阿格斯中国化肥会议

08:00 - 09:00

Morning registration and networking

Exhibition and meeting areas open

Complimentary breakfast available  

 

 

 

*Add-on Argus Fertilizer Fundamentals Workshop (09:00-10:15)

Build practical, working knowledge of fertilizer markets with the Argus Fertilizer Fundamentals Workshop. Available as an add-on with virtual and in-person components. Expect clear explanations of market fundamentals, current market trends and interactive discussions with Argus specialists.

*Please note: This is an add-on session and requires an additional fee.

 

 

 

 

 

 

 

 

 

09:00 - 09:30

Argus market update and outlook (presentation and Q&A): 2027 forecast and multi-commodity fertilizer update.

This session will include exclusive Argus analysis and data typically available only to Argus subscribers, made accessible to delegates purchasing the Fertilizer Fundamentals Workshop.

 

 

 

Speakers Include:

Lynn Wang

Senior Consultant

Argus Media

Andrea Valentini

VP - Business Development Ammonia

Argus

09:30 - 09:50

Fertilizer fundamentals 101: Criticalness of micronutrients for plant growth

Understanding boron, magnesium and other yield‑critical nutrients

• Why some micronutrients are becoming critical for agriculture
• How micronutrients are used in fertilizers
• What to watch in quality and supply

 

 

 

Speakers Include:

Huijun Yao

Editor - Fertilizers

Argus

09:50 - 10:15

Live roundtable workshop led by Argus market specialists (interactive discussion and Q&A).

• Sulphur and sulphuric acid led by Deon Ngee, Associate Editor, Fertilizers, Argus
• Potash and SOP/MOP basics led by Yohanna Jing, Analyst, Fertilizers, Argus
•  Urea and ammonia led by Dinise Chng, Senior Reporter, Fertilizers, Argus
•  Sustainable and water-soluble fertilizers led by Huijun Yao, Editor — Fertilizers, Argus

 

 

 

 

 

 

Roundtable leaders include:

Deon Ngee

Senior Reporter – Fertilizers

Argus Media

Yohanna Jing

Analyst – Fertilizers

Argus Media

Dinise Chng

Senior Reporter – Fertilizers

Argus Media

Huijun Yao

Editor - Fertilizers

Argus

European fertilizer fundamentals videos available online prior to the conference.

• Sustainable fertilizers - Oliver Hatfield, VP- Business Development, Argus 
  
• Sulphur and sulphuric acid - Maria Mosquera, Editor – Sulphur, Argus 
  
• Urea - Owen Gooch, Senior analyst – Analytics, Argus 
  
• Phosphates - Tom Hampson, Editor – Phosphates, Argus
• Ammonia - Marina Simonova, Principal, Fertilizers & Ammonia, Argus
• Natural gas -  Jana Hernandez Mendoza, Editor Argus Daily Gas Report, Argus

Start of Main Conference: Market Overview

10:15 - 10:20

Chairperson’s opening remarks

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

10:20 - 10:40

Global outlook for 2027: Affordability, demand shifts and where opportunities are emerging

• Where has demand destruction already occurred and which industries will continue to feel the impact?
• How are these shifts reshaping buying behaviour, application rates and product demand?
• How should producers and trading companies respond to a more selective and price‑sensitive market?

Speakers Include:

Andrea Valentini

VP - Business Development Ammonia

Argus

10:40 - 11:30

Opening keynote panel: Cross‑fertilizer outlook from China’s key decision‑makers

A China-focused policy and market updates from the country’s key decision-makers from leading state-owned enterprises and fertilizer and raw-material industry associations, to set the tone for a multi-product, policy-led discussion.

• How are food security priorities shaping policy direction across major fertilizer products and raw materials?
• Which policy guidance and market signals are most important for planning cross‑border participation and domestic supply co-ordination?
• As input costs rise, how are producers adapting and where are cost pressures most concentrated?

 

 

 

 

 

 

Speakers Include:

Li Chong

Secretary General

China Sulphuric Acid Industry Association

Li Guang

General Secretary

China Phosphate and Compound Fertilizer Industry Association (CPFIA)

11:30 - 12:15

Networking and refreshments break

Managing volatility: Logistics, credit and trade risk

12:00 - 12:20

Freight and shipping: China-Brazil fertilizer trade flows and logistics outlook

• How are fertilizer and commodity trade flows between China and Brazil changing freight demand and shipping routes?
• What are the key port, terminal and logistics bottlenecks affecting trade between the two markets?
• What infrastructure and operational improvements are needed to support future growth in China-Brazil fertilizer trade?
  
  

Speakers Include:

Arthur Neto

Partner Director

Alphamar Shipping Agency

12:20 - 13:00

Finance, hedging and risk: Managing volatility in fertilizer markets

• How are market players using hedging tools and benchmarks to manage price risk?
• What roles do insurance and credit solutions play in protecting trade flows?
• Which financial tools are becoming essential in a more volatile market?
• What are banks and lenders’ views on fertilizer exposure, capital and project finance?

