Argus Clean Ammonia North America Conference
Agenda
Join our industry experts as they cover an array of topics highlighting major challenges and opportunities in the sector.
Interested in speaking? Reach out below:
28 April 2025
Welcome drinks reception and registration open
- 16:00 - 18:00
Welcome drinks reception
The Argus Clean Ammonia North America Conference welcome drinks reception for ice-breaker networking opportunity.
29 April 2025
Day 1 Main conference
- 08:00
Registration open
- 08:00 - 09:15
Executive roundtable (invite-only)
- 08:00 - 09:15
Carbon 101: What’s the difference between insetting and offsetting?
- Monetisation pathways: What is a carbon credit? What is an offsetting project?
- Insetting models: What do these models look like in the agriculture space? How could these change as ammonia buyers shift from current to new market applications?
- What do these models mean for suppliers of low-carbon products and buyers?
Morning sessions
- 09:30 - 09:35
Argus welcome
Speakers Include:
Oliver Hatfield
VP FertilizersArgus- 09:35 - 09:55
Keynote address. US National Clean Hydrogen Strategy Perspective
- 09:55 - 10:10
State view, Texas: How has the state continued to support development of clean ammonia projects?
- 10:10 - 10:30
State view, California
- 10:30 - 11:00
Keynote address: What are the implications of the November US elections?
- Pent-up demand. What’s happened to the Inflation Reduction Act?
- What does this mean for clean ammonia?
- What clarity has there been for projects and industry hubs? Hub funding dwarfed by production tax credits in 2024 — will this change in 2025?- 11:00 - 11:30
View from Argus: Quantifying the willingness to pay for different kinds of clean ammonia
- In detail: What do global regulatory changes mean for green and blue ammonia projects in the US and Canada?
- How valuable and important will low-carbon ammonia be, and how does it compare with other low-carbon fuels?
- How are alternative markets for offtake developing — mobility, transportation.- 11:30 - 11:50
Networking coffee break
Morning sessions continued...
- 11:50 - 12:10
Prospect of blue ammonia in Europe: What premium are customers willing to pay?
- Clarity on the definition for blue ammonia in Europe: Will blue ammonia producers be able to market their products in Europe?
- Incumbent customers and newer ones: How are they looking at blue ammonia to start their decarbonisation journey?
- What would the European market be willing to pay? How will CBAM be factored in?- 12:10 - 12:45
Northeast Asia first tender and Contract for Difference (CFD) scheme launches: What next?
- How is the first CFD scheme in Japan going? Results from the Clean Hydrogen Portfolio Standard (CHPS) scheme in South Korea.
- Will northeast Asia still be of interest to North America?
- What are market participants in northeast Asia looking for in prospective projects as co-developers and investors in North America?
Networking lunch
- 12:45 - 14:00
Networking lunch break
- 13:00 - 13:30
Women in clean ammonia: How to maximise women’s contribution on such a cornerstone issue
Speakers Include:
Linda Thrasher
Co-Founder and Chair, Board of ManagersGreenfield Nitrogen
Afternoon sessions
- 14:00 - 14:40
Blue ammonia market momentum in North America: What will be the next big blue ammonia project final investment decision?
- Visibility on blue ammonia project development: What are the most realistic projects?
- Significant deal developments and investments: A positive signal for the market, but what do financing changes really mean?
- What consolidation has the market seen in projects for hydrogen and ammonia?- 14:40 - 15:10
Green ammonia projects: Can renewable ammonia projects compete with blue ammonia for the Asian and European markets or not?
- Economics of green ammonia; inflation and value chain bottlenecks are getting better — will prices come down?
- How to manage risk on first of a kind projects.
- What is ‘green’s’ place in domestic vs export markets?Speakers Include:
Oleksiy Tatarenko
Senior Principal, Climate-Aligned IndustriesRocky Mountain Institute (RMI)- 15:10 - 15:45
How to achieve takeoff? Technology’s role in blue vs green ammonia projects.
Understanding project dynamics, financing and technology approaches.
- Showing the industry the economics of projects work.
- How comfortable are developers with blue technologies vs green?
- How much does the technology difference matter in overall project economics? (Renewables, electrolysers, Haber Bosch.)- 15:45 - 16:15
Networking break
- 16:15 - 16:35
EPC insights — Project deep dive: What has worked and what hasn’t?
- What are the main challenges for the market right now?
- How are engineering, procurement and construction companies (EPCs) reacting to market shifts?
