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The Farm Case for Green Ammonia: North America's Fertilizer Supply Chain Goes Hydrogen

Published by Todd Bush on April 30, 2026

Green ammonia is no longer just a decarbonization story. It's becoming a food security argument. Two major North American project announcements in April 2026 show that hydrogen-derived fertilizer is advancing from pilot-stage chemistry to production-scale infrastructure. The implications run directly to the farm gate.

Key Facts

  • The U.S. imported 5.8 million short tons of nitrogen fertilizer in both 2024 and 2025 (The Fertilizer Institute, 2026)
  • Roughly 18% of U.S. domestic nitrogen fertilizer supply currently comes from imports (Siemens/Shomax MOU, April 2026)
  • NitroLEAF field trials on 40 acres of winter wheat in Electra, Texas yielded a consistent 5% increase using 20% less product (Shomax Energy, June 2025)
  • Farmers in the Electra trial saved approximately $40 per acre, a 48.6% reduction in nitrogen-based input costs (Shomax Energy, June 2025)
  • Plug Power's 275 MW GenEco PEM electrolyzer award for the Courant project in Baie-Comeau, Quebec is one of the largest in the company's history (Plug Power, April 2026)
  • The U.S. nitrogenous fertilizer market was valued at $11.76 billion in 2025 and is projected to reach $14.9 billion by 2035 (Precedence Research, 2026)

>> In Other News: Deputy Minister Nomalungelo Gina Launches Mobile Hydrogen Refuelling Station in NW University, 30 Apr

What Is NitroLEAF, and Why Does It Matter for American Farmers?

NitroLEAF is the world's first sustainable UAN (urea ammonium nitrate) replacement product made entirely without natural gas. Shomax Energy US Inc., a sustainable agriculture and clean energy company based in Wichita Falls, Texas, produces it using green hydrogen from water electrolysis powered by off-grid solar energy.

The key economic advantage is price stability. Conventional nitrogen fertilizer pricing tracks natural gas costs closely. When global gas markets spike, fertilizer bills follow. NitroLEAF's solar-powered, hydrocarbon-free process is structurally insulated from those swings. Farmers get a fixed price point regardless of what happens to fossil fuel markets.

Field data backs this up. In June 2025, Shomax completed a 40-acre winter wheat trial in Electra, Texas. Using 20% less product than conventional UAN, the trial produced a consistent 5% yield increase across the field. Some areas recorded yield improvements of up to 48% versus standard UAN deployment. Wheat weighed 3% more per bushel. Savings to the farmer came to approximately $40 per acre on nitrogen-based inputs, a 48.6% reduction in fertilizer costs (Shomax Energy, June 2025).

NitroLEAF also generates monetizable carbon credits. That matters for farmers trying to access sustainable food supply chains, where buyers increasingly require documentation of upstream emissions controls.

a greenfield ammonia plant

How Is the Siemens Collaboration Accelerating the North Texas Facility?

On April 17, 2026, Siemens and Shomax Energy signed a Memorandum of Understanding to establish new greenfield NitroLEAF production facilities. The initial site is planned for North Texas. This positions the facility close to key U.S. farming regions and major agricultural supply chains.

The collaboration brings Siemens' power distribution, network architecture design, process automation, and digital twin simulation technology directly into the facility's design and operation. Siemens will deploy digital twin models across the full value chain. This approach simulates, optimizes, and predicts performance before construction begins. It reduces commissioning time, cuts capital costs, and improves safety standards.

Irfan Verjee

"We are proud to partner with Siemens Industry as we advance our North Texas green ammonia production facility. Siemens brings world-class expertise in process automation, electrical infrastructure, and digital twin technology, capabilities that will accelerate our build-out and drive down capital costs as we scale NitroLEAF to market."

Irfan Verjee, CEO, Shomax Energy

The MOU is directly structured to address U.S. nitrogen import dependence. The U.S. imported 5.8 million short tons of nitrogen fertilizer in both 2024 and 2025, according to The Fertilizer Institute (2026). That figure has held flat even as domestic food production pressures have grown. Roughly 18% of domestic nitrogen supply comes from foreign sources. This leaves the supply chain exposed to geopolitical disruption and natural gas price shocks.

Tony White

"Together, we are accelerating the production of low-cost, net-zero fertilizer, directly addressing the critical need for sustainable and secure agricultural inputs. Siemens' cutting-edge digital twin technologies, deployed across the entire value chain, will not only de-risk project implementation but also significantly reduce costs, enhance operational efficiency, and elevate safety standards."

Tony White, Head of Siemens Chemical and Energy Markets, USA

Shomax's existing pilot facility in Wichita Falls, Texas, which received municipal approval in October 2024, is designed to produce approximately 220,000 tons of products annually for the local region. The facility will run on off-grid solar and operate carbon-negative, removing more carbon than it emits across Scope 1, 2, and 3 emissions (Shomax Energy, June 2025).

