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GCA Holdings LLC, a joint-venture affiliate of Lotus Infrastructure Partners and MB Energy, has signed a definitive agreement to sell the Gulf Coast Ammonia Project to Yara, Lotus announced July 2, 2026.
The announcement from Greenwich, Connecticut-based Lotus Infrastructure Partners marks an exit from a project structured through a dedicated holding entity shared with co-investor MB Energy.
What the Deal Structure Tells You Ammonia — a compound of nitrogen and hydrogen — is a foundational input for fertilizers and an emerging molecule in the global energy transition as a hydrogen carrier and low-carbon fuel.
Infrastructure funds have moved aggressively into the Gulf Coast ammonia space on that dual demand thesis: agricultural offtake is predictable, and clean-ammonia demand from shipping and power markets is building.
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