Yara to acquire Gulf Coast Ammonia facility in Texas

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Yara International ASA (Oslo, Norway) announced that its U.S. subsidiary, Yara North America, Inc., has reached an agreement to acquire Gulf Coast Ammonia’s (GCA) ammonia production facility in Texas City, Texas from GCA Holdings LLC, affiliated with Lotus Infrastructure Partners and MB Energy for a consideration of $1.3 billion. The acquisition demonstrates execution of Yara’s strategy […]

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pat 2 months ago

If the business case is low-CI ammonia, the heavy lift will be CO2 capture and compression with a Gulf Coast CO2 pipeline tie-in, plus real winterization; Uri taught us what heat tracing really costs. Hopefully they do not rip out a stable DCS to chase a cloud dashboard; Texas City loses comms long before the plant loses steam.

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MikeHarlan 2 months ago

Curious whether Yara plans to bolt on CO2 capture to make this a blue-ammonia asset, given proximity to Gulf Coast sequestration hubs, and if they’ll maintain existing offtake vs push more volumes to export. Any signal on how this might affect domestic availability/pricing of aqua ammonia and AN in the Midwest? Reliability through hurricane season is another watch item; are they investing in hardened utilities and storage to smooth outages?

Yara to acquire Gulf Coast Ammonia facility in Texas

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