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Content of China Green Ammonia Industry Chain Annual Report 2023

2023-09-18

Content

1. Overview of the green and blue ammonia industry 9

Tab 1.1 Gray, Blue and Green Hydrogen 9

Fig 1.1 Gray, Blue and Green Hydrogen Carbon Emissions, Manufacturing Costs and Social Acceptance 10

Tab 1.2 Low-carbon, clean and renewable hydrogen 10

2. Global and China's ammonia industry 11

2.1 Global ammonia industry status 11

2.2 China's ammonia industry Status 12

3. Green hydrogen production technology and costs 15

3.1 Electrolyzed water to hydrogen technology 15

3.1.1 Classification of technologies 15

Tab 3.1 Comparison of electrolyzed water to hydrogen equipment technologies 15

3.1.2 Progress of typical technology development in the world and China 16

3.1.2.1 China Huaneng Group 16

3.1.2.2 DICP, Chinese Academy of Sciences 17

3.1.2.3 SINAP, Chinese Academy of Sciences 19

3.1.2.4 Enapter 20

Fig 3.1 Cost Components of AWE 23

The cost components of hydrogen production from alkaline electrolyzers are shown in the table below: 24

Tab 3.2 Costs of hydrogen production in AWE 24

Fig 3.2 Plot of cost of hydrogen production versus operating time of the electrolyzer at different electricity prices 25

4. Green ammonia production technology 25

4.1 High-temperature and high-pressure ammonia production process coupled with green hydrogen 26

Fig 4.1 High temperature and high pressure ammonia process coupled with green hydrogen flow 26

4.1.1 Progress of domestic ammonia technology and catalyst development 26

4.1.1.1 Nanjing Guochang Chemical Engineering Co. 26

4.1.1.2 Hunan Anchun High-Tech Co. 27

4.1.1.3 Nanjing Jutuo Chemical Technology Co. 27

4.1.2 Progress of foreign ammonia synthesis technology and catalyst development 29

4.1.2.1 Casale 29

4.1.2.2 Topsoe 31

4.1.2.3 KBR-Kellogg 31

4.1.2.4 Clariant ammonia catalysts 33

4.2 Low temperature and low pressure ammonia Process coupled to green hydrogen 34

Fig 4.2 Low-temperature, low-pressure ammonia process coupled with green hydrogen flow 34

4.2.1 Progress of domestic ammonia technology and catalyst development 35

4.2.1.1 Fuzhou University / Sanjiu Environmental Protection 35

Fig 4.3 China's first ruthenium-based low-temperature, low-pressure ammonia synthesis plant 36

