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市場調查報告書
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2073392

全球氨市場（2027-2037 年）

The Global Ammonia Market 2027-2037
出版日期: | 出版商: Future Markets, Inc. | 英文 154 Pages, 30 Tables, 28 Figures | 訂單完成後即時交付

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《全球氨市場（2027-2037）》報告對正在經歷變革時期的氨產業進行了全面分析，既檢驗了氨作為氮肥原料的傳統作用，也分析了其作為低碳能源載體的新興作用。該報告結構嚴謹，內容詳實，對於生產商、技術提供者、專案開發商、投資者、承購商、政策制定者和分析師而言，都是一份極具價值的參考資料，能夠幫助他們了解當前市場狀況及其未來十年的發展前景。

本報告涵蓋以下主題：

  • 生產技術和製造路線——包括傳統的灰氨和黑氨、碳回收的藍氨、電解綠氨，以及等離子體合成、電化學氮還原、新型催化劑和核能發電等新興製造路線，以及模組化和分散式模型。
  • 經濟與成本分析－依製造通路分類的均衡生產成本、風險狀況從營運成本向資本成本的轉變、各地區實現成本平價的時間、對天然氣價格、再生能源、碳定價和關稅的敏感性，以及限制企劃案融資。
  • 按應用領域分類的需求——化肥和農業、船用燃料、氫載體和氫裂解、發電和儲能、工業應用，以及每種應用背後的監管和技術促進因素。
  • 基礎設施、交通運輸、倉儲和貿易——現有的航運和港口網路、倉儲系統、全球貿易流量、資產轉移和新興貿易走廊。
  • 地緣政治和供應鏈風險－對天然氣的依賴、近期供應中斷的影響、關鍵地點的風險敞口、製造業回流以及氨、能源安全和糧食安全之間的相互關係。
  • 政策、監管和認證—獎勵計畫、碳邊境調節機制、認證框架和跨境貿易暴露的監管漏洞
  • 區域市場分析－中國、北美、中東、印度、歐洲、澳洲、日本、韓國及世界其他地區
  • 專案儲備和產能預測－已公佈產能與資金籌措資產能的比較，藍色和綠色專案成熟度的比較，主要專案概覽，以及基於情境的建設擴張預測。
  • 價格預測和市場展望——按等級和地區定價、綠色溢價趨勢、供需平衡以及看漲、中性和看跌情景。
  • 障礙、風險和挑戰—成本、資金籌措、間歇性、技術規模化、基礎設施、市場、下游排放和政策不確定性。
  • 公司簡介－對整個價值鏈上的生產商、能源公司、專案開發商、技術提供者、創新者和承購商進行詳細評估。重點介紹的公司包括：ACME集團、液化空氣集團、空氣產品公司、AM Green、Ammobia、Amogy、Atmonia、貝克休斯、Barents Blue/Horisont Energi、BASF、英國石油、CatAmmon Technologies、CF Industries、Chambal Fertilisers and Chemicals、Clean Hydrogen 網站合作夥伴Energy、Equinor、EuroChem集團、埃克森美孚、Faraday Earth、Fertiglobe、FuelPositive、GSFC、H2SITE、IFFCO、John Cockerill、Jupiter Ionics、Koch Ag & Energy Solutions、LSB Industries、L&T Energy GreenTech、Ma'aden、MANNi Energy Solutions、Net、OM Solutions、LSB Industries、L&T Energy GreenTech、Ma'aden、MANNi Energy Solutions、Neology、NE Solutions、LSB Industries、L&T Energy GreenTech、Ma'aden、MANNi Energy Solutions、Neology、VOM GreenTech。

本報告包含詳細的表格和圖表，以及附錄，附錄涵蓋術語表、調查方法、情境假設、完整的專案資料庫和按主題組織的參考書目。

目錄

第1章 關於本報告

第2章執行摘要

第3章 氨市場概覽

  • 什麼是氨？它的特性和重要性。
  • 哈伯-博世的遺產及其在世界糧食供應中的作用。
  • 氨的雙重性：既是化學原料也是能源來源
  • 為什麼2027年至2037年這十年如此重要
  • 市場規模與結構概述