- How do you see competition with other projects for manpower, capital and logistics?- 16:35 - 17:00
Carbon capture and sequestration: Technical, regulatory perspectives on making low-carbon ammonia a reality
- CO2 pipelines and sequestration hubs; CO2 permitting difficulties — a strategic move?
- Midstream pipeline development and assets.- 17:00 - 17:30
How quickly will new market segments with demand for natural gas grow?
- What is the natural gas outlook for North America in the next 10-20 years? Stability of cheap natural gas supply — can it be guaranteed?
- If the traditional price of ammonia is rising, will the natural gas price follow?
- What does this mean for blue hydrogen and ammonia projects? Will there be enough?- 17:30 - 18:00
Value chain perspectives: Methane emissions from natural gas and why it is important to factor in
- How to achieve clear methodology on emissions for natural gas.
- Do North American standards fit with EU regulations and requirements? How do they differ?
- What are the implications for blue ammonia producers on product travelling to Europe when it comes to the Carbon Border Adjustment Mechanism (CBAM)?Speakers Include:
Michael Rabbani
Director, Standards and CertificationMiQ
Main networking drinks reception
- 18:00 - 19:30
Main networking drinks reception
30 April 2025
Day 2 Main conference
- 08:00
Registration open
- 08:00 - 09:15
Hydrogen briefing: How does ammonia compare with liquid hydrogen?
- What is ammonia’s advantage over hydrogen: Clean ammonia is a tradeable product — a twist on the current market.
- Does it make sense to import ammonia to Europe and crack it, or to just produce hydrogen in Europe?
- Using energy at the point of production in the form of hydrogen vs transporting in the form of ammonia.
- Is the hype for hydrogen winding down? Is clean ammonia’s moment here?
Morning sessions
- 09:30 - 09:35
Chairperson’s opening remarks
- 09:35 - 10:05
Role of public utilities and IPPs: How to accommodate higher loads for projects requiring clean energy in the energy transition
- Renewables, low carbon energy: Cost and availability beginning to increase, with large demand emerging from data centres and large power activities. With a limited amount of capacity, who will get the resource?
- Could grid capacity limits directly affect blue and green ammonia projects?
- When will data centres peak? Will this trend continue to grow?Speakers Include:
Raj Bazaj
Vice President, Sustainability SolutionsConstellationMaksim Sonin
FellowStanford University- 10:05 - 10:40
Low-carbon fertilizers for food production, as well as ethanol production
- Do oilseed and corn farmers, and fertilizer producers, see a way of monetising lower carbon intensity ammonia?
- How is 45Z incentivising the ethanol industry to purchase low-carbon corn and ammonia?
- How to manage scope 3 emissions.Speakers Include:
Linda Thrasher
Co-Founder and Chair, Board of ManagersGreenfield Nitrogen- 10:40 - 11:20
Offtake market: Marine fuels — what has clarity, what has been gained in 2025 and where to next?
- How is the potential use of ammonia as a marine fuel developing? What factors have contributed to this — engine developments, demonstrations and more.
- MEPC IMO: What effects are regulations for greenhouse gas reductions having on the global shipping industry?
- Tugboat case study: What has been learned?Speakers Include:
Maciek Lukawski
VP Strategy and Business DevelopmentAmogy- 11:20 - 11:50
Networking break
- 11:50 - 12:10
Sharing know-how in the ammonia sector to enable a safe energy transition
- Public acceptance in North America — what more needs to be done?
- Safety know-how of the ammonia industry — dispelling fears.
- Maritime sector: Refuelling vessels with ammonia — what safety and engineering precautions are needed to make it happen?- 12:10 - 12:40
Infrastructure developments in ports around North America
- US Gulf Coast experience and expertise with handling ammonia: What’s already there and what more needs to be developed?
- East coast challenges with ammonia storage: Where will storage be? What more is needed for port operators?
- Which regions are building out their ammonia capacity to serve different markets?
- 12:40 - 13:00
Value chain perspectives. Transfer solutions for ammonia: Latest innovations for offshore storage
- Why are these technology innovations important for the development of infrastructure for clean ammonia adoption in the energy transition?
- What role could offshore play in alleviating the challenge of transporting liquid ammonia from onshore to remote, offshore tankers?
- How could this unlock solutions for the marine fuel sector in the adoption of ammonia as a low-carbon fuel?- 09:30 - 09:35
Chairperson’s closing remarks
Networking lunch
- 12:45 - 14:00
Networking lunch