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Section: CRUNS Market & Features

Price Trends

Ammonia benchmarks on both sides of the Suez were little changed in mid-June with a seemingly balanced supply-demand outlook, although those of a more bullish persuasion continue to support the notion that prices will soon – if they have not done so already – reach a floor. In Algeria, while activity was limited, producer Sorfert was believed to be seeking prices of $410415/t f.o.b. for July delivery, up $10-15/t and equivalent to >$450/t c.fr NW Europe. Imminent tariffs on imports of Russian fertilizers into the EU may trigger an uptick in downstream capacity utilisation across the continent.

Challenges in the conversion to clean ammonia

VK Arora of KPI examines the technical and operational challenges of decarbonising legacy and new ammonia plants, drawing on a European case study of full-scale conversion supported by robust process and integration design. It also presents three US case studies exploring partial strategies, such as green hydrogen blending and oxygen enrichment, to reduce CO2 emissions and improve throughput. Together, these examples highlight a phased, cost-effective approach to decarbonisation, with blue hydrogen serving as a near-term transitional feedstock.