Independent research & intelligence

Tracking the ammonia energy transition

The Ammonia Observatory is an independent think tank monitoring global green ammonia projects, price signals, and policy developments — making sense of the molecule at the heart of the clean energy transition.

Global project tracker — updated monthly
Projects tracked
142 ↑ 12 this month
Total capacity (MTPA)
38.4 green NH₃
Neom Green Hydrogen
Saudi Arabia · 1.2 MTPA
Active
H2U Eyre Peninsula
Australia · 0.9 MTPA
In dev
Ørsted FlagshipONE
Sweden · 0.05 MTPA
Active
CIP Power-to-X
Denmark · 1.0 MTPA
Planned

What we track

Data for everyone in the ammonia space

From engineers to policymakers — the Observatory cuts through fragmented information to give you a clear, consolidated picture of the global ammonia energy landscape.

Project tracker
Every announced green ammonia project worldwide. Capacity, status, developer, offtake agreements, and timeline — updated monthly.
Price intelligence
Spot and contract price signals across key regions — Europe, Middle East, Asia-Pacific. Contextualised against natural gas and urea benchmarks.
Policy & regulation
IMO shipping mandates, national hydrogen strategies, and carbon pricing mechanisms — mapped and explained for the ammonia context.
Technology readiness
Where are cracking, direct combustion, and fuel cells on the TRL scale? We track who is building what and what is commercially available.
Trade flow mapping
Export corridors, import terminals, and bilateral agreements — visualised as the global ammonia trade network takes shape.
Weekly briefing
A concise email every Friday covering the week's key ammonia news, data updates, and one piece of deeper analysis from our research team.

Latest insights

From the Observatory

Analysis and commentary on ammonia as a fuel — grounded in data, written for decision-makers.

Analysis

Why ammonia cracking efficiency is the critical bottleneck for the hydrogen carrier thesis

The economics of shipping green hydrogen as ammonia depend almost entirely on the reconversion step. We model the break-even cost scenarios across five major import corridors.

Mar 10, 2026 · 8 min read

Policy

IMO's 2030 targets and what they mean for ammonia bunkering infrastructure

Mar 6, 2026 · 5 min read

Data

Green ammonia project pipeline update: 14 new announcements in Q1 2026

Mar 3, 2026 · 3 min read

The Friday Briefing

Weekly intelligence on the ammonia energy transition. No noise — just signal.

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About

An independent voice for the ammonia transition

At a glance
Type
Independent think tank
Focus
Ammonia as fuel & energy carrier
Coverage
Global
Funding
Independent · No corporate backing
"Ammonia is not just a fertiliser feedstock — it is one of the most credible vectors for decarbonising hard-to-abate sectors. The data landscape should reflect that importance."

The Ammonia Observatory is an independent research initiative dedicated to making the global ammonia energy transition legible. We bring together analysts, researchers, and industry specialists to monitor, interpret, and publish data on green ammonia production, trade, technology, and policy.

Our work fills a gap in the market. Project announcements are buried in press releases. Price signals are locked behind expensive subscriptions. Policy changes are scattered across regulatory bodies in a dozen jurisdictions. The Observatory consolidates all of this into a single, accessible resource — free at its core, with no advertiser influence and no corporate agenda.

We believe that better information leads to better decisions, and that accelerating the ammonia energy transition requires a shared, trusted foundation of data that everyone — from port operators to policymakers — can build on.

Independent
No corporate funding, no advertiser influence. Our analysis serves the transition, not any single commercial interest.
Rigorous
Every data point is sourced and verified. We distinguish clearly between confirmed projects and speculative announcements.
Accessible
Core data and analysis is free. We believe open access to good information accelerates the energy transition.