Argus North American Biofuels, LCFS & Carbon Markets Summit

Morning Sessions

07:45 - 08:45

Breakfast & registration

08:45 - 08:50

Argus Welcome

08:50 - 09:00

Host Sponsor Remarks

Delivery by Phillips 66

Speakers Include:

Michael Preston

Vice President

Rodeo Renewable Energy Complex

09:00 - 09:45

Keynote Panel: Low Carbon Fuel Standards: Changes to Existing Programs and Expansions to New States

• Where the current programmes stand today, and how they have tangibly impacted the renewables industry
• How regulators are navigating the new supply environment to guide the future of their programs

Speakers Include:

Bill Peters

Clean Fuels Program Manager

Oregon Department of Environmental Quality

Abbey Brown

Clean Fuel Standard Technical Lead

Washington Department of Ecology

Claudia Borchert

Climate Change Bureau Chief

New Mexico Environment Department

Elliott Blackburn

Associate Reporter

Argus

09:45 - 10:20

45Z in Practice: Incentive Design vs Market Reality

A practical discussion on how the new 45Z tax credit is influencing real production, investment, and pathway decisions in the US — and where gaps remain between policy intent and market execution.

 

 

• How are the North American feedstock restrictions affecting who can claim 45Z
• How is lower credit for SAF this year impacting RD/SAF producers
• Has 45Z tax guidance answered industry questions, or do uncertainties remain
• How eligibility rules, feedstock treatment, and co‑processing exclusions are shaping commercial viability and deployment timelines in practice
• How 45Z sits alongside established frameworks such as LCFS and CFR, and what this means for multi‑market operators
• Who is capturing value from 45Z today — and where structural or regulatory frictions continue to limit scale

Speakers Include:

Josh Wilson

Senior Regulatory Counsel

POET

Sam Wade

Director of Public Policy

RNG Coalition

Philip Goughary

Business Development Manager, Argus Media

Argus Media

10:20 - 11:00

Networking coffee break

Optional: Meet with the regulators

Three weeks before the conference, delegates will receive an email which will allow them to sign up for 10-minute slots with regulators.

11:00 - 11:40

Panel Discussion: Panel Discussion: Expansion of Renewable Diesel and SAF in North America - Is the California the Template?

10-minute presentation: “Renewable Diesel Pricing and Market Trends” from Argus Media, followed by the panel discussion.

 

• What the loss of in‑state refining capacity means for diesel and jet, and low‑carbon fuel availability — and where replacement supply is realistically coming from
• The growing role of imports and logistics optionality in meeting demand, and how this is changing competitive dynamics
• How shifts in sourcing and refining are influencing average fuel CI and compliance outcomes
• Where opportunities are emerging for traders, suppliers, and producers able to deliver compliant barrels, batches, or credits into a tighter system
• How supply disruption feeds through into credit demand, pricing expectations, and decisions around in‑state production versus imports
• Whether SAF can follow renewable diesel’s California-led growth model, or whether aviation-specific constraints — including feedstock competition, airport logistics, book-and-claim models, and customer willingness to pay — require a different pathway
• What role do SAF and renewable diesel play within a broader renewable fuels ecosystem, and how can shared feedstocks, production assets, and policy frameworks support cost-effective decarbonisation across multiple transport sectors?

Speakers Include:

Piotr Wozniak

Director, Regulatory Compliance, Renewable Fuels

Phillips 66

Heidi Herzog

Director of Sales & Trading, Renewable Diesel, Americas

Neste

Hardik Shah

Senior Licensing Manager

Topsoe

Josh Bledsoe

Partner

Latham & Watkins LLP

Andreas Schwarz

Americas Biofuels Editor

Argus Media

Jasmine Davis

Renewable Diesel Associate Editor

Argus Media

11:40 - 12:10

Renewable Diesel and SAF: Changing Policies Impact Trade Flows

• How updates to the RFS (RVOs) are reshaping demand and pricing signals
• How US policy shifts are influencing global trade flows and pricing benchmarks
• How global flows are evolving between the US, Europe, and emerging markets
• How shifting feedstock availability is redefining trade routes (domestic vs imports)
• How fragmented policy frameworks across the US, Europe, and Asia are shaping SAF scale-up differently than RD—driving regional trade patterns, compliance demand, and investment timing
• How producers are evaluating RD-to-SAF flexibility as aviation demand grows, including the role of HEFA constraints, emerging pathways, and the margin trade-offs between road and aviation fuels
• What the next 12–24 months could look like for RD and SAF trade, margins, and capacity

