Advanced BioFuels USA

(Argus Media) Our new Argus Green Ammonia Strategy Report is a unique and essential report focused on the embryonic but potentially huge market for ammonia as a low or zero-carbon energy carrier. The report will be published in the second half of 2021.

Background

The urgent need to decarbonise the global economy and meet ambitious zero-carbon goals is bringing about dramatic change and uncertainty in the energy and fuels sector. Renewable power has the potential to directly meet a substantial part of global energy demand, but technical and practical limitations mean that other means of transporting energy will be required for key end-use sectors like transportation.

Ammonia, traditionally produced almost exclusively for its nitrogen content, has the potential to be the most cost-effective and practical ‘zero-carbon’ energy carrier in the form of hydrogen to the energy and fuels sectors.

Key questions addressed

These developments have raised a series of pressing questions from a wide range of related industries:

• To which sectors and end-uses is green ammonia best suited?
• How quickly will these markets develop and on what scale?
• Will these markets develop without intervention, or will regulation be required?
• How much will green and blue ammonia cost to produce, and how will these costs change?
• Which countries are best positioned to produce green ammonia and which countries and end-use markets are they likely to serve?
• What does the existing ammonia market look like, and how capable is it of adapting to this new end-use?

The Argus Green Ammonia Strategy Report provides answers to these questions.

Key market trends analysed

• The projected volume and drivers of growth in the market for ammonia as a decarbonised energy carrier.
• Ammonia’s position in the fuel mix in the new decarbonised fuel economy and sectors expected to adopt ammonia as a fuel.
• The factors likely to determine the development of low-carbon ammonia capacity and locations likely to become key supply hubs.

Key benefits

• Understand the key market and non-market influences driving the development of ammonia as a fuel
• Discover which sectors are the most promising for the use of ammonia for fuel, and why
• Develop your understanding of the economics of blue and green ammonia production, and how they will evolve
• Assess the existing ammonia market, its buyers, suppliers and infrastructure
• Quantify the potential size of the future ammonia-for-fuel market using robust underlying data, developed by Argus’ unique multi-commodity team
• Enhance your strategy to capitalise on this fast-developing market

Key features

• Overview of ammonia supply chain (current producers, key end users, logistics)
• Overview of the key macro trends and factors driving decarbonisation, and the role and position of alternative fuel carriers
• Demand forecast for key ammonia-as-fuel markets to 2050, taking into account its potential against competing low or zero-carbon fuels, technical considerations, and likely legislative and regulatory interventions
  • Direct uses
    • As a bunker marine fuel
    • For power generation
    • For conventional uses, like fertilizers and chemicals
• • Indirect uses
    • Manufacturing
    • Power generation
    • Transport
• Region by region assessment of potential for development of low and zero-carbon ammonia capacity, including production costs, competitive position and potential government support
• Development of alternative market scenarios for ammonia as a fuel and as a hydrogen carrier — for supply, demand, trade, cost and pricing scenarios, illustrating the impact of alternative assumptions
• Independent assessment of the factors likely to facilitate or hamper development of ammonia as a fuel
• Access to the expert consultants behind Argus’ long-term market analysis
• This comprehensive strategy report is delivered in PowerPoint format, providing essential graphical and narrative analysis

Who should use this report?

• Fertilizer and chemical producers seeking to better understand how the development of a market for ammonia as a fuel will impact their business and create new opportunities
• Ammonia and energy traders seeking future opportunities from the energy transition
• Shipping companies that are looking at low and zero-carbon fuel options to comply with IMO directives, and bunker fuel producers and traders that are looking for opportunities in this sector
• Power utilities and power generation fuels suppliers looking to understand potential trends in the adoption of low and zero-carbon fuels in key countries, and the implications for the future fuels mix
• Hydrocarbon producers interested in diversifying their product portfolios in light of increasingly ambitious decarbonisation goals
• Investors seeking to gain a better understanding of the opportunities arising from the recent wave of project activity in the hydrogen and ammonia space   READ MORE