Argus Oil Markets and Future Fuels Forum

Registration and breakfast

Keynote address

Chris Flook, President, Head of Europe

Emerging from Crisis: Implications for trade, the economy and global oil fundamentals

• Supply chain resilience, inflation and global growth
• Structural changes ahead for trade, commodities and energy?
• A new dynamic for short-term crude market fundamentals

David Fyfe, Chief Economist

Strait talk: What’s next for OPEC?

• What does the UAE’s exit mean for Opec and regional production?
• What have major oil-importing economies learned from recent supply shocks?
• Are new trade routes and Gulf investments redrawing the global energy map?

Tom Reed, Head of Oil Market Analysis

Bachar Halabi, Senior News Reporter

Crude Panel: Hormuz Crisis 2.0

•  How did markets adapt to the loss of Strait of Hormuz in the first crisis - China demand losses / the Strait “dark” transits / India replacing Iraqi with Venezuela crude , and how are they coping the second time around? 
• Arbitrage becomes baseload: Growing role of US and LatAm supplies in Asia during the Strait of Hormuz crisis
• Impact of Strait of Hormuz crisis on Mideast pricing and price discovery

Azlin Ahmad, VP, Business Development - Crude

Vanessa Viola, EVP, Latin America and Global Head of LPG

Tom Reed, Head of Oil Market Analysis

Euan Craik, Special Advisor to CEO [Moderator]

Networking break

New reality of energy benchmarks  

• How the Gulf-to-Asia trade corridor is reshaping crude and refined products price formation
• The growing importance of transparent and market-reflective benchmark pricing in an evolving energy landscape
• What is the Argus Middle East Gulf Gasoline (MEBOB), Northeast Asian Naphtha (ANNA) and East Asian LPG prices (AFEI) signaling across regional energy markets?

Muhamad Fadhil, SVP, Strategy & Business Development

Refined Products Panel: Middle East to Asia trade flows after Hormuz

• Increased freight volatility makes netbacks unpredictable and hard to use.
• How shifting gasoline flows are redefining pricing relationships between the Middle East, India and East Africa
• What Asia's changing naphtha market means for benchmark relevance and price discovery

Anu Agarwal, VP, Business Development

Aldric Chew, Senior Editor

Euan Craik, Special Advisor to CEO [Moderator]

Shipping Through Uncertainty: How Hormuz disruptions will reshape global tanker markets?

• How geopolitical tensions are reshaping tanker freight markets today
• What are the implications of Strait of Hormuz disruptions for crude and clean petroleum product trade flows?
• How could evolving shipping routes and energy security priorities redefine global tanker markets?

Anna Cherkizova, Editor, Freight

Closing Remarks

Muhamad Fadhil, SVP, Strategy & Business Development

Registration and lunch

Asia a cornerstone in global biofuels market

• How Asia is reshaping global biofuel trade flows and pricing benchmarks  
• What's Driving Europe and US? Key regulatory and market signals to watch 

Josefine Ahlstrom, SVP, Oil - Europe

Decarbonization and supply security - Biofuels dual role going forward 

• How is Middle East geopolitical instability influencing the biofuel market dynamics?   
• Market, policy and geopolitical developments likely to shape the future biofuels markets

Jonty Richardson, Principal

Argus biofuels pricing: Evolution, methodology, and market relevance 

• Key pricing developments and milestones across China, the Straits, and Australia 
• How Argus biofuels price assessments continue to reflect changing market realities 

Alvin Chew, VP, Refined Products & Biofuels

Networking break

China scaling up - China biofuels market dynamics 

• Impact from rising domestic feedstock demand
• SAF capacity growth and its role in the global market
• Regulatory landscape for Chinese exports 

Fiona Xue, Senior Market  Analyst, Biofuels & Net Zero

ASEAN deep dive: Feedstock competition, SAF growth, and pricing trends 

• ASEAN feedstock markets: How liquidity in UCO is increasingly shifting from biodiesel demand toward hydrotreating-grade consumption, reshaping regional pricing and trade flows 
• Southeast Asia's rise as a SAF and HVO export hub
• ASEAN ethanol blending mandates stepping up 

Tan Shien Ern, Deputy Editor, Biofuels

Industry panel: What's next for the Straits biofuels market?

• The HEFA effect: How new capacity is changing feedstock markets and trade flows
• Anti-Dumping Duties (ADDs), trade barriers, and their impact on regional biofuels markets
• From spot trading to futures: Is Asia ready for greater pricing transparency and market liquidity? 

Lauren Moffitt, Editor, Biofuels, Net Zero [Moderator]

Closing Remarks

Josefine Ahlstrom, SVP, Oil - Europe

Networking (with refreshments)