 

Speakers Include:

Dani Charles

Co-Founder

Veriflux

Andrea Martelli

Global Head of BIO

Eni Trade & Biofuels

Michael Wojciechowski

Commercial and Compliance Director

Montana Renewables

Chris Hairel

Vice President, Consulting

Argus Media

12:10 - 12:50

Feedstocks Panel: Mandates, Trade Flows, Investment Realities, and what’s Next

• Policy‑driven allocation: How LCFS, RFS, 45Z, and state‑level programs influence feedstock direction
• Sustainability and feedstock constraints: Whether stricter sustainability and feedstock rules will limit availability, raise costs, or accelerate shifts toward new fuel pathways
• How European mandates (ReFuelEU, FuelEU Maritime) and global SAF targets are reshaping feedstock trade flows
• How producers and traders are managing feedstock risk amid policy uncertainty
• Role of novel oilseeds, intermediate and cover crops in relieving pressure on waste oils and enabling scalable growth post‑2030
• How policy must evolve—agronomically, commercially, and from a carbon‑intensity perspective—for cover crops to move from pilot projects to an investable feedstock supply

Speakers Include:

Chelsey Robinson

Director, Bioeconomy & Sustainable Ag Systems

Bayer

Mark Ingebretson

Global Sustainable Aviation Fuel Policy Consultant

U.S. Grains & Bioproducts Council

Natasha Singh

Senior Advisor, Regulatory Affairs

bp

Dani Charles

Co-Founder

Veriflux

Veronica Bradley

Director of Environmental Science

Clean Fuels Alliance

12:50 - 13:30

Lunch Keynote: California’s Cap-and-Trade, LCFS and Legislative Updates

• Long‑term certainty vs near‑term tightening: How California’s extension of Cap‑and‑Invest to 2045 reshapes investment confidence, allowance demand, and price stability amid a tightening emissions cap
• Evolving market design and cost containment: Key rulemaking changes affecting allowance supply, price controls, offsets, and affordability measures—and what they mean for market liquidity and risk management
• LCFS amendments and market impacts: How recent and upcoming LCFS changes are altering credit supply, pricing dynamics, and compliance strategies across fuels
• Pathway economics under the LCFS: The implications of programme revisions for fuel carbon intensity scores, project viability, and investment returns.
• Political and legislative outlook: How California’s broader political priorities—affordability, environmental justice, and competitiveness—may influence future policy direction and market outcomes

Speakers Include:

Lauren Sanchez

Chair

California Air Resources Board (CARB)

13:30 - 14:30

Networking Lunch

Afternoon Sessions

Breakout Sessions - Stream A | New markets: Global Demand Shifts & Scale*

*The following afternoon sessions will take place concurrently in different rooms, allowing delegates to tailor their experience. One stream will focus on new markets, the other on the maritime sector, each offering a deeper dive into the respective commodity.

14:30 - 15:15

From Feedstock to Fuel: How Agriculture Enables Renewable Fuels Scalability

• A focused look at four key U.S. biofuel feedstocks — corn, soybeans, sorghum, and canola — and their evolving role in ethanol, biodiesel, and renewable diesel production
• Current supply and demand outlook for each crop under today’s U.S. biofuel policy environment, including RFS trends, refinery conversions, and state‑level incentives.
• Key constraints shaping the 2025–2026 market, from physical feedstock availability and weather to shifting trade policies and tariff exposure
• Profitability pressures and co‑product dynamics, examining how DDGS, corn oil, soybean meal, glycerin, and other co‑products influence margins and long‑term investment signals
• Industry pathways to resilience, highlighting practical strategies for producers, refiners, and policymakers to navigate policy changes, mitigate supply risks, and strengthen feedstock security

 

Speakers Include:

Ryan Koory

Editor, Americas Agriculture

Argus Media

15:15 - 16:00

SAF from Feedstock to Flight: What It Really Takes to Deliver at Scale

Feedstock → Production → Distribution → Airline use (SAF supply reality)

A value‑chain‑wide discussion on what is genuinely constraining — and enabling — SAF scale‑up in North America, from feedstock origination and pricing through to production decisions, logistics and airline offtake.

