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    Nitrogen+Syngas 396 Jul-Aug 2025

    Linde to build ASU for blue ammonia project


    Linda has signed a new long-term agreement with Blue Point Number One, a joint venture between CF Industries, JERA and Mitsui. Under the terms of the agreement, Linde will supply industrial gases to Blue Point’s 1.4 million t/a low carbon ammonia plant in Ascension Parish, Louisiana. Linde will build, own and operate a world-scale air separation unit (ASU) to supply oxygen and nitrogen to the Blue Point project, expected to be one of the largest low-carbon ammonia projects in the world. Linde will invest more than $400 million in the new on-site plant, which is expected to start up in 2029.

    “The Blue Point joint venture will help build a reliable and affordable low-carbon ammonia value chain to meet rising demand for ammonia as an energy source,” said Christopher Bohn, Executive Vice President and Chief Operating Officer, CF Industries Holdings, Inc. “For industry-leading projects, trusted partners are crucial. Linde’s experience in developing major clean energy projects, along with its technology and operational expertise, makes them a strategic choice for the Blue Point project.”

    “We are proud to supply critical industrial gases to Blue Point, supporting their development of a robust supply chain for low-carbon ammonia,” said Sean Durbin, Executive Vice President North America, Linde. “This will be Linde’s third state-of-the-art ASU supplying a major autothermal reforming plant, which builds on our experience in developing similar facilities in Texas and Canada. It is also the latest of a series of investments by Linde in our US Gulf Coast industrial gases corridor, increasing network density in a region where demand for industrial gases is continuously growing.”

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    Ammonia values have continued to ease across most regions at the end of June, as the first ammonia vessels begin to exit the Gulf since the Iranian conflict began. Iranian ammonia had also begun to flow to India following the US Treasury’s issuance of a 60-day sanctions waiver on 22 June, allowing dollar-denominated trade in Iranian petrochemical products through 21 August. As a result, Indian bids have been heard as low as $750/t c.fr, as buyers benefit from a widening pool of available supply - Iranian, Chinese and renewed Southeast Asian material are all competing for the same business.