Talus Renewables

What Talus Renewables does

Talus Renewables (d/b/a TalusAg) is an Austin-based agriculture technology and energy infrastructure company that has commercialized the first modular, containerized, autonomous green ammonia production system. Its core technology uses air separation, electrolysis, and ammonia synthesis to produce green ammonia at or near the point of use from power (including intermittent renewable sources), water, and air. The product line comprises the talusOne unit (~1 tonne of ammonia per day) and the talusTen unit (up to 20 tonnes per day), with prototype operations dating to 2012 and the company's formal launch in 2024.

Talus finances, owns, and operates the on-site ammonia plants, removing the capital outlay for customers. Revenue is generated primarily through long-term (10+ year) fixed-price, usage-based contracts under which customers pay per tonne of ammonia consumed, invoiced in arrears. A secondary revenue stream comes from selling tokenized low-carbon ammonia Environmental Attribute Certificates (EACs) to corporate offtakers through book-and-claim infrastructure provided by S3 Markets — with PepsiCo as the inaugural offtake partner covering 30,000–71,000 tonnes. The company targets agricultural cooperatives and large farming operations as the primary vertical, with adjacent exposure to industrial users (refrigeration, mining, water treatment), maritime fuel, and CPG/food & beverage buyers of EACs.

Commercial deployments are anchored by Kenya Nut Company in Naivasha, Kenya (talusOne, 15-year agreement), Landus Cooperative in Boone, Iowa (first North American facility), and a planned two-facility Minnesota project with Central Farm Service pending public funding. Target markets span the US, Europe, Sub-Saharan Africa, and Asia Pacific. The company employs 11–50 people, has raised $22M in Series A funding (November 2023), and operates without disclosed revenue.

Name

Talus Renewables

Legal name

Talus Renewables, Inc.

Website

https://talusag.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

11–50 employees

Short description

Talus Renewables (TalusAg) builds modular, containerized green ammonia systems (talusOne, talusTen) that produce fertilizer-grade ammonia on-site from renewable power, water, and air, serving agricultural cooperatives, industrial users, and corporate EAC offtakers via long-term fixed-price, no-capital contracts.

Ownership category

akta.pro rank

Product category

Green Ammonia Production Systems

NAICS

Nitrogenous Fertilizer Manufacturing (325311), Chemical Manufacturing (325)

SIC

Chemicals & Allied Products (2800), Special Industry Machinery, Nec (3559)

akta.pro primary industry

Nitrogen Fertilizers (Ammonia/Urea/UAN) (IMAEAEAA)

akta.pro secondary industry

Nitrogen Fertilizers (Ammonia, Urea, UAN, Ammonium Nitrate/Sulfate) (AFABABAA)

Keywords

• Green ammonia production
• Modular ammonia systems
• Decentralized fertilizer manufacturing
• Renewable hydrogen electrolysis
• Agricultural fertilizer technology

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Technology or R&D, Personnel, Operations, Marketing or Sales

Revenue model

1. Green Ammonia Production & Sale: Talus manufactures, owns, and finances the on-site ammonia plant. Customers pay for ammonia consumed on a per-unit basis under long-term fixed-price contracts, with no capital outlay required from the customer. Clients are invoiced in arrears based on consumption. Talus provides ongoing remote technical support alongside standby local teams.
2. Environmental Attribute Certificates (EACs): Sale of tokenized ammonia fertilizer environmental attribute certificates to offtake partners (e.g., PepsiCo) through a book-and-claim system facilitated by S3 Markets. PepsiCo agreed to claim environmental benefits of ~30,000 tonnes of low-carbon ammonia produced by Talus, with an option for additional 41,000 tonnes.
3. Low-Carbon Ammonia Attributes: TalusAg sells low-carbon ammonia environmental attributes to large corporations for use in sustainability reporting and Scope 3 emissions reductions (e.g., PepsiCo's pep+ sustainability goals). The initial agreement covers operations in Europe, Sub-Saharan Africa, and Asia Pacific, with potential expansion to the US.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Talus Renewables (operating as TalusAg) manufactures, finances, and deploys modular, containerized, autonomous green ammonia production systems (talusOne and talusTen) at or near the point of use. Customers do not pay any capital outlay and instead purchase ammonia on long-term (10+ year) fixed-price per-unit contracts, while Talus retains ownership of the hardware and provides ongoing remote technical support. The systems produce green ammonia from power (including intermittent/renewable sources), water, and air, serving agriculture (fertilizer), industrial (refrigeration, mining, water treatment), and clean fuel applications.

