Argus Clean Ammonia North America Conference

Registration open

Executive roundtable (invite-only)

Carbon 101: What’s the difference between insetting and offsetting?

- Monetisation pathways: What is a carbon credit? What is an offsetting project?
- Insetting models: What do these models look like in the agriculture space? How could these change as ammonia buyers shift from current to new market applications?
- What do these models mean for suppliers of low-carbon products and buyers?

Argus welcome

Speakers Include:

Oliver Hatfield

VP Fertilizers

Argus

Keynote address. US National Clean Hydrogen Strategy Perspective

State view, Texas: How has the state continued to support development of clean ammonia projects?

State view, California

Keynote address: What are the implications of the November US elections?

- Pent-up demand. What’s happened to the Inflation Reduction Act?
- What does this mean for clean ammonia?
- What clarity has there been for projects and industry hubs? Hub funding dwarfed by production tax credits in 2024 — will this change in 2025?

View from Argus: Quantifying the willingness to pay for different kinds of clean ammonia

- In detail: What do global regulatory changes mean for green and blue ammonia projects in the US and Canada?
- How valuable and important will low-carbon ammonia be, and how does it compare with other low-carbon fuels?
- How are alternative markets for offtake developing — mobility, transportation.

Networking coffee break

Prospect of blue ammonia in Europe: What premium are customers willing to pay?

- Clarity on the definition for blue ammonia in Europe: Will blue ammonia producers be able to market their products in Europe?
- Incumbent customers and newer ones: How are they looking at blue ammonia to start their decarbonisation journey?
- What would the European market be willing to pay? How will CBAM be factored in?

Northeast Asia first tender and Contract for Difference (CFD) scheme launches: What next?

- How is the first CFD scheme in Japan going? Results from the Clean Hydrogen Portfolio Standard (CHPS) scheme in South Korea.
- Will northeast Asia still be of interest to North America?
- What are market participants in northeast Asia looking for in prospective projects as co-developers and investors in North America?

Networking lunch break

Women in clean ammonia: How to maximise women’s contribution on such a cornerstone issue

Speakers Include:

Linda Thrasher

Co-Founder and Chair, Board of Managers

Greenfield Nitrogen

Blue ammonia market momentum in North America: What will be the next big blue ammonia project final investment decision?

- Visibility on blue ammonia project development: What are the most realistic projects?
- Significant deal developments and investments: A positive signal for the market, but what do financing changes really mean?
- What consolidation has the market seen in projects for hydrogen and ammonia?

Green ammonia projects: Can renewable ammonia projects compete with blue ammonia for the Asian and European markets or not?

- Economics of green ammonia; inflation and value chain bottlenecks are getting better — will prices come down?
- How to manage risk on first of a kind projects.
- What is ‘green’s’ place in domestic vs export markets?

Speakers Include:

Oleksiy Tatarenko

Senior Principal, Climate-Aligned Industries

Rocky Mountain Institute (RMI)

How to achieve takeoff? Technology’s role in blue vs green ammonia projects.

Understanding project dynamics, financing and technology approaches.
- Showing the industry the economics of projects work.
- How comfortable are developers with blue technologies vs green?
- How much does the technology difference matter in overall project economics? (Renewables, electrolysers, Haber Bosch.)

Speakers Include:

Amit Goyal

Regional Head, Hydrogen and Low Carbon Fuels, North America

DNV Energy

Networking break

EPC insights — Project deep dive: What has worked and what hasn’t?

- What are the main challenges for the market right now?
- How are engineering, procurement and construction companies (EPCs) reacting to market shifts?
- How do you see competition with other projects for manpower, capital and logistics?

Carbon capture and sequestration: Technical, regulatory perspectives on making low-carbon ammonia a reality

- CO2 pipelines and sequestration hubs; CO2 permitting difficulties — a strategic move?
- Midstream pipeline development and assets.

How quickly will new market segments with demand for natural gas grow?

