Argus Clean Ammonia North America Conference
Agenda
Join our expert speakers as they discuss North America's role as a leading producer of clean ammonia on the road to decarbonisation of hard to abate sectors globally.
Contact us on the details below to register your interest in speaking opportunities at the conference:
Matilda Wall
+44 20 4570 3543
matilda.wall@argusmedia.com
Welcome day and drinks reception
- 16:00
Registration open
- 16:30 - 18:30
Welcome drinks reception
Carbon and CCS workshop (Carbon and CCS workshop passholders only)
- 08:00
Registration open: Carbon and CCS workshop
- 08:00 - 08:55
Exclusive Carbon and CCS networking breakfast
- 09:00 - 09:05
Chairperson's opening remarks: Carbon and CCS workshop
- 09:05 - 09:40
Keynote: Blue ammonia production using CCS - handling CO2 and storing it in a sustainable way
- What is CCS and why is it important for all heavily emitting industries to start their decarbonisation journey?
- What are current projects for blue ammonia production, and how much carbon storage will be needed?
- What are the main challenges with availability and permitting for storage? How to approach methane leakage challenges.- 09:40 - 10:40
Critical technology developments: What technologies are available? What are the main differences between steam methane reforming (SMR) and autothermal reforming (ATR)?
- What metrics are needed to track carbon capture rates, and how are they calculated?
- What is the expected capex and opex per ton of blue ammonia for a given technology? How do different production pathways lead to different carbon intensities?
- Building and upgrading to include CCS – how much could it cost and how can investment be recovered?Speakers include:
Tobias Birwe
Head of Sales, Fertilizer and MethanolThyssenkrupp Industrial SolutionsFaisal Mohmand
PresidentBechtel Energy Technologies & Solutions- 10:40 - 11:00
Case study: Air Products
- 11:00 - 11:30
Coffee break
- 11:30 - 12:20
What are the pathways to generate value from low carbon ammonia and what are the trends?
- What is driving new demand and who is buying blue ammonia?
- What are the pathways to generate value from low carbon ammonia and what are the trends?
- How do I monetize the emissions reductions?
- Why do I need an LCA for my product and what is it? What are the certification requirements?Speakers Include:
Jessica Campbell
Director, Asset InnovationsClimeCoWouter Vanhoudt
Global Head of Business DevelopmentHinicioEmile Herben
Director Product Management & CertificationYara Clean AmmoniaNick Kapur
Vice President, Energy TransitionArgus- 12:20 - 13:00
Panel discussion: Gulf coast: The best place to invest in blue ammonia production?
- What storage is available and how is the industry shaping up on the US Gulf coast?
- What clarity is needed from the IRA regulation on how to capture 45V credits for blue production? How are states enabling development?
- Why are hydrogen hubs so important for kickstarting the market and why is ammonia production relevant?Speakers Include:
Randy Giveans
EVP - Investor Relations & Business DevelopmentNavigator GasNing Lin
Chief EconomistBureau of Economic GeologyPaul Belin
Principal, Consulting & AnalyticsArgus- 13:00
Chairperson's closing remarks
Registration open: Main conference day one
- 12:00 - 14:00
Main conference registration opens: Main conference passholders
Lunch
- 13:00 - 14:00
Lunch (open to all attendees)
- 14:00 - 14:05
Chairperson's opening remarks - main conference
Tim Cheyne
SVP - Global Head of Agriculture, Fertilizers, Ammonia, DEFArgus- 14:05 - 14:35
Inflation Reduction Act - policies for market development of ammonia
- Creating an enabling environment – how are regulations incentivising project developments across the US? What does the credit mechanism look like for US producers and suppliers?
- How is the government looking to stimulate demand for hydrogen and ammonia?
- Industry question to regulators: Can you give us a business direction?- 14:35 - 15:15
US Gulf coast focus: Why are Texas and Louisiana well placed for clean ammonia production?
- What projects are emerging in the region? Blue and green production: How long until the first blue ammonia project is on line?
- Why are port facilities so important in the development of projects and ability to connect to target markets? What does a clean ammonia export terminal look like?
- Examples of strategic partnerships and how state support can be critical to project developmentSpeakers Include:
John Gunn
Global Manager of Operations, Energy TransitionBechtelLee Raymond
Global Head of Project DevelopmentFirst AmmoniaSteve Milward
COO8 Rivers- 15:15 - 15:35
Canadian clean ammonia production highlight
- Where is Canada’s production and how is clean ammonia being incentivised?
- Location, location, location: Strategic plans for clean ammonia production for export- 15:35 - 16:05
Coffee break
- 16:05 - 16:40
Global policy: How is clean ammonia being defined in different markets?
- Where does the US fit in the clean hydrogen and ammonia world?
- The big question: What is the premium for a particular type of clean ammonia? How is a lower carbon intensity valued?
- Who are the main policy drivers? EU, Japan and what their policies mean for market developmentAmit Goyal
Regional Head, Hydrogen and Low Carbon Fuels, North AmericaDNV Energy- 16:40 - 17:00
Incumbents: How are they driving the transition to a clean ammonia future?
- How are they involved in project development in key ammonia production spots in the US and Canada?
