Insights

Analysis & commentary

Research-led analysis on ammonia as a fuel and energy carrier, from technology readiness to trade economics and policy. Published by the Ammonia Observatory research team.

AO
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Written by the Ammonia Observatory research team
Research May 2026

UK Academic Green Ammonia Research: A Landscape in 13 Projects

Behind the commercial headlines sits the research infrastructure that de-risks the technology, trains the engineers, and defines the standards that large-scale projects will depend on. The Ammonia Observatory maps 13 active UK academic projects spanning synthesis, combustion, storage, and marine propulsion — and finds a portfolio with genuine depth but a revealing asymmetry.

Analysis Mar 10, 2026

AM Green Kakinada reaches FID: what 1 MTPA of confirmed green ammonia means for the market

In November 2025, AM Green confirmed a final investment decision on its 1 MTPA green ammonia facility in Kakinada, India, the largest FID ever reached for a green ammonia project. Our team breaks down what this means for global supply chains, European offtake negotiations, and the benchmark it sets for the next wave of projects targeting FID in 2026.

Policy Mar 6, 2026

2025 in review: first complete renewable ammonia supply chains emerge in northeast China

The International Maritime Organisation's revised greenhouse gas strategy sets a 20% reduction in shipping emissions by 2030. Ammonia is widely viewed as the most viable zero-carbon fuel at scale, but the bunkering infrastructure simply does not exist yet. Our team maps port investment commitments made so far and identifies the critical gaps across the top 20 ammonia-relevant shipping corridors.

Data Mar 3, 2026

NEOM commercial operations: what the 1.2 MTPA project means for Middle East export corridors

The first quarter of 2026 saw 14 new green ammonia project announcements, adding a combined 3.2 MTPA of potential future capacity. Our data team reviews what was announced, which regions are seeing the most activity, and which projects have the strongest likelihood of reaching final investment decision.

Technology Feb 24, 2026

Ammonia engine commercialisation: MAN ES, WinGD, and Wärtsilä reach deployment phase

Three of the world's leading marine engine manufacturers reached commercial availability milestones for ammonia-capable engines in 2025. Our technology desk compares the MAN Energy Solutions two-stroke, WinGD's dual-fuel units, and Wärtsilä's four-stroke offering, and what the differences mean for shipowners evaluating fuel switching decisions.

Markets Feb 17, 2026

Green ammonia pricing in 2025, 26: Germany hits $860/MT as CBAM reshapes European trade flows

Green ammonia prices in Germany reached $860/MT in Q1 2026, driven by CBAM implementation, constrained supply, and strong industrial decarbonisation demand. Our markets team analyses the pricing dynamics across five key regions and what the narrowing grey-green spread means for project economics.

Infrastructure Feb 10, 2026

The IMO net-zero framework delay: what the MEPC decision means for ammonia energy timelines

The unexpected failure of IMO member states to adopt the net-zero framework in late 2025 created significant uncertainty across the ammonia energy supply chain. Our policy desk analyses what was decided, what remains unresolved ahead of MEPC October 2026, and what first-movers should do in the meantime.

Data sources: All data is compiled from publicly available information. Figures are best available estimates as of April 2026. Submit corrections to [email protected].