21 October - 23 October 2019
Napa Valley, California, US

Argus Biofuels & Carbon Markets Summit

  • 07:00
  • -
  • 08:00
  • Registration opens
  • 08:00
  • -
  • 14:00
  • Pre-conference workshop: RFS and RINs – navigating changing policies and price impacts Paul Niznik - Senior Consultant Biofuels, Argus

A full day of training on the RFS and RINs marketing, including:

  • Understanding the basics of the RINs market and price trends
  • RFS risk factors and policy impacts on biofuels credits - small refinery exemptions and biodiesel tax credits
  • Product costs and RINs price pass-through
  • Buyer practices in an unhedged market
    …and much more

*Fee $995 

Breakfast and lunch included


  • 14:30
  • -
  • 16:30
  • Pre-conference workshop: Navigating the West Coast cap-and-trade and LCFS programs Argus
  • 101 into how California’s carbon market and the California and Oregon LCFS programs are evolving and how to keep up with changing regulations
  • Understand the compliance methods for carbon allowances, offsets and credit generation
  • Get insight into other western state programs, potential linkages with California and the impact on the LCFS and carbon prices

 

*Fee $350

Speakers
Will Murtha, Emissions Markets and Policy Reporter, Argus
Michael Ball
, Editor, Argus Air Daily, Argus

  • 16:30
  • -
  • 18:30
  • Welcome reception
Attend the opening night reception for networking with industry veterans and new carbon market participants. Bring plenty of business cards.

General session

Start End
  • 07:00
  • -
  • 08:30
  • Registration and coffee
  • 07:15
  • -
  • 08:30
  • Women in emissions breakfast – connecting women in the carbon and fuels industry Debbie Raphael - Director, San Francisco Department of the Environment

Join your peers at this special networking breakfast celebrating the influential women leading the industry. All delegates are encouraged to attend.

*Complimentary for all delegates

 

Moderator
Jessica Dell, West Coast Bureau Chief, Argus

  • 08:30
  • -
  • 08:45
  • Chairperson's remarks and antitrust reminder Jessica Dell - West Coast Bureau Chief, Argus
  • 08:45
  • -
  • 09:30
  • What are the statuses of California’s LCFS and cap-and-trade programs?
  • What are the challenges ahead on the path to meeting 2030 emission reduction targets?
  • How might changes at the federal level impact California’s program?
  • What does the future of California’s transportation mix look like?
  • How is California working with other states and regions to reduce GHG emissions?

 

Moderator
Jessica Dell, West Coast Bureau Chief, Argus

  • 09:30
  • -
  • 10:30
  • General session: Connecting regional and federal policies US EPA, WSPA, UC Davis
  • What is changing under the federal RFS program and how will regional programs interact with federal initiatives?
  • How will clean fuels policies on the west coast shape the transportation mix?
  • Which renewable fuels will likely predominate over the next decade?
  • How will increasing targets under the LCFS program impact demand for renewable feedstock supply?
  • What are the perspectives from the utilities and their involvement in the LCFS?

 

Speakers
Ben Hengst, Associate Director of the Office of Transportation and Air Quality, US Environmental Protection Agency
Tiffany Roberts
, Director, Legislative and Regulatory Policy, Western States Petroleum Association
Aaron Smith, Professor, Agricultural and Resource Economics, UC Davis

 

Moderator
Graham Noyes, Director, Low Carbon Fuels Coalition

  • 10:30
  • -
  • 11:00
  • Morning break

Track 1: Fuels markets

Start End
  • 11:00
  • -
  • 12:30
  • Session 1A: LCFS programs in the US and Canada California Air Resources Board, BC Ministry of Energy, Mines and Petroleum Resources and Oregon Department of Environmental Quality
  • LCFS cost containment: What impact will new credit generators have on California’s program? How will other states' clean fuels programs impact prices in California? What are the plans for revising the LCFS price ceiling? How will the LCFS impact renewable fuels generation in California as the CI targets tighten out to 2030?
  • New developments in the Oregon Clean Fuels Program: What are the new sources of credit generation? How have prices shifted over the last year? What are the next steps for the program?
  • Spotlight on British Columbia: What is the status of BC's low carbon fuels program? How might the results of the national election impact the provincial program?
  • What are the components of Canada’s Clean Fuels Standard? How will it differ from existing LCFS programs and what is the possibility for linking with other markets? How might the change in government impact the Clean Fuel Standard moving forward?

