NH3 CLEAN ENERGY LTD (NH3) - How NH3 Clean Energy Plans to Decarbonise Global Shipping by 2029

Send us a textAustralia’s Iron Corridor is one of the busiest shipping routes on earth—and one of the hardest to decarbonise. We sit down with NH3 Clean Energy chair Charles Whitfield to map a practical path forward: large-scale clean ammonia produced in the Pilbara, bunkered at Dampier, and burned by a new generation of ammonia-ready ships. Instead of chasing hype, we dig into the concrete pieces now falling into place: a 650,000 tpa phase one (scaling to 1.3 million), a 2029 first production target, and a landmark MOU with Mitsui O.S.K. Lines and Oceania Marine Energy to build a reliable bunkering ecosystem.We unpack the demand flywheel driven by Japanese and Korean energy policies and the looming economics of the IMO’s carbon pricing from 2028. Charles explains why an end-to-end value chain matters—production at Maitland, near-port storage for fast turnarounds, refuelling tankers operated by Oceania, and MOL’s leadership on the Pilbara–Asia route—to make switching easy for iron ore exporters. A scarce 7.5-hectare site at the Port of Dampier emerges as a quiet game-changer, enabling storage buffers, efficient loading, and scalable capacity for both export cargoes and marine fuel, reducing bottlenecks and downtime.We also talk investor milestones on the road to a 2026 final investment decision: approvals, detailed engineering, construction and operations agreements, and financing pathways. Whether via traditional project finance and an EPC partner or a build–own–operate collaboration, the team’s strategy is to de-risk delivery while aligning with Western Australia’s push to become a global renewable energy powerhouse. If you’re tracking clean shipping, hydrogen and ammonia markets, or ASX-listed energy transition plays, this conversation lays out the how, not just the why.Enjoyed the chat? Follow the show, share this episode with a colleague in shipping or resources, and leave a short review to help more people find thoughtful conversations on clean energy and decarbonised trade.

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