4.2.1.2 Dalian Institute of Chemical Physics, CAS 38

4.2.1.2.1 Transition metal-lithium hydride composite catalyst system 38

4.2.1.2.2 Novel alkali (earth) metal ruthenium-based ternary hydride catalysts 39

4.2.1.2.3 Transition metal ammonia catalysts 40

4.2.1.2.4 Ru-loaded La2O3 catalysts for ammonia synthesis 43

4.2.1.3 Shanghai Jiao Tong University/Tokyo Institute of Technology, Japan 44

4.2.2 Progress of ammonia synthesis technology and catalyst development abroad 47

4.2.2.1 National Institute of Advanced Industrial Science and Technology, Japan 47

4.2.2.2 JGC Corporation 49

4.2.2.3 Tokyo Institute of Technology (TIT) 50

4.2.2.4 University of Tokyo 52

4.3 Frontier Green Ammonia Synthesis Technology 52

4.3.1 Electrochemical ammonia synthesis process 53

4.3.1.1 Progress in domestic technology development 54

4.3.1.1.1 Beijing University of Chemical Technology 54

4.3.1.1.2 South China University of Technology (SCUT) 57

4.3.1.1.3 Qingdao Energy Institute, CAS 59

4.3.1.1.4 University of Science and Technology of China (USTC) 60

4.3.1.1.5 Institute of Process Engineering, CAS 61

4.3.1.1.6 Hefei Institute of Physical Sciences, Chinese Academy of Sciences (CAS) 64

4.3.1.1.7 Nanjing University of Technology (NUIST) 66

4.3.1.2 Progress in foreign technology development 67

4.3.1.2.1 Technical University of Denmark 67

4.3.1.2.2 Monash University, Australia 68

4.3.2 Photocatalytic ammonia synthesis process 70

4.3.2.1 Progress in domestic technology development 71

4.3.2.1.1 University of Science and Technology of China 71

4.3.2.1.2 Institute of Solid State Physics, Hefei Institute of Physical Sciences, Chinese Academy of Sciences (CAS) 72

4.3.2.1.3 Institute of Physical and Chemical Technology, Chinese Academy of Sciences (IPCT) 74

4.3.2.1.4 City University of Hong Kong 76

4.3.2.1.5 Tianjin University 78

4.3.2.1.6 Nanjing Forestry University 79

4.3.2.1.7 Tsinghua University 81

4.3.2.1.8 University of Electronic Science and Technology (UEST) 82

4.3.2.2 Progress in Foreign Technology Development 83

4.3.2.2.1 Princeton University 83

4.3.3 Other ammonia synthesis processes 84

4.3.3.1 Normal-temperature, normal-pressure ammonia synthesis of iron nitride and carbonated water 84

4.3.3.2 Metal Nitride Cycle Method Ammonia Synthesis Technology 85

5. Competitive analysis of green ammonia 87

5.1 Cost Analysis of Green Ammonia 87

5.1.1 Installations and investments 87

5.1.2 Raw material consumption 87

5.1.3 Cost structure 87

Tab 5.1 Cost structure of 50,000 tons/year green ammonia project 87

5.2 Comparison of the competitiveness of green ammonia and traditional ammonia synthesis 88

5.2.1 Installations and investments 88

5.2.2 Raw material consumption 88

5.2.3 Utility works 88

5.2.4 Other chemicals and catalysts 89

5.2.5 Cost analysis of 600,000 tons/year green ammonia project 89

Tab 5.2 Cost structure of 600,000 tons/year green ammonia project 89

5.2.6 Cost Analysis of Coal to Ammonia Project 90

Tab 5.3 Cost structure of 600,000 tons/year coal-to-ammonia project 90

600,000 tons/year coal-to-ammonia project 90

5.2.7 Green ammonia competitiveness 90

Fig 5.1 Competitive Cost Analysis of Green Ammonia 91

6. Storage and transportation of green ammonia 91

Tab 6.1 Comparison of NH3 and H2 storage and transportation 91

6.1 High pressure gaseous hydrogen storage 92

6.2 Hydrogen storage in solid materials 93

Tab 6.2 Classification and Characterization of Solid-State Hydrogen Storage Materials 93

6.3 Cryogenic liquid hydrogen storage 93

6.4 Organic liquid hydrogen storage 94

Fig 6.1 Schematic diagram of hydrogen energy storage system based on organic liquid hydrogen storage carrier 94

Tab 6.3 Physical parameters and theoretical hydrogen storage capacity of common organic liquid hydrogen storage media 94

7.Global Typical Green Ammonia Project Analysis and Green Ammonia Capacity Outlook 95

7.1 Typical green ammonia projects abroad 95

7.1.1 5000 tons/year green ammonia demonstration project in Denmark 95

7.1.2 NEOM Green Hydrogen/Green Ammonia Project in Saudi Arabia 96

...


