Argus Methanol Forum

Houston, Texas, US
09 September - 11 September 2024
200Faltam dias

Agenda for 2023

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Welcome day and reception

16:00 - 17:00

Registration opens

17:00 - 19:00

Welcome reception

Conference day 1

08:00 - 09:00

Breakfast and registration

09:00 - 09:15

Chairperson’s introduction and opening remarks

Dave McCaskill

Vice President, Methanol and Derivatives Service
09:15 - 09:40

✰Host keynote address - Methanol’s potential to enable and accelerate the energy transition

Anita Gajadhar

Managing Director
Valenz Group
09:40 - 10:00

How is global clean fuel policy shifting and what opportunities does that provides for the methanol industry worldwide?

- What other regions are following the U.S’ lead after the implementation of the Inflation Reduction Act?
- What is the status of low carbon fuels policies globally and how will they serve to help further scale up methanol?
- What exiting and future policies will serve to create new markets for methanol?

Tammy Klein

Founder & Chief Executive
Transport Energy Strategies
10:00 - 10:25

What are the impacts of shifting global market fundamentals on pricing expectations and volatility in the gas and oil context?

- What are the short-term and long-term crude and natural gas market prospects? What does this mean for price?
- What is the likely trajectory for China’s recovery in 2024 and implications for key commodities? How feasible is the development of regional self-sufficiency in strategic commodities?
- Towards energy transition - How is energy price inflation changing perceptions of the optimal future fuel mix? What does it mean for the emerging markets that drive energy & commodity demand growth?
- Does the impact of the Russia-Ukraine crisis hinder or invigorate Europe’s energy transition?

Marc Ostwald

Chief Economist & Global Strategist
ADM Investor Services International
10:25 - 11:05

Coffee Break

11:05 - 11:45

The Inflation Reduction Act (IRA): what change will it bring to the US’s energy mix?

- What incentives does the IRA provide for the methanol industry and how can businesses access them?
- Whilst the IRA supports transportation for road and air fuels, are there any plans for it to support methanol into marine fuels?
- What fuels are eligible to compete for the credits? Will e-methanol production become more attractive than bio-methanol production in the US due to specific IRA requirements?
- Beyond the IRA – what are the different policy measure in the US that are supporting the development of hydrogen and therefore Methanol production?

Timothy Urban

Senior Principal
Bracewell LLC
11:45 - 12:15

Global methanol outlook: what will the methanol market look like in the next 5 years?

- Where can we expect industry pricing to head over the next few years?
- What are the drivers of the market, on both the global and domestic front?
- Supply and demand - what is the overall capacity versus demand growth?

Dave McCaskill

Vice President, Methanol and Derivatives Service
12:15 - 13:30

Networking lunch

13:30 - 14:10

Will green methanol provide future opportunities for MTO projects and what are the growth prospects?

- How competitive is the process vs Naphtha based economics?
- How will the availability of light cracker feedstocks impact future MTO projects?
- Will existing MTO plants be competitive versus imports from North America and Middle East?
- As methanol production in China increases, what impact will this have on southeast Asia? Will Middle East exports to the region increase? And will Chinese exports begin trickling down south?
- How will China navigate decarbonisation amid a slowing economy and volatile markets? To what extent are methanol-fueled transportation fleets expected to grow in China?

Becky Zhang

Editor, Olefins and Methanol
14:10 - 14:35

What does the rise of renewable diesel on biodiesel mean for the demand for methanol?

- What are the feedstock economics for both renewable diesel and biodiesel? What is the supply and demand outlook over the next few years?
- What countries around the world are increasing the use of renewable diesel and the use of biodiesel?
- How would renewable diesel affect D4 RIN compliance in the US?

Scott Fenwick

Technical Director
Clean Fuels Alliance America
14:35 - 14:50

How can DME help renewable methanol create new opportunities in the propane and hydrogen markets?

- How can we integrate DME into the LPG supply chain and create more opportunities for the methanol industry?
- What do these pathways to de-fossilisation mean for the LPG industry?
- With primary applications being propane supplement in cooking gas, aerosol and chemical feedstock, how will DME expand in the sectors of transportation fuel and electric power generation?

Jeffrey Wright

Director of Supply Development
Oberon Fuels
14:50 - 15:10

Which countries will lead MTBE growth in the long term and where are declines expected?

- Will Bio-MTBE see demand growth in the future and what countries have plans to include it in their gasoline pool?
- Is direct methanol blending into gasoline a promising new demand sector in the Asia-Pacific region?
- With EV’s taking more market share from traditional vehicles what is going to be the demand for gasoline in the next few years and how will this affect MTBE production?

Roel Salazar

Methanol and Derivatives Consultant
15:10 - 15:55

Afternoon Coffee Break

15:55 - 16:35

Blue methanol: filling the gap between now and the future?

- What is the pricing and availability of blue methanol?
- What are the future applications of blue methanol? Who are the offtakers and how will it transcend the market? Will it replace conventional methanol in key derivatives to get a cleaner methanol?
- What are the major economic drivers and considerations for blue methanol technologies?

