Argus DEF Forum North America

Welcome refreshments and registrations

Chairperson’s opening remarks

Presentation: Argus market update - DEF in 2025

- How shifting U.S. federal emissions policy under the Trump administration is reshaping DEF demand?
- What happens if EPA Phase 3 is delayed or reversed?
- How to hedge regulatory risk in a volatile policy environment?
- Are new players filling the gaps left by exiting suppliers?

Morning coffee and networking

Keynote presentation: How have regulations developed and impacted the DEF industry in the last 5 years, and what can we expect in the future?

- How is EPA Phase 3 reshaping DEF demand across light-, medium-, and heavy-duty vehicle segments?
- What are the compliance challenges and opportunities for DEF producers and distributors under the new emissions framework?
- How do recent policy shifts, such as the rollback of EV mandates and changes to the Inflation Reduction Act (IRA) impact diesel fleet longevity and DEF consumption?

Panel discussion: Urea supply chain under pressure

- Can domestic producers scale up in time for the 2027 targets?
- What’s the cost outlook for DEF, and how are distributors adapting?

Speed networking and lunch

Panel discussion: OEMs and trucks: What are the innovations manufacturers are investing in to achieve CO2 emission reduction, circular fuel economy, and performance goals for trucks and other end-users

- How are fleets responding to regulatory uncertainty and rising DEF costs?
- What’s the strategy for compliance, cost control, and tech adoption?
- Manufacturer’s perspective on credits compliance and accounting emissions under EPA regulations
- Use of SCR and double dosing: What are the challenges?

Workshop with API:

- How can producers and distributors ensure DEF quality and compliance amid tightening EPA and CARB regulations?
- What are the latest innovations in DEF chemistry and SCR system integration?
- How can stakeholders prepare for regulatory uncertainty and evolving emissions standards?

Coffee halt

Fireside chat: The Mexico factor: A new powerhouse

- DEF Mexico’s DEF production boom: threat or opportunity?
- Cross-border logistics, pricing arbitrage, and regulatory alignment
- Can U.S. producers compete?

Presentation: DEF in the age of electrification: What are the alternative strategies?

- What’s the DEF market’s role in a world of EV mandates and hydrogen trucks?
- How long will diesel-heavy fleets remain dominant?
- What’s the DEF industry’s Plan B?

Close of conference