Agenda - Fastmarkets

MondayMay 13

TuesdayMay 14

WednesdayMay 15

Time in PT

Monday
Tuesday
Wednesday

Time

Event

What

Who

12:00 – 18:30

Registration Opens

13:00 – 17:00

Fastmarkets' Workshop: Introduction to Biofuels and Feedstocks. Markets' Key Fundamentals

Separately bookable, limited space available.

101-level course designed to introduce the key fundamentals of the animal fats, vegetable oils, and biofuel markets. It aims to provide a comprehensive overview covering these dynamic markets’ basics and key factors, offering a solid foundation for those entering this complex industry. Fastmarkets’ editorial team leaders have meticulously curated this training program, bringing together decades of cumulative industry expertise.

Training Agenda Includes the Next Blocks:

Animal Fats, Used Cooking Oil, and Distiller’s Corn Oil Supply and Demand Basics
Soybean and Canola Oils
Biofuels – Renewable Diesel, Biodiesel, and Sustainable Aviation Fuel
FM Panel – AMA to Close Out.

Tore Alden

Director, Forecasting

Fastmarkets

Bob Lane

Senior Analyst – Biodiesel, Vegetable Oil and Grain

Fastmarkets

Ryan Standard

Managing Editor

Fastmarkets

Tim Worledge

Editorial Director

Fastmarkets

17:00 – 18:30

Cocktail Party

07:30 – 09:00

Registration Opens

09:00 – 09:10

Welcome and Opening Remarks

Ryan Standard

Managing Editor

Fastmarkets

09:10 – 09:55

Another Election Already? Update on State of US Political Environment

Political Winds in the US ahead of the election.
What does a second Biden term mean?
Does a Trump win mean another trade war?

Jim Wiesemeyer

Washington Policy Analyst

09:55 – 10:25

RFS Update

Production is outpacing the mandate, are there any adjustments in sight?
How might the IRA affect the market, near term and long term?

Joe Jobe

CEO

SABR

10:25 – 11:00

California Low Carbon Fuel Standard Update

Review the Staff Report (Dec 2023) and the April (2024) workshop to see where we’re going with the amendment process.
Highlight the elements to keep an eye on for the next iteration.
Credit prices overview.

Philip Sheehy

Senior Consultant

ICF

11:00 – 11:30

Networking Break

11:30 – 12:00

A Renewable Diesel and SAF Producer's Perspective on Regulatory and Tax Issues

US. Regulatory Developments (RFS, LCFS):

Standards falling behind industry development; Incentives structure for SAF etc.

IRA/Tax:

Blender’s Tax Credit Expiration at the end of 2024. Production Tax Credit (45Z) starting in 2025. Carbon intensity/emissions modeling – Where is the new GREET?

Emerging Regulatory Markets:

Canadian CFR – new opportunities, new challenges. Emerging LCFS programs. Increasing complexity/compliance burdens

Greg Staiti

Compliance Director

Montana Renewables

12:00 – 12:30

Canadian Fuel Program Update

Update on the Canadian Fuel Program.
Volumes starting to ship into Canada, any compliance issues?

Fred Ghatala

Director for Carbon & Sustainability

Advanced Biofuels Canada

12:30 – 13:00

Exclusive Interview: Risk Management

Overview of risk management approaches and strategies.
Development of derivatives, taming volatility.

David Becker

Director, Risk Solutions

Fastmarkets

Nathan Burk

Senior Vice President Fats, Oils, Greases

StoneX Commodity Solutions

13:00 – 14:30

Networking Lunch

14:30 – 15:00

Feedstock Traceability and the Market Implications for UCO

UCO traceability and market implications.
Traceability requirements for other feedstocks.
How industry is responding/adapting (Supplier, Aggregator, Producer and Auditor perspectives).
Future of UCO traceability in the U.S. and beyond.

Dani Charles

Co-Founder

Veriflux

15:00 – 15:30

RINS Market Outlook

RIN and the outlook for demand from the RFS and LCFS.
Agricultural practices to lower carbon intensity.

Paul Niznik

Senior Carbon Consultant

EcoEngineers

15:30 – 15:50

Networking Break

16:00 – 17:00

Biofuels Market Policy and Outlook Roundtable

The Clean Fuel Production Credit
Biden? Trump? What does it mean to the market
D4 overproduction: Where does the market go from here.

Bob Lane

Senior Analyst – Biodiesel, Vegetable Oil and Grain

Fastmarkets

Michael McAdams

President

Advanced Biofuels Association

Harry Simpson

President and CEO

Crimson Renewable Energy Holdings

Philip Sheehy

Senior Consultant

ICF

17:00 – 18:30

Cocktail Party and End of Day 2

08:00 – 09:00

Registration Opens

09:00 – 09:45

Market Outlook for Animal Fats, Used Cooking Oil and Distiller’s Corn Oil

How is the market adapting to massive import volumes
How will the margin environment affect prices moving through the year
How strong is demand from the chemical sector, feed, etc.

Ryan Standard

Managing Editor

Fastmarkets

09:45 – 10:40

Discussion: Vegetable Oils Market Trends

Updates on the US soybean and soybean oil markets.
Trends and developments in Brazil’s soybean sector.
Global vegetable oil price trends and 2024/25 forecasts.
Key factors influencing vegetable oil markets.

Regina Koh

Price Reporter

Fastmarkets

Mac Marshall

Vice-President, Market Intelligence

United Soybean Board

Eduardo Tinti

Price Reporter – Oilseed

Fastmarkets

Tim Worledge

Editorial Director

Fastmarkets

Patrick Lynch

Founder

Bioledger

10:40 – 11:10

Networking Break

11:10 – 11:40

Palm Oil Market Outlook

Palm market overview
Latest developments in the palm oil market
Main factors driving palm market pricing in 2024
Summary and price outlook

Regina Koh

Price Reporter

Fastmarkets

11:40 – 12:20

Market Deep Dive: SAF, Feedstock Imports and the Future of the Industry

Policy changes and capacity rationalization.
Impact on U.S. feedstock markets.
Worldwide feedstock availability.

Tore Alden

Director, Forecasting

Fastmarkets

Siddhant Mishra

Strategy Director, Agriculture

Fastmarkets

12:20 – 13:50

Networking Lunch

13:50 – 14:30

Biomass-based diesel industry in South America: What will shape the next decade?

Developments and outlook of BBD industry.
Local policies review.
Long term feedstock availability.

Joao Morciani

Agriculture Analyst

Fastmarkets

Tore Alden

Director, Forecasting

Fastmarkets

14:30 – 15:35

Discussion: Sustainable Aviation Fuel Market

What does the outlook for production look like
Book and Claim
Mechanisms needed for widespread adoption
Discussion of credits – US IRA, EU

Meg Whitty

Vice President, Corporate Relations & Marketing

LanzaJet

John Cusick

President

Ash Creek Renewables

Scott Lewis

President

World Energy

Tim Worledge

Editorial Director

Fastmarkets