Product overview

TalusAg offers a portfolio of modular, containerized, and autonomous green ammonia production systems. The product line includes the talusOne (small-scale unit producing ~1 tonne/day) and talusTen (larger unit producing up to 20 tons/day), collectively branded as Talus Local Ammonia. These systems use air separation, electrolysis, and ammonia synthesis technology to produce green ammonia from power, water, and air at or near point of use. The company serves agriculture (fertilizer), industrial (refrigeration, mining, water treatment), and maritime/energy sectors. Deployment takes approximately 6 months with no capital outlay required from clients; customers pay on long-term fixed-price contracts.

Differentiator

Problem solved

Functional benefit

Brands

• talusOne: First commercial modular green ammonia system designed for on-site production.
• talusTen

Products and services

• talusOne Small-scale modular green ammonia production system producing approximately 1 tonne of green ammonia per day. Fully containerized, autonomous unit with remote monitoring, designed for decentralized rural and supply-vulnerable communities and capable of running on on-site renewable energy.
• talusTen Larger modular green ammonia production system producing up to 20 tonnes per day per unit. Containerized, prefabricated, and autonomous, designed for rapid deployment and scaling at larger agricultural cooperatives and industrial applications, and operable on intermittent power.
• Tokenized Ammonia Fertilizer Environmental Attribute Certificates (EACs) World's first tokenized ammonia fertilizer Environmental Attribute Certificates issued via S3 Markets' book-and-claim infrastructure, enabling corporate offtakers (e.g., PepsiCo) to track and claim the environmental benefits of low-carbon ammonia for Scope 3 emissions reporting and regenerative agriculture supply chain decarbonization.

Quantifiable outcome

• Reduces nitrogen fertilizer cost by over 50% compared to conventional imported supply chains
• +6 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Six partnerships are on record, tiered flagship and core.

