Author: richardhands

Global gas demand has returned to growth after the supply shock of 2022-23, but geopolitical tensions and short supply in LNG markets.

Renewable capacity statistics 2025 released by the International Renewable Energy Agency (IRENA) shows a massive increase in renewable power capacity during 2024, reaching 4,448 gigawatts (GW). The 585 GW addition last year indicates that renewables claimed a 92.5% share of the total capacity expansion in power generation, and a record rate of annual growth (15.1%). Even so, progress still falls just short of the 16.6% growth needed to be producing 11.2 terawatts of energy by 2030. Progress also reflects significant geographic disparities. As in previous years, most of the increase occurred in Asia, with the greatest share being contributed by China- almost 64% of the global added capacity. G7 and G20 countries respectively accounted for 14.3% and 90.3% of new capacity in 2024.

The European Commission (EC) says it has begun tracking European imports of certain ethylene and ammonia products, to allow it to react quickly to level the playing field if the monitoring points to a surge of imports causing or threatening to cause injury to the EU industry. This surveillance has been put in place in response to evidence of a significant and potentially injurious increase in the EU market share of imports of the chemicals. It covers imports of copolymers of ethylene and alpha olefin, urea containing more than 45% (by weight) of nitrogen, and ammonium sulphate from all countries, and should remain in place for a period of three years.

CF Industries has formed a joint venture with JERA, Japan’s largest energy company, and Mitsui & Co, a leading global investment and trading company, for the construction, production and offtake of low-carbon ammonia.

Tecnicas Reunidas and Siemens Energy have been awarded the contract to carry out front-end engineering design (FEED) for a major green methanol project in La Robla, Spain. The consortium will work on the project for Spanish developer Reolum, part of a partnership that says it is building the largest green methanol plant in Europe. The La Robla Nueva Energia facility will combine biogenic CO2 from a co-located biomass-based cogeneration plant with green hydrogen to produce 140,000 t/a of low carbon methanol. Tecnicas Reunidas will focus on the biogenic carbon capture and methanol production units, while Siemens Energy will handle the renewable hydrogen unit. Johnson Matthey has been selected to supply its eMERALD methanol technology, while Mitsubishi Heavy Industries will license it CO2 capture technology for the project.

The Kazakh government has approved the construction of a new ammonia and urea plant in the country’s Mangistau region, on the eastern shore of the Caspian Sea. Construction will be carried out by a joint venture between QazaqGaz National Company and ESTA Construction under Qazesta Fertilizers Ltd. The total investment for the project is $1.35 billion, with construction expected to be completed within three and a half years. The plant’s annual production capacity is projected to reach up to 700,000 t/a of urea and 420,000 t/a of ammonia, adding value to the country’s natural gas production and helping to substitute domestic production for foreign imports of nitrogen fertilizer. Despite a national demand of 3.2 million t/a, domestic production currently only meets about half of that need.

thyssenkrupp Uhde has been awarded a contract by Gujarat Narmada Valley Fertilizers & Chemicals Ltd. (GNFC) for the construction of a weak nitric acid plant in Bharuch, Gujarat state. The scope of work includes license, basic engineering, detailed engineering, procurement, construction, commissioning, and start-up services. The plant will have a capacity of 600 t/d of weak nitric acid, and will use Uhde’s proven EnviNOx® technology to reduce greenhouse gas emissions by eliminating nitrogen oxides from nitric acid production. This will be the third weak nitric acid plant licensed by Uhde to GNFC’s Bharuch site, in a partnership going back more than three decades.

Indonesian nickel miner Merdeka Battery Materials (MBMA) and partners have signed definitive agreements to construct a high-pressure acid leach (HPAL) plant on the Morowali industrial park, Sulawesi. The unit will have a nameplate capacity of 90,000 t/a of contained nickel in mixed hydroxide precipitate (MHP). PT Sulawesi Nickel Cobalt (SLNC) will construct and operate the plant adjacent to the existing HPAL plant operated by PT Huayue Nickel Cobalt (HNC). SLNC will source and process laterite nickel ore through a 20 year commercial agreement with MBMA's SCM mine, starting from the commissioning date. An ore preparation plant will be built at the SCM mine to enable ore transportation via pipeline to the SLNC processing plant at IMIP. The total combined investment for constructing SLNC (including interest incurred during construction) is expected to be approximately $1.8 billion according to Merdeka. Construction of the project commenced in January 2025 and is expected to reach commissioning stage within 18 months.

A review of papers presented at CRU’s Nitrogen+Syngas 2025 Expoconference, held in Barcelona from February 10th-12th 2025.

P r esident Trump’s flurry of activity in his first month of office has not only upended the global political order that has existed, more or less, since the US rearranged it to its satisfaction in 1945, but has also had a seismic impact on world trade. How the various strands of US policy will play out remains highly uncertain, but some clear trends are beginning to emerge.