EPISODE · May 8, 2026 · 43 MIN
Will BHP + RIO switch to Ammonia for shipping fuel? - Charles Whitfield (Chairman NH3 Clean Energy)
from LEVRD · host Matt Michael
Another commodity that has been impacted by the War....AMMONIA!!!. NH3 Clean Energy are proposing a big Ammonia project right here in the WA Pilbara. Chairman Charles Whitfield came on LEVRD to tell me plenty I didn't know about the Ammonia, Fertiliser and Marine industries.(0:00) Preview(1:26) Charles Whitfield of Galaxy fame(2:21) Ammonia as a fuel source(5:47) Grey, Blue, Green Ammonia(7:24) Ammonia bunkering and Marine fuel use(11:50) Cost of Ammonia fuel(13:01) Fertiliser application(14:24) Why has Iran war disrupted ammonia?(15:30) Australia ammonia production(18:30) Substitute for Coal fired power stations(20:10) WAH2 project(21:59) Carbon Capture industry(23:07) Securing long term gas agreement(25:13) Funding(33:55) How much money does it make per annum?(36:03) FID announcement anticipation(38:00) Will BHP, RIO, FMG use ammonia for shipping?LEVRD Partners Canetoad AI - Intuitive 3D drillhole visualisation for rapidASX due diligence https://www.canetoad.ai/#pricing LEVRD Socials X ► https://x.com/mattmichaelOG Instagram ►https://www.instagram.com/levrdmatty/ Tiktok ►https://www.tiktok.com/@levrdmatty Facebook ►https://www.facebook.com/levrdtrading Linkedin ►https://www.linkedin.com/company/levrd/ This channel and all the audio/video content is prepared byLife of Mine Podcast Pty Ltd (trading as Levrd). Levrd is an AuthorisedRepresentative (AR 001318377) of 62 Consulting Pty Ltd (ABN 88 664 809 303),AFSL 548573. Any views are general in nature, or the opinion are ofLevrd. The audio/video contents are not personal financial or tax advice, thismeans they do not consider your objectives, financial situation or needs. Do not follow my trades, they are for entertainment purposesonly. CFDs are high risk; you can lose all capital rapidly. Mypast performance isn't reliable. I may be long/short in CFDs mentioned in theaudio/video. FSG: https://levrd.live/pages/fsgThis material is not an offer, invitation or recommendationto acquire or dispose of any financial product including CFDs or to adopt anystrategy. While believed reliable, the information may be incompleteor change without notice, it is provided for entertainment purposes only. Except for liability under statute that cannot be excluded,no representation or warranty of accuracy or completeness is given. No guarantee of returns or capital protection is given by 62Consulting, Levrd or their related parties.
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Will BHP + RIO switch to Ammonia for shipping fuel? - Charles Whitfield (Chairman NH3 Clean Energy)
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