117Faltam dias
Agenda in 2026
Biomethane Focus Day | Tuesday 17 November
- 08.00 - 09.00
Morning registration and networking
- 09.00 - 09.10
Chairperson’s opening remarks
- 09.10 - 09.40
ARGUS PRESENTATION – How Europe's Biomethane Market Works: Supply, Structure and Price Formation
- European production volumes and the supply outlook into 2027
- Why the same molecule trades at a small premium to natural gas in one market and several times its value in another
- Feedstock, certification and demand type as the drivers of price fragmentation
- National market structures compared: the Netherlands, France, Spain, the UK, Denmark and Germany
- How prices are formed and where transparency is improving
- 09.40 - 10.25
PANEL DISCUSSION – Regulation as Demand Creator: RED III, Quotas and the German Mandate Map
- Germany's RED III implementation and the targets now taking shape
- New heating mandates and what they would mean for biomethane demand and pricing
- Mandated versus voluntary demand and where the durable growth sits
- Cross-border certificate recognition and the friction in moving compliant volumes
- What regulatory clarity before 2027 would unlock for buyers and investors
- 10.25 - 10.55
Morning coffee and networking
- 10.55 - 11.15
ARGUS PRESENTATION – Natural Gas: The Cost Floor Beneath Biomethane
- Recent developments in European natural gas fundamentals and prices
- Storage, LNG supply and the winter risk outlook
- How movements in the underlying gas price transmit into biomethane premiums
- 11.15 - 12.00
PANEL DISCUSSION – Biomethane in the German Road Fuels Market: Competing in the Biofuels Complex
- The GHG quota ticket price as the effective price setter for road biomethane
- Where biomethane wins and loses against HVO, biodiesel and ethanol for waste-based feedstock and quota value
- CNG and LNG fleet demand and the state of refuelling infrastructure
- Whether road transport remains the premium demand segment as other mandates arrive
- 12.00 - 12.20
PRESENTATION – Delivering Biomethane at Commercial Scale
- A case study on moving volumes from production through the grid to end users
- The commercial and contractual hurdles encountered and how they were resolved
- What the project reveals about where the market infrastructure still falls short
- 12.20 - 12.40
PRESENTATION – The ETS and ETS2 Explained: Carbon Pricing Meets Transport
- How ETS2 extends carbon pricing to road transport and heating fuels
- Using biomethane to reduce compliance exposure and how that value is calculated
- The interaction between carbon prices, gas prices and biomethane premiums
- What the current ETS review means for the demand outlook
- 12.40 - 14.00
Networking lunch
- 14.00 - 14.45
PANEL DISCUSSION – The Next Wave of Demand: Heating, Utilities and Shipping
- Regional utilities and Stadtwerke as an emerging buyer class for mandated heat supply
- Danish and UK exports into German demand and the economics of cross-border supply
- Bio-LNG and the maritime sector as a growing offtake channel
- How new demand segments will reprice existing supply
- 14.45 - 15.30
PANEL DISCUSSION – Sourcing and Trading: How Biomethane Moves Across Borders
- The role of originators, brokers and position-taking intermediaries in a fragmented market
- Contract structures, tenors and the shift from bilateral deals to traded markets
- Price discovery, index adoption and what improved transparency changes for buyers
- Where liquidity develops next as mandated demand expands
- 15.30 - 15.40
Chairperson’s closing remarks
- 15.40 - 17.10
Off site drinks reception OPEN TO ALL ATTENDEES
Day 1 | Wednesday 18 November
- 08.00 - 09.00
Morning registration and networking
- 09.00 - 09.10
Chairperson’s opening remarks
- 09.10 - 09.25
OPENING KEYNOTE PRESENTATION - Europe's Road Fuels After the Shock: Energy Security in a Fragmented World
- What the Strait of Hormuz closure revealed about Europe's fuel supply resilience
- The role of strategic stocks and the lessons of the largest emergency release in IEA history
- How permanently the crisis has changed government thinking on liquid fuel security
- Where road fuels sit in Europe's wider energy security agenda into 2027
- 09.25 - 09.45
ARGUS PRESENTATION – European Road Fuels Market Outlook: Prices, Cracks and Balances into 2027
- Diesel and gasoline price and crack developments through the crisis and the normalisation path
- Supply and demand balances as Gulf flows return and stocks rebuild
- The structural trends underneath the volatility
- Key indicators to watch over the next twelve months
- 09.45 - 10.30
PANEL DISCUSSION – Geopolitical Disruption, Energy Security and Fuel Market Volatility
- How the Middle East conflict repriced European road fuels and what risk premium remains
- The exposure that import dependency created and whether it can be reduced
- How suppliers, traders and large consumers managed through the peak of the disruption
- What a re-escalation scenario would mean for European supply
- Has the crisis changed how the industry hedges, stocks and contracts?
- 10.30 - 11.05
Networking break
- 11.05 - 11.50
PANEL DISCUSSION – Diesel Supply Security: Sanctions, Sourcing and Europe's New Import Map
- The impact of the ban on products refined from Russian crude, ten months in
- US Gulf coast barrels as the new marginal supply and the durability of that reliance
- Whether Indian and Turkish flows return at scale, and under what compliance conditions
- Russian export restrictions and the risk of a full diesel export ban
- Due diligence, documentation and the cost of proving compliant barrels
- 11.50 - 12.05
SPOTLIGHT PRESENTATION
- 12.50 - 14.20
Networking lunch break
- 14.20 - 14.40
ARGUS PRESENTATION – Trade Flows Redrawn: Who Fuels Europe Now?
