China’s Green Ammonia Capacity Ranks First Globally

China's lead in green ammonia capacity matters less as a tonnage milestone than as a signal about where the renewable-to-molecule supply chain is consolidating first. The pairing of large single plants with integrated hydrogen-ammonia-methanol projects suggests the buildout is being designed around multiple end-uses, not just shipping fuel. The open question is whether that capacity translates into traded volumes and offtake, given that the projected shipping demand sits well over a decade out.