- How do they view blue ammonia’s role in the transition to green?Hady Abdulhady
Director of Business Development and Salesthyssenkrupp Uhde- 17:00
End of day - chairperson's closing remarks
Speakers include:
Tim Cheyne
SVP - Global Head of Agriculture, Fertilizers, Ammonia, DEFArgus
Drinks reception
- 17:00 - 18:30
Drinks reception
Main conference day two
- 08:00 - 09:00
Women in clean ammonia breakfast and networking
- 09:00 - 09:05
Chairperson’s opening remarks
- 09:05 - 09:45
Certification roadmap: How to make clean ammonia a fungible commodity
- How are certification pathways developing according to global demand?
- How can we make this product scalable and tradeable and provide transparency on pricing?
- Case studies: How will the proposed AEA certification interact with international schemes?Speakers include:
Jose Quevedo
Principal Consultant, Hydrogen & Low Carbon FuelsDNVMark Teklinski
Program Administrator 2M-RETSAntonio Parisi
Manager, North AmericaHinicio- 09:45 - 10:15
Pricing: Standardising pricing economics, contract structure and financing
- How do you finance such an extended value chain?
- What does the dream low-carbon ammonia project look like?- 10:15 - 11:00
Demand side perspectives: Where will North American production go?
Global maritime sector, foreign governments – power generation, hard-to-abate sectors, including industrial ammonia users.
- Who are the new customers? How are key demand-centres thinking about clean energy procurement and for what industries?
- How interested are customers in long-term contracts to back projects and ensure supply of clean energy to reach 2030 and 2050 net zero targets?
- Are hydrogen customers different from ammonia customers? How does value chain expertise play into market development and are the markets inextricably linked?Speakers Include:
Keshni Sritharan
Business Development & InvestmentsOCI GlobalOlivia Barnes
Head of Low Carbon CommoditiesEnBWKatrine Stenvang
Senior Manager, Business DevelopmentOrstedPedram Fanailoo
Director, Low Carbon Segment - North AmericaDNV Energy- 11:00 - 11:30
Coffee break
- 11:20 - 11:40
Pricing differentials in the US and Canada nitrogen markets – opportunities?
Speakers Include:
Oliver Hatfield
VP FertilizersArgus- 11:40 - 12:10
Demand for clean hydrogen and ammonia in the US and Canada. How are they decarbonising?
- What are the demand drivers? How could clean ammonia produced in ‘hydrogen hubs’ displace ammonia produced conventionally today?
- How to create a nationwide hydrogen network. What states are most active in incentivising this?
- How do the heat and power sectors see this market? Who is the customer and who will pay the premium?Speakers Include:
Ning Lin
Chief EconomistBureau of Economic GeologyJakob Krummenacher
VP of Clean EnergyLSB IndustriesMaciek Lukawski
VP Strategy and Business DevelopmentAmogy- 12:10 - 12:50
What midstream infrastructure is being built in North America and how much storage will be needed?
- Where is the midstream infrastructure for ammonia in North America today and what more needs to be built?
- What additional safety factors need to be considered at different stages of project development and how do standards differ between the fertilizer industry and energy sector?
- Changing business models: How are industries adapting in the energy transition? The LNG example.Speakers Include:
Randy Giveans
EVP - Investor Relations & Business DevelopmentNavigator GasEmile Herben
Director Product Management & CertificationYara Clean Ammonia- 12:50 - 13:20
Debate: Should low-carbon products be used to produce oil seeds for biofuel production or not?
- Do oil seed farmers and fertilizer producers see a way of monetising lower carbon intensity ammonia?
- Does circularity work?
- Low-carbon fertilizers for food production: Creating zero-carbon consumption.- 13:20 - 14:20
Lunch
- 14:20 - 15:00
Maritime sector: What's next for commercialisation of ammonia for shipping?
- Safety, engines: What next on the road to commercialisation?
- Investing in the appropriate infrastructure for ammonia in shipping: How are ports playing a role in developing bunkering infrastructure?
- Why are partnerships across the Atlantic and beyond important?Speakers include:
Kevin Martel
General ManagerWilhelmsen Ship ManagementNavid Ostadian-Binai
Head of Green Vessels and FuelsMaersk TankersTsuyoshi Ohkawa
Vice President, Business DevelopmentNYK Energy TransportThomas Damsgaard
Head of AmericasBIMCO- 15:00 - 15:20
Green corridors: How do shippers want to convert fleets?
- To what extent are EU regulations driving shipping decarbonisation needs?
- Case studies: Shipping routes — what are countries doing to benefit from CO2 reductions?Oleksiy Tatarenko
Senior Principal, Climate-Aligned IndustriesRocky Mountain Institute (RMI)- 15:20 - 15:50
On the other side: How are ammonia landing terminals and related infrastructure at European ports developing?
- What European ports are positioning themselves are key partners for North American clean ammonia production?
- What are the main infrastructure developments taking place? How is the EU supporting development and adoption of ammonia in the transition to the hydrogen economy?
- How is ammonia cracking technology developing in Europe?Speakers include:
Wim Dillen
International Development ManagerPort of Antwerp-BrugesOleksiy Tatarenko
Senior Principal, Climate-Aligned IndustriesRocky Mountain Institute (RMI)- 15:50 - 16:30
Conference round-up: Cross-sector perspectives and summary
- Refiner perspectives: Is clean ammonia tangential or critical to the future?
- Are further incentives for adoption of lower carbon intensity products needed?
- How is clean ammonia being used to reduce carbon intensity in sectors where it is used a feedstock?- 16:30
Chairperson’s closing remarks and end of conference