Fertilisers for Farms
Decentralized nitrogen production protects food systems from price shocks and import disruption.
Market
A €95 billion industry.
Almost none of it green - yet.
Ammonia is the second-most-produced chemical on Earth. It's also one of the most carbon-intensive. The shift to green is not a question of "if" but "who builds the infrastructure first."
The ammonia paradox
Indispensable today. Unsustainable today.
What ammonia does
- • Feeds half the planet via nitrogen fertilisers
- • Carries ~50% more hydrogen per litre than liquid H₂
- • Already moves through global shipping infrastructure
- • Cracks back into hydrogen on demand
What it costs today
- • ~450 Mt CO₂ emitted every year
- • ~2% of global natural gas consumption
- • Centralised, gigascale, fossil-coupled
- • Vulnerable to fuel-price and geopolitical shocks
Macro trends
Four forces converging.
Policy mandates
EU RED III, IMO 2030 maritime rules, US IRA hydrogen credits - all pulling demand forward.
Energy economics
Renewable PPAs at €30/MWh in the right geographies make green NH₃ feedstock competitive.
Energy security
Decentralized ammonia removes single-point dependence on fossil fertilisers and imports.
Tech maturation
Electrolysers, Haber-Bosch - all proven. Modular extraction is the last bottleneck.
MARKET SIZE FOR AMMISORB
Green ammonia scales from <€1B in 2025 to €96B by 2035 - 58% a year. Every plant built needs extraction.
That makes ammonia extraction equipment a market of its own. We sell into the low-pressure, modular end of it - where cryogenic chillers stop working, technically and economically.
- €96B
- Green ammonia market, 2035
- From €1B in 2025 - 58% CAGR
- €5B
- Extraction equipment, 2035
- Total addressable market
- €1B
- Our serviceable segment
- 1-100 TPD plants below 50 bar
Where we play
Six end-use applications. One critical enabling tech.
Renewable Energy Plants
Converting surplus power to ammonia at the co-located park yields a 3-5× value premium per MWh
Green H₂ → NH₃ Plants
Extending Green Hydrogen plant to Green Ammonia plant provides a ready offtake and a better ROI business case
NH₃ Cracking Plants
Sorption Booster technology removes trace ammonia from cracked hydrogen, ensuring fuel-cell-grade purity for sensitive applications
Maritime Fuel
Sub-100-TPD plants at ports finally make ammonia bunkering capex-defensible for shipping lines.
Chemical Plants
Producing ammonia on-site removes reliance on vulnerable supply chains and protects cost and production stability
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