 

• We are often focused on production, but what needs to happen after the neat-SAF is produced to get it into an airplane’s wing?
• What are some of the choke points after production?
• What should a customer expect to receive afterwards as demonstration of delivery?
• Can ethanol unlock SAF scale in the US?
• How US incentive structures across California, Washington and non‑LCFS states are influencing feedstock allocation and production decisions between SAF, renewable diesel and exports
• What producers, feedstock suppliers and airlines need from policy stability, offtake structures and pricing certainty to move beyond first‑of‑a‑kind SAF projects
• How international demand, particularly from Europe, is influencing US feedstock flows, SAF availability and pricing — and what lessons can be drawn from more mature SAF markets

 

 

Speakers Include:

Fernando Candia

VP Carbon Solutions

Bunge

Elise B. Fox

Senior Director of Sustainability – Aviation

World Fuel Services

Ryan Backman-Flamerich

Senior Manager, Environmental Sustainability

United Airlines

Matt Upmeyer

Vice President Commercial

Montana Renewables

Louise Burke

SVP, Strategic Business Development NA Renewables and Global Head of Aviation

Argus Media

Breakout Sessions - Stream B | Maritime Sector*

*The following afternoon sessions will take place concurrently in different rooms, allowing delegates to tailor their experience. One stream will focus on new markets, the other on the maritime sector, each offering a deeper dive into the respective commodity.

14:30 - 15:15

Panel Discussion: Marine Fuels Policy at a Turning Point: US Mandates, Global Rules & Market Certainty

• IMO developments, timelines, and the impact of regulatory delays on market confidence
•  US federal versus state positioning on marine fuels and low‑carbon shipping
• RIN eligibility debates: where marine fuels stand today and what could change
• How international rules (IMO, FuelEU Maritime) may affect US production, exports, and competitiveness
• What policy alignment is needed to support investment, offtake agreements, and vessel adoption

Speakers Include:

Geoff Cooper

President & CEO

Renewable Fuels Association

Alycia Tolman

Director of Carbon Markets

American Biogas Council

Sandy Kilroy

Director of Environment and Sustainability

Port of Seatle

Jessica Johnson Bennett

Partner

AJW, Inc

15:15 - 16:00

Marine Fuels in Practice: Where Does Real Demand Come From?

Short presentation on global scene setting context following the Q&A

• Marine Fuels Beyond Policy: Who Will Actually Buy — and Why?
• Can marine shipping absorb meaningful volumes of biofuels or bio‑LNG at current price levels
• What are the top 3 renewable bunker fuel that will enable maritime industry to transition to a greener space?
• Biomethane and bio‑LNG as scalable decarbonisation solutions
• How do marine fuels compete with: Road transport (RIN‑generating markets); SAF; renewable diesel
• What would actually make marine fuels bankable in North America?
• Who is turning marine decarbonisation into real demand — and which buyer
• How MEPC and FuelEU influence buying behaviour today, not in theory

 

Speakers Include:

William Tyndall

Partner

AJW, Inc

Sean Arians

VP, Sustainable Production

National Corn Growers Association (NCGA)

Philip Goughary

Business Development Manager, Argus Media

Argus Media

16:00 - 16:40

Networking Break

16:40 - 17:15

Panel Discussion: Canada’s Biofuels Policy Shift

• How Canada’s Clean Fuel Regulations are reshaping demand for ethanol, biodiesel, and renewable diesel?
• Feedstock economics: how traders and producers are navigating volatility, carbon intensity values, logistics constraints and changing policy incentives
• Cross-border feedstock flows between Canada and the US: where are the major opportunities, risks and trade-offs?What proposed CFR amendments mean for cross‑border imports, domestic Canadian production, and evolving trading strategies
• The growing influence of provincial policies, particularly British Columbia’s LCFS, on pricing signals, arbitrage opportunities, and fuel flows into and out of the US
• What traders need to understand about credit market interactions, compliance risk, liquidity, and price volatility on both sides of the border
• Implications for feedstock sourcing, logistics, and integrated US‑Canada supply‑chain planning

