03 апреля - 05 апреля 2019
São Paulo, Brazil

Argus South America Motor Fuels Conference

  • 18:00
  • -
  • 20:00
  • Opening night reception
  • 08:00
  • -
  • 09:00
  • Registration and coffee
  • 09:00
  • -
  • 09:10
  • Chair's opening remarks
  • 09:10
  • -
  • 09:50
Moderator: Vanessa Viola, Senior Vice-President, Latin America, Argus
  • 09:50
  • -
  • 11:00
  • Session 1: Global trends impacting South America’s motor fuels market
  • Examining the US’ rise as a refined products exporter: What are the market fundamentals behind it,and how has it impacted gasoline and diesel trading flows in the Americas?
  • How are global trade disputes and growing protectionism reconfiguring import-export dynamics, particularly in biofuels? Who are the obvious winners and losers in South America? How can the growth in domestic biofuels mandates minimize the region’s growing dependence on clean fuels imports? 
  • IMO 2020: How are the refining and marine sectors preparing for the global sulfur cap in marine fuels to 0.5% from 3% by January 2020? What are the implications for refined products supply and demand in South America?

Speakers:

Jarrett McCleskey, Americas Supply, Sales & Trading Manager, ExxonMobil Fuels

Robert Campbell, Head of Oil Products Research, Energy Aspects

Moderator: Vanessa Viola, Senior Vice-President, Latin America, Argus 

  • 11:00
  • -
  • 11:30
  • Coffee break
  • 11:30
  • -
  • 12:30
  • Session 2: Biofuels outlook for 2019 – An overview of RenovaBio, RINs and biodiesel
  • Brazil´s RenovaBio program: A review of its implementation process under Brazil’s new government. What are the challenges involved in developing a carbon certification market, and what lessons can be learned from the US RINs market?
  • The relevance of the RINs and LFCS market to South America and the impact of RVO prices on clean fuels imports from the US: What are the key drivers behind the major price drop in 2018, and what is the expectation for 2019?
  • The road from B10 to B15 in Brazil: How is this impacting investments in biodiesel production and capacity? What are the opportunities for new market players? Will fuel specifications need to change to support the move? What are the challenges of the higher blending ratio, such as cost and availability of oil seed stocks? Can the move to B15 in Brazil have any impact on its neighboring countries?

Speakers:

Daniel Furlan Amaral, Economics Manager, ABIOVE

Zander Capozzola, Lead Deputy Editor US Refined Products, Argus 

Danielle Machado e Silva Conde, Superintendent of Biofuels, ANP

Moderator: Clayton Melo, Brazil Country Manager, Argus 

  • 12:30
  • -
  • 14:00
  • Networking lunch
  • 14:00
  • -
  • 14:40
  • Session 3: Petrobras’ 5-year plan and downstream investment opportunities in Brazil Gabriel Francisco - Equity Research Analyst - Utilities & Energy, XP Investimentos

An in-depth look at Petrobras’ future strategy for 2019 and beyond under its new leadership: Fuels price policy, divestment plan and competition from new entrants in the Brazilian imports/downstream market. 

Moderator: Clayton Melo, Brazil Country Manager, Argus

  • 14:40
  • -
  • 15:40
  • Session 4: Trends, challenges and opportunities in ethanol
  • Examining the proposed “market verticalization” initiative to sell ethanol directly from mills to gas stations: Are the mills ready to handle this change? What are the implications for distributors and the rest of the supply chain?
  • The surge of corn ethanol production in Brazil: What are the main drivers behind it, and how much of an impact will it have on the country’s well-established sugarcane ethanol sector? Will it be able to compete with US corn ethanol?
  • What is the outlook for sugarcane and corn production in Brazil, Argentina, Colombia and Peru?
  • Exploring the implications of China and South Korea’s move away from US ethanol amid trade disputes: What opportunities does this offer Brazil, Argentina and the region to gain more market share in the international ethanol arena?

