blue ammonia still plays under CBAM, ETS and evolving EU rules
• The realities of CCS deployment (cost, storage, permitting): What is slowing progress across US and European projects?
• How existing plants can decarbonise incrementally through blending, CCS and imported hydrogen
• Can blue and green ammonia coexist in a diversified supply mix? What lenders need on contract structure, carbon intensity certainty and regulatory risk

• What financiers actually require: Bank appetite, contract structures and the role of DFIs, grants and PtX funding, and why these are not yet consistently translating into FID
• Why some projects move ahead: Case studies — lessons for global markets, including the role of infrastructure, regulation and market selection in driving (or delaying) final investment decisions
• Breaking the offtake–financing deadlock: How has risk-sharing and co-ordination between developers and buyers unlocked movement for key projects?

Join this dedicated coffee break designed to connect emerging talent with established leaders across the clean ammonia and hydrogen value chain. We hope to provide an informal space to exchange ideas, share experiences and foster mentorship opportunities.

• Meet and network with early-career professionals and experienced industry leaders
• Explore career pathways and skills needed to scale the clean ammonia economy
• Support greater diversity, inclusion and long-term talent development across the sector

From cargo to fuel: Turning ammonia dual fuel shipping into operational reality

• Where vessels are moving beyond trials into early deployment
• What operators are learning about fuel handling, uptime and integration with existing vessel operations
• Differences between prototype, pilot and commercial ready use

• Aligning demand and operations: How charterers, shipowners and offtakers work together to enable meaningful ammonia utilisation — shaping run time, contracts and the commercial case beyond compliance
• Sharing early learnings to scale deployment: What first vessel trials reveal, and how operators, technology providers and yards collaborate to move from pilots to repeatable, real-world operations
• Building confidence through co-ordinated safety: How industry participants — across shipping, regulators and classification bodies — are aligning on standards, training and best practice to translate proven cargo handling into trusted fuel use

• How clean ammonia can support UK energy security, decarbonisation and industrial competitiveness across production, imports and infrastructure
• What will it take to close the cost gap with grey ammonia and create credible demand through policy support and end user engagement?
• How co-ordinated action, clearer messaging and a UK low carbon ammonia roadmap can turn fragmented activity into a functioning market

• How are start-ups in the ammonia segment navigating a changing landscape?
• What have been the highs and lows?
• How are they scaling? Pockets of success?
• How have investors reacted? What role have investors played?
• Industry backing: where has it been most willing?
  
  

• System constraints and strategic infrastructure: Tracking which projects, ports and terminals are progressing versus stalling
• Connecting value chains and unlocking scale: The role of ports and midstream participants in linking supply to demand and scaling up infrastructure for an ammonia-ready future
• The role that aggregation and bundling offtake could play in enabling bankable infrastructure
• Derisking delivery and investment: What can be learnt from LNG market take-off? How were risks overcome?

• Port strategy and positioning: How are export-led ports and dual-use hubs evolving to handle ammonia and hydrogen flows into Europe?
• Connectivity as a competitive edge: The role of pipelines, rail and hinterland access in linking imports to European demand centres
• Route economics and trade flows: Shipping versus pipeline trade-offs, and how different corridors could reduce transit times and reshape supply routes

• Developments in ammonia cracking technology: what is the current status of key projects in Europe?
• How do terminal developers see development of demand into refineries?

• Why refineries matter: Refiners face mounting pressure to decarbonise hydrogen use, while maintaining reliability and throughput. How are they positioning themselves as a realistic early offtake sector for low carbon and green hydrogen?
• From pilots to scale: What refineries need to move from studies to execution — cost thresholds, infrastructure readiness, regulatory clarity
• How does ammonia based supply compare with direct hydrogen pipeline and onsite electrolysis options?

• Can clean ammonia become a traded commodity? What’s missing (indices, liquidity, standard contracts)?
• The role of Amsterdam-Rotterdam-Antwerp as a potential price‑setting hub for ammonia and hydrogen carriers
• Certificates, guarantees of origin and environmental attributes: which will actually be tradeable?
• Managing price risk: early thinking on hedging, offtake structures and indexed pricing

• From baseload ambition to niche reality: Why ammonia-to-power in Europe remains focused on backup, peak load and resilience applications, and how it compares with batteries, diesel and hydrogen
• Learning curves and market conditions: Insights from Japan’s approach, and why differences in policy, grid design and public acceptance limit direct replication in Europe
• From pilots to projects: How utilities and offtakers are engaging with supply and what is needed — on technology, economics and contracting — to move towards scalable, bankable solutions