The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: John Purtell - Macquarie Research - Analyst
: John Purtell from Macquarie. Just had a couple of questions. And yes, maybe 1 for Leah there. Just in terms of the tertiary abatement installation,
you've obviously done a couple of these at site there at KI and Carseland. I mean, how complex is it to implement? I mean, is it from a broader
manufacturing perspective, is it seen as relatively low risk or high risk?
Question: John Purtell - Macquarie Research - Analyst
: And just a second question on the business update, Sanjeev. In terms of a broader perspective on slowing global growth and the impact that that's
having on Orica, you called out Western Europe, Q&C is a soft patch in the first half. Are there any other sort of end markets to mention there? And
what are the offsets?
Question: John Purtell - Macquarie Research - Analyst
: John Purtell from Macquarie. First question for Andrew. Just in terms of the hydrogen hub and thanks for the color there, you're able to sort of
sketch out a sort of potential time line. I know it's probably an indicative, but I think you said that the plant is currently in feed.
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SEPTEMBER 18, 2023 / 11:30PM, ORI.AX - Orica Ltd Sustainability Investor Day
Question: John Purtell - Macquarie Research - Analyst
: And just the second piece. You've mentioned the 30,000 tonne ammonia storage plant, which gives you more flexibility. But what are the other
areas of potential capital spend for Orica, the hydrogen hub and green ammonia. There? I mean, is there a significant capital required to effectively
retrofit the ammonia plant for renewable supply?
Question: John Purtell - Macquarie Research - Analyst
: Just another question on green hydrogen. You obviously have the optionality of either selling that green hydrogen into ammonia or into ammonium
nitrate. Very different nature of offtake is in those two markets. It's rare to see green ammonia in the ammonia market, but probably even more
rare ammonium nitrate. I mean what you're thinking at the moment is the best commercialization strategy here to sell into ammonia or to use it
in AN? And where do you think you can get a better premium?
Question: John Purtell - Macquarie Research - Analyst
: Yes, understood. And so I mean, given that the green ammonia is going to be effectively just displacing gray, you're not adding any new brownfield
or greenfield ammonia capacity? So I mean should we then think that maybe over the next 5 to 10 years, if you're going to be sending more
ammonia molecules offshore than the domestic market? AN might start to get a little bit tighter and then you might see a bit pricing pressure?
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