Speakers Include:

Fred Ghatala

President

Advanced Biofuels Canada

Elliott Blackburn

Associate Reporter

Argus

17:30 - 17:40

Chair’s Closing Remarks

17:40 - 18:40

Drinks Reception

Morning Sessions

08:00 - 09:00

Breakfast and Registration

09:00 - 09:05

Chair’s Opening Remarks

09:05 - 10:45

Regulators’ Keynote Panel: State of the States- Where Cap and Trade and Carbon Regulation Go Next

This session focuses on how US state carbon markets are evolving in practice, where alignment is emerging, and where fragmentation continues to shape price signals and investment decisions.

 

• What has evolved over the past year across WCI, RGGI, Washington State and Oregon’s Climate Protection Program, including CARB’s latest amendments
•  What progress has been made toward greater alignment between WCI, Washington State and Oregon, and what reforms states are actively considering
• How are new sources of allowance demand (data centres, rising electricity loads) affecting cap-and-trade markets and broader discussions of energy affordability across North American compliance markets

Speakers Include:

Nicole Singh

Senior Climate Policy Advisor

Office of Greenhouse Gas Programs Oregon Department of Environmental Quality

Derek Nixon

Cap-and-Invest Auctions and Market Section Supervisor

Washington State Department of Ecology

Michael Ball

Editor, Air Daily

Argus Media

10:45 - 11:30

Networking Coffee Break

11:30 - 12:15

Canada Supply-Demand Panel Session

As Canada’s Clean Fuel Regulations tighten and provincial policies evolve, biofuels suppliers and traders are facing harder choices on feedstock sourcing, cross‑border trade and compliance strategy. This panel examines how the Canadian biofuels market is functioning in practice today — and what will become critical as policy ambition translates into real supply‑demand pressure toward 2026 and beyond.

 

• Feedstock selection under pressure: when to prioritise domestic inputs such as canola, and when out‑of‑favour or discounted global feedstocks (e.g. imported UCO) still make commercial sense
• The practical realities of supplying biofuels into Canada, including federal vs provincial requirements, verification, and evolving compliance complexity
• Managing imports versus domestic production as policy signals sharpen and sustainability criteria tighten
• Cross‑border challenges and opportunities between Canada and the US, including trade frictions, arbitrage and unintended policy spill‑overs
• What fuel suppliers and traders need to prepare for as CFR amendments and provincial policies alter demand signals, credit value and supply chains
• Where bottlenecks, risks and opportunities are emerging across the Canadian biofuels market as programmes mature and enforcement increases
• What the market needs today — and what becomes non‑negotiable as Canada’s policy framework enters its next phase

Speakers Include:

Darcey Beaucage

Renewable Fuels Regulatory Advisor

Cargill

Johannes Dunn

Head of Commercial, Compliance and Logistics

Greenergy

Fred Ghatala

President

Advanced Biofuels Canada

12:15 - 13:00

Rethinking Ethanol Growth: Domestic Incentives and Global Pathways

• More generous federal production tax credits this year — and the removal of ILUC penalties: How is this actually influencing production decisions, run rates, and investment appetite
• Federal and state treatment of E15, including California’s position
• How US ethanol competes internationally on carbon intensity, price and sustainability criteria
• The ethanol industry saw carbon pipelines as necessary for growth – what happens if those struggle to get permitted?
• What overseas mandates and blending policies (Latin America, parts of Asia) mean for US export strategy

Speakers Include:

Martin Croft

Head of Low Carbon Fuels Trading Americas

Shell

Hagan Rose

VP, Global Trade at Eco-Energy

U.S Grains & BioProducts Council

David Rubenstein

Chief Executive Officer

California Ethanol & Power

Zander Capozzola

Principal, Analytics & Consulting

Argus Media

13:00 - 13:10

Chair’s Closing Remarks

13:10 - 14:10

Networking Lunch and End of the Conference

Morning Sessions

08:00 - 08:50

Breakfast and registration

08:50 - 09:00

Chair's Opening Remarks

Speakers Include:

