Section: Comment

As I write this editorial, the 30th meeting of the Conference of the Parties (COP) to the UN Framework Convention on Climate Change – aka COP-30 – is taking place in Brazil. It is fair to say that the attempt to try to restrict a large greenhouse gas-driven temperature rise across the planet has become one of the defining issues of our age, and particularly for an energy-intensive industry such as our own, responsible as it is for up to 2% of global carbon and carbon equivalent emissions. The move towards lower carbon intensity production of hydrogen, ammonia and methanol, via carbon dioxide capture and sequestration, gasification of biomass or waste, or electrolysis of water using renewable power, has come to dominate our news coverage, and in this issue we also carry articles on the state of play of both ‘blue’ and ‘green’ ammonia production, as well as technology for ‘cracking’ ammonia back to hydrogen and nitrogen for its potential use as a hydrogen carrier.

At the end of this year, the European Union’s Carbon Border Adjustment Mechanism (CBAM) will move from its transitional phase into its ‘definitive’ phase, whereby the carbon costs of goods entering the EU will need to be priced in. CBAM requires suppliers to calculate the carbon emissions of their fertilizer (and other, e.g. steel) products, including indirect emissions, for example from electricity consumed in the process, and emissions of precursor or raw materials. They will then need to purchase CBAM certificates to cover embedded emissions above the established free allowance benchmark rates determined by the European Commission: 1.57 tonnes CO2e/tonne ammonia and 0.23 tCO2e/t nitric acid.

Michael Twining, Vice President of Innovation, Willard Agri-Service, explores the theme of purpose in the fertilizer industry.

Phosphate prices have been at high levels for a couple of years now, and talk at the recent International Fertilizer Association (IFA) meeting in Monaco was that it was not only continuing to support higher sulphur prices in spite of oversupply in the sulphur market, but that there seemed to be no prospect of it falling in the short term.

Ju ne saw fertilizer markets – urea markets in particular – thrown into chaos by the widening of hostilities in the Middle East. Israel’s and then the United States’ strikes on Iranian nuclear facilities and the retaliatory attacks on Israel and Qatar for a while held out the potential for the conflict to widen, perhaps even leading to attempts to close the straits of Hormuz at the entrance to the Gulf, something not seen since the ‘tanker war’ of the 1980s when Iraq tried to cripple Iran’s oil exports during the eight year Iran-Iraq War.

The International Fertilizer Association (IFA) released a new report on phosphogypsum (PG) in May, ahead of its Annual Conference in Monaco.

I am writing this freshly returned from the Sulphur Institute’s annual Sulphur World Symposium in Florence (for more on that see pages 24-25), where one of the topics causing some excitement was the anticipated commissioning of a demonstration plant for Travertine Technologies’ new Travertine Process. The plant is due to be commissioned at the Sabin Metals site near Rochester, New York in mid-2025 at a cost of $10.7 million. Capacity is put at “hundreds” of tonnes per year of gypsum processed, and removing “tens” of tonnes per year of CO 2 from the atmosphere.

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.

Alzbeta Klein, CEO and Director General of the International Fertilizer Association (IFA), sets the scene for IFA’s Annual Conference in Monaco, 12-14 May.

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.