• PepsiCoflagshipGTM or Marketing Partner · 5 May 2026PepsiCo and TalusAg announced a landmark low-carbon ammonia attribute agreement for fertilizer decarbonization across global agricultural supply chains. The initial agreements cover approximately 30,000 metric tons of low-carbon ammonia across PepsiCo's Europe, Sub-Saharan Africa, and Asia Pacific operations, with an option to purchase an additional 41,000 metric tons and expand into the US market. S3 Markets provides Environmental Attribute Certificates lifecycle management infrastructure for what the parties believe to be the world's first tokenized ammonia fertilizer EACs.
• S3 MarketscoreTechnology or Integration · 5 May 2026S3 Markets provides the Environmental Attribute Certificates (EAC) lifecycle management infrastructure for the PepsiCo–TalusAg deal, enabling the issuance, tracking, and retirement of what the parties believe to be the world's first tokenized ammonia fertilizer EACs from TalusAg's Boone, Iowa project.
• Central Farm ServicecoreStrategic or Co-development Partner · 5 March 2026Central Farm Service (CFS), TalusAg, and CleanCounts announced a collaborative project to build two Talus10 local ammonia production facilities in Minnesota, representing the first commercially available locally produced ammonia fertilizer in the state. Each facility produces up to 20 tonnes per day using local wind power. The project would supply more than two-thirds of CFS's annual ammonia sales across over 100,000 acres and shield farmers from ammonia price volatility exceeding 300%. Pending funding from Minnesota's Renewable Development Account.
• CleanCountscoreStrategic or Co-development Partner · 5 March 2026CleanCounts partnered with TalusAg and Central Farm Service to build Talus10 local ammonia production facilities in Minnesota. CleanCounts was allocated $2 million under the Minnesota Made Ammonia Act funding proposal. The partnership aims to address wind energy curtailment and ammonia price volatility through distributed green ammonia production.
• Landus CooperativecoreStrategic or Co-development Partner · 5 February 2025Talus is working with Landus Cooperative, an Iowa-based diversified farmer-owned agricultural cooperative and one of North America's largest grain storage companies, on its first US-based commercial green ammonia installation in Boone, Iowa. The facility enables Landus to improve efficiencies economically and environmentally while driving value for its farmer owners. This was the first local green ammonia production in North America.
• Kenya Nut CompanycoreStrategic or Co-development Partner · 1 December 2023Talus's first deployment – the talusOne – was installed at Kenya Nut Company's Morendat farm in Naivasha, Kenya, powered by a 2.1 MW solar farm. The project produces approximately 1 tonne of green ammonia daily and avoids approximately 8 tonnes of carbon emissions daily. The 15-year agreement demonstrates the potential of decentralized green ammonia production in rural and supply-vulnerable communities.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Nel ASA: Norwegian electrolyzer manufacturer supplying alkaline and PEM electrolyzers for green hydrogen and downstream green ammonia. Highly comparable to Talus because both sell modular hardware that enables distributed, renewable-powered ammonia production, although Nel sells to centralized and distributed projects while Talus owns and operates the assets.
• Thyssenkrupp nucera: German alkaline electrolysis specialist serving large-scale green hydrogen and ammonia projects globally. Comparable as a core technology enabler for green ammonia plants at the scale Talus targets, with a more centralized, multi-hundred-MW delivery model versus Talus's distributed one.
• Plug Power: US hydrogen and fuel-cell company that has explicitly built green ammonia into its hydrogen offtake strategy and is investing in modular hydrogen/ammonia plants. Comparable as a green hydrogen-to-ammonia platform player pursuing similar end-markets, with a stronger balance sheet but more capital-intensive centralized model.
• ITM Power: UK-based PEM electrolyzer manufacturer supplying equipment for green hydrogen projects, several of which are configured to produce downstream green ammonia. Directly comparable as an enabling technology supplier to Talus's modular ammonia systems, focused on the same renewable hydrogen cost-reduction thesis.
• Topsoe: Danish process technology licensor for ammonia synthesis and SOEC electrolysis, actively commercializing modular and electrified ammonia plants. Directly comparable as a technology provider for small-scale green ammonia, though Topsoe primarily licenses process design rather than operating on-site assets like Talus.
• Starfire Energy: US-based startup developing small-scale, distributed green ammonia systems using a plasma-based nitrogen fixation process. Most directly comparable to Talus because it also targets modular, decentralized green ammonia production for agriculture and industrial customers.

Emerging players

• HIF Global: Chilean-headquartered e-fuels company building green hydrogen and green ammonia/methanol plants for shipping and aviation fuel. Comparable as an emerging player in green ammonia with a similar renewable-powered, project-based model, though HIF is concentrated on fuel applications rather than agricultural fertilizer.

Broad incumbents

• Yara International: World's largest nitrogen fertilizer and ammonia producer, also pursuing green ammonia (Yara Clean Ammonia) and small-scale / containerized ammonia concepts. Comparable as an incumbent moving from centralized production toward distributed, low-carbon ammonia — the same market Talus is targeting — but at vastly larger scale.
• CF Industries: Major North American nitrogen fertilizer producer and the largest US ammonia manufacturer, developing green and blue ammonia projects including Donaldsonville. Competes with Talus for the same agricultural end-customers and is increasingly evaluating smaller-scale, lower-carbon nitrogen solutions.
• Air Products: Global industrial gas major with the largest announced blue/green hydrogen and ammonia project portfolio, including clean ammonia for power and shipping. Comparable as a deep-pocketed incumbent moving into low-carbon ammonia across agricultural, industrial, and fuel end-uses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/talus-renewables

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds1 record

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Talus Renewables