Argus Clean Ammonia Europe Conference

Registration open and morning coffee

CEO Roundtable (by invitation only)

Ammonia and carbon 101: Disconnect between carbon and green hydrogen and ammonia: a matter of economics? Open to all attendees

How companies are working to bridge the lack of knowledge in the green hydrogen space around carbon
- EU ETS: an explainer – where does it sit in European policy? Why is this important to understand? How much of an incentive is EU ETS in the whole package?
- What are price expectations for EU ETS and what does this mean for clean hydrogen and ammonia projects?
- Making the price of clean work: what is the price that would create the conversion to low-carbon alternatives?

Speakers Include:

Adam Nye

VP Business Development

Argus

Jack Merriott

Senior Manager - Consulting Services

Argus

Argus welcome

Speakers Include:

Tim Cheyne

SVP - Global Head of Agriculture, Fertilizers, Ammonia, DEF

Argus

Welcome from Host sponsor: Port of Rotterdam

Speakers Include:

Boudewijn Siemons

CEO

Port of Rotterdam

Ministerial address: Clean ammonia’s role in the energy transition in Europe

Geopolitics and macroeconomics: Correcting the hydrogen hype

Strategic keynote address
- Macroeconomics: despite ambitious climate targets, hydrogen and ammonia projects are not ramping up, how are current global macroeconomics contributing to this?
- Election year – has this accelerated or decelerated initiatives in the energy transition? The main changes so far in regulatory frameworks
- The preliminary impacts of the outcome of the US election

Keynote panel: Unlocking ammonia’s potential in the energy transition

-How can blue ammonia bring cost competitiveness that will enable the transition in Europe faster?
-The main bottlenecks in ammonia’s adoption as a fuel in new sectors
-How does direct use of low-carbon ammonia get unlocked? Power, maritime, fertilizer sector perspectives
-Social governance: ammonia handling and safety – what is being done?

Speakers Include:

Mark Stoelinga

Director, Energy & Infrastructure

Port of Rotterdam

Rik Sneep

Director of Strategy and Transformation

CEPSA

Louise Hornby

Head of Europe Customer Development, New Energy

Woodside Energy

Policy and regulation: Further clarity or more confusion? RED III targets and transposition

- RED III – what do industry targets mean? How is transposition into key EU states progressing and how do they vary?
- What’s holding Europe back? Does the policy in place provide economic business models for businesses?
- Are regulatory frameworks in Europe helping projects get to FID or not?

Networking break

EU hydrogen bank tenders: Who were the winners in the first round and what were the main learnings?

- Bid levels vs realisation rates – the real test: project timelines?
- How will tenders help the industry get to mass scale with a combination of incentives and technological improvements, and create demand making economics work?
- What are the ambitions for what comes next?

Certification and registration approaches: The mass balance approach

- What is it and how does it work?
- Why is this an important step for the existing fertilizer industry as well as for new applications of ammonia?
- What are the benefits of such a scheme? What are the applications for other industries?

Argus hydrogen and ammonia perspectives

- How can green ammonia prices be forecasted?
- Understanding what quantities will be available

Speakers Include:

Joyce Grigorey

Hydrogen Principle, Consulting

Argus

Networking lunch highlighting women in clean ammonia

Chairpersons’ opening remarks

Tim Cheyne

SVP - Global Head of Agriculture, Fertilizers, Ammonia, DEF

Argus

Keynote: What is the power sector doing in Europe?

- How is the European power sector looking at the Asian direction of travel for power generation in the energy transition?
- What plans are in the pipeline for demonstrations of transition to lower-carbon fuels for power generation? What have pilot demonstrations shown?
- Have there been any signals from governments on their views on adoption of ammonia for power generation?

Speakers Include:

Olivia Barnes

Head of Low Carbon Commodities

EnBW

The case for ammonia as a fuel in the maritime sector: What commitments have been made by shipowners in 2024?

- Operational risk: how is industry preparing for ships to be ready for ammonia bunkering? How are actors across the value chain playing a role in ensuring safety?
- Ammonia engine developments: what role will these play? What are the main updates?
- Methanol or ammonia – what are the pros and cons? What has been learnt from the first deployed methanol ships and how will this be useful for ammonia’s application as a marine fuel?

Speakers Include:

Navid Ostadian-Binai

Head of Green Vessels and Fuels

Maersk Tankers

Christian Berg

Managing Director, Norway

Amogy

How are policies at EU and IMO levels planning to support the transition to low-carbon fuels across sectors?

- What regulatory frameworks have been announced so far? EU and IMO overviews
- How are the frameworks complementary and where are the discrepancies between policy aims?
- How are regulations for the energy and agricultural sectors converging on the adoption of low-carbon ammonia? What is missing?
- What are the implications for businesses planning their net zero strategy?

