China Energy Engineering Starts Phase 2 of Songyuan Green Hydrogen-Ammonia Project

The significance here is less the tonnage than the offtake: long-term overseas contracts tied to marine fuel and co-firing mean this is export-facing industrial supply, not a domestic pilot. That matters for the green hydrogen trade's credibility, since bankability has hinged on securing buyers before construction. It also positions Chinese state engineering groups as early movers in the emerging green ammonia export market, a role other suppliers are also chasing. The open question is whether the overseas buyers convert these agreements into firm, sustained volumes as phase two moves from groundbreaking to operations.