 

Speakers
Jim Duffy, Chief Transportation Fuels Branch, California Air Resources Board
Cory Ann Wind, Clean Fuels Program Manager, Oregon Department of Environmental Quality
Michael Rensing
, Director, Low Carbon Fuels, British Columbia Ministry of Energy, Mines and Petroleum Resources
Ian Thomson
, President, Advanced Biofuels Canada

 

Moderator
Jessica Dell,
West Coast Bureau Chief, Argus

  • 12:30
  • -
  • 14:00
  • Lunch
  • 14:00
  • -
  • 15:30
  • Will California and other states have enough renewable feedstock to meet 2030 targets? As more states join low carbon fuels programs, how will supply of renewable fuels keep up the pace for increasing demand? How will this impact the LCFS price?
  • Renewable diesel market – could we see supply shortages? What is the outlook for renewable diesel demand and supplying California and the West Coast? What are the infrastructure constraints for storage and trucking? Where are the blending facilities? What is the pipeline capacity for renewable diesel?
  • What infrastructure is in place to support growing demand? What is pipeline capacity for biofuels? How much underground storage is available? What is required for B20 blends? Will there be enough infrastructure to keep up the pace for growing biodiesel and renewable diesel demand?
  • What is the outlook for ethanol? How will EPA's rulemaking for E15 at the federal level impact consumers and the auto industry? What is the outlook for ethanol supply and how much will be imported from Brazil and how much from other regions?

Speakers:
Jacqueline Reigle
, Americas Biofuels Editor, Argus
John Cusick
, Biodiesel Senior Analyst, The Jacobsen
Dayne Delahoussaye, Head of North American Public Affairs, Neste US
Harry Simpson
, President and CEO, Crimson Renewable Energy LLC
Doug Berven, Vice President of Corporate Affairs, POET
Mike Lewis, General Manager, Pearson Fuels

 

Moderator
Jacqueline Reigle
, Americas Biofuels Editor, Argus

  • 15:30
  • -
  • 16:00
  • Afternoon break
  • 16:00
  • -
  • 17:00
  • Session 1C: The rise of Sustainable Aviation Fuel (SAF) SFO, CAAFI, Neste and World Energy
  • How is demand for sustainable aviation fuel evolving in California’s market? How might increasing participation from other western states to include sustainable aviation fuel in their clean fuels programs impact the market? Will we see more renewable diesel production facilities start making renewable jet fuel?
  • How are airports and cities investing in sustainable aviation fuel? How will credits work and what might future compliance look like?
  • Will the global aviation industry be prepared? What is happening globally? What has the UN put in place to achieve 2020 emissions reduction targets?

 

Speakers
Jessica Dell, West Coast Bureau Chief, Argus
Erin Cooke
, Sustainability and Environmental Policy Director, San Francisco International Airport
Steve Csonka
, Executive Director, Commercial Aviation Alternative Fuels Initiative (CAAFI)
Bryan Sherbacow,Chief Commercial Officer, World Energy
Neville Fernandes
, Manager, Renewable Jet Fuel, Neste

Moderator
Jessica Dell, West Coast Bureau Chief, Argus

  • 17:00
  • -
  • 19:00
  • Offsite reception - Vineyard tour

Chimney Rock Winery
5350 Silverado Trail
Napa, CA 94558

*Fee - $95
Transportation included

Track 2: Carbon markets

Start End
  • 11:00
  • -
  • 12:30
  • Session 2A: Carbon markets outside of the West coast IETA, Regional Greenhouse Gas Initiative, Environmental Defense Fund and Clear Blue Markets
  • Where are new carbon markets emerging? How are carbon markets developing across North America and what model are other states planning for their own program? 
  • Canada's national election impact: Taking place just one day after the national election, how will the new balance in parliament affect carbon programs on the national and provincial levels?
  • The evolving role of RGGI and northeast states: What new developments are happening in RGGI’s market? How will it evolve and how likely is it that other states will join?
  • Spotlight on Mexico: What is the framework for Mexico's cap-and-trade program and will we see a future linkage with other markets?

