The global pipeline of renewable and low-carbon ammonia projects has reached a combined 145 million metric tonnes (MMT) of planned capacity by 2034, according to new data published by GENA Solutions, though the company notes that many projects have been cancelled or frozen.

GENA’s Project Navigator Ammonia database currently tracks 325 projects and operating facilities as of February 2026. This total includes 290 renewable ammonia initiatives and 35 low-carbon ammonia projects.

The renewable ammonia project pipeline is estimated at 83 MMT of capacity by 2030, increasing to 102 MMT by 2032 and 110 MMT by 2034. Low-carbon ammonia projects account for an additional 26 MMT by 2030, rising to 32 MMT by 2032 and 35 MMT by 2034.

However, GENA’s analysis also highlights substantial project attrition. Over the past 20 months, the company has removed more than 70 projects from its tracker, representing more than 27 MMT of capacity. This includes approximately 17 MMT of renewable ammonia projects and 10 MMT of low-carbon ammonia projects.

North America accounts for the largest share of cancelled or frozen projects, representing around 40% of the excluded capacity, or more than 11 MMT. Australia accounts for more than 5 MMT of removed projects, followed by Europe with nearly 3 MMT, Latin America with around 2 MMT and China with almost 2 MMT.

In the latest monthly update, three frozen renewable ammonia projects were removed from the tracker, while one new project was added.

Renewable ammonia projects are widely distributed globally. Latin America represents about 19% of the project pipeline, while China accounts for roughly 14%. Together with Europe, the Pacific region, the Middle East and India, these regions represent around 77% of all renewable ammonia projects.

Low-carbon ammonia projects are more geographically concentrated. North America accounts for around 72% of the pipeline, followed by the Middle East at 14% and the Pacific region at approximately 8%.

Operational capacity remains limited. A pilot renewable ammonia project in Japan began operations at the end of January 2026, increasing the total number of operating renewable ammonia facilities to 22, including those using mass-balance production. Most of these installations are pilot or demonstration-scale plants, with the exception of three industrial-scale facilities located in China. Total operational renewable ammonia capacity is estimated at approximately 0.9 MMT.

GENA said only a small portion of the current development pipeline is expected to reach commercial operation within the next five years. The company estimates that renewable ammonia capacity could reach between 5 MMT and 10 MMT by 2030, while low-carbon ammonia capacity could range between 6 MMT and 10 MMT over the same period.

The projections indicate a substantial gap between announced project capacity and the amount expected to reach operation by 2030.