Fertilizer Latino Americano

• What are the main challenges being seen in global commodity markets in the pandemic recovery? What are the current trends in oil, gas and general commodity prices?
• What have been the implications of the covid-19 crisis and recovery from the pandemic meant for global fertilizer market, trade and prices?
• How resilient has the industry been to shocks to energy markets in 2021 and what is the outlook moving forward for LATAM?

Moderator:

David Fyfe, Chief Economist, Argus

Speaker:

Samuel Taylor, Executive Director, RaboResearch, Rabobank

• How are fertilizers essential to ensuring food security? How can they be produced and used sustainably to reduce climate impact?
• How to implement sustainability pathways across the board for the food value chains?
• LATAM’s role in feeding the world: Regional agricultural policies and their impact? What are the implications of these changes for fertilizer markets and global food value chains?

Moderator:

Tim Cheyne, VP Commercial Product, Fertilizers, Argus

Speakers:

Corrine Ricard, President, Mosaic Fertilizantes

Sergio Zen, Director Agricultural Policies & Information, CONAB

• Agricultural market outlooks for key crops and grains globally
• What are the current pricing trends for key crops and grains in LATAM and how does this impact fertilizer prices and demand?
• Zoom in to agriculture in Brazil: what has been the trajectory of this booming sector? What policies are being implemented to support this growth? What opportunities are present for the fertilizer industry?

• What have been the approaches to specialties: innovation and biotechnology vs. regulation and organic? What are the main similarities and differences in the approaches taken?
• How are traditional fertilizer producers involved in this market segment?
• What are the specialty market business models of the future?

• Next Gen Fertilizer Challenge: how is this project demonstrating US commitment to advancing technologies for agriculture use as well as reducing climate impact of fertilizers?
• Recognising the role specialty fertilizers in conjunction with traditional products to meet demand for global food supply?
• How can regulation and government support pace of innovation in the agricultural sector seeking to maintain quality and improve crop yields?

• How do key markets for soybean and corn such as Brazil, Mexico and Argentina compare to market such as specialty crops in Peru, Colombia and Ecuador?
• What are the main driving forces towards specialties in the Brazilian market? How important are commercial farmers?
• How may specialty fertilizers be used to help mitigate impact of changing weather patterns on crop production?

Moderator: Jack Merriott, Manager - Consulting, Argus

Speakers:

Augusto Meneses, Vice President Latin America, Caribbean & International Specialty Strategy, Verdesian

Gustavo Branco,Vice President, abisolo

• Nutrients in Focus: N, P and K: how are trade flows evolving and changing from their typical routes? What are the implications for fertilizer supply for different markets and pricing?
• What new production capacity is being planned? How long before new supply sources are functional and entering the market? How will this effect the market in Brazil and Latin America?

Phosphates

• What happened in 2021? How is the Brazilian market evolving?
• Supply-side dynamics for Brazilian imports - analysis of current trade flows and are they set to change?
• Key factors to look out for in 2022 across the global phosphates market

Harry Minihan, Editor, Argus

Potash

• When are exports from Belarus likely to restart given US and EU sanctions? What are the implications for availability of potash for the Brazilian fertilizer market?
• What are new projects are being announced? Will the market be oversupplied?
• Where are demand centres for potash likely to remain strong and where will they be sourcing supply from?

Nitrogen

• What is happening to the cost of nitrogen? What has been the impact of shutdowns in Europe and China during 2021?
• What can be learned from the gas price movements of the last 6 months? What new investments are likely to come online?
• Key trade relationships: how are global geopolitical tensions playing into fertilizer market dynamics for N, P and K in Latin America? How are supply chains adapting?

Bede Heren, Editor, Argus

• What are the repercussions of the upward trend in raw material prices for fertilizer prices? How will this impact agricultural production?
• China: what has been the impact of export restrictions, particularly for phosphates and nitrogen? What has been the impact on the Indian market and what are the implications for LATAM?
• How will new and upcoming capacity balance out any supply tightness across fertilizer markets?