 

Speakers
Katie Sullivan, Managing Director, IETA
Michael Berends, Managing Director Origination, Clear Blue Markets
Andrew McKeon, Executive Director, Regional Greenhouse Gas Initiative 
Christina McCain, Ph.D.
, Director, Latin America Climate, Environmental Defense Fund

 

Moderator
Katie Sullivan, Managing Director, IETA

  • 12:30
  • -
  • 14:00
  • Lunch
  • 14:00
  • -
  • 15:30
  • Session 2B: California’s cap-and-trade and other western states’ programs California Air Resources Board, Oregon State Legislature and IETA
  • Pathways to 2020: What is the status of California's cap-and-trade program?
  • What is the future of cap-and-trade in Oregon? What will happen in next year's short legislative session? What might the 2020 general election bring? Will cap-and-trade ever pass in Oregon?
  • How will the programs interact? What is the business perspective on how California, Oregon and Washington low carbon programs will interact?

 

Speakers
Jason Gray, Chief Cap-and-Trade Program, California Air Resources Board 
Karin Power
, Representative, Oregon State Legislature
Clayton Munnings
, West Coast Representative, IETA

 

Moderator
Jean-Philippe Brisson
, Partner, Latham & Watkins, LLP

  • 15:30
  • -
  • 16:00
  • Afternoon break
  • 16:00
  • -
  • 17:00
  • Session 2C: Generating credits – voluntary offsets and portfolio optimization Climate Action Reserve, PG&E, Capital Power and Natural Capital Partners
  • Forestry offset projects: How are forestry offsets used in the voluntary market and what are the restrictions? Where are the projects located?
  • Portfolio optimization: How are utilities optimizing their renewable portfolio and investing in energy storage for grid reliability?
  • Compliance obligations: How are buyers in Canada's market navigating the challenges of Canada's evolving regulatory landscape?

 

Speakers
Craig Ebert, President, Climate Action Reserve
Martin Wyspianski, Senior Director for Energy Portfolio Procurement and Policy, PG&E
Arjun Patney
, Vice President, Global Markets, Natural Capital Partners
James Renouf, CFA
, Director, Environmental Portfolio, Capital Power Corp.

 

Moderator
Michael Ball
, Editor, Argus Air Daily, Argus

  • 17:00
  • -
  • 19:00
  • Offsite reception - Vineyard tour

Chimney Rock Winery
5350 Silverado Trail
Napa, CA 94558

 
*Fee - $95
Transportation included

General session

Start End
  • 07:00
  • -
  • 08:30
  • Registration and breakfast
  • 08:30
  • -
  • 08:45
  • Chairperson's remarks and antitrust reminder Michael Ball - Editor, Argus Air Daily, Argus
  • 08:45
  • -
  • 09:45
  • General session 1: The evolving transportation market – demand drivers and policy impact Governor Newsom's Office, Audi of America, BMW of North America, Southern California Edison, Growth Energy and Valley Pacific Petroleum Services
  • Funding for EVs versus biofuels: What are the trends and forecasts for EV growth? What is the spending allocation for EVs versus biofuels? How has the state’s focus on EVs impacted long-term investments on other technologies? 
  • Charging infrastructure and credit generation: What are the challenges around generating LCFS credits for EV charging infrastructure? How does the policy work for auto manufacturers and utilities?
  • Auto industry perspective: How are auto manufacturers changing their vehicle fleet? Are vehicle fleets evolving to meet increasing fuel efficiency and emissions standards? What is the future for EVs, hybrids, flex fuel and traditional fueled cars?
  • Biofuels producer perspective: What is the market outlook for ethanol and biodiesel? How is the evolving transportation market and regulatory landscape impacting demand for biofuels?

