South Korea to drop plan for ammonia use in coal plants: energy minister

Who claims what

• —South Korea will abandon plans for ammonia usage in coal power plants. (per South Korean Energy Minister)

Our assessment

If South Korea follows through on abandoning ammonia usage in coal power plants, this could affect import demand for ammonia, adjustments in coal plant retrofit investments, and related emissions compliance strategies. There may be reduced opportunities for exporters of ammonia or ammonia-related technology into South…