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Renewable Diesel at the Crossroads

Live
Thursday 12th November 2026 at 10:00 AM CT

Supply Gaps, Policy Shocks, and the North America–Europe Balance

Join Enverus and Argus Media to examine how policy incentives, supply developments and transatlantic trade flows may affect renewable diesel margins and market positioning.

Renewable diesel markets are entering a new period of complexity.

Changes in RINs, 45Z and LCFS are affecting the economics of renewable diesel at the same time that North American supply and international trade flows continue to evolve.

Understanding any one of these forces in isolation is not enough. Market participants need a connected view of policy, production, pricing and demand to evaluate the potential implications for margins and market positioning.

Join Enverus and Argus Media for Renewable Diesel at the Crossroads, a live webinar designed for renewable diesel traders, analysts, producers, procurement teams and risk managers. 

Register now

What the webinar will cover

US renewable diesel supply
Examine production capacity, recent additions and how the domestic supply landscape is evolving. 
Incentives reshaping margins
Explore how RINs, 45Z and LCFS interact and what those changes may mean for renewable diesel economics.
North American trade flows
Understand the US and Canadian import-export balance and where North American barrels are moving.
European demand
Evaluate how renewable fuel mandates in the UK and EU could influence demand and Atlantic trade flows through 2027.
Market implications
Identify the signals that traders, analysts and risk managers should monitor as they update market assumptions and positions

Why you should attend

  • Argus Media brings independent commodity-market expertise, pricing perspectives and trade-flow analysis.
  • Enverus MarketView® connects energy-market intelligence with the workflows that traders, analysts and risk managers use to evaluate changing market conditions.

Speakers

Carl Larry
Manager of Sales, Trading, & Risk, Enverus

Carl Larry leads the Enverus Trading & Risk team with over 20 years of energy industry experience. His career includes roles at ABN AMRO, Barclays, Citi, and Credit Suisse. A frequent media commentator for CNBC and Bloomberg, Carl has advised OPEC and presented at major global forums. He has taught at London Business School and Texas A&M, making him a premier advisor in the financial and physical commodity space.

Philip Goughary
Business Development Manager, Renewables & Biofuels, Argus Media

Philip supports the development of Argus Media’s North American renewables and biofuels business. He works with traders, suppliers, buyers, and other market participants to expand the use of Argus indexes in physical and financial contracts and for risk management. He identifies emerging market needs and works with editorial, sales, and product teams to develop and refine Argus’s offerings. He also helps create media content covering renewable fuels and biofuels. Philip has more than 20 years of experience in energy markets. Before joining Argus, he was a senior oil products and derivatives broker at Citron Commodities and a partner at Echo Energy, where he worked with refiners, trading firms, banks, and fuel distributors in the US and Europe. Earlier in his career, he coordinated physical product movements at Astra Oil Company and Ferrell International. His experience across physical operations, brokerage, and risk management informs his work with participants in evolving renewable fuels markets.

Giulia Squadrin
Business Development Manager, Argus Media

Giulia Squadrin is a business development manager at Argus Media in London, contributing to strategy and business development for European biofuels, with a focus on hydrotreated vegetable oil (HVO), ethanol and sustainable aviation fuel (SAF). Giulia previously produced price assessments for hydrotreated biofuels as part of Argus Media's editorial team, where she worked on the analysis European biofuels market, including regulatory changes and data management. Prior to joining Argus, Giulia worked with international organizations in Geneva for a year and completed a master's degree in International Affairs at Middle Tennessee State University.

FAQs

The webinar connects renewable diesel policy, supply, pricing and trade flows into a single view. Argus Media and Enverus experts examine how RINs, 45Z and LCFS interact, how US and Canadian supply is evolving, and how UK and EU renewable fuel mandates could reshape transatlantic trade through 2027.

The webinar is designed for renewable diesel traders, analysts, producers, procurement teams and risk managers active in or exposed to North American or European markets. It is also relevant to policy and regulatory specialists tracking the interaction between US tax credits, state LCFS programmes and UK/EU mandates.

Yes — registered attendees will receive access to the recording after the live session. Access is managed via the Enverus registration page.

The three mechanisms work on different parts of the economics: RINs reward compliance volumes under the US Renewable Fuel Standard; 45Z is a production-based clean fuel tax credit; and LCFS generates credits based on carbon intensity. The webinar explains how changes to these instruments interact and what the net effect may be on renewable diesel economics.

US and Canadian renewable diesel capacity has grown faster than domestic demand, raising the question of how much production clears into Europe. UK and EU mandate design and policy certainty will heavily influence how much of that supply is drawn across the Atlantic through 2027.

Yes — the webinar is free to attend; registration via the Enverus-hosted page is required to access the live session and the on-demand recording.

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About Argus Media

Argus is the leading independent provider of market intelligence to the global energy and commodity markets, offering price assessments, news, analytics, consulting, data tools and industry conferences. Headquartered in London with 1,500 staff across 30 offices, Argus's metals experts provide in-depth pricing, news and analysis across nonferrous metals, rare earths and battery materials.