Speakers Include:

Wayne He

Executive Director

Rabobank Greater China

Nelson Low

Executive Director, Agricultural Commodities

CME Group

Nathaniel Leong

Executive Director, Agricultural Commodities

CME Group

Andrea Valentini

VP - Business Development Ammonia

Argus

13:00 - 14:30

Lunch and networking break

Bulk market deep dives

16:30 - 16:45

Ammonium sulphate: China’s anchor export under upstream pressure

• How are caprolactam run rates tightening ammonium sulphate (amsul) availability and driving price volatility into 2027 contract negotiations?
• Where is demand growth heading — Brazil, southeast Asia or emerging markets?
• What do buyers expect from Chinese suppliers in a constrained market?

 

 

 

Speakers Include:

Gerry Song Manjun

General Manager

Highsun International Chemical Trade Centre

16:45 - 17:00

Urea under pressure: Where will the next opportunities emerge?

• With tight supply and uncertain policy, how will Asia’s urea balance shift in 2027?
• Where are the best near-term pricing and arbitrage plays as trade flows reroute?
• How could tighter China-linked supply change India’s tenders and intensify southeast Asia’s competition for cargoes?

 

 

 

17:00 - 17:20

Potash in Asia: New flows, specialties and supply security

• As Russia, Belarus and Canada reshape supply, how are sourcing and trade flows shifting across China, India and southeast Asia?
• Where is demand growing for SOP and other specialty potassium products?
• What does supply security look like for China and the wider region over the next cycle?

Speakers Include:

Wu Na

Deputy Secretary General

Potash Branch of China Inorganic Salts Industry Association (CISIA)

17:20 - 17:30

Round-up and chairperson’s closing remarks

Join your Argus chairperson for a short review of the main points shared during all discussions on day 1. This is a key opportunity if you have been busy in meetings all morning and want to catch up. 

 

 

 

 

 

 

Agricultural updates and food security focus

09:20 - 09:40

Farmer demand signals, agronomy shifts and buying behaviour

• How are farmers adjusting their application rates and nutrient mixes in response to affordability and crop returns?
• What are agronomists and distributors seeing on the ground in terms of real demand vs expectations?
• What do buyers need from suppliers today?

 

 

 

09:40 - 10:00

Argus outlook: Crops, weather, affordability and the ripple effect of geopolitical shocks on 2027 demand

• How are Middle East disruptions feeding into crop economics and farmer affordability in key regions?
• Where is demand most at risk?
• What should fertilizer players watch now? What will drive or weaken consumption into 2027 and beyond?

 

 

 

Speakers Include:

Julia Zhang

Agricultural Market Analyst Manager

Argus

Sustainable Fertilizers

10:00 - 11:00

Networking and refreshments break

11:00 - 11:30

Water-solubles and specialties panel: China’s leadership, quality shift and global demand reality

• As a leading producer, how is China upgrading water-soluble fertilizers on quality, standards and crop performance?
• Where is there real export demand for water-solubles and specialties and which markets are driving growth?
• How is this shift impacting China’s domestic market, pricing and product mix across the value chain?

 

 

 

Speakers Include:

Supal Sharma

Director

Epic Abundance International Private Limited

Low-carbon fertilizers and policy

11:30 - 11:50

Grey ammonia market focus: Global trade flows, supply shifts and buyer alternatives

• How are grey ammonia trade flows shifting across key producing and importing regions?
• As buyers look for alternatives, which suppliers and regions stand to benefit most?
• What could changing supply patterns mean for pricing, availability and trading strategies in the global ammonia market?

 

 

 

 

 

Speakers Include:

Koe Wai Sheong

General Manager

PCM (China) Co. Ltd.

11:50 - 12:30

Green ammonia outlook: Demand, costs and certification reality

• Where is green ammonia demand emerging in China and internationally, and which end-user segments are moving first?
• How viable are green ammonia production costs today, and what will determine competitiveness over the next few years?
• How are certification, carbon accounting and low-carbon procurement requirements shaping market access and trade flows?
  
  

 

 

 

Speakers Include:

Chenjiang (Ryan) Xiao

Deputy General Manager

CHN Energy Hydrogen Innovation Co., Ltd.

Liu Tianzhu

General Manager of the Sales Department

China Energy Engineering Group Co., Ltd. (CEEC)

12:30 - 12:50

CBAM and market access: Carbon costs, compliance and evolving trade flows

Practical implications of the EU’s carbon border adjustment mechanism (CBAM) for nitrogen-based fertilizers

•  Procurement and sourcing shifts in 2026: How are CBAM cost implications changing fertilizer trade flows? What are the major shifts in sourcing strategies?
• Default values in 2026 vs actuals 2027: How could fertilizer sourcing strategies change again?
• What do we know so far about EU-approved verifiers, how verification will be enforced, and how non-EU producers can prepare?

