DAY X21 Apr 2026 09:49
This could create an explosive mix tomorrow. Firstly, the agreement between Iran and the US expires. Trump's war against Iran: Tehran threatens the US to "play new cards on the battlefield" - WELT https://share.google/WQr47wqmRWVm7AEFO. Secondly, the congress is taking place. Tomorrow's European Clean Ammonia Summit in Cologne is overshadowed by massive geopolitical upheavals. The escalation between the US and Iran, as well as the de facto blockade of the Strait of Hormuz, are fundamentally changing the framework for the ammonia industry and companies like AFC Energy. The congress is expected to transform from a long-term strategy debate into a crisis summit on security of supply. While "green" ammonia was often considered an expensive vision of the future, the exploding prices of fossil fuels (oil prices rising by over 50%) are suddenly making domestic, renewable solutions competitive. The summit's focus will shift dramatically towards accelerating European domestic production. Calls for faster implementation of RED III and FuelEU Maritime are expected to grow louder in order to reduce dependence on unstable regions. AFC's core product, the ammonia cracker (Hy-5), is designed to produce hydrogen at the point of consumption. In times of uncertain central supply chains, this modular, decentralized solution is highly attractive to industry. Tomorrow's congress will not be "business as usual." The threats from Tehran and the military conflict are acting as a catalyst for the ammonia transition. With its focus on cracking technology, AFC Energy is in the right place at the right time, as the industry is now forced to end its dependence on fossil fuels and insecure trade routes faster than planned.
For AFC Energy, 2026 is the crucial pivot year – the conflict could even accelerate the transition from research to significant revenue.
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