Nitrogen Ammonia PlantThe topics featured in
deliver expert perspective you need to manage your business in challenging times:

  • Sunday, June 4, 2017
    1:00 PM  -  5:00 PM
    Monetizing Gas and Coal into Ammonia: Half-day Workshop
    Gain a solid understanding of key ammonia industry fundamentals in this afternoon pre-conference workshop. See full agenda in event navigation!
  • Monday, June 5, 2017
    8:00 AM  -  9:00 AM
    Continental Breakfast
    8:55 AM  -  9:00 AM
    Introduction and Welcome
    9:00 AM  -  9:45 AM
    Global Natural Gas Markets: Heading Into Surplus, But For How Long?

    The global LNG liquefaction fleet is set to grow by 50% through 2020. Shale gas production in North America has been booming for a decade. Russia has a large surplus of productive capacity at the wellhead. Demand, while growing strongly, is not expected to match this pace.

    For users of natural gas and natural gas liquids, moderate market conditions can be expected, apart from short, event-driven periods of relative price strength.

    This session answers the key longer-term question: whether or not the global natural gas market will move back to balance in the mid-2020’s or if investment will be delayed — resulting in another up-cycle.

    9:45 AM  -  10:30 AM
    The Global Coal Market Outlook

    Global coal markets find themselves at the mercy of three relatively new drivers going forward over the next 4-5 years.

    China has begun a new phase of coal production regulation, aimed at keeping both coal producers and power generators profitable, but with the side effect of potentially markedly swinging import levels and global price. Coal India Ltd has been given aggressive targets for production levels to feed strong Indian power demand growth, and any shortfalls will similarly impact imports and prices. Finally, a glut of LNG entering the market threatens to increase coal-to-gas displacement, a potentially bearish development, but one with significant uncertainties.

    This session examines all of these influences in detail, as well as other domestic issues in China, each of which will play roles in defining coal’s position as a feedstock in the chemical sector.

    10:30 AM  -  11:00 AM
    Coffee Break
    11:00 AM  -  11:45 AM
    Valuation of Nitrogen Manufacturers and M&A Outlook

    Long term earnings pressure abounds for nitrogen manufacturers. Many wonder how this has impacted their organization's value. And, how long can this scenario persist before the market sees another round of consolidation?

    In this session you'll hear from a leading industry analyst as we explore current valuation, and look through the noise to understand what a consolidation scenario might look like.

    The drivers of consolidation will be explored as will its boundaries to paint a picture of the sector in the future.

    Join us to see how a market shakeout might look, and what it might mean for organization and the broader industry.

    11:45 AM  -  12:30 PM
    Nitrogen Fertilizer Trade Flows Plus Featured Market Insight

    The global nitrogen fertilizer market has generally been under pressure for much of the past three years, driven by a number of supply and demand factors, leading to the lowest prices in a decade.

    But how long will these low prices persist?

    In 2017, the U.S. will add even more urea and ammonia capacity, highlighting the significant changes in the global position of the North American nitrogen industry.

    This session uncovers the key short term fundamentals driving the global nitrogen fertilizer markets, with a focus on North American pricing implications.

    In addition, we'll explore the implications of recent changes to imports of ammonium sulfate originated in China, and Turkey's recent ban on ammonium nitrate.

    Join us to understand the current and projected market impact of nitrogen fertilizer, a key to understanding the broader nitrogen complex.

    12:30 PM  -  1:45 PM
    Networking Luncheon
    1:45 PM  -  2:30 PM
    Nitrogen Production at the Point of Consumption

    When it comes to the marketing of ammonia and urea, transportation costs are an uncontrollable variable. As the industry has seen, large scale production facilities are coming online, or planned for locations that provide logistical advantage.

    In this session, you'll hear from a company that's taking the localization route to the extreme. They've developed new types of reactors that make "distributed production" of ammonia and urea a reality.

    Unlike historical models where small, efficient plants were proven to eventually be non-competitive, this company's technology, model, and economics seem likely to make the larger market take notice.

    2:30 PM  -  3:15 PM
    Industrial Ammonia Outlook

    Through its role in numerous industrial, chemical, and consumer applications, ammonia is closely tied to economic development and growth of any country.

    Approximately 82% of ammonia demand globally goes into agriculture fertilizers, with the balance utilized in a broad range of other applications. Typical uses include metal treatment, refrigeration, air pollution control, household cleaners, pulp and paper, phosphate ore flotation and uranium concentration production.

    Urea, predominant product derived from ammonia, has 12% of its end-use dedicated to industrial applications, dominated by resins, animal feed supplements and emissions control practices.

    This session explores the non-agricultural uses of ammonia, the key drivers and inhibitors, and provides an outlook for future demand from the industrial sector.

    3:15 PM  -  3:45 PM
    Coffee Break
    3:45 PM  -  4:30 PM
    The Changing Landscape of the Ammonia Shipping Market

    The global nitrogen market is facing unprecedented disruption, and seaborne ammonia is not at all immune.

    This session features insight from a leading analyst on LPG, ammonia and petrochemical gases shipping, and covers all of the critical issues now facing the industry. Join us to gain insight on both the historical movement of freight levels and more importantly, the factors that influence them.

    Further, participants in this session will understand the forces driving fleet development now and hear expert opinion on the forward outlook for fleet supply. With this knowledge in hand, you'll hear of the key changes in seaborne ammonia trade flows, and how these will shape the demand/supply balances into 2020.

    4:30 PM  -  5:15 PM
    The Nitrogen Town Hall

    This session wraps up all the thought leadership for the day as we bring our expert faculty back to the stage.

    Whether it's industrial or agricultural; inputs or finished product; North America or global: bring ALL your nitrogen market questions and ideas -- it's an opportunity for answers you don't want to miss!

    5:15 PM  -  6:30 PM
    Networking Cocktail Reception