Speakers
Tyson Eckerle, Deputy Director of ZEV infrastructure, Office of Business and Economic Development California Governor Newsom’s Office  
Nathan Crum, Executive Vice President, Valley Pacific Petroleum Services
Craig Willis, Senior Vice President Global Markets, Growth Energy
Spencer Reeder, Director of Government Affairs, Audi of America
Adam Langton, Energy Services Manager, BMW of North America
Jered Lindsay, Principal Manager, Air and Climate Policy Regulatory Affairs, Southern California Edison

 

Moderator
Michael Ball
, Editor, Argus Air Daily, Argus

  • 09:45
  • -
  • 10:30
  • General session 2: Financing, permitting and new technologies to meet emissions reduction targets Goldman Sachs, Fulcrum Bioenergy and Generate Capital
  • What are the LCFS credit projections for large capital projects and upgrades?
  • What does financing look like and how do various credits and trading work?
  • What is the status of new projects and where are they located? What are the supply limitations and infrastructure considerations?
  • What advances are we seeing in biofuels R&D?
  • What new technologies are available to bring alternative feedstock supply to market?

 

Speakers:
Justin Goldstein, Vice President Investment Banking Division, Goldman Sachs
John Dannan, Program Manager, Generate Capital
Jim Macias
, President and CEO, Fulcrum Bioenergy

 

Moderator
Paul Niznik, Senior Consultant Biofuels, Argus

  • 10:30
  • -
  • 11:00
  • Morning break

Track 1: Fuels markets

Start End
  • 11:00
  • -
  • 12:00
  • Session 1D: Drivers for RNG growth RNG Coalition, BP, Sevana Bioenergy and Eco Engineers
  • Will we see widespread adoption of RNG? How is industry embracing RNG as an alternative transportation fuel? What are the demand trends? What are the LCFS credit projections and opportunities in California’s market? If California becomes saturated for renewable fuels, then where are the other homes for the product?
  • Landfill versus digester: How much investment is going into R&D for biomethane projects? What is the new protocol the California Air Resources Board is implementing for LCFS projects for dairy waste?
  • LCFS verification for RNG: What are the data requirements for compliance reporting when verification audits come due?

 

Speakers
Sam Wade, Director of State Regulatory Affairs, RNG Coalition
Harrison Clay, Vice President Strategic Development Global Environmental Products, BP
Steve Compton, Chief Financial Officer, Executive Vice President, Sevana Bioenergy
Natasha Beilstein
, Regulatory Consultant, Eco Engineers

 

Moderator
Paul Niznik, Senior Consultant Biofuels, Argus

  • 12:00
  • -
  • 12:15
  • Concluding remarks
  • 13:00
  • -
  • 17:00
  • Golf outing Eagle Vines Golf Course

Eagle Vines Golf Course

*Fee - $195

Includes cart, green fees, lunch and transportation

Track 2: Carbon markets

Start End
  • 11:00
  • -
  • 12:00
  • Session 2D: Trading strategies in California’s carbon market and beyond BGC Partners, Emission Advisors, Inc. and Near Zero
  • What trading trends have we seen in the past year? How has the influx of new financial participants impacted secondary pricing and overall trading dynamics?
  • What upcoming obstacles do we see for California and other Cap-and-Trade programs? What do we expect to see for the balance of the third compliance period?
  • What are the trading strategies and how can market participants get price transparency?

 

Speakers
Jeremy Gordon, Vice President Carbon Markets, BGC Partners
Mike Taylor, President, Emission Advisors, Inc.
Danny Cullenward, Policy Director, Near Zero

 

Moderator
Michael Ball
, Editor, Argus Air Daily, Argus

  • 12:00
  • -
  • 12:15
  • Concluding remarks
  • 13:00
  • -
  • 17:00
  • Golf outing Eagle Vines Golf Course

Eagle Vines Golf Course

*Fee $195

Includes cart, green fees, lunch and transportation