Argus Agriculture & Feedstocks Conference

Macroeconomic, Geopolitics Market Outlook & Trade Shifts

• US–China Trade Dynamics: How tariff tensions continue to influence South American soybean flows.
• Biofuels Policy & Political Risk: The impact of US renewable fuel mandates and government shutdowns on global supply chains.
• Sanctions & Conflict: Russian sanctions and Black Sea instability—implications for grain exports and freight routes.
• EU–MERCOSUR Agreement: Opportunities and challenges for agri-exporters under evolving trade frameworks.

• 2025/26 has been characterised by high stocks, with prices below the cost of production in many countries. What can we expect from the 26/27 marketing year?
• China’s shifting grain and oilseed import patterns, including emerging trends in canola trade flows and strategic sourcing

• Strategic implications for hedging, price discovery, and regional market access.

• How can farmers and energy companies collaborate to establish supply chains and ensure long-term market growth?
• What role can EU legislation play in bringing together the energy and agriculture sectors? How can EU policy and regulation further support this collaboration?
• How shifting global trade flows and record supply from leading exporters are reshaping spot markets for milling wheat and feed grains
• Emerging hedging tools and innovations in risk management across volatile grain and feedstock markets
• Which origins are proving most competitive into key importing regions such as MENA and Southeast Asia
• The impact of low farmer selling and below-cost pricing on liquidity, supply availability, and trade flows
• How China’s grain demand is changing and what it means for global exporters
• Ethanol demand trends in Brazil and India—and their implications for corn markets

• Record-breaking soybean imports into China for the 2024/25 season — what’s driving the surge?
• US-China trade tensions: how Brazil and Argentina are competing for market share
• Rising canola output in Canada and Australia — implications for global supply and pricing
• Evolving China-Canada trade relations and their impact on canola flows
• RED III and the push for parity between crop-based and waste-based bio feedstocks
• How crush margins are influencing trade decisions and processing investments

• How oilseeds, crop residues, and intermediate crops are factoring into trade strategies. What are the implications of RED III and sustainability mandates?
• Profitability & Diversification: How can grain producers monetise off-season crops without disrupting core operations? Explore how these crops create additional income streams and reduce reliance on volatile grain markets. How can producers overcome the need for capital investment in infrastructure and storage? How can producers manage the added operational complexity without impacting core grain production?
• Supply Chain Integration: Understand how intermediate crops complement grain production and connect farmers to renewable energy supply chains, including biofuels and SAF markets.

This panel discussion will include a 15-minute presentation by Studio Gear Up followed by the fireside talk. 

The evolving dynamics of fertiliser markets and their implications for agricultural  productivity

• Economic Pressures: How rising fertiliser prices and input costs are impacting overall farm economics and influencing farmers’ planting decisions, especially for key crops such as soybeans and raw materials.
• CBAM perspectives: How the EU’s Carbon Border Adjustment Mechanism is influencing fertiliser market dynamics, regulatory compliance, and cross-border competitiveness.
• Affordability vs. Sustainability: Strategies for managing the trade-off between maintaining yields and adopting more sustainable practices amid persistent affordability challenge.
• Regulatory Complexity & Trade Barriers: The impact of anti-dumping duties, punitive tariffs (ex-RUS, ex-BEL), and quota restrictions on fertiliser markets—shaping global supply chains, pricing, and producer strategies.

• Transatlantic trade dynamics
• Supply-demand overlook and how this is impacting the agriculture industry