
The one paragraph announcement came just hours after Topsoe said it had cancelled its supply and service agreement with First Ammonia after the developer failed to meet key milestones within the contract.
First Ammonia did not directly address the claim, but appeared to contest it by insisting the project remains on track.
Despite the supplier setback, First Ammonia said it will select an “alternate technology” for the hydrogen production element of the Port of Victoria project, which is among a wave of large-scale green ammonia developments targeting the shipping and fertiliser markets.
Expected online by 2027 to produce 1.1 million tonnes of green ammonia, the project is “still on track” to reach final investment decision this year, the company said.
However, changing electrolyser technology mid-development introduces execution risk, as different systems vary in efficiency, cost and integration requirements.
At the time of announcing the contract cancellation, Topsoe said it would also undertake a strategic review of its commercialisation strategy for its solid oxide electrolysers (SOEC), just months after opening a 500MW factory in Denmark.
The Texas project was set to be Topsoe’s first commercial deployment of its SOEC technology.
While the Danish firm said the two events were separate, First Ammonia said that the plans for reassessment would not “materially delay” its project development process.
“We wish our friends at Topsoe well,” said First Ammonia CEO Joel Moser.
H2 View has contacted First Ammonia for further details.
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