79verbleibende Tage
Agenda
Welcome drinks and registration
- 15:00 - 17:00
Registration and badge pickup
Pick up your badges and register at our registration zone and meet your colleagues.
Welcome drinks reception
Details to be confirmed
Day 1: 19 May 2026
- 8:00
Doors open and registration extension
Badge pick up open at the registration desk. Coffee served in exhibition hall.
- 8:50 - 9:00
Chairperson's welcome
- 9:00 - 9:40
Opening Keynote: Latin America’s Crude Market in a Fragmented World
- How shifts in global alliances, sanctions cycles and supply fragmentation are reshaping the competitive landscape for Latin American grades
- Demand signals from China and broader Asia - which refinery configurations and crack environments are driving the pull for regional barrels?
- Freight and arbitrage thresholds that determine when long haul flows clear, and where delivered-basis economics are most favorable
- How capital discipline, investor appetite and financing structures are influencing upstream planning and commercial strategies
- Key indicators market participants should monitor through 2026 to anticipate differential movements and buyer preferences
- 9:40 - 10:10
Keynote: Global Crude Trade Flows and LatAm Competitiveness
- Global supply disruptions and shifting long haul economics are redefining where Latin American barrels can compete most effectively
- Structural changes in Asian refining systems are altering demand for regional grades and reshaping delivered basis economics
- Freight volatility continues to influence route selection, arbitrage thresholds and cargo pairing decisions
- Which indicators signal changes in buyer behaviour, grade preferences and market access conditions?
- How global policy developments and sanctions cycles will influence Atlantic Basin flows through 2027
- 10:10 - 11:05
Morning Networking Break
- 11:05 - 11:35
PPSA 2026 Oil Tender - Rules, Volumes & Milestones
- Overview of the tender structure, lot design and the sequencing of volumes expected across 2026
- Eligibility requirements, documentation standards and common pitfalls that slow bidder approvals
- How FOB pricing interacts with freight strategies, VLCC pairing and timing considerations for Brazilian and Argentine barrels
- Bidder readiness milestones, from pre qualification to award, and how timing affects commercial positioning
- PPSA expectations around performance, transparency and communication with market participants
Speakers Include:
Samir Awad
Director of TradingPPSA- 11:35 - 12:20
Panel: Argentina Spotlight - Vaca Muerta and VLCC Enablement
- Infrastructure progress enabling VLCC scale exports and the timeline for consistent long haul Medanito flows
- Quality considerations: how Medanito’s characteristics influence refinery acceptance and blending decisions
- Arbitrage windows for Argentine barrels into Asia and Europe — which corridors are proving durable?
- Commercial models used in emerging Argentine exports, including prepay structures, flexible offtakes and term/spot mixes
- How producers and traders can enhance reliability, quality governance and buyer confidence ahead of export expansion
- 12:20 - 13:50
Networking Lunch
- 13:50 - 14:20
Brazil’s Equatorial Margin - Prospects for a New Frontier
- Exploration potential and the strategic significance of Brazil’s next frontier zone
- Environmental licensing and regulatory frameworks that shape investor sentiment and development pathways
- How Equatorial Margin volumes could integrate with or differentiate from Brazil’s established grade mix
- Infrastructure and export route implications if commercial discoveries materialise
- Market readiness: how buyers and traders may evaluate new Brazilian streams in the late 2020s
- 14:20 - 15:05
Panel: Geopolitics and Latin America’s Refining Systems
- How global political shifts, sanctions regimes and product market disruptions affect refinery profitability in the region
- Refinery maintenance cycles, capacity constraints and shifting product cracks that influence appetite for specific LatAm grades
- Contracting and operational adjustments refiners are making to manage volatility and protect margins
- Impact of carbon costs and environmental regulations on crude slates and run rate decisions
- Buyer perceptions of supply reliability, quality consistency and long term fit for the 2026–2030 period
- 15:05 - 15:45
Coffee Break
Coffee tasting and evening snacks served
- 15:45 - 16:30
Panel: Venezuela and Heavy Crude Dynamics
- How Venezuela’s evolving sanctions outlook could reshape heavy–sour balances across the Americas
- Refining systems in Asia, Europe and the US Gulf are recalibrating slate choices - where do Venezuelan barrels fit and where are constraints tightening?