- What is the natural gas outlook for North America in the next 10-20 years? Stability of cheap natural gas supply — can it be guaranteed?
- If the traditional price of ammonia is rising, will the natural gas price follow?
- What does this mean for blue hydrogen and ammonia projects? Will there be enough?

Value chain perspectives: Methane emissions from natural gas and why it is important to factor in

- How to achieve clear methodology on emissions for natural gas.
- Do North American standards fit with EU regulations and requirements? How do they differ?
- What are the implications for blue ammonia producers on product travelling to Europe when it comes to the Carbon Border Adjustment Mechanism (CBAM)?

Speakers Include:

Pedram Fanailoo

Director, Low Carbon Segment - North America

DNV Energy

Michael Rabbani

Director, Standards and Certification

MiQ

Nick Kapur

Vice President, Energy Transition

Argus

Main networking drinks reception

Registration open

Hydrogen briefing: How does ammonia compare with liquid hydrogen?

- What is ammonia’s advantage over hydrogen: Clean ammonia is a tradeable product — a twist on the current market.
- Does it make sense to import ammonia to Europe and crack it, or to just produce hydrogen in Europe?
- Using energy at the point of production in the form of hydrogen vs transporting in the form of ammonia.
- Is the hype for hydrogen winding down? Is clean ammonia’s moment here?

Chairperson’s opening remarks

Speakers Include:

Paul Belin

Principal, Consulting & Analytics

Argus

Role of public utilities and IPPs: How to accommodate higher loads for projects requiring clean energy in the energy transition

- Renewables, low carbon energy: Cost and availability beginning to increase, with large demand emerging from data centres and large power activities. With a limited amount of capacity, who will get the resource?
- Could grid capacity limits directly affect blue and green ammonia projects?
- When will data centres peak? Will this trend continue to grow?

Speakers Include:

Raj Bazaj

Vice President, Sustainability Solutions

Constellation

Maksim Sonin

Fellow

Stanford University 

Low-carbon fertilizers for food production, as well as ethanol production

- Do oilseed and corn farmers, and fertilizer producers, see a way of monetising lower carbon intensity ammonia?
- How is 45Z incentivising the ethanol industry to purchase low-carbon corn and ammonia?
- How to manage scope 3 emissions.

Speakers Include:

Linda Thrasher

Co-Founder and Chair, Board of Managers

Greenfield Nitrogen

Offtake market: Marine fuels — what has clarity, what has been gained in 2025 and where to next?

- How is the potential use of ammonia as a marine fuel developing? What factors have contributed to this — engine developments, demonstrations and more.
- MEPC IMO: What effects are regulations for greenhouse gas reductions having on the global shipping industry?
- Tugboat case study: What has been learned?

Speakers Include:

Maciek Lukawski

VP Strategy and Business Development

Amogy

Networking break

Sharing know-how in the ammonia sector to enable a safe energy transition

- Public acceptance in North America — what more needs to be done?
- Safety know-how of the ammonia industry — dispelling fears.
- Maritime sector: Refuelling vessels with ammonia — what safety and engineering precautions are needed to make it happen?

Infrastructure developments in ports around North America

- US Gulf Coast experience and expertise with handling ammonia: What’s already there and what more needs to be developed?
- East coast challenges with ammonia storage: Where will storage be? What more is needed for port operators?
- Which regions are building out their ammonia capacity to serve different markets?

Value chain perspectives. Transfer solutions for ammonia: Latest innovations for offshore storage

- Why are these technology innovations important for the development of infrastructure for clean ammonia adoption in the energy transition?
- What role could offshore play in alleviating the challenge of transporting liquid ammonia from onshore to remote, offshore tankers?
- How could this unlock solutions for the marine fuel sector in the adoption of ammonia as a low-carbon fuel?

Chairperson’s closing remarks

Speakers Include:

Paul Belin

Principal, Consulting & Analytics

Argus

Networking lunch