7.1.37 China Energy Construction Green Hydrogen Green Ammonia Project in Egypt 114

7.2 Green ammonia project in China 114

7.2.1 State Power Investment Corporation Limited (SPIC) 114

7.2.1.1 Jilin Power Da’an wind power hydrogen synthesis ammonia integration project 114

7.2.1.2 SPIC/Tsinghua Channel Research Institute (SCRI) 116

7.2.1.3 SPIC-China Power 117

7.2.2 Shuimu Mintal Energy 117

7.2.2.1 New Energy Hydrogen Cogeneration Carbonless Fuel Project in Baotou, Inner Mongolia 117

7.2.3 CHN Energy Group - Guohua Investment 118

7.2.3.1 Guohua Mengxi New Demonstration Project of Wind, Hydrogen and Ammonia Integration 118

7.2.3.2 Guohua Shandong Green Hydrogen Ammonia Demonstration Project 119

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7.2.23 China National Nuclear Energy 134

7.3 Global and China’s Green Ammonia Capacity Outlook 135

7.3.1 China Green Ammonia Capacity Outlook 135

Tab 7.1 Summary of Green Ammonia Projects in China (as of Mar.2023) 135

7.3.2 Global Green Ammonia Capacity Outlook 138

Tab 7.2 Summary of Global Green Ammonia Projects (as of Mar. 2023) 138

8.Green Ammonia Industry Chain and Downstream Application 140

8.1 Green ammonia to green hydrogen 140

8.1.1 Ammonia decomposition to hydrogen technology 140

8.1.1.1 Traditional hydrogen production by ammonia decomposition 140

8.1.1.2 Ammonia Dehydrogenation in Electrochemical Cells 141

8.1.1.3 Novel Low Temperature Ammonia Hydrogen Generation 141

8.1.2 Domestic and foreign developments 142

8.2 Green ammonia as a fuel for thermal power plants 144

8.2.1 Foreign developments 144

8.2.1.1 Japan 144

8.2.1.2 South Korea 145

8.2.2 Domestic News 146

8.3 Green ammonia as a marine fuel 148

8.3.1 Foreign developments 148

8.4 Ammonia-hydrogen fuel cells 154

8.4.1 Hydrogen fuel cells 154

Tab 8.1 Comparison of Hydrogen Fuel Cell Technologies 154

8.4.2 Domestic Ammonia Hydrogen Fuel Cell Technology Development 156

8.4.2.1 Fuzhou University 156

Fig 8.1 2-kilowatt-class "ammonia-hydrogen" fuel cell prototype developed by the Fuzhou University team. 157

Fig 8.2 The first domestic ammonia-hydrogen fueled power plant developed by FU Zijin 158

Fig 8.3 The First Ammonia Hydrogen Fuel Cell Bus 159

8.4.3 Foreign Ammonia Hydrogen Fuel Cell Technology Development 160

8.4.3.1 Northwestern University, USA 160

8.5 Other applications 160

9. China Green Ammonia Industry Policy 161

9.1 Traditional ammonia industry policy 161

9.2 Policies related to downstream application of green ammonia 163

9.2.1 Green Transportation "14th Five-Year Plan" Development Plan 163

9.2.2 Ningxia Ammonia and Hydrogen Industry Alliance Approved 164

9.2.3 Implementation Program for the Development of New Energy Storage in the "14th Five-Year Plan" 164

9.2.4 Medium- and Long-Term Plan for the Development of Hydrogen Energy Industry (2021-2035) 165

9.2.5 Shanghai Municipality Aims at New Tracks to Promote Green and Low-Carbon Industry Development Action Program (2022-2025) Released 165

9.2.6 "Shanghai Peak Carbon Implementation Program" Issued 166

9.2.7 Jiuquan City Hydrogen Energy Industry Development Implementation Program (2022-2025) Issued 166

9.2.8 The Ministry of Industry and Information Technology (MIIT) and three other ministries and commissions jointly issued the Implementation Program for Peak Carbon Achievement in Industrial Sector 167

9.2.9 Development Plan for Panzhihua City Hydrogen Energy Industry Demonstration City (2021-2030) Issued 168

9.2.10 Issuance of Catalogue of Industries Encouraging Foreign Investment (2022 Edition) 169

10. Conclusion and outlook 170

--Green ammonia technology is applicable to existing ammonia plants for energy saving and carbon reduction 170

--China Green Ammonia's future capacity layout focuses on Inner Mongolia and other regions 170

--The large-scale application of green ammonia technology depends on the cost of green electricity and green hydrogen 171