Ammonia market intelligence
Green and blue ammonia for shipping, power generation, and hydrogen transport.
Ammonia is emerging as a critical molecule in the energy transition — simultaneously a decarbonization target in its own right (traditional ammonia production is highly carbon-intensive) and a potential clean fuel and hydrogen carrier. Green ammonia produced from renewable hydrogen and blue ammonia from gas with carbon capture are attracting significant investment.
The shipping sector is a primary demand driver, with ammonia-fuelled vessels under development and bunkering infrastructure being planned at major ports. Ammonia co-firing in coal power plants is being pursued in Japan and South Korea. Import/export terminal infrastructure is emerging to support international trade.
Delphidata tracks the ammonia sector from production through logistics and trade to end-use applications, connecting producers, port operators, shipping companies, and power generators.
What Delphidata tracks.
Structured data across the full value chain.
Production projects
Green ammonia (electrolysis-based) and blue ammonia (SMR/ATR with CCS) projects. Mapped with production capacity, hydrogen source, technology, and development stage.
Import/export terminals
Ammonia loading, storage, and bunkering infrastructure at ports globally. Connected to trade routes and off-take counterparties.
Shipping and maritime
Ammonia-fuelled vessel orders, engine development programs, and bunkering infrastructure. Connected to shipbuilders, engine manufacturers, and port operators.
Power generation
Ammonia co-firing and direct combustion projects for power generation. Connected to utilities and turbine technology providers.
Companies and trade flows
Producers, traders, shipping companies, port operators, and industrial off-takers mapped through the knowledge graph.
Who uses this intelligence.
Ammonia producers
Track competitive project pipelines, benchmark production costs, and identify off-take opportunities in shipping, power, and industrial markets.
Shipping companies and port operators
Monitor ammonia bunkering infrastructure development, track vessel ordering activity, and assess fuel availability along key trade routes.
Investors
Screen ammonia investment opportunities across the value chain using structured data on project maturity, off-take commitments, and infrastructure readiness.
Energy and industrial companies
Evaluate ammonia as a hydrogen carrier, power generation fuel, or industrial feedstock replacement.