Green And Blue Ammonia: Outlook For Carbon-Free Ammonia Market
Green and Blue Ammonia:Outlook for Carbon-Free Ammonia MarketA new strategic study from the IHS Markit Agribusiness TeamConfidential. 2021 IHS MarkitTM. All Rights Reserved.
2The need for the study: why carbon-free ammonia and why now?Mega-trends driving the needto understand carbon-free ammoniaDecarbonization Provided it is produced with the use of renewableenergy, ammonia by its nature (NH3) is carbon-freeand offers unique opportunities across multipletraditional and new end-user applicationsAmmonia emerging as a critical enabler and catalyst for hydrogen andnet-zero economies & emissions reduction targetsIn recent years the imperative of the impact of climate change has driven anumber of key sustainability issues up the political and industrial agendas.Energy Transition Are there good alternatives to fossil fuels to supply our energy needs? What is the commercial viability for green and blue ammonia investments? What is the potential for the up-scale of carbon-free ammonia as a fuel, energy storage,hydrogen provision and energy carrier? Will the need to reduce carbon emissions affect the fertilizer sector and if so, how? Major shift towards renewable energy Existing electrolysis technology that can be usedfor the production of green ammonia Reduction of emissions in power generation andthe role of ammonia to reduce thoseThe questions we’ve listed are examples of those being asked of us on a dailybasis by clients with a wide range of agendas, from concerned producerswondering if hydrogen might be a disruptor making their products / industryredundant to financial investors looking for the next ‘big thing’ for investments.Hydrogen Economies Ammonia (NH3) is considered as one of the meansof carrying hydrogen (H2) Understanding of the challenges and opportunitiesacross the wider ammonia-hydrogen-energy supplychainSustainability & Emissions Evolving ETS & carbon credit schemes Climate agenda and emissions from the production ofammonia and use of ammonia-derivative productsConfidential. 2021 IHS MarkitTM. All Rights Reserved.This study will seek to provide a detailed review of the current state-of-play in thedevelopment of this emerging sector, assessing the requirements for regulationand certification to underwrite developments, looking at the potential for the use ofammonia in transportation, hydrogen provision and as an energy carrier, andproviding forecasts and scenarios for the development of the sector through to2050. It will also examine the threats and opportunities the decarbonizationagenda holds for the nitrogen fertilizer industry and whether carbon-free ammoniasignals a change in the mix of fertilizers produced for the future.Carbon-free ammonia as a major game changer and disruptorwith a wide range of opportunities across many industries
3Key features & benefits of the carbon-free ammonia study from IHS MarkitOverview of regulatoryframework and discussion of theissues that need to be resolvedto provide the industry withsupportive structures.Review of carbon trading &carbon credit schemes inrelation to ammonia, and theirrelevance to the development ofcarbon-free ammonia.Review and forecasts of theavailability of renewable energyand the investment required forgreen ammonia.Analysis of the technologies andcosts of production for green andblue ammonia.Explains the need for agreed rulesand certification, and theconsequences if they are not put inplace. Explains the role of ammonia innew hydrogen economies.Provides understanding of the rolecarbon trading and carbon creditschemes will play in the decarbonizingagenda for energy and agriculture.Provides understanding of thepotential constraints and investmentsrequired for the up-scale of carbonfree ammonia supply.Identifies the cost structure forcarbon-free ammonia & viability ofcarbon-free production, either as araw material for fertilizers, or as a fuel.Detailed project review ofcarbon-free ammoniadevelopments, including carbonstorage & carbon sequestrationoptions for blue ammonia.Analysis of regional availabilityof carbon-free ammonia to 2050.Evolution of the global ammoniatrade, fleet and infrastructure.Analysis of potential ammoniademand in emerging sectors:transportation; hydrogenprovision; energy carrier throughto 2050Analysis of demand for carbonfree ammonia in fertilizers:potential impact on the overallmix of products consumed.Follows currently plannedinvestments, partnerships, initiativesand scale-up of new carbon-freeammonia supply and monitorsdevelopments of existing ammoniaproducersAnalyzes regional surpluses &deficits. Instructs how global ammoniatrade may develop, including theemergence of new ammoniabunkering hubs & non-traditional tradeflows.Assesses the potential of new marketsegments. Provides understanding ofthe changes needed to implementthis, including opportunities &potential bottlenecks.Explains the choices and potentialdilemmas facing the fertilizer industryfrom the decarbonizing agenda &wider energy transition. Reviewscarbon intensity aspects in theagribusiness industryConfidential. 2021 IHS MarkitTM. All Rights Reserved.
