CF takes write-down on green ammonia project

Project Meadowlark, the more than $1 billion homegrown nitrogen fertilizer complex in Gothenburg, Nebraska that we reported on in May, has taken a major step forward with Topsoe selected to supply blue ammonia technology for the site.

The immediate threat to Canadian sulphur supply from the Alberta oilsands has eased, after several large wildfires in the Lac la Biche region were classified as “being held” with the help of rainfall in early June. The region has a combined annual sulphur production capacity of nearly 3 million t/a. Around 700,000 t/a of this is produced in the Edmonton area, primarily from Shell’s Scotford upgrader (580,000 t/a) and the Redwater refinery (130,000 t/a). The majority of the output, approximately 2.2 million t/a, is concentrated further north near Fort McMurray at facilities operated by Suncor, Syncrude, and CNRL Horizon. The out-of-control fires prompted evacuation alerts near in-situ sites operated by Cenovus, Canadian Natural Resources, and ConocoPhillips. While this specific threat has passed, the event highlights the seasonal vulnerability of Canadian sulphur supply, with the wildfire season typically running through the summer.