Moderator:

Mike Nash, Senior Editor, Fertilizers, Argus

Speakers:

Alex Benedetti, Commercial Director, ITAFOS

• What is current domestic production vs. imports of fertilizers?
• What is the appetite for a shift towards domestic fertilizer production? What are the main barriers to success– infrastructure, finance, raw materials?
• How will Brazil’s agriculture ministry’s launch of carbon-reduction goals for agriculture impact the fertilizer market? How can it stand to gain?

• What are the current markets for WSFs in Latin America? Peru, Colombia, Chile, Ecuador?
• What is their size and value? What is driving the adoption of WSFs for higher value crops?
• The perfect combination: WSFs and fertigation – what are the benefits of localised irrigation for application of WSFs given changing weather patterns?

• What are the benefits of foliar fertilizer application for grain crops in Brazil and Argentina?
• What is the current uptake of WSFs in grain production and how is this likely to evolve?
• How may foliar fertilizer application techniques help to mitigate the effects of severe drought on crop production? 

Moderator: Jack Merriott, Manager - Consulting, Argus

Speakers:

Anderson Galvão, CEO, Celeres

• How are major fertilizer players defining and approaching sustainability and decarbonisation goals?
• What are the pathways being considered: carbon offsets and taxes, supply chain greening, enhanced efficiency fertilizers? How will these tie together?
• How will policy frameworks help shape direction for fertilizer market in the energy transition?

Moderator:

Oliver Hatfield, VP Sustainable Fertilizers, Argus

Speakers:

Alzbeta Klein, Director General, IFA

Gustavo Zaitune, VP Product Customers & Supply Chain, Yara Brasil

• What are the solutions available in the decarbonisation of ammonia: blue, green and every colour in between?
• What is the potential of ammonia producers to enable a full carbon free agricultural supply chain?
• What projects for low and zero carbon ammonia have been seen so far? What phase of development are they at? What is missing to fully kick start the market?

• What technologies are available? How is CCS/CCUS being deployed?
• To what extent can green energy be used? What are the pros and cons from a fertilizer producer perspective?
• What could be the impact on pricing of fertilizers? Who will pay for green technology?

• What are carbon markets and how do they work? How might they impact LATAM?
• What are the different schemes for emissions offsetting in existence for fertilizer market players and wider agriculture?
• What are the key challenges with carbon offsets implementation?

• How are these technologies being applied to specific crops and where is uptake greatest?
• To what extent will global markets follow in Europe’s Green Deal footsteps? Will market need regulation to grow to scale? How is the US different to other markets in this respect?
• How is regulation helping to boost innovation and adoption through economic incentives? What are the environmental and economic trade-offs to be considered?

• What new technology developments are available in the market for nitrogen inhibitors?
• How do inhibitor roles differ: improvement of nitrogen use efficiency vs. reduction of ammonia and CO₂ equivalent emissions?
• What incentives currently exist for the adoption of nitrification inhibitors? How might adoption of inhibitors be connected to carbon markets in the future?

• What are the differences in current adoption rates of inhibited urea across LATAM and North America?
• How may inhibited urea affect the market and prices for urea?
• Will Brazil emerge as a key market for inhibited urea as a key urea market? What are the commercial opportunities?

• What are the current global credit conditions for the fertilizer market? How do banks view this market in terms of investment?
• What options are available in the region: finance for production facilities vs. stimulating self-reliance and reduction on import dependencies?
• How can external financiers support domestic fertilizer producers in the region? How are private companies supporting their own expansion? What investments are being made in expansion or improvement of domestic facilities?

• Overcoming long-term bulk storage issues for dealers and distributors: what is the current capacity? What new solutions are available? How can these be implemented in a cost-effective manner?
• What are the key issues at ports and what plans exist for investment and change?
• Beyond ports: moving fertilizers from port to destination? What are the current transport challenges faced within LATAM countries? Where are the gaps? How are these issues being addressed? Private sector vs. government investment?

• Who is driving the shift towards more intelligent applications of fertilizers: commercial farmers or government? How is this being achieved?
• What opportunities do the development of specialty fertilizers present for the traditional market?
• How are major producers adopting specialty products and what are the opportunities within this growing segment of the market? What are the main challenges?

• What technologies are being developed for more seamless applications of micronutrients? What solutions are readily available vs. what is in the pipeline?
• How do micronutrients support soil health across both broadacre and specialty crop production?
• Mapping micronutrient needs in Latin America: where is demand for different micros and how are they being incorporated?