Speakers Include:

Dr. Matthias Stein

Director Chemicals Market
Air Liquide

Lindsey Eby

Director, Structured Solutions & Strategic Origination

James Lamoureaux

Executive Chairman
IGP Methanol


Robert Kelly

Managing Director
XTS Energy LLC
16:35 - 17:10

Enabling methanol-to-jet (MTJ): What are the advantages of Methanol-to-Jet vs conventional technologies?

- What is the state of the MTJ market and how is it evolving? What are the methanol pathways to SAF? How can we overcome challenges associated with it?
- When is MTJ technology like to become commercially available, and what is needed to achieve this?
- How does methanol to jet compare to ethanol to jet? What will be the preferred feedstock in the next few years?

Speakers Include:

Kyle Findley

Director of Business Strategy
Lummus Technology

Mike Calizzi

Global Sales Excellence Manager

Steve Csonka

Executive Director
CAAFI (Commercial Aviation Alternative Fuels Initiative)


Denis Arguin

VP Strategic Relations
17:10 - 17:15

Chairperson's closing remarks

17:15 - 18:15

Cocktail hour

Conference day 2

08:00 - 09:00

Registration and breakfast

09:00 - 09:05

Chairperson’s opening remarks

Dave McCaskill

Vice President, Methanol and Derivatives Service
09:05 - 9:50

Facilitating the transition to bio-methanol: how to get there?

- What can existing brown and grey methanol plants do in order to green up their processes?
- How is the bio-methanol value chain developing? What is the pricing of bio-methanol vs its cost of production in comparison to grey methanol?
- Renewable natural gas and biomass as a biobased feedstock for methanol production – What is the outlook on availability of RNG and biomass? What is the competition landscape for RNG and biomass with other sectors?
- How can we scale up bio-methanol? What technologies are available and will bio-methanol be used in the chemical industry?
- On the capital side, what are the elements that investors need to see to make a successful decision to invest in a facility? How are investors supporting the development of these projects?

Speakers Include:

Oscar Sastron

Renewable Fuels Commercial Strategy Senior Manager

Jose Quevedo

Principal Consultant, Hydrogen & Low Carbon Fuels

Denis Arguin

VP Strategic Relations

Cliff Keeler

Vice President Business Development
SunGas Renewables
09:50 - 10:35

A forecast of e-methanol production and cost competitiveness: how can it scale up and become economically viable?

- Where is renewable power mostly available? Where are the most lucrative areas for renewable power projects to succeed?
- What's the appetite in terms of projects getting financed?
- How can we secure investment through the value chain, including technology development, infrastructure, and deployment?
- What is the current pipeline and CAPEX for electrolysers?

Speakers Include:

Steve Szymanski

Vice President of Sales, Americas
NEL Hydrogen

Kristjana Kristjánsdóttir

Chief Commercial Officer
Carbon Recycling International

Michael Macdonald

Chief Manufacturing Officer
HIF Global

Andre Gafford

Lead Sourcing Manager P2X America

Ameet Kakoti

Proposal Manager Ammonia & Methanol


Larry Navin

VP External Affairs
Methanol Institute
10:35 - 11:20

Coffee Break

11:20 - 11:55

How does methanol help drive the hydrogen economy and vice versa?

- What are the challenges associated with the production, handling, and consumption of hydrogen? How can methanol help overcome these challenges?
- Is methanol or ammonia the favoured hydrogen carrier? Will methanol become a universal fuel for future fuel cells?
- How can hydrogen be released from methanol to be used in fuel cells? What are the megatons of hydrogen transported using methanol as a energy carrier?
- How can we replace diesel generators for power applications through the hydrogen and methanol route?

Speakers Include:

Stephen Crolius

Carbon Neutral Consulting

Robert Schluter

Managing Director
e1 Marine

Dr. Matthias Stein

Director Chemicals Market
Air Liquide


Larry Navin

VP External Affairs
Methanol Institute
11:55 - 12:40

How can we accelerate the adoption of methanol as a marine fuel?

- What is the current timeline for the wider adoption of methanol as a marine fuel compared to other low carbon marine fuels?
- How can we diversify the different types of methanol products bio/e/blue in the marine space?
- How much green premium are shipping companies and their customers willing to pay for alternative fuels?
- What new regulatory or market-based incentives are on the rise within the US to enable the uptake of methanol as a marine fuel? What does US inflation reduction act mean to total investments going into fuel production?
- Which ports could offer methanol for bunkering in 2024? Can it be supplied via barges? How are they preparing and handling methanol?

Speakers Include:

Peter Harders

Global Director Operations & Strategic Development

Vasileios Tzelepis

Lead Technical Consultant, Business Consultancy
Lloyd’s Register

Carlos Torres

Global Head Physical Operations
Bunker Holding

Simon Hettig

Technology Manager, Alternative Fuels
Rolls-Royce Power Systems AG


Stefka Wechsler

Marine Fuel Editor and Pricing Analyst

End of conference & lunch