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5/...also contributed to lower pricing. As a final point, the article notes reports suggesting that China has also achieved green ammonia production below US$700/ton and notes grey ammonia pricing around $515/ton. #fertiglobe #jaksongreen #sscinfrastructure #johncockerill

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5/...These pipelines plus bunkering facilities and ammonia cracking infrastructure will be vital for plans to important hydrogen from low cost production geographies (e.g. #H2Global's green ammonia offtake agreement with #Fertiglobe in Egypt scheduled to start in 2027).

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3/...ADNOC is a diversified energy business wholly-owned by the government of Abu Dhabi. In addition to buying a majority stake in Fertiglobe, ADNOC took a minority stake in Exxon Mobil's huge Baytown, Texas blue hydrogen project in September. $XOM $OCI #hydrogen #ammonia #fertiglobe #ADNOC

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2/ Clean #ammonia can be used directly as a feedstock for fertilizer production or as a fuel. Clean ammonia can also serve as a carrier for clean #hydrogen which, in turn, can be a carrier for cheaper renewable energy (green h2) or ample natural gas resources (blue h2). $XOM $OCI #fertiglobe

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