DEF and AGU Market Outlook: North America

This must-watch 23-minute video update from the Argus analytics team addresses key questions including:

• US truck sales market: Why is there weakness in the market, what implications does this have on SCR-equipped fleet growth, and when will the US market reach maturity?
• DEF demand outlook: How are current market conditions shaping future demand in North America, and what’s the Argus base case/upside scenario?.
• Regulations impact: How could regulatory shakeups change the outlook?
• US automotive-grade urea imports: What is the West coast vs east coast split, and the imports by format or PADD?
• North America 10-year supply-demand balance: How are suppliers in the US meeting current demand, and what will drive Argus’ supply-demand balance?