Tag: Demand

Ronald Clemens , ICL’s Marketing & Portfolio Manager CRF, talks to Fertilizer International about the role of controlled-release fertilizers in sustainable agriculture.

The US fertilizer industry, ranked fourth globally in terms of total production capacity, has grown and developed alongside an increasingly sophisticated domestic agricultural sector. The Biden administration has earmarked $900 million for investment in fertilizer assets to boost domestic production capacity and reduce input costs to farmers.

In our May/June issue I discussed the race to be the next major green shipping fuel, in which methanol and ammonia both remain significant contenders, but which methanol appeared to be pulling ahead in. But more recently, a few stories from the past few weeks have left me not quite as sure as I was about that. Firstly, there’s the news in our Syngas News section this issue that the FlagshipONE green methanol project in Sweden is being delayed and possibly abandoned, because demand for green methanol for shipping has not actually materialised as fast as was anticipated.

With green ammonia from renewable energy facing cost hurdles to adoption, thoughts have turned to using nuclear energy as a carbon free alternative.

The nitric acid industry has made great strides in reducing nitrous oxide emissions over the past few decades, but emissions from agriculture due to nitrogen fertilizers remain a problematic source of N2 O in the atmosphere.

Demand for nitrates has rebounded after a difficult period following the dislocations caused by the war in Ukraine, with UAN in particular seeing rapid growth. Technical ammonium nitrate is also growing on the back of increased mining activity.

This year will be the 40th Sulphur – now Sulphur + Sulphuric Acid – Conference to be held. From its beginnings in Canada to this year’s meeting at the Hyatt Regency hotel in Barcelona, much has changed, but its mission – to be an essential annual forum for the global sulphur and acid community – remains the same.

In its most recent interim report, published on August 15, renewable energy developer Ørsted said that it was abandoning the FlagshipONE renewable methanol project because the anticipated market for green methanol as a marine fuel had not materialised as quickly as expected. The strategic decision comes nearly two years after final investment decision (FID) on the project.

Shell Deutschland has taken a final investment decision (FID) to progress REFHYNE II, a 100 MW renewable proton-exchange membrane (PEM) hydrogen electrolyser at the Shell Energy and Chemicals Park Rheinland in Germany. Using renewable electricity, REFHYNE II is expected to produce up to 44 t/d of renewable hydrogen to partially decarbonise site operations. The electrolyser is scheduled to begin operating in 2027. Renewable hydrogen from REFHYNE II will be used at the Shell Energy and Chemicals Park to produce energy products such as transport fuels with a lower carbon intensity. Using renewable hydrogen at Shell Rheinland will help to further reduce Scope 1 and 2 emissions at the facility. In the longer term, renewable hydrogen from REFHYNE II could be directly supplied to help lower industrial emissions in the region as customer demand evolves.

In the last two years there have been significant changes to the level and location of sulphur inventory, which has caused swings in short-term supply availability. Inventory plays a necessary role in balancing the sulphur market but exactly when, where, how, and why inventory enters the market can trigger a diverse range of price responses. In this insight article, CRU’s Peter Harrisson looks at how inventory change influences sulphur availability and pricing.