 

 

 

 

 

 

 

Speakers Include:

Sophie Wei

Senior Advisor CBAM

carboneer

Regional spotlights continued — Africa and South Asia

12:50 - 13:10

Africa-Asia trade corridor: China’s role in unlocking demand

• Where is demand growth across Africa and how are Chinese suppliers positioned?
• Who controls market access and how are routes to market evolving?
• What does Africa mean for Asia’s volumes and margins into 2027?

 

 

 

Speakers Include:

Isaac Mando

Founder and Managing Director

Farmer’s Hub

13:10 - 13:30

South Asia focus: The demand engine shaping global fertilizer trade

• How are India’s tender cycles and subsidy dynamics shaping import demand and global pricing?
• What opportunities exist across South Asia (Pakistan, Bangladesh) for Chinese and regional suppliers?
• How will shifting demand, tender timing and supplier competition impact trade flows into 2027?

 

 

 

 

 

 

13:30 - 13:35

Day 2 round-up and chairperson’s closing remarks

Join your Argus chairperson for a short review of the main points shared during all discussions on day 2. This is a key opportunity if you have been busy in meetings all morning and want to catch up. 

 

 

 

13:30 - 14:30

Networking lunch

15:00

End of conference

Exhibition and meeting areas close.

 

 

 

*Add-on Argus Fertilizer Fundamentals Workshop | 18th November

Build practical, working knowledge of fertilizer markets with the Argus Fertilizer Fundamentals Workshop. Available as an add-on with virtual and in-person components. Expect clear explanations of market fundamentals, current market trends and interactive discussions with Argus specialists.

*Please note: This is an add-on session and requires an additional fee.

 

 

 

 

 

 

 

 

 

09:00 - 09:30

Argus market update and outlook (presentation and Q&A): 2027 forecast and multi-commodity fertilizer update.

This session will include exclusive Argus analysis and data typically available only to Argus subscribers, made accessible to delegates purchasing the Fertilizer Fundamentals Workshop.

 

 

 

Speakers Include:

Lynn Wang

Senior Consultant

Argus Media

Andrea Valentini

VP - Business Development Ammonia

Argus

09:30 - 09:50

Fertilizer fundamentals 101: Criticalness of micronutrients for plant growth

Understanding boron, magnesium and other yield‑critical nutrients

• Why some micronutrients are becoming critical for agriculture
• How micronutrients are used in fertilizers
• What to watch in quality and supply

 

 

 

Speakers Include:

Huijun Yao

Editor - Fertilizers

Argus

09:50 - 10:15

Live roundtable workshop led by Argus market specialists (interactive discussion and Q&A).

• Sulphur and sulphuric acid led by Deon Ngee, Associate Editor, Fertilizers, Argus
• Potash and SOP/MOP basics led by Yohanna Jing, Analyst, Fertilizers, Argus
•  Urea and ammonia led by Dinise Chng, Senior Reporter, Fertilizers, Argus
•  Sustainable and water-soluble fertilizers led by Huijun Yao, Editor — Fertilizers, Argus

 

 

 

 

 

 

Roundtable leaders include:

Deon Ngee

Senior Reporter – Fertilizers

Argus Media

Yohanna Jing

Analyst – Fertilizers

Argus Media

Dinise Chng

Senior Reporter – Fertilizers

Argus Media

Huijun Yao

Editor - Fertilizers

Argus

09:50 - 10:15

Live roundtable workshop led by Argus market specialists (interactive discussion and Q&A).

Products covered:
Sulphur and sulphuric acid — Deon Ngee, Associate Editor — Fertilizers, Argus
Potash and SOP/MOP basics — Yohanna Jing, Analyst — Fertilizers, Argus
Urea and ammonia — Dinise Chng, Senior Reporter — Fertilizers, Argus
Sustainable and water-soluble fertilizers — Huijun Yao, Editor — Fertilizers, Argus

 

 

 

 

 

 

Speakers Include:

Huijun Yao

Editor of Asia Fertilizers

Argus Media

Deon Ngee

Senior Reporter – Fertilizers

Argus Media

Dinise Chng

Senior Reporter – Fertilizers

Argus Media

Yohanna Jing

Analyst – Fertilizers

Argus Media

European fertilizer fundamentals videos available online prior to the conference.

• Sustainable fertilizers - Oliver Hatfield, VP- Business Development, Argus 
  
• Sulphur and sulphuric acid - Maria Mosquera, Editor – Sulphur, Argus 
  
• Urea - Owen Gooch, Senior analyst – Analytics, Argus 
  
• Phosphates - Tom Hampson, Editor – Phosphates, Argus
• Ammonia - Marina Simonova, Principal, Fertilizers & Ammonia, Argus
• Natural gas -  Jana Hernandez Mendoza, Editor Argus Daily Gas Report, Argus