Speakers:

Martinho Ono, CEO, SCA Trading SA

Henrique Ubrig, Chairman, UNEM & Executive Chairman, FS Bioenergia 

Raissa Cury Pires da Silva, Americas Research Specialist-Market Intelligence, ED&F Man

Moderator: Clayton Melo, Brazil Country Manager, Argus

  • 15:40
  • -
  • 16:10
  • Coffee Break
  • 16:10
  • -
  • 17:10
  • Session 5: Panel discussion – Logistics, infrastructure and transportation

 Exploring challenges faced by importers and distributors in Brazil:

  • How are Brazil’s diesel subsidies playing out, and what are the implications for the transportation and distribution of motor fuels?
  • What infrastructure and logistics investments are being made or are in the pipeline to improve fuel transportation? Will the new government take steps to attract more foreign investments?
  • To what extent are bottlenecks in imports and storage being reduced? What more needs to be done?
  • How can new market participants get access to storage, logistics and supply chain management?

Speakers:

Paulo Roberto Salgado Lopes, Operational Planning Manager, Petrobras

Sergio Araujo,President, Abicom

Bernardo Pinheiro, Head of Brazil; General Manager, Ultratank

Moderator: Clayton Melo, Brazil Country Manager, Argus

  • 17:10
  • -
  • 18:30
  • Networking reception
  • 08:00
  • -
  • 09:00
  • Registration and coffee
  • 09:00
  • -
  • 09:45
  • Keynote address: Perspectives from a USGC refiner on the challenges and opportunities for clean fuels in South America Ronald J. Sánchez - Director Latin America Origination, Phillips 66

Moderator: Vanessa Viola, Senior Vice-President, Latin America, Argus

  • 10:15
  • -
  • 11:00
  • Session 6: Opportunities and challenges in motor fuels markets outside of Brazil Ventura Croce - Planning & Control Manager

Session 6: Opportunities and challenges in Uruguay and Ecuador's motor fuels markets

  • Logistics and infrastructure
  • Local product vs imports
  • Political landscape and uncertainties 

Speakers:
Ventura Croce, Planning and Control Manager, ANCAP
Xavier Rodriguez, Hydrocarbons Consultant & former Undersecretary of Petroleum, Natural Gas, and Refined Products, Hydrocarbons Ministry - Ecuador

Moderator: Vanessa Viola, Senior Vice-President, Latin America, Argus

  • 09:45
  • -
  • 10:15
  • Presentation: Refining capacity in South America Felipe Gonzalez - Products Trader, ECOPETROL

An overview of the region´s refining capacity, level of complexity and expansion projects. How are these plants dealing with increasing competition from imports, particularly from the USGC? What challenges prevent South America from meeting its refining capacity potential? How can the growth in domestic biofuels minimize the dependence on US imports? 

Moderator: Vanessa Viola, Senior Vice-President, Latin America, Argus

  • 11:00
  • -
  • 11:30
  • Coffee break
  • 11:30
  • -
  • 12:30
  • Session 7: Looking ahead – Alternative fuel demand in South America

The impact of electric, CNG and alternative fuel vehicles on South America’s motor fuels market

  • What is the pace of development of electric vehicles in South America? What needs to be done to increase consumer adoption of electric vehicles?
  • How are CNG vehicles impacting demand for gasoline and diesel? What is the long-term role of natural gas in South America’s transportation fuels mix?
  • What is the potential for flexible fuel hybrid vehicles, and the opportunities for ethanol as a more sustainable alternative to lithium? 

Opportunities in Renewable Diesel in South America

  • Examining the region’s capacity for the production of Renewable Diesel (HVO - Hydrotreated Vegetable Oil), based on the feedstock potential of UCO (animal fat from the largest cow population in the world), Reforestation Oil (Pongamia crude) and Certified Palm Oil. How can this capacity be harnessed? What business models could be adapted and what lessons can be learned from HVO producers in more developed markets

Speakers:
Antonio Bermudo,
Sales and Engineering Director, Agility Fuel Solutions
Marcel van Heesewijk, Founder & CEO, Investancia

Moderator: Camila Dias, Bureau Chief, Brazil, Argus

  • 12:30
  • -
  • 12:35
  • Chair's closing remarks Camila Dias - Bureau Chief, Brazil, Argus
  • 12:35
  • -
  • 14:00
  • Networking lunch