Networking break

Low-carbon ammonia’s role in the fertilizer industry: How will low-carbon products help in the agricultural sector?

The food sector is one of the biggest emitters in the world, and farmers are price sensitive – how do we bridge the gap?
- How can different participants in the food value chain be drivers for adoption of low-carbon fertilizers and decarbonising the wider value chain. (FMCGs, co-operatives)
- CBAM is not enough: What policies are needed to support European farmers to bridge the price premium between fossil incumbents and low-carbon products?
- Case studies: how are global companies working on decarbonisation of the value chain? What are the main drivers and results seen so far?

Speakers include:

Jose Antonio de las Heras

CEO

FertigHy

Oliver Hatfield

VP Fertilizers

Argus

What is happening in respect to CBAM and what does it mean for the clean ammonia market

- CBAM and how it affects imports ― some countries will be more favoured than others to bring products to Europe
- CBAM question ― which countries are well positioned to import into Europe?
- Measures in different end-user sectors

Moderator:

Adam Nye

VP Business Development

Argus

Chairpersons’ closing remarks

Tim Cheyne

SVP - Global Head of Agriculture, Fertilizers, Ammonia, DEF

Argus

Main networking drinks reception

Registration open and morning coffee

Breakfast roundtables

Chairpersons’ opening remarks

Panel discussion: What does the project development landscape look like globally?

- How bankable are clean ammonia projects? How are the risks different to conventional transactions? Technology, regulation
- What are the ingredients for success to bring a project forward to FID?
- What are the key requirements for financing institutions? E.g., is it better to have one reliable offtaker vs various offtakers?

Investment dynamics in the energy transition space: Investing in green hydrogen and ammonia as an alternative to wind and solar energy

- Climate funds barometer: what money is coming from where? How important is income from carbon schemes compared with other income streams?
- Will green hydrogen and ammonia projects get enough funds from climate transformation funds if CO2 prices keep falling?
- How is the gap between different types of lending being closed?
- Who is investing at what stage? (commercial banks, VCs, infrastructure funds)

Moderator:

Adam Nye

VP Business Development

Argus

Traders: Why is their role critical in kickstarting the market?

- How are traders looking at the clean ammonia market today?
- What are some of the important positions already being taken in the market?
- Traders and offtake: a means to get to FID for project developers?

Moderator:

Ruth Sharpe

Editor - Ammonia

Argus

Networking break

Supply infrastructure bringing clean ammonia to Europe: Where are port developments taking place?

Overview of future clean energy import hubs in European import ports: Rotterdam, Antwerp, Hamburg, Vlissingen
- What are the main developments taking place for terminals and storage of clean ammonia in key ports?
- Where are cracking projects located and how are they strategically linked to inland industry in Germany and Belgium?
- How are ports and key terminal owners working together to build out port infrastructure for ammonia in the energy transition?
- Case study: How Port of Rotterdam is working with Port of Duisburg (Europe’s largest inland port) to develop clean energy capacity

Speakers Include:

Duna Uribe

Senior Business Manager, Clean Ammonia

Port of Rotterdam

Networking lunch

Ammonia cracking in Europe: What next?

- Ammonia cracking or direct application? Pros and cons of how to get clean energy to users
- Cracking being developed in Europe: what announcements are being made? What have been the major developments taking place?
- Challenges in Europe: what are the main bottlenecks and issues?

Speakers Include:

Christian Renk

Head of Technology, Innovation & Sustainability (TIS)

thyssenkrupp Uhde

Case study: Ammonia cracking in South Korea: Is there something we can learn?

- The world’s first large commercial-scale ammonia cracking terminal has been sold to South Korea ― is it a good role model or example for the rest of the world?
- What lessons can Europe take from this project?

Transporting hydrogen and derivatives: Hydrogen pipeline infrastructure in Europe and alternative transportation methods for ammonia

As a crucial piece of infrastructure for hydrogen consumption and production in Europe, what are the latest developments and why is this important for clean ammonia’s development as a low-carbon fuel?
- What are the latest developments on the hydrogen backbone? What do end users need to know?
- Distribution of hydrogen in Germany delayed to 2037. As the most decarbonisation-friendly country, what does this mean for ammonia cracking terminals?
- What are the alternatives for transporting clean energy in the form of ammonia available in Europe?

Where next? Aspirations for the clean ammonia market in Europe in 2025

- Reflecting on 2024 as a landmark year for clean ammonia market development: what have been the highs and lows of the year?
- Where to next? Where do we expect to see next FID announcements for clean ammonia supply and what’s the expectation for demand side regulations in Europe and beyond?

Speakers Include:

Kevin Rouwenhorst

Technology Manager

Ammonia Energy Association

Chairpersons’ closing remarks and end of conference