- Blending, routing and storage strategies that are emerging as refiners seek consistency in heavy grade supply
- Compliance, documentation and banking considerations that shape counterparties’ willingness to transact
- What additional transparency or operational certainty buyers need before scaling Venezuelan-linked programmes
- 16:30 - 17:15
Panel: Latin American Supply Outlook - Brazil, Guyana, Suriname, Mexico, Colombia
- Supply growth trajectories across the region as new FPSOs, frontier developments and declines intersect
- How Guyana and Suriname’s ramp ups alter Atlantic Basin flows and the competitive landscape for light sweet barrels
- Quality and decline trends in Mexico and Colombia, and the extent to which policy can stabilise output
- Freight volatility, refinery shifts and regional storage constraints influencing netbacks and route selection
- Which producers may capture incremental market share into Asia and Europe through 2027
Speakers Include:
Alipio Ferreira
Vice President- Crude Oil Trading BrasilPetrochina
Matt Smith
Head Analyst- USKPLER
Day 2: 20 May 2026
- 8:00
Doors open and breakfast meetings
Doors open and exhibition open to coffee meetings
- 08:55 - 9:00
Chairperson's opening remarks
- 9:00 - 9:30
Keynote: Capital Flows and Deal Structures in Latin American Crude
- Financing structures are shifting as traditional lenders tighten compliance and private credit expands into upstream and trading
- Prepay, PXF and structured deals are evolving to reflect sanctions, emissions rules and counterparty screening
- How freight, carbon surcharges and operational challenges influence valuation and risk premia
- Which investor and lender signals matter most for project and corporate transactions in 2026–27?
- What terms and structures are actually clearing for crude linked investments today?
- 9:30 - 10:15
Panel: Freight Market Outlook and VLCC Pairing Strategies
- Rate dynamics, vessel utilisation and DP shuttle constraints remain key determinants of export feasibility
- Port performance, draft limits and STS bottlenecks continue to drive scheduling risk and influence pairing economics
- How carriers, traders and charterers are adapting contract structures to manage market volatility
- The role of FFAs, route optionality and carbon linked adjustments in freight risk management
- Which pairing strategies are proving commercially reliable under current volatility patterns?
- 10:15 - 10:55
Morning Networking Break
- 10:55 - 11:25
Crude–Products Interlinkages - Diesel, Fuel Oil and Arbitrage Economics
- Product cracks are increasingly determining crude value - what diesel and fuel oil dynamics mean for regional barrels
- Delivered basis economics: how freight behaviour and product markets combine to shift arbitrage pathways
- Blending and quality management strategies that improve market access without reducing commercial flexibility
- Forward crack curves and refinery profitability trends that may influence 2H26 crude demand
- Practical commercial adjustments producers and traders can implement to stay competitive in shifting product markets
- 11:25 - 12:10
Panel: Finance and M&A - Investment Signals and Commercial Readiness
- Consolidation across Brazil, Guyana and Argentina is highlighting where capital sees long term opportunity
- Investors are evaluating emissions governance, quality consistency and transparency in due diligence processes
- FPSO timing, VLCC infrastructure and refinery fit remain key determinants in valuation models
- How lenders quantify risk premiums associated with freight volatility, political shifts and sanctions
- What counterparties can prioritise to accelerate deal timelines and improve financing outcomes
- 12:10 - 12:40
Buyer Acceptance and Long Term Market Access to 2030
- Asian and European refiners are tightening expectations around blend reliability, spec transparency and consistency
- What actions improve acceptance and reduce friction in long term negotiation cycles?
- Governance, sustainability and reporting practices that signal readiness for large scale offtake
- How delivery terms and contractual optionality influence commercial flexibility in volatile markets
- Practical steps producers and marketers can implement immediately to secure future demand
- 12:40 - 14:10
Networking Lunch
- 14:10 - 15:40
Afternoon Workshops and Roundtables
Discussion led, small group sessions allowing delegates to engage more deeply on adjacent or emerging markets, facilitated by editors and invited specialists.
Contact us
For speaking opportunities on the 2026 agenda, please contact:
Daniel Laverty
Conference Producer
daniel.laverty@argusmedia.com