>> RELATED: Inside the U.S. Hydrogen Hub Strategy and What It Means for Industry

What Is the Courant Project in Quebec Building?

On April 2, 2026, Plug Power Inc. was awarded the Front-End Engineering Design (FEED) contract to supply a 275 MW GenEco PEM electrolyzer system for Hy2gen Canada Inc.'s Courant project in Baie-Comeau, Quebec. The 275 MW system is one of the largest electrolyzer project awards in Plug Power's history (Plug Power, April 2026).

The Courant facility will produce low-carbon ammonia using electricity delivered via the Hydro-Quebec grid. That ammonia will be further processed into renewable ammonium nitrate for Canada's mining industry. The site leverages Quebec's abundant low-carbon hydroelectric resources, established industrial infrastructure, and deep-water port access.

Hy2gen Canada is a wholly owned affiliate of Hy2gen AG, based in Wiesbaden, Germany. The parent company currently has 3.4 gigawatts of electrolysis capacity in planning and construction, with a further 15 gigawatts in development across five countries. Construction on the Courant project is expected to begin in 2027, with full commissioning targeted for 2029.

Project Location Companies Hydrogen Source Primary Market
NitroLEAF Greenfield Facility North Texas, USA Shomax Energy + Siemens Off-grid solar electrolysis U.S. agriculture (farmers)
Courant Project Baie-Comeau, Quebec Hy2gen Canada + Plug Power Hydro-Quebec grid (hydroelectric) Canadian mining industry

Why Is Green Ammonia Becoming a Food Security Argument?

The shift in framing is significant. Green ammonia has typically been discussed through the lens of climate targets and emissions reduction. The Siemens-Shomax MOU makes an explicit case for supply chain resilience and farmer affordability, not just decarbonization.

The U.S. nitrogenous fertilizer market was valued at $11.76 billion in 2025. It is projected to reach $14.9 billion by 2035, growing at a compound annual rate of 2.39% (Precedence Research, 2026). Illinois farmers in 2026 were projected to spend approximately $229 per acre on fertilizer for corn, according to University of Illinois agricultural economists. NitroLEAF's field trial results showing approximately $40 per acre in savings at lower application volumes means the economics are starting to work at the farm level.

The carbon credit dimension adds another layer. Because the Shomax facility runs carbon-negative, farmers using NitroLEAF can generate monetizable credits from their upstream nitrogen inputs. This creates a new revenue stream for producers in sustainable food markets where upstream emissions documentation is increasingly required by buyers.

Agriculture as a carbon removal-adjacent decarbonization target is an underexplored lane. The integration of green ammonia, soil longevity improvements, and monetizable carbon credits positions the Shomax model across both the agricultural and clean energy investment landscapes.

field

What Does This Mean for North America's Decarbonized Fertilizer Pipeline?

Taken together, the Siemens-Shomax MOU and the Plug Power-Hy2gen Courant contract represent two distinct but complementary models for decarbonized nitrogen production on this continent. One uses off-grid solar in the U.S. farm belt. The other taps Canada's low-carbon hydroelectric infrastructure via Hydro-Quebec.

Both projects point to the same shift: North America is building domestic green nitrogen capacity to reduce exposure to import volatility. The U.S. imported 5.8 million short tons of nitrogen fertilizer in both 2024 and 2025, with no significant change under current domestic production conditions (The Fertilizer Institute, 2026). Green ammonia projects like these are positioned to change that calculus over the next decade.

Frequently Asked Questions

The following questions address high-intent queries not fully covered in the sections above.

What makes NitroLEAF different from conventional nitrogen fertilizer?

NitroLEAF is produced entirely without natural gas, using green hydrogen from off-grid solar electrolysis. It replaces conventional UAN fertilizer while delivering higher crop yields at lower application volumes. It also generates monetizable carbon credits, making it valuable to farmers supplying sustainable food markets. Field trials in Electra, Texas showed a 5% average yield increase and approximately $40 per acre in savings on nitrogen input costs (Shomax Energy, June 2025).

How large is the Plug Power electrolyzer for the Courant project?

The GenEco PEM electrolyzer system Plug Power will supply for the Courant project in Baie-Comeau, Quebec is rated at 275 megawatts. It is one of the largest electrolyzer project awards in Plug Power's history. Construction is expected to begin in 2027, with commissioning targeted for 2029 (Plug Power, April 2026).

Hydrogen in the Field: A Turning Point for North American Agriculture

Green ammonia's agricultural pivot is one of the energy transition's least-covered domestic stories. The field trial data is real. The supply chain argument is compelling. The projects are moving from signed agreements to groundbreaking schedules.

North America doesn't need to wait for global ammonia markets to shift. It's building the alternative now, from Wichita Falls to Baie-Comeau. That's a meaningful development for every farmer who buys nitrogen fertilizer in the spring.

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