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European firms get ‘Moroccan Offer’ for green NH3

  • : Fertilizers, Hydrogen
  • 24/10/29

A group of three European companies has been selected for the first land allocation under the "Moroccan Offer" and intends to produce 200,000 t/yr of renewable ammonia for the European market in a first stage.

France's TE H2, a joint venture between TotalEnergies and renewables developer Eren, has joined forces with Danish firms Copenhagen Infrastructure Partners (CIP) and A P Moller to develop the so-called Chbika project in the Guelmim-Oued Noun region on Morocco's Atlantic coast. They are planning to use 1GW of combined solar photovoltaic and wind power in the first phase for electrolysis of desalinated seawater to make hydrogen that will then be converted into ammonia.

Production of 200,000 t/yr of ammonia could require some 35,000 t/yr of hydrogen.

CIP and TE H2 will oversee development of power generation assets, hydrogen and ammonia plants, and A P Moller will develop a port in the area and associated logistics infrastructure.

"This project will constitute the first phase of a development program aimed at creating a world-scale green hydrogen production hub," CIP said, suggesting that the companies could scale up operations at a later stage.

The partners have signed a "preliminary contract for land reservation" with the government, CIP said, adding that this is "the first green hydrogen project" selected under the framework of the Moroccan Offer through which Rabat seeks to allocate land rights to project developers and to offer streamlined permitting procedures.

The companies have not outlined a timeline for their project, but under the Moroccan Offer's framework they would have around two years to complete front-end engineering design (FEED) studies, before then signing a long-term land agreement.

Through this first phase of the Moroccan Offer, Rabat is planning to make 300,000 hectares (ha) of government land available to 10-30 projects. As of early this month, the Moroccan Agency for Solar Energy (Masen), which is leading the process, had received some 40 applications for review. Masen was initially due to announce the first selections by the end of the third quarter.

TotalEnergies previously already announced plans for renewable hydrogen production in Morocco, but it was not immediately clear if this joint project with CIP and A P Moller is related to these earlier ventures.

Many large renewable hydrogen and ammonia projects are planned across Morocco as developers are hoping to capitalise on favourable renewable power conditions, but all are still in early planning stages.


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25/04/29

New Trinidad PM to seek access to Venezuelan gas

New Trinidad PM to seek access to Venezuelan gas

Kingston, 29 April (Argus) — Major LNG exporter Trinidad and Tobago's new government wants to open discussions with the administration of US president Donald Trump on access to natural gas fields on the border with Venezuela. United National Congress (UNC) party leader Kamla Persad-Bissessar will be the new prime minister of the Caribbean state of 1.5mn people after the party won Monday's general election, ending 10 years of administration by the People's National Congress (PNC) party of Stuart Young. The UNC won 26 seats in the 41-member assembly. "We will work with the Trump administration to see how the discussions with the Venezuelan government on the cross-border gas fields can be reopened," the UNC's energy spokesman David Lee said. Lee is expected to be appointed the energy minister. "We do not have any closed doors on this matter," Lee said. "We will directly engage the US so it will be confident in working with us on resolving our cross-border issues." Trinidad and Tobago's gas-short economy was set back earlier this month by the Trump government's revocation of licenses granted by the administration of former US president Joe Biden to Trinidad. The waivers exempted certain work to develop two gas fields that straddle the maritime border with Venezuela from US sanctions. Access to the Dragon and Manakin-Cocuina gas fields is "vital" to reversing Trinidad's fall in gas production, Young said. Trinidad has been struggling to recover natural gas flow since November 2017, following a long slide from a peak of 4.3 Bcf/d in 2010. Gas output in 2024 was 2.53 Bcf/d, and the fall in output suppressed LNG, petrochemical and fertilizer production. Trinidad's 2024 LNG production of 16.7mn m³ was down by 4.6pc on 2023, according to the latest energy ministry data. The 11.8mn t/yr Atlantic liquefaction plant in southwestern Trinidad, which is majority owned by Shell and BP, is Trinidad's sole LNG producer. Crude production has also declined, moving from a peak of 144,400 b/d in 2005 to 50,854 b/d in 2024, according to the energy ministry. The decline in crude feedstock contributed to the 2018 shutdown of the state-owned 160,000 b/d Guaracara refinery. Young's administration failed at several attempts to engage foreign investors to reopen the plant. The government last month selected Nigerian privately owned oil and gas company Oando to lease and operate the refinery. But the incoming UNC administration will terminate negotiations with Oando to reopen the refinery and will seek new investors for the plant, the party said. By Canute James Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Brazil to hold auction to recover degraded land


