Argus Sustainable Marine Fuels Conference

Breakfast and registration

Chairperson’s introduction and opening remarks

David Cummins

President

Blue Sky Maritime Coalition

Clean fuel policy, incentives and regulation in North America – what opportunities are in place to support the widespread adoption oF sustainable fuels in the maritime sector?

Focusing on the developments of the Low Carbon Fuel Standard (LCFS), Inflation Reduction Act (IRA), EU ETS, FuelEU maritime, IMO.

• How can the supply chain ensure compliance across all layers of regulations? Will we see a global fuel standard with the various EU policies, IRA guidance for hydrogen production etc? How is the industry navigating those regulatory boundaries?
• What influence does the EU ETS and Fuel EU maritime have on North America? How likely is the EU ETS to be replicated in North America?
• What are the policy, fiscal measures and carbon pricing mechanisms that are either incentivizing or holding back domestic marine fuel adoption?
• Would a levy on fuels or carbon pricing level the playing field between conventional and low carbon fuels? Will we see the EU ETS serve as a template for a similar US model?

Monte Shaw

Executive Director

Iowa Renewable Fuels Association

Adrian Tolson

Board Member

IBIA

How are bunker suppliers and traders widening their offerings of sustainable marine fuels?

• How are bunkering companies going to ensure they have the right fuel at the right ports at the right time? How do we aggregate the right volumes to the right ports?
• What partnership agreements are already in place with suppliers of sustainable fuels and bunkering companies? Which shipping segments that bunker in North America will be able to access the different sustainable fuels by 2030?
• What sustainable fuels are bunker suppliers and traders currently seeing the most interest in from customers? How do we see this evolving in the next 5 years?

Speakers Include:

Elizabeth Moody

Energy Seeding Manager

Sumitomo Corporation

Guido Cardullo

Head of Business Development

Fratelli Cosulich

Mary McCarthy

Director of Sustainability and Corporate Responsibility

Moran Towing Corporation

Ralph Matlack

Chief Executive

Fourth Tack

Speed networking

Networking coffee break

Argus’ global marine fuels snapshot and outlook

• What is the financial viability of sustainable marine fuels vs fossil fuels?
• Lessons in sustainable marine fuels demand learned from this year’s EU ETS CO2 marine fuel charges
• What are the global bunker trends we expect in 2025?

Stefka Wechsler

Marine Fuel Editor and Pricing Analyst

Argus

The role of sustainability certification, lifecycle analysis and implications for marine fuels

• How is carbon intensity (CI) calculated? What are the GHG calculations across value chains?
• How can we ensure sustainability in feedstock production and the traceability of sustainable products through the supply chain?
• What is the role of carbon indexing and offsetting?
• How will lifecycle analysis be measured? With the CII not considering the full lifecycle carbon emissions – how will that measurement be determined over the coming years as CII regulations evolve and get finalised by 2026?

Speakers Include:

Dario Formenti

System Manager Sustainable Fuels

International Sustainability & Carbon Certification

Jim Seely

Vice President of Oil and Gas Solutions

Authentix

Networking Lunch

Sustainable fuel producer perspectives: what is the roadmap to commercialisation, adoption and availability of these fuels at the scale needed?

(ammonia, methanol, hydrogen, LNG)
• How will alternative fuels overcome the logistical and availability challenges needed to scale up globally?
• Will certain fuels dominate certain types of vessels? What shipping segments is your business focused on for marine fuels?
• How are end users and fuel producers working together to de-risk investments?
• How are fuel producers addressing risk factors and potential unintended consequences in areas such as safety, handling and storage of potential new sustainable fuels?

Morgan Hughes

New Energy Business Development Manager

Woodside Energy

What volumes of biofuels can we expect to see in North America and other major ports globally in the next few years?

• How does the Renewable Fuel for Ocean-Going Vessels Act enable biofuel producers to meet low carbon fuel needs at a competitive price? What does this mean for refiners and blenders?
• Are biofuels a practical and sustainable response to the FuelEU Maritime regulation?
• Food vs fuel - what feedstocks are available for the shipping industry? How much of the shipping fuel could be covered by biofuels? Will it end up being a huge percentage of the total supply structure or push into methanol and ammonia shares of the market?

Speakers Include:

Ana Ferraz

Renewable Fuels Analyst

Maersk

Mac Marshall

VP Market Intelligence

United Soybean Board

Jon Scharingson

Executive Director Strategic Initiatives

Chevron-Renewable Energy Group

Jacqueline Reigle

Editor

Argus

Coffee break

Green corridors vs clean fuel hubs – what role are ports playing in unlocking decarbonisation opportunities landside and seaside?

• With the port being one of the best positioned locations for driving decarbonisation, how can we improve the connectivity of intermodal transportation?
• How can we leverage major energy export market projects to decarbonise ports and the industry in order to accommodate a flexible, multifuel future?
• How can ports make sure they are ready to handle and store alternative fuels?
• Would clean fuel hubs be more efficient than green corridors for all shipping lines?

