Argus AdBlue® Conference Day

Welcome refreshments and registrations open

CEO Roundtable: Closed doors discussion on the impact of the Middle East/West Asia conflict and wider geopolitical instability on urea and AdBlue supply chain.

Chairperson opening remarks and live polls

Speakers Include:

Tim Cheyne

SVP - Global Head of Agriculture, Fertilizers, Ammonia, DEF

Argus

Global AGU & AdBlue: Supply shocks, trade routes and prices heading into 2027

- What has actually changed in urea and AGU trade flows since the start of Middle East escalation?
- Why is Asia now outbidding Europe for AGU volumes and how long will this last?
- What scenarios should buyers and distributors prepare for in Q4 2026–2027?

AdBlue quality under pressure: ISO standards, CBAM and who’s actually enforcing the rules

- Are ISO and VDA standards being meaningfully enforced outside Germany?
- How are low‑grade AGU imports damaging SCR systems and final users?
- Are additives, dilution practices and bypassing rules undermining trust in the market?
- Who is responsible for cross‑checking and enforcement at EU level?
- How will CBAM duties affect AdBlue costs by October 2026?

Morning coffee and refreshments break

Distributor‑led panel: Margin squeeze and market fragmentation: Can distributors survive the next price cycle?

- Where are distributors finding margin and growth in today’s volatile AdBlue market?
- Should small players continue converting any urea they can source? What alternative sourcing and product strategies are emerging beyond traditional AGU flows?
- How can distributors differentiate in a crowded and price‑sensitive market?

Strategic roundtable session

Join interactive roundtable discussions and move freely between tables covering AdBlue quality, trade, sourcing and logistics. In focused 40‑minute sessions, engage in informal, high‑value one‑to‑one conversations with a diverse group of industry peers.

Lunch and networking break

Technical presentation: SCR Engines, additives and the real demand outlook for AdBlue

- Will Euro 7 delays keep AdBlue demand higher for longer?
- How are SCR technologies evolving across trucks, machinery and generators?
- How will the shift toward electrification, hydrogen and alternative power solutions impact long‑term AdBlue demand particularly across generators and off‑road industrial applications?

New markets? Marine SCR and AUS 40: Is shipping the next structural growth Market for AdBlue?

-How fast is SCR adoption growing across shipping?
- Is AUS 40 supply fit for purpose at scale and who is producing it today?
- How much competition there will be with road transport for urea and AGU volumes?

Evening coffee and refreshments break

Fireside Chat on unanswered questions: Is AdBlue a mature market or an industry on borrowed time?

- When will electrification materially reduce heavy‑duty diesel demand?
- Who protects the end user?
- Should Europe have a central AdBlue compliance body?
- How fast could battery electric trucks replace diesel in Europe and China?
- What does this mean for long‑term AdBlue investment decisions?

Live Polling: What every producer, distributor and buyer must prepare for in 2027?

Closing Reflections: Key takeaways