Moderator: Jack Merriott, Manager - Consulting, Argus

• How has the move towards precision agriculture allowed for greater application of micronutrients despite the broadacre model in Brazil?
• What are the benefits of being able to identify soil deficiencies more rapidly? To what extent is this being achieved at scale in Brazil?
• Ammonium sulphate and the market for Brazil - A blending market: what is the demand for ammonium sulphate across grains and oil seeds? What are the main regional sulphur deficiencies?

• What are the benefits of precise placement of specialty fertilizers? How is this aligned with sustainable agriculture practices?
• How to create a mutually value-added partnerships and integration of know-how across the value chain
• How is nanotechnology emerging as a next-generation solution for fertilizers?

• How can recovered nutrients from waste stream add agronomic, environmental and economic value as fertilizers?
• What products are available today?
• Closing the loop: realizing the economic feasibility of the circular economy and sustainable agriculture

Speakers:

Bianca Ayres, Director of Carbon Initiatives, Ambipar Group

Ernani Judice, CEO, Agrion Agrisolutions

Steve Levitsky, COO, Phospholutions

• What is an organic fertilizer and how does it differ from the traditional products? How do you classify an organic fertilizer?
• What are the main challenges in route to market and benefits to end-user?
• Where will market disruption happen? What technologies are being developed and how are they being commercialised?

• What has been the real impact of covid-19 on freight, logistics and transport for bulk fertilizers?
• Challenges with China: when are port operations expected to return to normal? How have increased inspections impacted the global markets and what are the knock-effects for LATAM?
• What is happening with freight rates: How are high costs including oil prices impacting trade and logistics? What are the compounded effects of unfavourable exchange rates?

• How are governments positioning themselves as attractive choices for investment and for export of agricultural products in LATAM? The Paraguay example
• Argentina’s record growth in fertilizer consumption: what does this mean for key players in the market? How was this achieved despite political and economic uncertainty?
• How is sustainable development of agricultural markets being encouraged in balance with the promoting the economic opportunities?

• Regulation and access to market: what are the current pathways to market for biostimulants in North America vs. LATAM? How do these compare to the European market?
• Commercialisation and product development: What are the challenges for the market in different regions? How to find the right technology, at the right price? Pricing strategies for biostimulants vs. chemical products
• What products are currently available? How key players in the fertilizer space playing a role in market development?

• Global challenge: how can biostimulants help to strengthen soil health and plant nutrition given challenges with changing weather patterns? How might this help mitigate effects of drought on crop production?
• What is the role of biostimulants in helping to maintain and grow crop production on land available as part of sustainable agriculture drives?
• How will biostimulants be integrated into multi-matrix products for maximal return on investment and crop yield?

• Solubilising phosphates and nitrogen – reducing the risk of harmful impacts on soil health
• Developing microbial technologies to improve the efficiency of phosphorus stores in agricultural environments
• How are microbials being incorporated into specialty fertilizer products?

Moderator: Jack Merriott, Manager - Consulting, Argus

Speakers:

Franck Hennequart, Director for Research & Innovation, Algaia

Dr. Karl Wyant, Vice President of Ag Science, Heliae Agriculture

• Liebig’s law of minimum and the key fertilizer macronutrients 
• The need for fertilizers to meet global food demand: balanced fertilization and 4R concepts
• Global production trends

• The biggest markets in the region 
• Key countries importing into Latin America 
• Key crops and nutrient requirements

• Phosphate production routes   
• Supply and demand dynamics  
• Price drivers  
• Current market themes  

• Ammonia production – the key nitrogen building block  
• Production of other nitrogen fertilizers  
• Global nitrogen supply patterns  
• Price drivers 
• Current market themes   

• Overview of the different types of potash  
• Deficiencies  
• Supply and demand dynamics  
• Current market themes  

• Defining NPKs  
• Pros and cons of NPKs  
• Difficulties of measuring supply and demand  
• Global NPK trade – key markets  
• Price drivers and current market themes 

• Defining product categories for AVF  
• Evaluating markets and drivers for AVF  
• Industry opportunities for AVF