第4章 生產技術與生產路線

  • 傳統生產方式
    • 蒸汽甲烷重整（SMR）－灰氨
    • 煤炭氣化－黑氨
  • 藍色氨
    • 蒸氣甲烷重整（SMR）+二氧化碳捕集與儲存（CCS）
    • 新開發場地的自發性熱重組（ATR）
    • 關於二氧化碳捕集率和超過 95% 的閾值的討論
    • 甲烷洩漏和上游排放計算
  • 綠色氨氣
    • 電解途徑（鹼性電解、PEM電解、SOEC電解）
    • 用於間歇性可再生能源的動態/靈活哈伯-博世法
    • 電解槽整合、氫氣儲存和工廠利用
  • 新的顛覆性生產路線
    • 非熱電漿+人工智慧最佳化合成（法拉第地球案例研究）
    • 電化學氮還原和鋰介導途徑
    • 創新催化劑平台（SIC Systems/Copernic Catalyst）
    • 核能發電（粉紅色）氨
  • 模組化、分散式和容器化生產

第5章 經濟學與成本分析

  • 按路線分類的氨均質成本（LCOA）
  • 詳細成本明細（美元/噸）：灰色、黑色、藍色、綠色、混合綠色
  • 資本支出（CAPEX）和營運支出（OPEX）風險狀況的變化
  • 低碳替代方案的成本溢價
  • 實現成本均等的時間表和轉折點（按地區分類：2026-2034 年）
  • 敏感度分析
    • 天然氣價格波動風險（高達灰色/藍色成本的 90%）
    • 可再生能源的平準化電力成本 (LCOE) 和電解槽的資本投資（閾值35​​ 美元/兆瓦時）
    • 對碳價格的影響（50-100美元/噸二氧化碳）
    • 電解槽及其組件的關稅
  • 投資可行性、投資報酬率（ROI）及投資回收期。
  • 承購瓶頸和企劃案融資

第6章 依應用程式進行需求分析

  • 化肥與農業
    • 尿素、硝酸銨、尿素硝銨溶液 (UAN) 和下游氮產品
    • 現有化肥需求的脫碳
    • 區域化肥安全和進口依賴性
  • 船用燃料
    • 國際海事組織戰略、歐盟排放交易體系（EU ETS）與FuelEU海事促進者
    • 引擎和燃料電池的開發
    • 毒性、氮氧化物/一氧化二氮、氨洩漏及安全性
    • 燃料供應基礎設施和供應物流
  • 氫載體和氨分解
    • 氨作為氫載體與液氫和管道輸送的比較
    • 技術成熟度的突破
    • 基於連接埠和分散式破解技術的比較
  • 發電和儲能
    • 燃煤發電廠混燒（日本和韓國）
    • 專用渦輪機和燃料電池
    • 氨作為一種化學儲能物質
  • 工業及其他應用

第7章 基礎建設、交通運輸、倉儲和貿易

  • 現有的氨運輸和港口基礎設施
  • 儲存系統和設備
  • 全球貿易流動：出口國與進口國
  • 能源轉型過程中現有基礎設施的再利用
  • 新的貿易走廊（中東-亞洲、澳洲-亞洲、美國-歐洲/亞洲）

第8章：地緣政治、能源、安全與供應鏈風險

  • 對天然氣的依賴和價格波動
  • 俄烏衝突及其遺留問題
  • 伊朗衝突、霍爾木茲海峽危機以及化肥價格飆升。
  • 國內回報和本地生產作為安全策略
  • 農業投入成本及其對糧食安全的影響

第9章：政策、法規與認證

  • 美國：IRA 45V/45Q稅額扣抵和政策變化
  • 歐盟：CBAM、ETS 和 RFNBO 框架
  • 歐盟-印度自由貿易協定與CBAM之間的互動
  • 認證體系（CertifHy、GH2、ISO）與跨國互認
  • 亞洲國家的進口補貼（日本和韓國的現金結算合約模式）
  • 印度國家綠色氫能計畫和SIGHT/SECI競標
  • 中國的政策與可再生能源一體化
  • 全球碳定價機制
  • 跨境綠色氨貿易暴露出的監管漏洞

第10章 區域市場分析

  • 中國
  • 北美洲
    • 美國
    • 加拿大
  • 中東
  • 印度
  • 歐洲
  • 澳洲
  • 日本和韓國
  • 拉丁美洲、非洲和其他地區

第11章：專案儲備與產能預測

  • 根據已公佈的管道和最終投資決定 (FID) 對產能進行比較。
  • 綠色和藍色專案的成熟度（最終投資決策轉換率）
  • 為什麼大多數綠色專案最終都無法達成最終投資決定（FID）？ （承購合約和溢價差距）
  • 大型專案概況（年產量50萬噸以上）
  • 基於情境的2027年至2037年產能擴張預測
  • 近期取消和暫停

