Argus Clean Ammonia Asia Conference

08.00 - 09.00

Morning registration and networking

09.00 - 09.05

Argus welcome and chairperson’s opening remarks

Speakers Include:

Shyla Bector

Conference Producer

Argus

09.05 - 09.20

Keynote address: Welcome from host sponsor

Market shifts and milestones: Unveiling the latest advances in the clean ammonia market over the past year.

09.20 - 10.00

Ammonia regulatory shake up: What is the trajectory of growth for the clean ammonia industry in Asia?

Exploring the latest updates on Japan's contracts for difference tender and South Korea's Clean Hydrogen Portfolio Standard, and their implications for the clean ammonia market.
• What implications do the tender processes for clean ammonia and hydrogen in Japan and South Korea have for the market, and how are these processes affecting the industry's growth and future pricing?
• How does foreign exchange risk influence the premium of clean ammonia products?
• What is the role of government in terms of in growing the clean ammonia industry through regulations and policy incentives?

10.00 - 10.20

Catalysts for change: Embracing low-carbon ammonia in chemicals, fertilisers and hard-to-abate industries

• What is the current and future market potential for clean ammonia among existing chemical users, and what are the key drivers and barriers to its adoption?
• How are existing chemical and fertiliser industries integrating clean ammonia into their operations, and what strategies and best practices can be shared from early adopters?
• What benefits and challenges do fertiliser producers foresee in adopting clean ammonia for their industry?

10.20 - 10.50

Argus views: Clean ammonia production and supply around the globe

10.50 - 11.30

Coffee and networking

11.30 - 12.10

Pioneering the future: Bridging risk and collaboration in clean ammonia offtake agreements

• How can lenders, offtakers and financiers collaborate to overcome barriers to entry and ensure successful offtake agreements in the clean ammonia industry?
• What are the key enablers and constraints for offtakers to commit beyond 15 years, and why should lenders take the risk if the most informed players will not?
• How do financial institutions manage risk post-offtake, and what role do they play in long-term financing for the clean ammonia sector?

Case Study Series

12.10 - 13.00

The key ingredients to make your project fly

A series of case studies: Successes, challenges, present status and aspirations for future projects.
• Hear from offtakers: What are the successes and challenges they have faced? Explore various projects and observe the success rates demonstrated through diverse initiatives.
• What measures are being implemented to address delays in project financial closures, failure to reach final investment decisions, and rising costs in the clean ammonia sector?
• How can the industry work together to advance progress and promote greater adoption of clean fuels?
• Rate of success

Meet Up Stations

13.00 - 13.30

Meet up stations

Grab a coffee and take your networking to a dedicated area of the exhibition hall where you can have targeted conversations with attendees with the same interests as you.

Meeting zone 1 - Blue/green ammonia developments
Meeting zone 2 - Financing and lending
Meeting zone 3 - Pricing mechanisms
Meeting zone 4 - Maritime and port developments

13.30 - 14.20

Lunch

Regional Updates

14.20 - 15.00

Southeast Asia’s clean ammonia push: Government incentives and corporate collaborations

• What are the latest updates and initiatives related to clean ammonia in Indonesia, Malaysia, Singapore, and Thailand, and how are governments supporting these efforts with incentives to mitigate high start-up costs?
• What is the role of clean ammonia in helping southeast Asian countries achieve their ambitious decarbonisation goals, and where have there been significant developments in this sector?
• What role are major corporations such as Indonesian state-owned fertiliser group Pupuk and Malaysian clean energy company Gentari playing in advancing sustainable and clean fuels?

Speakers Include:

Rahmad Pribadi

CEO

PT Pupuk Indonesia (Persero)

15.00 - 15.20

China’s ambitious green ammonia development: A game changer for the clean ammonia market?

• Who are the major players in China’s rapid green ammonia development and how and where are they exporting ammonia?
• How do China’s local municipalities and central government contribute to ammonia industry subsidies, and what can other countries learn from China?
• How will China’s carbon tax policy, starting in 2026, impact industry players and influence their choices between fossil fuels and low-carbon fuels?

Speakers Include:

Ge Liu

International Trade Manager

SPIC-JEP

15.20 - 15.40

How can new policy catalyse growth in Australia’s clean ammonia industry?

• How will the Future Made in Australia Bill 2024 and the country’s hydrogen production tax incentive impact the investment landscape for green hydrogen projects in Australia — which will be crucial for clean ammonia production. What are the expected outcomes by 2030?
• What are the potential challenges and opportunities for Australia in becoming a global leader in ammonia production, particularly in terms of infrastructure development and international trade partnerships?
• How do new policies, such as the hydrogen production tax incentive, support Australia's decarbonisation goals and reduce emissions in sectors such as steel production?

