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Yara International ASA M&A Activity 2021

Feb 18, 2021

3794_rns_2021-02-18_4ca1da7f-3563-4c6e-aefe-f4c115d87092.html

M&A Activity

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Yara partners with Statkraft and Aker Horizons to establish Europe's first large-scale green ammonia project in Norway

Yara partners with Statkraft and Aker Horizons to establish Europe's first large-scale green ammonia project in Norway

Oslo, 18 February 2021: Yara International has signed a Letter of Intent with

Statkraft, and Aker Horizons, aiming to establish Europe's first large-scale

green ammonia project in Norway, enable the hydrogen economy and accelerate the

green energy transition. The partners will target green hydrogen and green

ammonia opportunities within shipping, agriculture and industrial applications,

by electrifying Yara's existing ammonia facility in Porsgrunn.

"This is not just a unique decarbonisation project, but a strategic investment

that can establish new value chains for green hydrogen and green ammonia. Yara

is a world leader in ammonia, with long experience and leading position within

global ammonia production, logistics and trade. With Statkraft and Aker Horizons

onboard we gain key expertise within renewable electricity, power markets,

industrial development and project execution, giving us a unique opportunity to

realize the project," says Svein Tore Holsether, President and CEO of Yara.

The partners plan to electrify and decarbonise Yara's ammonia plant in

Porsgrunn. Building on their combined expertise, the partners aim to fully

remove CO(2) emissions from ammonia production, thereby producing emission-free

fuel for shipping, carbon-free fertilizer and ammonia for industrial

applications.

The conversion of Yara's existing ammonia plant has the potential to become one

of the largest climate initiatives in Norway's industrial history, targeting

annual CO2 reductions equivalent to the emissions from more than 300,000 fossil

fuel passenger cars. Provided that power is available at the site and the

required public co-funding is in place, the project could be realized within

5-7 years.

"Aker has been a driving force for knowledge-based industrial development for

180 years. A partnership with Yara and Statkraft, two fellow Norwegian

industrial pioneers, marks the beginning of a new industrial adventure in

Norway. The first project in Porsgrunn can be a lighthouse project - providing

competitive advantage in a growing global hydrogen economy and building on

existing capabilities in the Norwegian supplier industry to create new jobs for

the future," says Øyvind Eriksen, President & CEO of Aker ASA and Chairman of

Aker Horizons.

In addition to the Porsgrunn project, the three companies plan to explore the

potential for green ammonia production in Northern Norway as a future

opportunity.

"Statkraft is Europe's largest producer of renewable energy. Norway's rich

renewable energy resources are one of our most important competitive advantages.

This project paves the way for new industrial development and can at the same

time give Norway's important maritime sector a new competitive advantage, namely

access to an efficient and emission-free energy source on a large scale," says

Statkraft CEO Christian Rynning-Tønnesen.

Shipping currently accounts for 2 percent of global GHG emissions, of which

long-distance shipping represents 80 percent. Converting all long-distance

shipping to ammonia would require approximately 500-600 million tonnes of

ammonia annually, 3-4 times the current world production. The Norwegian shipping

industry has a stated ambition to reduce emissions from domestic shipping by 50

percent by 2030, which will require significant green hydrogen production.

Yara's Porsgrunn plant is well set up for large-scale production and export,

allowing Norway to quickly play a role in the hydrogen economy. Constructing a

new ammonia plant and associated infrastructure is typically a capital-intensive

process, but by utilising Yara's existing ammonia plant and associated

infrastructure in Porsgrunn, valued at USD 450 million, the total capital

requirement for the project is significantly reduced compared with alternative

greenfield locations.

"It is currently more expensive to produce green hydrogen based on renewable

electricity and electrolysis than through natural gas, but large-scale

production will reduce cost of the electrolysis route. For hydrogen to be

exported or used in long-haul shipping or fertilizer production, it needs to be

converted to ammonia, and converting Yara's existing ammonia plant is both

faster and more cost-effective than building a new plant. However, realizing

this innovative project will require good incentive frameworks and support from

the authorities," says Holsether.

Ammonia's chemical properties make it ideally suited for the hydrogen economy.

It does not need to be refrigerated to the same temperatures as hydrogen, and

has a higher energy density than liquid hydrogen, making it more efficient to

transport and store. Ammonia is therefore the most promising hydrogen carrier

and zero-carbon shipping fuel.

Link to joint virtual press conference today at 10:00 CET. The press conference

will be held in Norwegian:

https://www.yara.com/news-and-media/green-ammonia-project-press-conference/

Contacts

Thor Giæver, SVP Investor Relations

Mobile: (+47) 480 75 356

E-mail: [email protected]

(mailto:[email protected])Josiane Kremer, Director External Communications

Mobile: (+47) 481 80 451

E-mail: [email protected]

(mailto:[email protected])About Yara

Yara grows knowledge to responsibly feed the world and protect the planet.

Supporting our vision of a world without hunger, we pursue a strategy of

sustainable value growth, promoting climate-friendly and high-yielding crop

nutrition solutions for the world's farming community and food industry.

Yara's ambition is to be the Crop Nutrition Company for the Future. We are

committed to creating value for our customers, shareholders and society at

large, as we work to develop a more sustainable food value chain. To achieve our

ambition, we have taken the lead in developing digital farming tools for

precision farming, and work closely with partners throughout the food value

chain to improve the efficiency and sustainability of agriculture and food

production.

Founded in 1905 to solve the emerging famine in Europe, Yara has established a

unique position as the industry's only global crop nutrition company. With our

integrated business model and a worldwide presence of around 16,000 employees

and operations in over 60 countries, we offer a proven track record of

responsible and reliable returns. In 2020, Yara reported revenues of USD 11.7

billion.

www.yara.com

(http://www.yara.com)This information is subject to the disclosure requirements

pursuant to Section 5-12 the Norwegian Securities Trading Act