4Who should want this study and why?Existing ammoniaproducersUnderstanding opportunities for sustainable production ofammonia under tighter environmental regulations and evolvingETS and carbon credit schemesTraditional & newammonia buyersUnderstanding competitive landscape in green and blueammonia, potential new partners and production economicsShipping & maritimecompaniesUnderstanding potential evolution of ammonia bunkering hubs andthe role of carbon-free ammonia among other competingalternative fuelsEnergy and powerutilities companiesUnderstanding ammonia infrastructure and potential bottlenecksdue to expected large up-scale of carbon-free ammonia demandin the energy sector and potential suppliers.InvestorsUnderstanding green ammonia/hydrogen production economicsand outlook for renewable energy costs & carbon schemes withimplications to green ammonia investment decisionsTechnologyprovidersMonitoring the interest of investors and companies embarking onmultiple joint green ammonia initiatives and partnershipsConfidential. 2021 IHS MarkitTM. All Rights Reserved.
Contents & structure of the Outlook for Carbon-Free Ammonia MarketBrief Outline of the Report StructureExecutive SummaryCost structure for green & blue ammonia production- Key conclusions- Main takeaways for key stakeholders- Review of energy sources- Outlook for carbon costs- Technology for blue and green ammonia- The economics of production of blue and green ammonia- OPEX and CAPEX for blue and green ammonia projectsCurrent state and outlook of carbon-free ammonia market- What is competitive landscape today & why new investments are expected?- What are the soft and hard barriers for the upscale of green ammonia?- What role will blue ammonia play in the transition period?- What are key regulatory changes globally driving the interest in green NH3?Overview of regulatory framework & policies- Review of current regulatory framework globally- Policy initiatives relevant to green & blue ammonia- Development of hydrogen roadmaps & national strategies and the potentialrole of ammonia in the new hydrogen economies- Certification and accreditation issuesCarbon credit and emissions trading schemes- Current schemes and their relevance to ammonia production- Cost implications to ammonia production economics- Scenarios for CBAM (carbon border adjustment mechanism) & ETS extension- Impact of carbon schemes on price construction of green and blue ammonia- Evolving concept of “Green Premium” in the global ammonia marketConfidential. 2021 IHS MarkitTM. All Rights Reserved.Outlook for carbon-free ammonia supply to 2050- Listing and mapping of projects- Profiles of green and blue ammonia projects- Potential for carbon-free ammonia supply by region- Supply forecasts to 2050- Impact of new green/blue ammonia capacity on trade flows: potential of newexport-orientated projects vis-a-vis new import substitution projectsOutlook for carbon-free ammonia demand to 2050- Carbon-free ammonia use in transportation- Carbon-free ammonia use as an energy carrier- Carbon-free ammonia use for hydrogen provision- Carbon-free ammonia use in fertilizers and chemicals- Quantifying the potential of the new end-user sectors & scenarios- The outlook for ammonia demand by carbon footprint and end-use to 2050- Detailed review of global ammonia infrastructure- Outlook for changes of the global ammonia supply chain with new uses- Competition of carbon-free ammonia with alternative fuels/energy sources
6The teamKey Authors: Ammonia Experts Georgy Eliseevgeorgy.eliseev@ihsmarkit.com Marina Simonovamarina.simonova@ihsmarkit.comContributors –IHS Markit Fertilizer Experts Max Ismagilov Ella Mukerji Alberto Persona Isaac Zhao Allan Pickett IHS Markit Hydrogen Experts IHS Markit Energy Experts IHS Markit Maritime Experts IHS Markit Chemical ExpertsConfidential. 2021 IHS MarkitTM. All Rights Reserved.Addressing Strategic Challenges with Interconnected Areas of Expertise
7IHS Markit’s unique capabilities across the entire ammonia value chainIHS Markit Agribusiness: In-Depth Understanding of the Ammonia Value Chain Daily monitoring of the ammonia market & price discoveryMonthly analysis of trade-flows and short-term forecastsLong-term outlook for supply/demand/trade and industry cost structureThe World’s Top 40 Ammonia Buyers one-off reportConfidential. 2021 IHS MarkitTM. All Rights Reserved.A wide of expertise and proprietary data across wider IHS Markit IHS Markit Hydrogen and Renewable Gas Forum / AnalyticsIHS Markit Chemical Industry DatabasesIHS Markit Process Economics Program (PEP)IHS Markit Chemical Economic Handbooks (CEH)IHS Markit Downstream Capital Cost Index (DCCI)Maritime Portal
8Screenshots from the studyConfidential. 2021 IHS MarkitTM. All Rights Reserved.
