Why did Topsoe cancel its earlier electrolyzer supply agreement with First Ammonia, and what was First Ammonia's response?

Topsoe canceled its March 2024 supply and service agreement for the first 100 MW of electrolyzer modules, citing that First Ammonia had missed key project milestones despite multiple deadline extensions, and stated it 'was not able to extend the deadline... any further.' First Ammonia CEO Joel Moser rejected this explanation, asserting in a March 31 interview that 'everything on our side is coming together' and attributing the termination to Topsoe’s lack of economic viability in the electrolyzer business — saying 'there's no economics for them to be in the electrolyzer business.'

What is the scope and significance of Topsoe’s newly announced contract with First Ammonia for the Victoria, Texas green ammonia project?

Topsoe will supply its ammonia synthesis technology — described as 'dynamic' and capable of ramping from 10% to 100% capacity within 30 minutes to accommodate intermittent renewable power — for First Ammonia’s 200-megawatt green ammonia facility in Victoria, Texas; the project expects financial close later in 2024 and commercial operations by 2029, with green ammonia slated for shipment to Uniper SE and potentially other customers; First Ammonia affirmed Topsoe as its 'long-term partner' for ammonia synthesis and expressed 'absolutely no concern' about cancellation of this specific contract.

US Green Ammonia Developer Awards Tech Contract to Topsoe Despite Previous Rift

Aug 12, 2026

Topsoe secured a contract to supply ammonia synthesis technology for First Ammonia's 200-megawatt US project following a prior dispute over electrolyzer modules. Commercial operations are scheduled for 2029, with fuel destined for German energy firm Uniper SE.

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US Green Ammonia Developer Awards Tech Contract to Topsoe Despite Previous Rift

US Green Ammonia Developer Awards Tech Contract to Topsoe Despite Previous Rift

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