第12章 價格預測與市場展望

  • 氨價格預測（按等級和地區分類，2027-2037 年）
  • 綠色溢價的演變與侵蝕
  • 關於供需平衡的情景
  • 看漲情景、基準情景、看跌情景
  • 貿易、承購和電力產業的買家

第13章 障礙、風險與挑戰

  • 成本競爭力與綠色溢價
  • 高昂的資金成本和資金籌措限制
  • 可再生能源供應、間歇性和水資源可用性
  • 電解槽的規模化生產與製造
  • 基礎設施缺口
  • 簽訂承購合約
  • 對下游環境的影響（NOx、N2O）
  • 監管和政策的不確定性

第14章：公司簡介，共76頁（62家公司的簡介）

第15章附錄

第16章 參考文獻

The Global Ammonia Market 2027–2037 is a comprehensive analysis of an industry in transition, examining ammonia in both its established role as the foundation of nitrogen fertilizer and its emerging role as a low-carbon energy vector. Built systematically against a detailed framework, the report serves producers, technology providers, project developers, investors, offtakers, policymakers and analysts who require a single authoritative reference on where the market stands and how it is likely to evolve over the coming decade.

The report covers:

  • Production technologies and pathways - conventional grey and black ammonia, blue ammonia with carbon capture, green ammonia via electrolysis, and emerging routes including plasma synthesis, electrochemical nitrogen reduction, novel catalysts and nuclear-powered production, alongside modular and decentralized models.
  • Economics and cost analysis - levelized production costs by pathway, the shift from operating-cost to capital-cost risk profiles, cost-parity timelines by region, sensitivity to gas prices, renewable electricity, carbon pricing and tariffs, and the offtake bottleneck constraining project finance.
  • Demand by application - fertilizer and agriculture, marine fuel, hydrogen carrier and cracking, power generation and energy storage, and industrial uses, with the regulatory and technological drivers behind each.
  • Infrastructure, transport, storage and trade - existing shipping and port networks, storage systems, global trade flows, the repurposing of assets, and emerging trade corridors.
  • Geopolitics and supply-chain risk - natural gas dependence, the legacy of recent supply disruptions, chokepoint exposure, reshoring, and the links between ammonia, energy security and food security.
  • Policy, regulation and certification - incentive schemes, carbon border mechanisms, certification frameworks and the regulatory gaps exposed by cross-border trade.
  • Regional market analysis - China, North America, the Middle East, India, Europe, Australia, Japan and South Korea, and the rest of the world.
  • Project pipeline and capacity forecasts - announced versus financed capacity, blue-versus-green project maturity, major project profiles, and scenario-based build-out forecasts.
  • Price forecasts and market outlook - pricing by grade and region, the evolution of the green premium, supply-demand balances and bull, base and bear cases.
  • Barriers, risks and challenges - cost, financing, intermittency, technology scaling, infrastructure, offtake, downstream emissions and policy uncertainty.
  • Company profiles - detailed assessments of producers, energy players, project developers, technology providers, innovators and offtakers across the value chain. Companies profiled include ACME Group, Air Liquide, Air Products and Chemicals, AM Green, Ammobia, Amogy, Atmonia, Baker Hughes, Barents Blue / Horisont Energi, BASF, BP, CatAmmon Technologies, CF Industries, Chambal Fertilisers and Chemicals, Clean Hydrogen Works, CNPC, Copenhagen Infrastructure Partners, EET Hydrogen, Eneus Energy, Envision Energy, Equinor, EuroChem Group, ExxonMobil, Faraday Earth, Fertiglobe, FuelPositive, GSFC, H2SITE, IFFCO, John Cockerill, Jupiter Ionics, Koch Ag & Energy Solutions, LSB Industries, L&T Energy GreenTech, Ma'aden, MAN Energy Solutions, Neology, NEOM Green Hydrogen Company, NitroFix and more......

The report includes extensive tables and figures, full appendices with a glossary, methodology, scenario assumptions and a complete project database, and a thematically organised reference list.

