10:00 - 10:15

Welcome Address
Adrian Binks, Chairman and CEO, Argus

10:15 - 10:20

Chair’s introduction
Euan Craik, President Oil Markets, Argus

10:20 - 10:40

The backdrop for oil: Macroeconomics & geopolitics collide

• Inflation, rate hikes & the dollar: Where next for demand?
• Resurgent supply, stretching supply chains
• Playing at the margin: What next for OPEC+ and prices?
• Thinking longer term

Speaker:
David Fyfe, Chief Economist, Argus

10:40 - 11:40

Global crude markets

• Midland WTI: Brent's new baseload grade
• The pivot point: US Gulf Coast and global price discovery
• Battle of the benchmarks: The Middle East and Asia-Pacific
• Tupi, or not Tupi? China’s baseload balancing act

Speakers:
James Gooder, VP Business Development, Argus
Amanda Hilow, Deputy Editor, Americas Crude, Argus
Karl Kleemeier, Executive VP Asia Pacific, Argus
Tom Reed, VP, China Crude & Products, Argus
Moderator: Euan Craik, President Oil Markets, Argus

12:10 - 13:15

Evolution of road fuel markets

• Biofuels
• The endless biofuels rollercoaster: Sustainability, policy and demand uncertainty
• Navigating stormy waters to a hazy destination: Changing market developments and outlooks
• Gasoline
• The other transition: Gasoline’s rocky road to an E10 standard
• A new world: Europe’s shifting gasoline export markets 
• Diesel
• Life without Russia: How the European market reinvented itself in one year
• Reflecting the new reality: Rethinking diesel pricing

Speakers:
Elliot Radley, Editor, Argus European Products, Argus
Benedict George, Deputy Editor, European Products, Argus
Josefine Ahlstrom, VP Business Development, Argus
Moderator: Euan Craik, President Oil Markets, Argus

14:15 - 14:20

Welcome Address
Chris Flook, President, Expansion Markets, Argus

14:20 - 14:50

Hydrogen: State of play

• What has been achieved on hydrogen policy – and what remains to be done?
• Lofty ambitions have been put out on capacity, what has been realised?
• Is the early market pricing mechanism going to look like anyone thinks?

Speaker:
Tim Hard, SVP Energy Transition, Argus

14:50 - 15:20

The future of road fuels: EVs and e-fuels

• Supply side road blocks: Is the battery material supply chain on track to meet 2030 demand expectations?
• What are the implications of recent price dips in key metals like lithium? Are they sustainable, do they threaten viability of new product?
• E-fuels as a bridge: Does a softening stance on the end of internal combustion engine vehicles create sustainable demand for e-fuels?

Speakers:
Ellie Saklatvala, Editor, Metals, Argus
Charles Jans, VP, Analytics & Consulting, Argus
Moderator: David Brooks, Global Head of Metals, Argus

15:45 - 16:15

The future of marine fuels: Biofuels, LNG, methanol and ammonia

• What is the state of play for today’s low carbon options, marine biodiesel, biomethanol and LNG?
• What impact does new regulations including EU ETS and IMO have on bunkering decisions out to 2030?
• Future fuel mix: How ready is low-carbon methanol, ammonia and hydrogen for shipping?

Speakers:
Catherine Caulfield, Business Development, Oil Products and Marine Fuels, Argus
Antonio Peciccia, Editor LNG, Argus
Jack Merriott, Analytics & Consulting, Argus
Moderator: Tim Cheyne, SVP, Fertilizers, Argus

16:15 - 16:45

The future of aviation fuels: SAF & e-SAF

• Supply, demand, incentives and mandates: What drives the SAF market?
• What does the disconnect between biofuels and fossil fuels mean for SAF pricing?
• Biogenic SAF and synthetic SAF is becoming policy - how does that map to reality?

Speakers:
Stefan Krümpelmann, Editor, Argus Hydrogen and Future Fuels
Giulia Squadrin, Associate Editor, Biofuels, Argus
Moderator: Neil Fleming, Global Head of Editorial