Конференции
Argus Road Fuels Europe Conference
Agenda
Simultaneous German translation will be available throughout the conference. Click below to view the translated agenda.
Während der gesamten Konferenz steht eine Simultanübersetzung ins Deutsche zur Verfügung. Klicken Sie unten, um die übersetzte Agenda einzusehen.
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