Samuel Norton

Chief Executive Officer

Overseas Shipholding Group

Lucian Go

Environmental Program Manager

Port of Seattle

Oleksiy Tatarenko

Senior Principal, Climate-Aligned Industries

Rocky Mountain Institute (RMI)

Josh Messner

Technology Manager, Bioenergy Technologies Office

United States Department of Energy

Stefka Wechsler

Marine Fuel Editor and Pricing Analyst

Argus

What sustainable finance products are available for maritime ship owners, sustainable fuels and technology companies?

Looking at products such as green bonds, loans, renewable energy equity financing and carbon credits.

• How can fuel producers build a strong business case to demonstrate their project’s bankability through achieving long-lasting off-take agreements?
• What financing and investment vehicles are necessary to de-risk the fuels and technology needed to get to net zero?
• How to overcome barriers of investing in decarbonisation measures without the certainty of return on investment? How can we find a balance between the need to invest with the risks of adopting new technologies and fuels?

Chairperson’s closing remarks

David Cummins

President

Blue Sky Maritime Coalition

Cocktail hour

Breakfast and registration

Chairperson’s opening remarks

David Cummins

President

Blue Sky Maritime Coalition

Turning the net zero ambition into reality and fostering better collaboration

• What holistic supply solutions are available for the industry? And how do we re-establish and re-distribute risk across the value chain through the book and claim system?
• How to mitigate the upstream costs associated with the build-out of new infrastructure, renewable electricity and access financing. How can industry, government and finance work together to ensure fuel projects are competitive and profitable?
• What level of commitment is needed from shipowners to facilitate the transition to alternative fuel infrastructure? How can we encourage the uptake of innovative technologies in the decarbonisation of the maritime supply chain?

Speakers Include:

Thomas Damsgaard

Head of Americas

BIMCO

Peter Keller

Chairman

SEA-LNG

Adrian Tolson

Board Member

IBIA

Shipowner and operators’ perspectives: what sustainable fuels are they gravitating towards?

• What changes are being made in regards to fuel procurement? How can shipowners achieve more multi-fuel offtake agreements to provide certainty for fuel producers to invest in new energy projects?
• Are charterers looking to co-invest in decarbonisation measures and take on more long term charter? How are shipowners and charterers working together on decarbonising their fleets?
• What regulatory clarity and alignment is needed and how is it impacting decision making on shipowner fuel procurement?

Colin Fleming

Senior Manager, Green & Sustainability Planning

Ocean Network Express (ONE)

Tomoaki Ichida

Managing Executive Officer (Americas)

Mitsui O.S.K Lines

Tsuyoshi Ohkawa

Vice President, Business Development

NYK Energy Transport

Jhander Marval

Senior General Manager - Head of CPP Operations

Ultranav

Santiago Yanez

Assistant Vice President, Business Development

AET

Katrine Stenvang

Senior Manager, Business Development

Orsted

Coffee break

A series of case studies – breaking the first mover disadvantage

Topics and speakers to be announced

Technological perspectives: what operational measures are available for shipowners?

Focusing on vessel speed, maintenance and route optimization, digitalization and carbon capture.
• How is a shipboard carbon capture system different from land based? Is CO2 on-board carbon capture and storage cost and efficient? Is it practical for lifecycle emissions counting?
• Tackling downstream challenges for carbon capture – how can we discharge the carbon ashore? How to deal with operation aspects such as energy consumption and the impact on OpEx.
• What cloud-based technologies such as weather routing and voyage optimisation have the potential to maximise carbon efficiency and reduce the environmental footprint?

Speakers Include:

Thomas Damsgaard

Head of Americas

BIMCO

Networking lunch break

What decarbonisation efforts are we seeing in the inland waterways?

• How are tugs, barges and ferries thinking about the risk of investing capital on emergent technologies and fuels? What innovative solutions are they leaning towards?
• How can deep water shipping cooperate with inland brown water shipping? How can smaller vessels be pilots for larger vessels?
• Will the federal government provide incentives and encourage deployment of alternative fuels for inland waterways?

Speakers Include:

Benjamin Parrish

Project Manager

Kirby Corp

Dave Lee

VP Technology and Innovation

Maritime Partner

Tony Odak

Chief Operating Officer

Stone Oil

Doug Downing

Chief Financial Officer

Canal Barge

David Cummins

President

Blue Sky Maritime Coalition

Chairperson's closing remarks

David Cummins

President

Blue Sky Maritime Coalition

Roundtables and networking coffee break

Join one of the roundtables to discuss key topics and come up with solutions during the coffee break.
• Roundtable 1 - Sustainable marine fuels (biofuels, methanol, ammonia, hydrogen, bio-LNG)
• Roundtable 2 - Finance – how can we access more finance in the industry?
• Roundtable 3 - Regulation - How can the supply chain ensure compliance across all layers of regulations?

End of conference