25/04/28
25/04/28

Brazil to hold auction to recover degraded land

Sao Paulo, 28 April (Argus) — Brazil's finance, environment and agriculture ministries will host a second auction to recover 1mn hectares (ha) of degraded lands in all Brazilian biomes except the Amazon, the national treasury said on Monday. The auction will be a part of Eco Invest, a currency-hedging program targeting renewable and low-carbon projects to draw foreign investment, announced in February 2024. The finance ministry and central bank developed the program with the World Bank and the Inter-American Development Bank. The auction is part of New Brazil, a wider energy transition project within the finance ministry. The project aims to finance conversions of degraded lands in different biomes to sustainable and productive ecosystems through private investments. The Amazon biome, the most hit by deforestation, will receive a "customized and exclusive auction" that will be announced later, the environment ministry said. Participants must submit project proposals to the national treasury by 13 June. The government expects to raise up to R10bn ($1.76bn) in the auction. Land-use change and deforestation Emissions from land-use change and deforestation in Brazil reached 1.06bn metric tonnes of CO2 equivalent (tCO2e) in 2023, down by 24pc from a year earlier, according to greenhouse gas tracking platform SEEG. These activities have been leading Brazil's total emissions since 1990 — when historic tracking began — followed by agriculture and cattle raising and the energy sectors. There are currently 280mn ha of farmlands, of which around 29pc are degraded. The government aims to recover up to 40mn ha of grasslands in the next 10 years, the environment and climate change ministry said. The Eco Invest auction will finance the first round of the initiative, dubbed the Green Way program, according to the agriculture ministry. Brazil aims to reduce its total greenhouse gas emissions by 67pc by 2035 from its 2005 levels and sees reducing deforestation as one of its main ways to achieve that goal. The country will host the upcoming UN Cop 30 climate summit in Belem city, in the Amazon biome, as the administration looks to lead the global energy transition . By João Curi Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Little impact on Iran urea exports from port explosion


25/04/28
25/04/28

Little impact on Iran urea exports from port explosion

London, 28 April (Argus) — Iran's urea exports are likely to be little affected by the explosion at Iran's Bandar Abbas port on 26 April, with impacts limited to cargoes in container. Most of Iran's urea exports are in bulk, so the impact to exports should be a curtailment of 50,000-150,000t in May. Loading and discharging activities of bulk cargoes have resumed today at Bandar Abbas. It is not clear how long it will take for full operations at the port to resume, but some local market participants expect this by the end of May. Producers Shiraz and Khorasan are the main exporters from Bandar Abbas port, while Lordegan, Kermanshah, MIS and Razi mainly export from Bandar Imam Khomeini. Pardis exports urea mainly from Assaluye. Both Bandar Iman Khomeini and Assaluye ports are currently operating normally. The explosion , which occurred in the sulphur storage area of the port, has led to force majeure being declared on exports from the port. By Dana Hjeij Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

China's NP/NPS exports hit record high in January-March


25/04/28
25/04/28

China's NP/NPS exports hit record high in January-March

Singapore, 28 April (Argus) — China's NP/NPS exports jumped by more than eightfold to an all-time high of about 614,000t over January-March, latest trade data show, as it is a more affordable alternative to DAP/MAP, given tighter phosphate export availability and higher fertilizer prices globally. This was largely driven by record-high shipments to Brazil and India in the first quarter, both of which did not receive any NP/NPS exports a year earlier. Shipments to Brazil and India reached 315,000t and 94,000t respectively in January-March. China exported more formulas, including NP 8-40-0, to Brazil so far this year as a lower-priced alternative to MAP, given higher fertilizer prices in Brazil. Indian importers are also seeking more NPKs and NPS, such as 20-20-0+13S, because of a lack of DAP fertilizer supply out of China. Such imports into India also allow the importer to maintain a positive margin under the current subsidy and maximum retail price, as compared to importing DAP. China's NPK exports over January-March also nearly tripled from a year earlier to 169,000t, which is also a four-year high, largely driven by an eightfold increase in shipments to the Philippines, its largest importer at about 63,000t. Favourable weather conditions this year led to more local rice production, according to the Philippines' Department of Agriculture, likely contributing to an increase in demand for complex fertilizers. The El Niño phenomenon hit the Philippines in the first quarter of 2024, when prolonged periods of dry spells damaged about 780,000 hectares of crops across 271,000t of agricultural land, which likely affected fertilizer demand and affordability last year. Lower prices of 16-20 from China in the first quarter compared to a year earlier, according to Argus , also likely boosted affordability levels. Some Chinese DAP producers have switched their production line to producing NP/NPS to cater to the growing demand from overseas buyers, alongside the end of the domestic spring season and slowing domestic demand for DAP. The lack of clarity on DAP/MAP exports also supported Chinese phosphate producers in pivoting to more NP/NPS exports . Exports availability of phosphates may reduce shipments of NP/NPS in favour of DAP/MAP. Suppliers are also expecting more demand from Brazil this year, according to market participants, as China is likely to import more soybeans from Brazil in light of recent tariffs imposed on US imports. Firm DAP prices in India are also likely to continue pushing Indian importers to buy more NP/NPS. Importers in India have cancelled at least three sales of DAP above $690/t cfr from Russia and Tunisia. But there was no confirmation of the cancellations from the suppliers. By Camila Tay China NP/NPS exports 2024 (t) Brazil India Australia Vietnam Others Total January 60,600 26,500 38,196 16,219 10,514 152,029 February 129,553 0 12,520 13,993 68,689 224,755 March 124,680 67,900 0 15,481 29,524 237,585 Total 314,833 94,400 50,716 45,693 108,727 614,369 Source: GTT China NPK exports 2024 (t) Philippines Myanmar Laos Australia Others Total January 24,064 8,654 8,977 832 23,449 65,976 February 3,168 12,080 2,628 286 18,916 37,078 March 35,640 10,744 2,009 15,481 2,315 66,189 Total 62,872 31,478 13,614 16,599 44,680 169,243 Source: GTT Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Canada H2 sees opening as political chaos engulfs US