Louise Burke

SVP, Strategic Business Development NA Renewables and Global Head of Aviation

Argus Media

09:00 - 09:20

Keynote Address: State of the SAF Industry: From Policy Ambition to Commercial Reality

• The current state of the SAF market: What is working, what is stalling, and why?
• Translating policy signals into bankable, operational SAF projects
• The role of cross‑value‑chain collaboration in advancing SAF development
• Building partnerships with airport authorities and state‑level associations
• Commercial lessons from selling SAF into international markets
• What the next phase of SAF growth requires from industry, policymakers and investors

Speakers Include:

Bruce Fleming

Chief Executive Officer

Montana Renewables

09:20 - 10:10

Keynote Panel Discussion: What Airlines Need from the US Regulatory Framework Post-2026

This leadership discussion brings together airline executives and SAF specialists to examine how airlines are planning for SAF scale-up beyond 2026.

 

• Regulatory durability beyond political cycles: How airlines assess the long-term credibility and stability of US SAF policies, and what is needed to support investment decisions beyond short-term policy horizons.
• Aligning global and national frameworks: The role of international alignment in shaping airline SAF strategies and avoiding fragmented approaches across regions.
• Avoiding market fragmentation: What airlines need from US regulatory systems to ensure coherence between compliance-driven and voluntary markets, and to prevent duplicative or conflicting frameworks
• Are US incentives, like the 45Z tax credit and Renewable Fuel Standard pathways, enough to boost US SAF production without a real mandate?
• Learning from Europe: What impact have EU mandates had on SAF supply, pricing, and availability — and what lessons can be applied to the US market?

Speakers Include:

Marko Liias

Senator

Washington State Senate

Sean Newsum

Managing Director, Environmental Affairs

Airlines for America

Ryan Backman-Flamerich

Senior Manager, Environmental Sustainability

United Airlines

Angela Rosenwood

SAF & Sustainable Program Manager

Alaska Airlines

Jake Gentry

Executive Director

Cascadia Sustainable Aviation Accelerator

Steve Csonka

Executive Director

CAAFI (Commercial Aviation Alternative Fuels Initiative)

10:10 - 10:45

Networking Break

Optional: Meet with the regulators
Three weeks before the conference, delegates will receive an email which will allow them to sign up for 10-minute slots with regulators.

10:45 - 11:30

Panel Discussion: SAF Book and Claim in the US: Building Credible Demand Signals Without Fragmentation

• Benefits and purpose of book and claim for SAF in the US
• The role of book‑and‑claim in enabling credible SAF adoption
• What are the primary drivers behind corporate demand for SAF certificates in the US, and how do these influence the long-term viability and growth of the book and claim system?
• The role of fuel suppliers, intermediaries and system operators in ensuring transparency, auditability and integrity in book‑and‑claim frameworks
• How book‑and‑claim systems align with CORSIA and airline reporting expectations, and where further harmonisation is still needed
• What are the specific economic incentives and regulatory frameworks that would need to be established to overcome the challenges in book-and claim system implementation
• How end corporates buyers can support scalability of book-and-claim

Speakers Include:

Elise B. Fox

Senior Director of Sustainability – Aviation

World Fuel Services

Mela Buzzetta

Sr. Sustainable Fuels Consultant

Southwest

Jason Heron

Head of Clean Fues Task Force, U.S. SAF Ambassador

Airbus

Marisha Naz

Senior Manager Sustainable Procurement, Global Supply Chain & North America Transportation

Amazon

Sean Newsum

Managing Director, Environmental Affairs

Airlines for America

11:30 - 12:10

Presentation and Panel Discussion: Theory to Commercialization – What is Driving the Scale up in SAF Production and what is Next?