9The offering and how to subscribe?How to subscribe?Details of the Offering Outlook for Carbon-Free Ammonia Market will bepublished in October 2021 It will be published as an extensive slide-deck in apresentation PowerPoint format. Accompanying data in Excel to enable the users toincorporate the forecasts and key assumptions usedin the outlook in their internal analysis. Webinar recording with the key takeaways andconclusions from the study Support from the authours of the study with questions Pre-publication subscribers will be eligible for adiscount versus the post publication price.Confidential. 2021 IHS MarkitTM. All Rights Reserved.For details of pricing, and how to subscribe, pleasecontact your account manager.Asia and the Pacific RimContact: Patrick Maguire – patrick.maguire@ihsmarkit.comTel: 61 2 8884 0043Europe, Middle East, and Africa:Contact: Toby Webb – toby.webb@ihsmarkit.comTel: 44 791 758 5454Americas:Contact: Bret Nelson – bret.nelson@ihsmarkit.comTel: 1 303 858 6972
10IHS Markit Customer CareCustomerCare@ihsmarkit.comAmericas: 1 800 IHS CARE ( 1 800 447 2273)Europe, Middle East, and Africa: 44 (0) 1344 328 300Asia and the Pacific Rim: 604 291 3600DisclaimerThe information contained in this presentation is confidential. Any unauthorized use, disclosure, reproduction, or dissemination, in full or in part, in any media or by any means, without the prior written permission of IHS Markit Ltd. or any of its affiliates ("IHS Markit") isstrictly prohibited. IHS Markit owns all IHS Markit logos and trade names contained in this presentation that are subject to license. Opinions, statements, estimates, and projections in this presentation (including other media) are solely those of the individual author(s) at thetime of writing and do not necessarily reflect the opinions of IHS Markit. Neither IHS Markit nor the author(s) has any obligation to update this presentation in the event that any content, opinion, statement, estimate, or projection (collectively, "information") changes orsubsequently becomes inaccurate. IHS Markit makes no warranty, expressed or implied, as to the accuracy, completeness, or timeliness of any information in this presentation, and shall not in any way be liable to any recipient for any inaccuracies or omissions. Withoutlimiting the foregoing, IHS Markit shall have no liability whatsoever to any recipient, whether in contract, in tort (including negligence), under warranty, under statute or otherwise, in respect of any loss or damage suffered by any recipient as a result of or in connection withany information provided, or any course of action determined, by it or any third party, whether or not based on any information provided. The inclusion of a link to an external website by IHS Markit should not be understood to be an endorsement of that website or the site'sowners (or their products/services). IHS Markit is not responsible for either the content or output of external websites. Copyright 2018, IHS MarkitTM. All rights reserved and all intellectual property rights are retained by IHS Markit.
IHS Markit Agribusiness: In- Depth Understanding of the Ammonia Value Chain Daily monitoring of the ammonia market & price discovery Monthly analysis of trade-flows and short-term forecasts Long-term outlook for supply/demand/trade and industry cost structure
2 Ammonia as a fuel . 2.1 Properties of ammonia . The basic properties of ammonia are summarized and compared with methane in . Table 2-1. Under atmospheric temperature and pressure, ammonia is a colourless, toxic gas with a sharp and penetrating odour. Ammonia in its pure form is referred to as anhydrous (“without water”) ammonia. Ammonia
Ammonia: An Essential Chemical Ammonia is a naturally occurring chemical in the atmosphere, as well as an essential man-made chemical. It is represented by the chemical formula nH 3. Ammonia in this form is also known as ammonia gas or anhydrous (“without water”) ammonia. At room temperature, amm
Outlook 2013, Outlook 2016, or volume-licensed versions of Outlook 2019 Support for Outlook 2013, 2016, and volume-licensed versions of Outlook 2019 ends in December 2021. To continue using the Outlook integration after the end of 2021, make plans now to upgrade to the latest versions of Outlook and Windows. Outlook on the web
Retreived from FOIA by Garden City Ammonia Program on 11/13/13 - www.ammoniatraining.com - 620-271-0037 Ammonia Refrigeration Processes & Equipment OTI 3430 Today's Focus Ammonia Refrigeration - not just general ammonia use Focus is prevention and process safety-not h
Ammonia is typically created by combining nitrogen with hydrogen. Therefore, the emissions from producing hydrogen as feedstock and the emissions arising from the synthesis of ammonia should be considered as part of the life cycle emissions of ammonia fuel. Table 1 shows the well-to-tank emissions for ammonia production, transmission,
SECTION 1: IDENTIFICATION 10 June 2016 EN (English US) 1/12 1.1. Product Identifier Product Name: Aqua Ammonia 19% CAS No: 1336-21-6 Synonyms: Ammonia water, Aqueous ammonia, Household ammonia, Ammonium hydrate, Ammonium hydroxide STCC: 4935280 1.2. Intended Use of the Product Uses of the substance/mixture: Fertilizer
Ammonia Discharge [2013 ANSI/ASHRAE §9.7.8.2] o Ammonia Discharge. Ammonia from pressure relief valves shall be discharged into one or more of the following: a. The atmosphere, per Section 9.7.8 b. A tank containing one gallon of water for each pound of ammonia that will be released in one hour from the largest relief
VOLUME 99 OCTOBER 2018 NUMBER 4 SUPPLEMENT Supplement to The American Journal of Tropical Medicine and Hygiene ANNUAL MEETING SIXTY-SEVENTH “There will be epidemics ” Malaria Cases on the Rise in Last 3 Years-2016 Ebola Out of Control-2014 Zika Spreads Worldwide-2016 Island Declares State of Emergency Over Zika Virus, Dengue Fever Outbreak-2016 EBOLA: WORLD GOES ON RED ALERT-2014 An .