Table of Contents

1 ABOUT THIS REPORT

  • 1.1 Scope, Definitions, and Methodology
  • 1.2 Colour Conventions Used in This Report (Grey, Black, Blue, Turquoise, Green, Pink/Nuclear Ammonia)
  • 1.3 Units, Conversion Factors, and Currency Basis
  • 1.4 Forecast Assumptions and Scenario Framework (Base / Conservative / Accelerated)

2 EXECUTIVE SUMMARY

  • 2.1 Key Findings at a Glance
  • 2.2 The Market in 2027: Baseline Snapshot
  • 2.3 Forecasts to
  • 2.4 The Five Forces Reshaping Ammonia
  • 2.5 Critical Uncertainties and What to Watch

3 INTRODUCTION TO THE AMMONIA MARKET

  • 3.1 What Is Ammonia? Properties and Significance
  • 3.2 The Haber-Bosch Legacy and Its Role in Feeding the World
  • 3.3 Ammonia's Dual Identity: Chemical Feedstock vs. Energy Vector
  • 3.4 Why 2027–2037 Is a Pivotal Decade
  • 3.5 Market Size and Structure Overview

4 PRODUCTION TECHNOLOGIES AND PATHWAYS

  • 4.1 Conventional Production
    • 4.1.1 Steam Methane Reforming (SMR) - Grey Ammonia
    • 4.1.2 Coal Gasification - Black Ammonia
  • 4.2 Blue Ammonia
    • 4.2.1 SMR + Carbon Capture and Storage (CCS)
    • 4.2.2 Autothermal Reforming (ATR) at Greenfield Sites
    • 4.2.3 Carbon Capture Rates and the >95% Threshold Debate
    • 4.2.4 Methane Slip and Upstream Emissions Accounting
  • 4.3 Green Ammonia
    • 4.3.1 Electrolysis Pathways (Alkaline, PEM, SOEC)
    • 4.3.2 Dynamic / Flexible Haber-Bosch for Intermittent Renewables
    • 4.3.3 Electrolyzer Integration, Hydrogen Storage, and Plant Utilization
  • 4.4 Emerging and Disruptive Production Routes
    • 4.4.1 Non-Thermal Plasma + AI-Optimized Synthesis (Faraday Earth Case Study)
    • 4.4.2 Electrochemical Nitrogen Reduction and Lithium-Mediated Routes
    • 4.4.3 Novel Catalyst Platforms (SIC Systems / Copernic Catalysts)
    • 4.4.4 Nuclear-Powered (Pink) Ammonia
  • 4.5 Modular, Decentralized, and Containerized Production

5 ECONOMICS AND COST ANALYSIS

  • 5.1 Levelized Cost of Ammonia (LCOA) by Pathway
  • 5.2 Detailed Cost Breakdown ($/tonne): Grey, Black, Blue, Green, Hybrid Green
  • 5.3 The CAPEX-vs-OPEX Risk Profile Shift
  • 5.4 Cost Premiums for Low-Carbon Alternatives
  • 5.5 Cost-Parity Timelines and Crossover Points (2026–2034 by Region)
  • 5.6 Sensitivity Analysis
    • 5.6.1 Natural Gas Price Exposure (up to 90% of grey/blue cost)
    • 5.6.2 Renewable LCOE and Electrolyzer CAPEX (the $35/MWh threshold)
    • 5.6.3 Carbon Pricing Impact ($50–$100/t CO₂)
    • 5.6.4 Tariffs on Electrolyzers and Components
  • 5.7 Investment Viability, ROI, and Payback Periods
  • 5.8 The Offtake Bottleneck and Project Finance

6 DEMAND ANALYSIS BY APPLICATION

  • 6.1 Fertilizer and Agriculture
    • 6.1.1 Urea, Ammonium Nitrate, UAN, and Downstream Nitrogen Products
    • 6.1.2 Decarbonization of Existing Fertilizer Demand
    • 6.1.3 Regional Fertilizer Security and Import Dependence
  • 6.2 Marine Fuel
    • 6.2.1 IMO Strategy, EU ETS, and FuelEU Maritime Drivers
    • 6.2.2 Engine and Fuel-Cell Development
    • 6.2.3 Toxicity, NOx/N₂O, Ammonia Slip, and Safety
    • 6.2.4 Bunkering Infrastructure and Supply Logistics
  • 6.3 Hydrogen Carrier and Ammonia Cracking
    • 6.3.1 Ammonia as a Hydrogen Vector vs. Liquid H₂ and Pipelines
    • 6.3.2 Cracking Technology Maturity
    • 6.3.3 Port-Based vs. Decentralized Cracking
  • 6.4 Power Generation and Energy Storage
    • 6.4.1 Co-firing in Coal Plants (Japan and South Korea)
    • 6.4.2 Dedicated Turbines and Fuel Cells
    • 6.4.3 Ammonia as Chemical Energy Storage
  • 6.5 Industrial and Other Uses

