Category: Policy & Regulation

Hy2gen says that it has submitted its Courant renewable ammonia project to Quebec’s Minister of the Environment, marking the end of the planning stage. The Ministry will now define an impact study that Hy2gen must carry out to ensure that the project meets safety and environmental impact requirements. Project Courant aims to produce 230,000 t/a of low carbon ammonia for the local mining industry and region around Baie-Comeau, Quebec, using 300 MW of electrolyser capacity to generate renewable hydrogen in what Hy2gen says will be one of the largest renewable ammonia projects in North America. The plant is due to become operational in 2030.

Urea markets are well supplied at present in spite of Chinese export restrictions, but face volatility due to a number of trade barriers and other non-market pressures.

Wi th future demand for both low carbon methanol and ammonia depending to a considerable extent on their take-up as low carbon shipping fuels, recent developments in the EU and IMO may help accelerate that process, as detailed in CRU’s most recent Low Carbon Hydrogen and Ammonia Outlook.

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.

To cope with higher demand for green and blue ammonia, new ammonia terminals will be required and must be designed with respect to social and environmental challenges, as well as local permitting regulations and safety requirements. Saipem has developed a wide range of solutions to tackle those challenges and requirements by offering large-scale liquid ammonia storage and import/export terminal facilities supported on gravity based structures.

In this CRU Insight, Halima Abu Ali and Charlie Stephen look at what changes to the EU’s carbon taxation regime will mean for the fertilizer industry.

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.

New carbon capture-based plants could see US nitrogen capacity jump over the next few years, but Trump attacks on IRA tax credits may scupper some ongoing projects.

Glencore says it is working with the Queensland government to secure the future of the Mount Isa copper smelter. The company had previously indicated that it would close the smelter in 2030, but recent media reports suggest that the government is looking at assistance to keep the smelter operational, which currently treats more than 1 million t/a of copper concentrate and supplies sulphuric acid to other industries locally, including phosphate production.