Green hydrogen has an important role to play in the global energy transition, particularly for hard-to-abate industries and applications where electrification alone may not be sufficient. As a clean energy company, Gentari recognises the need to accelerate the development of green hydrogen and its derivatives, including green ammonia, while ensuring that solutions remain practical, scalable and grounded in market realities.
Global markets are progressing at different levels of readiness. In Europe, clearer regulatory frameworks and more advanced demand signals are supporting the growth of renewable fuels of non-biological origin (RFNBO)-compliant green molecules. In Asia, many import-dependent markets are still grappling with the practical challenges of affordability, supply security, infrastructure readiness, and evolving policy frameworks.
This underscores why a one-size-fits-all approach is unlikely to work.
Gentari’s latest policy brief, “A pragmatic path to scaling clean ammonia trade”, explores how clean ammonia trade can be scaled in a way that supports both decarbonisation and market development. The paper focuses on a destination-based, annual weighted-average carbon intensity compliance framework, enabled through portfolio supply blending.
In simple terms, this approach allows carbon intensity to be assessed across a portfolio of ammonia volumes delivered over a defined period. It does not require every individual cargo to meet a fixed threshold on its own. This creates greater flexibility for buyers and suppliers, while maintaining credible emissions accounting through certification, verification and clear contractual safeguards.
The framework is not intended to position higher-emission molecules as the end-state. Instead, it offers a phased pathway for markets to start reducing emissions earlier, even as green supply chains, infrastructure and certification systems scale. By enabling the gradual introduction of lower-carbon and green ammonia into existing systems, portfolio supply blending can build early demand, support cost convergence and improve project bankability.
The paper outlines two complementary mechanisms:
system blending, where carbon intensity is averaged across multiple hydrogen production sources upstream at the ammonia production facility, and
portfolio blending, where carbon intensity is averaged across multiple ammonia cargoes delivered downstream at the buyer’s terminal.
Together, these mechanisms can support diversified sourcing, reduce exposure to geographic and price volatility, and strengthen supply resilience for import-dependent markets.
For markets such as Japan, South Korea and Singapore, where energy security, affordability and decarbonisation must be carefully balanced, a flexible, verifiable compliance model offers a more practical route to early action. This does not mean lowering ambition. Rather, it means designing market mechanisms that reflect where each market is today, while keeping a clear pathway towards deeper decarbonisation over time.
At Gentari, we believe putting clean energy into action requires both ambition and pragmatism. Progress does not require perfection from day one. What matters is taking credible steps that allow markets to start, scale and transition responsibly.
Download the full policy brief to explore Gentari’s proposed framework for enabling scalable, credible and bankable clean ammonia trade.