7 INFRASTRUCTURE, TRANSPORT, STORAGE AND TRADE

  • 7.1 Existing Ammonia Shipping and Port Infrastructure
  • 7.2 Storage Systems and Terminals
  • 7.3 Global Trade Flows: Exporters and Importers
  • 7.4 Repurposing Existing Infrastructure for the Energy Transition
  • 7.5 New Trade Corridors (Middle East–Asia, Australia–Asia, US–Europe/Asia)

8 GEOPOLITICS, ENERGY, SECURITY AND SUPPLY-CHAIN RISK

  • 8.1 Natural Gas Dependence and Price Volatility
  • 8.2 The Russia–Ukraine Disruption and Its Legacy
  • 8.3 Iran Conflict, the Strait of Hormuz, and Fertilizer Price Shocks
  • 8.4 Reshoring and Localized Production as a Security Strategy
  • 8.5 Impact on Farm Input Costs and Food Security

9 POLICY, REGULATION AND CERTIFICATION

  • 9.1 United States: IRA 45V/45Q Tax Credits and Policy Shifts
  • 9.2 European Union: CBAM, ETS, and the RFNBO Framework
  • 9.3 EU–India Free Trade Agreement and CBAM Interaction
  • 9.4 Certification Schemes (CertifHy, GH2, ISO) and Cross-Border Recognition
  • 9.5 Asian Import Subsidies (Japan, South Korea CfD Models)
  • 9.6 India's National Green Hydrogen Mission and SIGHT/SECI Auctions
  • 9.7 China's Policy and Renewable Integration
  • 9.8 Carbon Pricing Mechanisms Globally
  • 9.9 Regulatory Gaps Exposed by Cross-Border Green Ammonia Trade

10 REGIONAL MARKET ANALYSIS

  • 10.1 China
  • 10.2 North America
    • 10.2.1 United States
      • 10.2.1.1 Blue-Ammonia
      • 10.2.1.2 US Production Base, Capacity by Company, and Reshoring Push
    • 10.2.2 Canada
  • 10.3 Middle East
  • 10.4 India
  • 10.5 Europe
  • 10.6 Australia
  • 10.7 Japan and South Korea
  • 10.8 Latin America, Africa, and Rest of World

11 PROJECT PIPELINE AND CAPACITY FORECASTS

  • 11.1 Announced Pipeline vs. FID-Backed Capacity
  • 11.2 Green vs. Blue Project Maturity (FID Conversion Rates)
  • 11.3 Why Most Green Projects Won't Reach FID (Offtake and Premium Gap)
  • 11.4 Major Project Profiles (>500 ktpa)
  • 11.5 Capacity Build-Out Forecast 2027–2037 by Scenario
  • 11.6 Recent Cancellations and Suspensions

12 PRICE FORECASTS AND MARKET OUTLOOK

  • 12.1 Ammonia Price Forecast by Grade and Region, 2027–2037
  • 12.2 Green Premium Evolution and Erosion
  • 12.3 Demand-Supply Balance Scenarios
  • 12.4 Bull, Base, and Bear Cases
  • 12.5 Trading, Offtake, and Power-Sector Buyers

13 BARRIERS, RISKS AND CHALLENGES

  • 13.1 Cost Competitiveness and the Green Premium
  • 13.2 High Capital Costs and Financing Constraints
  • 13.3 Renewable Supply, Intermittency, and Water Availability
  • 13.4 Technology Scaling and Electrolyzer Manufacturing
  • 13.5 Infrastructure Gaps
  • 13.6 Securing Offtake Agreements
  • 13.7 Downstream Environmental Impacts (NOx, N₂O)
  • 13.8 Regulatory and Policy Uncertainty

14 COMPANY PROFILES 76 (62 company profiles)

15 APPENDICES

  • 15.1 Appendix A - Glossary of Terms and Acronyms
  • 15.2 Appendix B - Methodology and Data Sources
    • 15.2.1 Methodological Approach
    • 15.2.2 Data Sources
    • 15.2.3 Limitations
  • 15.3 Appendix C - Scenario Assumptions in Detail
  • 15.4 Full Project Database (Operational, Under Construction, Announced)