15.40 - 16.10

Coffee and networking

Pioneering technologies advancing the clean ammonia industry

16.10 - 16.50

Ammonia cracking: Current projects, hydrogen alternatives and market pathways

• Hear from leading developers as they delve into the current status and future plans for ammonia cracking projects, including technical insights and demonstration plant updates.
• What are the current alternatives for generating hydrogen through steam reforming, including cracking, partial cracking and direct burning?
• How can ammonia cracking technologies be scaled and integrated with existing energy infrastructure, and what are their potential market pathways and economic impacts?

16.50 - 17.10

Electrolyser and catalyst innovations: Reducing costs and advancing green ammonia

• What are the most recent updates in electrolyser and catalyst technology and how do they impact cost efficiency?
• How can the latest technologies in electrolysers and catalysts help reduce cost curves?
• What is the business case for green ammonia using low-temperature solid-oxide electrolyser cells by 2030, and what are the real-world operating advantages?

17.10

End of day

17.10 - 18.30

Drinks reception

08.15 - 09.15

Morning registration and breakfast

09.15 - 10.00

Ammonia pricing workshop: A deep dive into carbon-adjusted ammonia pricing

This workshop explains Argus’ methodology for calculating its carbon-adjusted price of ammonia (CAPA), how it is being used by the market — including helping with risk management — and how it will impact and incentivise businesses.
• Hear analysis of Argus’ CAPA assessments, including what CAPA is and how it reflects the future impact of the EU’s carbon border adjustment mechanism.
• What is CAPA’s relevance beyond Europe?
• How can the Japan and Korea Low-Carbon Ammonia Benchmark help potential offtakers in Japan and South Korea?

10.00 - 10.05

Chairperson’s opening remarks

Ammonia for the maritime industry

10.05 - 10.45

Tackling decarbonisation: Key regulatory changes and ammonia’s role in maritime fuel evolution

• How will the new International Maritime Organisation guidelines, launching in April 2025, impact the future use of clean ammonia as a marine fuel, and what preparations are needed for safe bunkering?
• What are the financial investments and collaborative efforts required to develop infrastructure and a value chain for ammonia in the maritime industry?
• How are environmental impact assessments being conducted to ensure the safe and sustainable use of clean ammonia as a marine fuel?

10.45 - 11.00

Case study: Engine developments

• What are the latest engine developments in the maritime industry and how will they contribute to the adoption of ammonia as a marine fuel?
• What are the considerations for ammonia bunkering prospects, given the lower energy price and calorific value of ammonia?
• What regulatory frameworks are essential to ensure the safe and efficient operation of ammonia-powered engines on maritime vessels?

11.00 - 11.45

Break: Highlighting women in clean ammonia

Infrastructure and port development

11.45 - 12.30

What new infrastructure and port developments are required to adopt clean ammonia across industries?

• How quickly can clean ammonia infrastructure and pipelines be developed in Asia, particularly in Japan and Korea?
• What regulatory and infrastructure challenges are there for developing ammonia bunkering and port facilities in Japan and Korea?
• Who are the key stakeholders involved in developing receiving terminals for ammonia, and what are their plans for accommodating ammonia carriers?

The impact of global carbon policy and taxes on clean ammonia economics

12.30 - 12.45

The impact of the US Inflation Reduction Act (IRA) on the clean ammonia market

• How could potential changes to the IRA under the incoming administration of president-elect Donald Trump impact the development and deployment of low-carbon ammonia technologies in the US?
• What are the ripple effects of the IRA on the global clean ammonia market, and how do these affect international trade dynamics?
• How does the growth of the clean ammonia market, driven by the IRA, impact the clean ammonia industry in Asia-Pacific, considering factors such as increased fossil fuel production, trade tensions, shifts in global energy leadership, and investment uncertainty?

12.45 - 13.00

EU CBAM vs fragmented Asian policy: Will Asia follow Europe's lead?

• How is the EU’s strict industry regulation — including its Carbon Border Adjustment Mechanism (CBAM) — shaping market development in Asia?
• Will Asia continue with a “carrot” approach of using subsidies, or will it take a cue from Europe's “stick” strategy?

13.00 - 13.15

Interactive clean ammonia market roundup: Key takeaways from across the market

• Join Argus’ clean ammonia team to discuss some of the key takeaways from the event and heat what they are most looking forward to for the market in the next year.
• Delegate insights: Hear first hand from fellow delegates as we gather and unveil survey data collected through polling platform Slido during the conference.

13.15 - 14.15

Lunch

14.15

End of conference