Argus Media

Hear Argus’ essential analysis of what’s driving China’s green ammonia production expansion, the Chinese projects leading this growth, where China could export green ammonia to, planned expansion of Chinese ports and tank capacity into 2027, how green ammonia could be priced and the potential impact of premiums and CBAM.

Join Huijun Yao, Editor – Fertilizers and Dinise Chng, Senior Reporter – Fertilizers as they discuss these topics in the latest episode of Argus' Fertilizer Matters podcast series.

Key questions answered in this podcast:

What’s driving China’s surge in green ammonia production in 2026?

Which major Chinese projects will lead this production growth?

What renewable energy sources will power these projects?

Will China export green ammonia, and which sectors are the likely buyers?

How might China’s production, port capacity and storage expand by 2027?

How could Chinese green ammonia be priced relative to conventional ammonia?

How could green ammonia premiums and CBAM influence global demand?

Related links

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Fertilizer Matters podcast series

In this episode, Vulcan Energy CEO Cris Moreno joins Argus reporters Chris Welch and Avinash Govind to discuss the company’s latest progress at its Lionheart project in southwest Germany, following the start of new geothermal drilling activity to support Phase One development in Landau.

 

Key topics include:

Scaling from pilots to full scale DLE and electrolysis

Drilling outcomes at LSC 1A and 1B, and potential partnerships with oil majors

Vulcan’s exposure to German and EU policy

Phase Two and Three growth plans across the Upper Rhine Valley

Updated offtake timelines and qualification pathways

Huge US propane inventories and the outlook for Chinese LPG demand were top of mind at Argus’ LPG forum in February.

Peter Wilton, Argus’ editor of International LPG in London, joins US NGLs editor Amy Strahan in this podcast to discuss trends and the global outlook discussed in this week’s LPG presentations in Houston.

Ongoing tensions in the Red Sea are diverting tanker vessels away from the Suez Canal. Erika Tsirikou and Josh Michalowski break down the latest developments and what they mean for clean tanker and diesel markets.

Key Points 

Prospect of a return to Suez Canal in 2026

Effect on clean LR1 and LR2 rates

Impact on European middle distillate markets of return to Suez

In this episode, Emmanuel Proença, chief executive of London-listed lithium miner Savannah Resources, spoke with Chris Welch, reporter for Argus Battery Materials, about a possible refining partnership with Portugal's Lifthium Energy, which it said it expects to announce in the coming weeks.

The conversation also explores the cost competitiveness of its Barroso mine, a definitive feasibility study forecast for summer, shifting offtake strategy and the impact of rising lithium prices.

Key topics include:

Savannah’s plans for domestic lithium conversion

How Barroso aims to compete on cost

Progress toward the summer feasibility study

Evolving offtake options in Europe

What rising lithium prices mean for project timing