16 REFERENCES

List of Tables

  • Table 1. Ammonia Colour Taxonomy and Carbon-Intensity Thresholds
  • Table 2. Summary Forecast- Demand, Capacity, Price, Trade
  • Table 3. Global Ammonia Production Overview (2025 baseline)
  • Table 4. Technology Readiness Levels (TRL) by Production Route
  • Table 5. Centralized versus Decentralized Production Models
  • Table 6. Comparative Ammonia Production Costs (Current & Projected LCOA)
  • Table 7. Estimated Costs by Ammonia Type, 2025–2030 vs. 2040–2050
  • Table 8. Carbon Price Required for Green/Blue Competitiveness by Region
  • Table 9. Summary of Marine Alternative Fuels - Energy Density, Storage, Readiness
  • Table 10. Ammonia Fuel-Cell Technologies - Efficiency, Pre-treatment, Cost
  • Table 11. Emerging-Application Adoption Timeline and TRL
  • Table 12. Major Ammonia Exporting Countries and Companies
  • Table 13. Major Ammonia Importing Countries and Companies
  • Table 14. Supply-Chain Chokepoints and Risk Assessment
  • Table 15. CBAM Treatment of Grey vs. Green Ammonia Imports
  • Table 16. Key Incentive Schemes by Region (Value, Eligibility, Duration)
  • Table 17. US Ammonia Capacity by Company
  • Table 18. Top Conventional Ammonia-Producing Countries
  • Table 19. Projected Clean Ammonia Capacity by Type and Region (2030)
  • Table 20. Green vs. Blue Ammonia Project Maturity (FID Status, Capacity)
  • Table 21. Major Announced Low-Emission Ammonia Projects (>500 ktpa)
  • Table 22. Notable Cancelled/Suspended Projects, 2024–2026
  • Table 23. Price Forecast Summary ($/tonne) by Grade and Region
  • Table 24. Company Capacity and Low-Carbon Project Matrix
  • Table 25. Major Offtake Agreements Signed, 2024–2026
  • Table 26. Technology Provider Comparison by Process Step
  • Table 27. Risk Matrix - Likelihood vs. Impact by Barrier
  • Table 28. Scenario Assumptions
  • Table 29. Major Low-Carbon Ammonia Projects
  • Table 30. Notable Cancelled or Suspended Projects, 2024–2026

List of Figures

  • Figure 1. Total Ammonia Demand by Application, 2027 vs. 2037 (Mt)
  • Figure 2. Low-Carbon Ammonia Capacity Build-Out, 2027–2037 (Mt/yr)
  • Figure 3. Global Ammonia Value Chain - Feedstock to End Use
  • Figure 4. Historical Ammonia Production and Capacity, 2010–2027
  • Figure 5. Process Flow Diagrams: Grey, Blue and Green Pathways
  • Figure 6. Energy Consumption by Electrolyzer Technology (MWh/t NH₃)
  • Figure 7. OPEX Shift Across Production Pathways
  • Figure 8. LCOA Ranges by Pathway, Current vs. 2030–2035 (USD/tonne)
  • Figure 9. Renewable Ammonia Production Cost Trajectory to 2050 (IRENA)
  • Figure 10. Ammonia Energy Substitution Index (AESI) - Co-firing vs. Low-Carbon LCOA (S&P Global)
  • Figure 11. European Ammonia Production Cost vs. Price, 2020–2026
  • Figure 12. Global Ammonia Demand by Application and Scenario, 2027–2037 (Mt)
  • Figure 13. Marine Fuel Demand Ramp Under IMO Scenarios (Mt/yr)
  • Figure 14. Hydrogen Trade - Share Shipped as Ammonia (MtH₂/yr)
  • Figure 15. Global Ammonia Shipping Infrastructure and Port Heat Map
  • Figure 16. Top Ammonia Exporters, 2023 vs. 2040 Forecast (kt)
  • Figure 17. Ammonia Exporters' Cost Curve, FOB ($/t)
  • Figure 18. Ammonia/Fertilizer Price Response to Geopolitical Events, 2021–2027
  • Figure 19. Strait of Hormuz Ammonia Trade Exposure
  • Figure 20. Global Policy Support Mechanisms Map
  • Figure 21. Regional Clean Ammonia Capacity Share, 2030 and 2037
  • Figure 22. Project Blue Point (Louisiana)
  • Figure 23. Projected Top Exporters by Grade (Green/Blue/Grey), 2040
  • Figure 24. Announced Pipeline vs. Advanced-Projects Scenario, to 2030 and 2037
  • Figure 25. Blue vs. Green FID Conversion Rates
  • Figure 26. Ammonia Price Forecast by Grade, 2027–2037
  • Figure 27. Supply-Demand Balance Under Three Scenarios
  • Figure 28. Risk Matrix: Likelihood vs. Impact by Barrier