10-minute presentation from Phillips66 followed by the panel session

• SAF and Renewable Diesel Production Decisions: What are the primary factors producers evaluate when deciding between Renewable Diesel and SAF production?
• What role do feedstock availability, processing flexibility and plant configuration play in these decisions?
• Market Value, Investment, and Offtake
• Policy drivers and global alignment
• Production scale-up and market constraints
• Affordability, climate, and disclosure
• Communications, consumer understanding, and broader impacts 

Speakers Include:

Tim Zenk

Managing Director of Renewable Fuels

Earth Finance

Paula Wagner

Head of Sales SAF, Renewable Products North America

Neste

Josh Rahm

Director of Government Affairs

American Soybean Association (ASA)

Geoff Tauvette

Executive Director

Canadian Council for Sustainable Aviation Fuels (C-SAF)

12:10 - 13:10

Networking Lunch

Afternoon Sessions

13:10 - 13:50

Panel Discussion: Integrating SAF into Airline Operations, Infrastructure and Fuel Supply Chains in the US

• How SAF suppliers, airlines and corporate buyers are aligning expectations on availability, pricing and long-term commitments
• How airlines are integrating SAF into fuel strategies, and what they require from suppliers in terms of reliability, certification and flexibility
• Where SAF infrastructure exists today and where gaps remain— combined with growing traceability and certification requirements — influence supply strategies, airline uptake, and investment decisions
• What are key logistical considerations potential producers need when siting a SAF production facility?
• Blending, storage, and quality control: Operational challenges that determine scalability and cost
• The role of partnerships across the value chain

Speakers Include:

Phillip Garcia

Director, SAF Marketing & Commercial Development

Sumitomo Corporation of Americas

Nishal Patel

Trading Manager

Valero Energy

Joshua Schulnick

Senior Manager, Global Policy & Sustainability

JetBlue

Geoff Tauvette

Executive Director

Canadian Council for Sustainable Aviation Fuels (C-SAF)

13:50 - 14:20

Fireside Talk Session: Moving SAF Through Existing Fuel Systems and Delivering it Reliably to Aircraft

• How SAF is integrated into existing airport fuel infrastructure
• The realities of the “last‑mile” challenge in SAF delivery
• Blending locations vs. neat‑SAF production and distribution
•  The role of fuel suppliers in enabling early airport adoption
• What airports, airlines and producers need to understand about SAF logistics as volumes scale
• Practical lessons from US airports already supplying SAF
• Fuel quality assurance, certification and operational risk management when introducing SAF into jet fuel systems

Speakers Include:

Keith Sawyer

Manager of Alternative Fuels

Avfuel Corporation

Matthew Wright

Vice President and General Manager

Monterey Fuel Company, LLC

Louise Burke

SVP, Strategic Business Development NA Renewables and Global Head of Aviation

Argus Media

14:20 - 14:40

Presentation and Fireside Talk: The Roadmap for the SAF supply Chain in Canada and its Impact in the US Market

• How regulatory design, incentives, and market mechanisms can be better aligned to support cross‑border SAF supply chains, and give industry the long‑term confidence needed to invest
•  Canadian approaches to SAF: Update and progress
• What government policies and programmes are supporting scale‑up against global competition?
• What would true policy coherence mean for SAF scale, offtake certainty, and capital deployment across North America?

Speakers Include:

Louise Burke

SVP, Strategic Business Development NA Renewables and Global Head of Aviation

Argus Media

Geoff Tauvette

Executive Director

Canadian Council for Sustainable Aviation Fuels (C-SAF)

14:40 - 15:25

Networking Break

Optional: Meet with the regulators
Three weeks before the conference, delegates will receive an email which will allow them to sign up for 10-minute slots with regulators.

15:25 - 16:15

Panel Discussion: Feedstocks for SAF – What Will Actually Scale?

A practical discussion on feedstock availability, competition and sustainability limits — and what these realities mean for SAF investment and growth in North America.

 

• What effect will 45Z have on domestic and international feedstocks, export trends, and business decision-making?
•  Is there enough US feedstock to meet RVO 2026 and 2027?
• How are policy restrictions on eligible SAF feedstocks, together with market and economic factors, shaping which feedstocks are actually available at scale—and how does this influence pricing and long‑term supply security?
• How could energy crops and cover crops realistically support bio‑SAF pathways — and where do they fit best compared with existing feedstock strategies?
• Used cooking oil and tallow: Availability, competition, traceability challenges, and their long‑term role in SAF and renewable diesel markets

Speakers Include:

Walter Floyd

Senior Vice President Global Business Development

Darling Ingredients

Chris Cooper

Chief Executive Officer and Executive Director

XCF Global, Inc

Chris Peterson

President

American Fats and Oils Association

Nate Green

Strategic Lead, Biofuels Initiatives

John Deere

Luis Poch Rodrigo

Chief Executive Officer and Founder

UCO Trading

16:15 - 16:55

Presentation and Panel Discussion: Technology Pathways for SAF: HEFA as the Workhorse of Scale as New Technologies Rise

This session provides a clear‑eyed assessment of the leading SAF technology pathways — HEFA, Alcohol‑to‑Jet (ATJ), and Power‑to‑Liquids (PtL) — examining what is commercially viable today, what may scale next, and what remains constrained by economics, feedstocks, or policy uncertainty

• What innovation have you seen in the past 5-10 years in HEFA refining, and what does that tell us about what additional innovation there is to come?
• Where do emerging feedstocks like cover crops and agricultural residues fit into extending HEFA’s growth runway, and what needs to happen to bring them to scale?
• How much of the “HEFA feedstock ceiling” narrative reflects real physical constraints versus policy-driven eligibility restrictions that could still be revised?
• What feedstock competition or cost pressure could risk new investment, and how does having multiple pathways reduce that risk for the market as a whole?
• What does realistic scale of ATJ and PTL look like by 2030 or 2040, and what market truths need to be in place to be successful?
• How can the resiliency of the HEFA supply chain support new SAF technologies, diversification, and incentivize the industry to invest critical capital dollars?
• What lessons learned from HEFA scale can be shared with ATJ and PTL to support market and industry growth?
• How do current 45Z, RFS, tax credits, and LCFS frameworks specifically support or constrain continued SAF investment?

Speakers Include:

Hilary McQuiston-Fall

Director, Optimization

Rodeo Renewable Energy Complex

Jimmy Samartzis

CEO & Board Director

LanzaJet

Jason Heron

Head of Clean Fues Task Force, U.S. SAF Ambassador

Airbus

Henrik Rasmussen

Managing Director and SVP, The Americas

Topsoe

Steve Csonka

Executive Director

CAAFI (Commercial Aviation Alternative Fuels Initiative)

16:55 - 17:00

Chair’s Closing Remarks

Speakers Include:

Louise Burke

SVP, Strategic Business Development NA Renewables and Global Head of Aviation

Argus Media

17:00 - 18:00

Drinks Reception (Welcome to all attendees)**

08:10 - 09:00

Welcome & Registration

09:00 - 10:30

Part I - Federal Level Programs - RFS, RINs and the IRA

• The Renewable Fuel Standard (RFS): How RFS rules shape RINs and compliance costs | Recent updates to the RFS for 26-27 set rule.
• RINs Price Drivers: Biofuels markets and RINs cost drivers | Small Refinery Exemptions.
• Inflation Reduction Act: Blending and production tax credits |Recent Updates to the 45Z | Impact on biofuel margins.

Speakers Include:

Leah Kennon

Principal, Analytics & Consulting

Argus Media

Zander Capozzola

Principal, Analytics & Consulting

Argus Media

10:30 - 10:50

Short Break

10:50 - 11:15

Part II - LCFS, Credit Stacking, and The Road Ahead

• LCFS Framework and Market Basics: How CARB rules impact supply and demand of credits in the LCFS market | New and existing LCFS markets outside of California | Canada CFR Program.

Speakers Include:

Leah Kennon

Principal, Analytics & Consulting

Argus Media

Zander Capozzola

Principal, Analytics & Consulting

Argus Media

11:15 - 11:40

Short Break

11:40 - 12:15

Part III & Wrap Up

• Biofuel Product Valuations: Credit Stacking
• The Road Ahead

Leah Kennon

Principal, Analytics & Consulting

Argus Media

Zander Capozzola

Principal, Analytics & Consulting

Argus Media

12:15 - 13:00

Networking Lunch

Join the main conference welcome lunch with your main conference pass.

Optional add-on: Golf Experience

*Please note:

The SAF Focus Day, RINs, RFS, LCFS Workshop and Golf Experience are paid add-ons and cannot be purchased separately.

08:00 - 12:00

Golf

Add golf to your main conference pass for an extra networking boost and some friendly competition with your colleagues and peers ahead of the main event!

12:00 - 13:00

Networking lunch

Join the main conference welcome lunch with your main conference pass.