Argus Agriculture & Feedstocks Conference

Macroeconomic, Geopolitics Market Outlook & Trade Shifts

• EU & Global Trade Dynamics: How evolving EU trade policies and sustainability standards are reshaping global agri-flows
• Biofuels Policy & Political Risk: The impact of EU renewable energy directives and carbon reduction targets on feedstock demand and supply chains
• Tariffs and the Grain Trade: A US perspective
• Sanctions & Conflict: Russian sanctions and Black Sea instability—implications for European grain exports, logistics, and freight routes, other global regions
• EU–MERCOSUR Agreement: Opportunities and challenges for European agri-exporters under new trade frameworks and environmental compliance requirements

• The 2025/26 period is characterised by record production and high stocks, leading to prices falling below production costs in many countries - What are the potential consequences for the 2026/27?
• Key game changers and swing factors to watch for 2026 and beyond, including emerging trends 
• The role of South America as a major player influencing the oilseeds market dynamics globally

• Strategic implications for hedging, price discovery, and regional market access.

• How shifting global trade flows and record supply from leading exporters are reshaping spot markets for milling wheat and feed grains
• Which origins are proving most competitive into key importing regions such as MENA and Southeast Asia? How are importer buying patterns evolving?
• China’s grain demand picture is changing - what does this mean for global exporters?
• Milling and feed grains outlook for 2026/27 marketing year; slow Black Sea wheat export pace and a lack of farmer selling – what does this mean for carry over into the new marketing year?
• Where is the demand growth coming from – longer term outlook for the West African milling and feed grains markets
• The role of Ukraine in influencing price predictability for consumers and the global grains markets
• Hedging exposure to the global grains markets – what tools work?

• Record-breaking soybean imports into China for the 2024/25 season — what’s driving the surge?
• US-China trade tensions: how Brazil and Argentina are competing for market share
• Rising canola output in Canada and Australia — implications for global supply and pricing
• Evolving China-Canada trade relations and their impact on canola flows
• How crush margins are influencing trade decisions and processing investments

• How oilseeds, crop residues, and intermediate crops are factoring into trade strategies. What are the implications of RED III and sustainability mandates?
• Profitability & Diversification: How can grain producers monetise off-season crops without disrupting core operations? Explore how these crops create additional income streams and reduce reliance on volatile grain markets. How can producers overcome the need for capital investment in infrastructure and storage? How can producers manage the added operational complexity without impacting core grain production?
• Supply Chain Integration: Understand how intermediate crops complement grain production and connect farmers to renewable energy supply chains, including biofuels and SAF markets.

This panel discussion will include a 15-minute presentation by Studio Gear Up followed by the fireside talk. 

The evolving dynamics of fertiliser markets and their implications for agricultural  productivity

• Economic Pressures: How rising fertiliser prices and input costs are impacting overall farm economics and influencing farmers’ planting decisions, especially for key crops such as soybeans and raw materials.
• CBAM perspectives: How the EU’s Carbon Border Adjustment Mechanism is influencing fertiliser market dynamics, regulatory compliance, and cross-border competitiveness.
• Affordability vs. Sustainability: Strategies for managing the trade-off between maintaining yields and adopting more sustainable practices amid persistent affordability challenge.
• Regulatory Complexity & Trade Barriers: The impact of anti-dumping duties, punitive tariffs (ex-RUS, ex-BEL), and quota restrictions on fertiliser markets—shaping global supply chains, pricing, and producer strategies.

• Transatlantic trade dynamics
• Supply-demand overlook and how this is impacting the agriculture industry

• Challenges and Opportunities: Sustainability targets vs. feedstock constraints
• Policy engagement priorities
• Investment signals for crop and waste feedstock supply chains.
• Collaboration opportunities across sectors