- How diesel and gasoline import and export patterns shifted through 2026
- The loss of west African gasoline demand and the search for new outlets
- Freight, routing and the cost of longer supply chains
- What the flow data says about Europe's position in 2027
- 14.40 - 15.25
PANEL DISCUSSION – Gasoline: From Structural Overhang to Supply Squeeze
- How the refining pivot to distillates starved the gasoline pool ahead of summer
- Dangote self-sufficiency and the erosion of Europe's core export market
- Transatlantic arbitrage: a reopened window or a temporary reprieve?
- Hybrid uptake and the case for resilient European gasoline demand
- Positioning FCC-heavy assets for a smaller export market
- 15.55 - 16.20
FIRESIDE CHAT – The Trading View: Positioning for 2027
A senior trader's read on the normalisation, restocking demand and where the risk now sits- 16.20 - 16.55
PANEL DISCUSSION – Pump Politics: Price Caps, Tax Cuts and the Distribution Stress Test
- What Hungary's caps and Slovenia's rationing revealed about retail and logistics resilience
- Fuel tourism, demand distortion and the strain on cross-border markets
- Unwinding emergency tax measures without a second price shock
- What retailers and distributors need from governments before the next disruption
- 16.55 - 17.00
Chairperson’s closing remarks
Day 2 | Thursday 19 November
- 08.00 - 09.00
Morning networking
- 09.00 - 09.10
Chairperson’s opening remarks
- 09.10 - 09.25
OPENING KEYNOTE PRESENTATION – The View from Brussels: Road Transport Regulation After the Reset
- The revised 2035 CO2 regulation and the state of trilogue negotiations
- ETS2's delayed start and what the 2028 timeline means for fuel suppliers
- How the crisis has reshaped political tolerance for carbon costs at the pump
- The regulatory signals investors should take into 2027
- 09.25 - 10.10
PANEL DISCUSSION – The Policy Reset: What the 90% Target and ETS2 Delay Mean for Liquid Fuels
- A durable post-2035 market for liquid fuels: how large, and for which fuels?
- The new compliance role for renewable fuels within fleet CO2 targets
- Preparing for ETS2: auction design, hedging and pass-through strategies
- National measures versus EU frameworks: managing a fragmented compliance landscape
- Does regulatory softening delay investment more than it enables it?
- 10.10 - 10.30
ARGUS PRESENTATION – European Fuel Demand Outlook: Measuring the Pace of Transition
- Separating crisis-driven demand destruction from structural decline
- Electrification's measurable impact on gasoline and diesel volumes to 2030
- Where diesel demand proves most resilient across sectors and regions
- Scenario ranges under the revised regulatory framework
- 10.30 - 11.05
Networking coffee break
- 11.05 - 11.50
PANEL DISCUSSION – Demand in Transition: EVs, Hybrids and the Future of the European Car Parc
- One in five new cars battery-electric: reading the acceleration through the crisis
- The hybrid surge and what it means for gasoline demand in the medium term
- Did the price shock permanently change consumer behaviour?
- Diesel's quiet return in niche segments and how far it extends
- Fleet mandates and corporate procurement as the next demand driver
- 11.50 - 12.05
SPOTLIGHT PRESENTATION
- 12.05 - 12.50
PANEL DISCUSSION – Heavy-Duty Transport: Fuel Choices for the Freight Sector
- How hauliers absorbed the diesel price shock and what it changed in fleet strategy
- The commercial case for HVO, biomethane and electric trucks today
- Lessons from China's electric truck rollout for European diesel demand
- Infrastructure gaps holding back alternative fuel adoption in freight
- What OEMs, energy suppliers and logistics operators need from each other
- 12.50 - 14.20
Networking lunch break
- 14.20 - 14.40
ARGUS PRESENTATION – Biofuels and HVO Market Outlook: Pricing the RED III Era
- FAME, HVO and feedstock price developments through 2026
- The end of double counting and the repricing of German and Dutch compliance
- Feedstock availability as the binding constraint on mandate delivery
- Price outlook as new capacity meets rising obligations in 2027
- 14.40 - 15.25
PANEL DISCUSSION – Biofuels Economics Under RED III: Compliance, Feedstocks and the Cost of Delivery
- Meeting physical blending obligations in a double-counting-free market
- Competing for UCO and waste feedstocks against aviation, marine and US demand
- Certification integrity and fraud risk after a year of registry disruption
- Import dependency, trade defence and the case for European production capacity
- What obligated parties should be securing now for 2027 compliance
- 15.25 - 15.55
Networking coffee break
- 15.55 - 16.40
INTERACTIVE ROUNDTABLE DISCUSSIONS
- Table one - Sourcing compliant diesel: documentation, due diligence and managing sanctions risk in practice
- Table two - The RED III compliance clinic: quota strategies, certificate markets and feedstock procurement
- Table three - The forecourt of 2030: charging, renewable fuels and the future retail proposition
- 16.40 - 16.50
Chairperson’s closing remarks
- 16.50
Close of conference
Interested in speaking?
Contact us on the details below to find out more:
Alex Tassou
+44 7944 482998
alex.tassou@argusmedia.com