14 9月 - 15 9月 2022
Monterey, California

DEF Forum North America

  • 14:00
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  • 16:30
  • Fuel buyers workshop – seven steps to getting your physical fuel buying program up to date Scott Berhang - VP Business Development, Argus
Are you up to speed on the seismic changes that are happening in the downstream world of fuel sales? Pricing at the rack has become more complicated than ever – it’s not just fuel price volatility. It’s understanding formula pricing at the rack, and understanding the subtleties in indexes, or benchmarks for downstream fuel deals. 

At “Fuel Buyers Workshop,” Scott Berhang – who has taught physical fuel buying to the downstream’s leading suppliers and end users for 30 years  – will detail seven steps that you can take to achieve best practices in fuel buying and selling downstream. That includes understanding the mechanics of wholesale pricing – from futures to spot to rack to retail – and how the smartest buyers and sellers are using hourly price discovery to time purchases, and “beat the rack price.”

If your company does anything with fuel in the downstream space, this is a breakout session you should not miss.

DEF updates

Start End
  • 14:30
  • -
  • 15:00
  • Registration
  • 15:00
  • -
  • 15:05
  • Chairperson’s opening remarks Tim Cheyne - Sector Head of Fertilizers, Argus
  • 15:05
  • -
  • 15:45
  • Keynote from the Environmental Protection Agency (EPA): how does the DEF market fit into the US’ emissions reduction puzzle?
An overview of the EPA’s newly released 2027 low NOx emissions proposals for commercial vehicles 
What new measures has the EPA implemented after several diesel truck and recreational vehicle (RV) owners experienced faulty DEF sensor readings, causing their engine computers to derate?
 
  • 15:45
  • -
  • 16:30
  • Regulatory update: how are the 2010 standards evolving and what do future regulations look like?
· How will CARB’s upcoming policies — Advanced Clean Truck Standards and Heavy-Duty Low NOx standards — affect the DEF market? 
· What does the preparation for these updates look like? 
· Overview of how CARB’s Advanced Clean Truck Standards fit into the overall Low Carbon Fuel Standard (LCFS) outlook
 
  • 16:30
  • -
  • 17:00
  • Argus presents: a look at the global DEF market
· What are the current and upcoming trends in North American and global DEF production?
· Various supply chains have felt the effects of the Ukraine-Russia conflict, from the impending food crisis to the widespread effects on both the agricultural and fertilizer markets. How has the conflict affected global urea, and therefore DEF, supply?
· An overview of the global demand and supply chain for DEF
  • 17:00
  • -
  • 18:30
  • Welcome to the Argus DEF Forum drinks reception

DEF & Urea producers

Start End
  • 08:00
  • -
  • 09:00
  • Registration
  • 09:00
  • -
  • 09:15
  • Chairperson’s opening remarks Tim Cheyne - Sector Head of Fertilizers, Argus
  • 09:15
  • -
  • 09:45
  • Keynote address: a conversation with Yara
· How can DEF and UAN compete for the urea molecule, now and in the future? 
· How are you managing or adjusting the product to meet the demands of the market?
· From a fertilizer perspective, what does the future of the DEF market look like?
  • 09:45
  • -
  • 10:15
  • Argus Editorial presents: an overview of the North American DEF market 2022-23
After a global pandemic, a shock in energy and oil prices, as well as a war in Europe, one may begin to wonder how the DEF market is weathering the storm. Argus presents a survey of where the DEF market is today and what we might expect in the future. 
· How are delays in the global supply chain, specifically in freight, affecting the North American DEF market? 
· As governments at the state and federal level continue to push electric vehicle (EV) technology, the market may begin to question the future of DEF. How far off are we from EVs displacing DEF as a mainstream product? 
· Overview of the movement of DEF from producers to end-users
  • 10:15
  • -
  • 10:50
  • Producer to end user: bumps in the DEF supply chain
· What is causing a significant decrease in truck drivers? What are DEF end-users and producers doing to address this issue?
· Argus reports that there may be a cut to rail traffic by Union Pacific which could drive a shortage of DEF in the US. How can the market overcome this supply chain obstacle? 
· How can companies across the supply chain help each other overcome these issues?
 
  • 10:50
  • -
  • 11:50
  • Coffee and networking break
  • 11:50
  • -
  • 12:20
  • The big producer question: is DEF the forever alternative?
· Where do producers see the DEF market heading? 
· Is DEF the forever alternative for large freight vehicles? Will EVs displace this market?
· How far along is EV technology for large freight usage?
 
  • 12:20
  • -
  • 13:00
  • American Petroleum Institute (API): update on DEF testing and certification
· What are the API’s most recent certification standards? What does this mean for the DEF market?
· How is the API refining its testing process? What are this year’s results and how do they affect the DEF market?
· What have been the main non-compliance issues, and how to avoid these?
  • 13:00
  • -
  • 13:35
  • Diesel engine manufacturers: what is their focus and forecast for the future?
· How have diesel engines evolved from a technological standpoint over the past 10 years?
· What is the future of the diesel engine? Is it susceptible to electrification?
  • 13:35
  • -
  • 14:50
  • Lunch break
  • 14:50
  • -
  • 15:20
  • What other states are in the low NOx and LCFS pipelines?
· CARB has outlined the role of DEF in its transport emissions goals for California. Have any other states, specifically Oregon and Washington, outlined DEF’s role? If not, why? 
· Why should the DEF market be aware and interested in this pipeline?
 
  • 15:20
  • -
  • 15:50
  • A focus on end-users: 2022-23 trucking forecast
· An overview of truck sales in North America over the past few years (2020-present)
· How will macroeconomic factors affect short-term truck demand? What can the market expect for 2023?
· How have truck sales this past year affected demand for DEF?
  • 15:50
  • -
  • 16:30
  • Coffee and networking break
  • 16:30
  • -
  • 17:00
  • The end-user perspective: a fireside chat with major trucking fleets
· From an end-user perspective, what are some of the biggest obstacles in the DEF supply chain?
· How can producers increase the efficiency of DEF? What is it lacking as a product today? 
· How are end-users adjusting to fuel and DEF price increases?
 
  • 17.00
  • -
  • 17:15
  • Closing remarks