ORLEN launches market study on renewable ammonia to secure supply

Polish energy group ORLEN has initiated a market study on low-carbon ammonia for use in fertiliser production and synthetic fuel, as part of its long-term industrial plans.

Share:

Comprehensive energy news coverage, updated nonstop

Annual subscription

8.25$/month*

*billed annually at 99$/year for the first year then 149,00$/year ​

Unlimited access • Archives included • Professional invoice

OTHER ACCESS OPTIONS

Monthly subscription

Unlimited access • Archives included

5.2$/month*
then 14.90$ per month thereafter

FREE ACCOUNT

3 articles offered per month

FREE

*Prices are excluding VAT, which may vary depending on your location or professional status

Since 2021: 35,000 articles • 150+ analyses per week

Energy group ORLEN has launched a market study to evaluate supply prospects for ammonia produced from renewable and low-carbon hydrogen sources. The initiative aims to reduce the carbon footprint of the company’s operations, particularly in fertiliser production at its Anwil plant located in Włocławek, Poland. It also involves discussions with potential suppliers and industrial partners.

Industrial use and supply strategy

ORLEN’s initiative targets long-term supply contracts for ammonia made from renewable fuels of non-biological origin (RFNBO), as well as ammonia derived from low-carbon hydrogen. These feedstocks will be integrated into the company’s chemical fertiliser manufacturing processes and used to lower emissions across its downstream operations.

In the coming years, ORLEN intends to begin pilot deliveries of low-carbon ammonia. These trials aim to measure the actual reduction of greenhouse gas emissions throughout the full ammonia supply chain. At the same time, the group is assessing opportunities for equity partnerships within the ammonia value chain, although no specific entities have been identified at this stage.

Long-term outlook and regulatory context

As part of its energy planning, ORLEN expects a significant rise in demand for renewable or low-carbon hydrogen, forecast to reach approximately 350,000 tonnes annually by 2035. This projection is aligned with the group’s scenario planning for a low-emission energy transition.

The renewable ammonia initiative also corresponds with the European Union’s REDIII (Renewable Energy Directive III), which mandates that RFNBO hydrogen account for 42% of industrial hydrogen use by 2030 and 60% by 2035, excluding uses for fuel production and direct energy consumption.

Lhyfe aims to double its revenue next year, refocuses industrial priorities and plans a 30% cost reduction starting in 2026 to accelerate profitability.
Plug Power has completed the installation of a 5 MW PEM electrolyzer for Cleanergy Solutions Namibia, marking the launch of Africa’s first fully integrated green hydrogen production and distribution site.
Indian group AM Green has signed a memorandum of understanding with Japanese conglomerate Mitsui to co-finance a one million tonne per year integrated low-carbon aluminium production platform.
Next Hydrogen completes a $20.7mn private placement led by Smoothwater Capital, boosting its ability to commercialise alkaline electrolysers at scale and altering the company’s control structure.
Primary Hydrogen plans to launch its initial drilling programme at the Wicheeda North site upon receiving its permit in early 2026, while restructuring its internal exploration functions.
Gasunie and Thyssengas have signed an agreement to convert existing gas pipelines into hydrogen conduits between the Netherlands and Germany, facilitating integration of Dutch ports with German industrial regions.
The conditional power supply agreement for the Holmaneset project is extended to 2029, covering a ten-year electricity delivery period, as Fortescue continues feasibility studies.
HDF Energy partners with ABB to design a multi-megawatt hydrogen fuel cell system for vessel propulsion and auxiliary power, strengthening their position in the global maritime market.
SONATRACH continues its integration strategy into the green hydrogen market, with the support of European partners, through the Algeria to Europe Hydrogen Alliance (ALTEH2A) and the SoutH2 Corridor, aimed at supplying Europe with clean energy.
Operator GASCADE has converted 400 kilometres of gas pipelines into a strategic hydrogen corridor between the Baltic Sea and Saxony-Anhalt, now operational.
Lummus Technology and Advanced Ionics have started construction of a pilot unit in Pasadena to test a new high-efficiency electrolysis technology, marking a step toward large-scale green hydrogen production.
Nel ASA launches the industrial phase of its pressurised alkaline technology, with an initial 1 GW production capacity and EU support of up to EUR135mn ($146mn).
Peregrine Hydrogen and Tasmania Energy Metals have signed a letter of intent to install an innovative electrolysis technology at the future nickel processing site in Bell Bay, Tasmania.
Elemental Clean Fuels will develop a 10-megawatt green hydrogen production facility in Kamloops, in partnership with Sc.wén̓wen Economic Development and Kruger Kamloops Pulp L.P., to replace part of the natural gas used at the industrial site.
Driven by green hydrogen demand and state-backed industrial plans, the global electrolyser market could reach $42.4bn by 2034, according to the latest forecast by Future Market Insights.
Driven by mobility and alkaline electrolysis, the global green hydrogen market is projected to grow at a rate of 60 % annually, reaching $74.81bn in 2032 from $2.79bn in 2025.
Plug Power will supply a 5MW PEM electrolyser to Hy2gen’s Sunrhyse project in Signes, marking a key step in expanding RFNBO-certified hydrogen in southern France.
The cross-border hydrogen transport network HY4Link receives recognition from the European Commission as a project of common interest, unlocking access to funding and integration into Europe’s energy infrastructure.
The withdrawal of Stellantis weakens Symbio, which is forced to drastically reduce its workforce at the Saint-Fons plant, despite significant industrial investment backed by both public and private stakeholders.
German steelmaker Thyssenkrupp plans to cut 11,000 jobs and reduce capacity by 25% as a condition to enable the sale of its steel division to India’s Jindal Steel.

All the latest energy news, all the time

Annual subscription

8.25$/month*

*billed annually at 99$/year for the first year then 149,00$/year ​

Unlimited access - Archives included - Pro invoice

Monthly subscription

Unlimited access • Archives included

5.2$/month*
then 14.90$ per month thereafter

*Prices shown are exclusive of VAT, which may vary according to your location or professional status.

Since 2021: 30,000 articles - +150 analyses/week.