
Ammonium nitrate markets after Ukraine
The war in Ukraine has severely affected the supply of ammonium nitrate and CAN from Russia and Ukraine, with particular potential impact on Europe and Latin America. Can urea make up the difference?
The war in Ukraine has severely affected the supply of ammonium nitrate and CAN from Russia and Ukraine, with particular potential impact on Europe and Latin America. Can urea make up the difference?
A round-up of current and proposed projects involving non-nitrogen synthesis gas derivatives, including methanol, hydrogen, synthetic/substitute natural gas (SNG) and gas- and coal-to-liquids (GTL/CTL) plants.
Nitrogen+Syngas’s annual listing of new ammonia, urea, nitric acid and ammonium nitrate plants.
On February 27th, in a speech to the Bundestag, Germany’s chancellor Olaf Scholz described the events then unfolding as a “zeitenwende” – a historical turning point. He was speaking of German foreign and security policy, but it seems likely that Russia’s February 24th invasion of Ukraine may end up marking a break with the past in many different ways. Last issue’s Editorial was written when Russia’s ‘special military operation’ was still only a few days old, and the situation was still very fluid. Two months on, and for all of the uncertainties remaining, some glimpses of the way that things are changing are becoming clearer.
Yara and Mosaic shocked markets with a settlement of $1,625/t c.fr for April, up $490/t on March, and the highest ever price recorded at Tampa, as the removal of Russian and Ukrainian ammonia supply impacted global prices, and Baltic rates soared to $1,500/t. However, April saw some of the global dislocations caused by the Russian conflict begin to ease, while the high prices saw buyers in the US delay purchases, leading to the Tampa price falling back $200/t for May loadings.
Gidara Energy has agreed with the Port of Rotterdam to develop a new waste to methanol facility in the Netherlands: Advanced Methanol Rotterdam (AMR). Gidara will duplicate its Advanced Methanol Amsterdam project as a template for AMR, using Gidara’s patented high temperature Winkler (HTW® ) technology, which converts nonrecyclable waste to renewable fuels. This technology has been used commercially in four other waste to syngas production facilities. AMR will convert around 180,000 t/a of non-recyclable waste into 90,000 t/a of methanol, while capturing all waste streams for use; CO2 will be captured and led to local greenhouses; bottom product residue will be used for cement production; and other streams like ammonia and salts will be sold and put to use as feed stock for other industries and road salt respectively, creating a fully circular concept. The facility is scheduled to start detail engineering and construction in the first half of 2023, when a permit is received, and start production of renewable methanol in 2025.
India’s new batch of urea plants are coming on-stream or nearing completion, but can the country regain the self-sufficiency in urea production that it enjoyed in the 1990s?
Maire Tecnimont has announced the resignation of Pierroberto Folgiero from the positions of Director, Chief Executive Officer and Chief Operating Officer of the Company, effective from May 15, 2022. Interim appointments to senior positions are subject to article 2386 of the Italian Civil Code, with a list drawn up at the time of appointment. However, with designated successor Alessandra Conte unwilling to accept the position, it has passed to Alessandro Bernini, previously Group Chief Financial Officer of the company since 2013, who will now also become the new Chief Executive Officer and Chief Operating Officer of Maire Tecnimont. The company board has also conferred on Bernini executive powers for the management and coordination of the Group's activities. The resolutions will be effective from 15 May 2022. Alessandro Bernini will remain in office, according to the law, until the next shareholders' meeting of the Company.
Spot ammonia prices made steep losses in west of Suez regions following the $200/t drop in the Tampa May contract price in late April, as supply and demand start to rebalance two months after the removal of Black Sea ammonia exports from the market. Yara has settled the Tampa contract price for May with Mosaic at $1,425/t c.fr, a $200/t drop from April.
Leaks in the high-pressure synthesis section of a urea plant may lead to catastrophic consequences. In 2017, building on an incident database set up by UreaKnowHow.com, AmmoniaKnowHow.com and UreaKnowHow.com introduced FIORDA, the Fertilizer Industry Operational Risk Database, a global open source risk register for ammonia and urea plants.