Argus Forum: Veg oil Feedstocks

European rapeseed markets are tightening as biofuel demand rises and trade flows remain uncertain.

Join Argus experts at this exclusive forum as they examine supply risks, global competition, pricing trends and risk management.

You do not have to be registered for ECE to attend this forum.

Agenda

Opening Address

The European rapeseed oil (RSO) and global rapeseed/canola markets

• Fundamentals, policy and pricing: 
  - Higher crop-based biofuel caps increase RSO demand
  - Tighter European rapeseed supply in 2026-27
  - Export disruption in Ukraine
  - Record low Rhine water levels drive short-term supply shocks
• Global context: competition stiffens for European rapeseed/canola importers:
  - A look at Canada, Australia and China
• The wider veg oils markets: examining the relationship between RSO and soybean oil
• Pricing the European rapeseed complex:
  - Fob Dutch Mill RSO
  - Fob Moselle, dap Constanta rapeseed
• European RSO risk management tools:
  - The CME/Argus cash settled RSO Futures

Outlook for biofeedstocks: between agriculture and renewable fuels

• Biofeedstock supply and demand: where are we going next year?
  - 2027 outlook for general biofeedstock demand and supply
• How does RSO compete in the feedstock complex for biofuels?
  - Comparison for demand into biofuels against UCO, Advanced, SBO in 2027 and beyond
  - Premium/ discounts between feedstocks
• Global veg oil spreads beyond until 2030
  - The veg oil-to-veg oil and waste-to-veg oil spread in the long-term

The European rapeseed methyl ester (RME) market in a global context

• Is Europe heading for an RME supply crunch?
  - Availability and pricing risks heading into Q4 2026 and Q1 2027
• Why is supply struggling to respond despite multi-year high prices?
  - Competition from HVO and SAF for feedstocks
  - Reduced operating rates across European producers
• How rising US demand could create a new opportunity for European biodiesel producers:
  - Record US biofuel mandates driving stronger global feedstock demand
  - Shifting trade flows and export opportunities

Live Question & Answers session

Networking and refreshments