25/04/25
25/04/25

Canada H2 sees opening as political chaos engulfs US

Houston, 25 April (Argus) — Canada's hydrogen sector sees an opportunity to attract global customers as the US' bellicose stance toward its northern neighbor unites Canadians behind strengthening its energy capacity and as US political turmoil sends countries looking for other trading partners. "The mayhem south of the border has created a real national interest in exports," Trigon Pacific Terminals chief executive Robert Booker said this week at the Canadian Hydrogen Convention in Edmonton, Alberta. Trigon is building a berth at the port in Prince Rupert, British Columbia, to handle low-carbon hydrogen converted to ammonia. "The choice, quite frankly, is become the 51st state or export," Booker said. "We should export, and there's broad understanding that that's good for Canada." Canadian energy exports from Alberta have largely gone south to the US. Ambitions to tap global markets have been stymied in years past by community and federal opposition to building rail and pipeline infrastructure that would connect the landlocked province to the Pacific coast. Multiple large-scale hydrogen proposals in western Canada were quietly shelved in the past year because of a lack of infrastructure, among other challenges, and Canadian companies were shut out of recent Asian auctions to buy hydrogen because of similar restraints. But Trump's return to the White House has changed Canadians' views on export infrastructure. Both candidates in the upcoming 28 April general election, including Liberal Prime Minister Mark Carney who served as UN Special Envoy for Climate Action, have vowed to build out pipelines , rail corridors and other infrastructure — including electricity grids — to diversify energy exports away from the US. "We've never been this united in the country," said Julie Lemieux, chief executive officer of Triple Point Resources, which is developing a salt dome in Newfoundland for hydrogen storage. "That's the positive of the chaos. We've been notoriously slow to approve these projects and invest in infrastructure. Whoever wins next week, they've all committed to investing in infrastructure." Panelists speaking in Edmonton expressed relief that Canada didn't follow the US example of putting tariffs on China, whose technology and components will be instrumental to containing costs while building Canadian infrastructure. "For better or worse, whatever your opinion, the build out of new infrastructure today is really dependent on China, especially when it comes to green infrastructure, where there's already an embedded green premium," said Matthew Borys, vice president of corporate development at EverWind Fuels. "Keeping the cost down is super important to getting these things built out." The Trump administration's preference for fossil fuel extraction over clean energy and its expansionist designs on the Panama Canal are also seen as opportunities for Canadian developers to attract Asian customers who could avoid the canal by exporting from British Columbia terminals, said James Vultaggio, vice president of Atco EnPower. "The administration to the south is focused more on fossil fuel production and reducing environmental regulations," Vultaggio said. "If they want to cede their seat as a clean energy leader, then Canada has an opportunity to fill that seat, and we should take it." Trump has been outspoken in his preference for fossil fuel extraction and has paused all federal clean energy disbursements related to the Inflation Reduction Act, which has raised doubts about whether US hydrogen hubs can survive as they were initially conceived during the administration of former president Joe Biden. Clean energy incentives such as the 45V hydrogen production tax credit have also come under scrutiny as the Trump administration seeks to shrink government spending. The uncertainty around clean energy incentives in the US may well send American investment north, said Denis Caron, chief executive of the Belledune Port Authority in eastern Canada's New Brunswick province, which is positioning itself as a green energy hub targeting European markets. Caron said an American company working with the port of Belledune remains bullish on its prospects there and could serve as a model to attract even more American investment if the US continues to claw back support for clean energy. "We see an opportunity to attract American investment to Canada and make those types of investments," Caron said. "Canada has a golden opportunity to fulfill the requirement of supplying clean and green energy products globally." By Jasmina Kelemen Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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