The topics featured in NITROGEN NORTH AMERICA deliver expert perspective you need to manage your business in challenging times:

  • Thursday, May 17, 2018
    8:00 AM  -  9:00 AM
    Networking Breakfast
    Join your peers and colleagues from across the nitrogen complex for a great start to a day of valuable insight.
    9:05 AM  -  9:50 AM
    North American Nitrogen Outlook to 2030

    With new North American production now ramping up, imports and exports of ammonia, urea and UAN have already been impacted. And there are a multitude of questions facing the market:

    • What lies store for the regional market over the next decade?
    • Is further disruption in store for import and export levels?
    • How will this new dynamic affect prices in key index markets?
    • If the U.S. starts exporting more product where is the logical destination?
    • ....and how does this all fit into a global context?

    This session by Green Markets' Director of Research, takes an in-depth look at the supply/demand balance, and and where prices are headed in the near, medium and long term. Join us to get an expert assessment of and outlook for each nitrogen product, so you and your company will be prepared to respond to a market in flux.

    9:50 AM  -  10:35 AM
    North America Coal and Natural Gas: Operating in an Interdependent Global Fuel Market

    All three forms of hydrocarbons are experiencing increased international and inter-fuel dependencies that are creating opportunities as well as posing challenges for energy managers.

    North America has become the marginal global provider to coal, oil, and natural gas markets. Recovering oil activity and completion of pipelines out of Appalachia are driving looser oil and gas markets.

    WTI and Henry Hub indexes appear ascendant for contractual pricing and hedging as LNG exports are entering a loose global gas market. OPEC production restraints, China’s management of their domestic coal market, and the anticipated global LNG liquefaction excess are and will impact commodity pricing.

    This session, featuring a global energy expert, will address the critical issues facing the coal and gas markets, including:

    • Is North America stuck at sub $3 gas for the next decade?
    • Will coal markets have sufficient capital and capacity to meet demand?
    • Can China and India blow up the current hot international coal markets?
    • Will China regulate domestic coal prices into the desired target range?
    • Has the United States truly become the global swing supplier for fossil fuels?
    • Is there any way to avoid a global LNG glut in 2019?
    • Does Henry Hub become the global natural gas benchmark?
    • Which is more important, Henry Hub or WTI?
    • Facing commodity inter-dependency, what signals should you watch?

    If you have a stake in the inputs for nitrogen production or downstream products, this is a session that clarifies your future input costs.

    10:35 AM  -  11:05 AM
    Morning Networking Break
    11:05 AM  -  11:50 AM
    Industrial Ammonia: State of the Market and Near Term Outlook

    Ammonia plays an important role in the economic development of any country. Though mostly used in the production of agriculture fertilizers, it is also an essential ingredient in numerous industrial, chemical, and consumer applications. Ammonia finds its way in a broad range of end uses, including metal treatment, refrigeration, air pollution control, household cleaners, pulp and paper, phosphate ore flotation and uranium concentration production.

    More than half of ammonia produced goes into the manufacture of urea, which has around 20% dedicated to industrial uses. Major end uses include industrial resins, animal feed supplements and emissions control practices like the selective catalytic reduction (SCR) to reduce nitrogen oxide (NOx) released from diesel engines.

    This SCR application is the most rapidly growing end-use for urea, driven by the rise in number of vehicles operating, stringent emission standards, and increase in miles driven requiring frequent re-filling of DEF. North America has the largest market for diesel exhaust fluid.

    This session explores the non-agricultural uses of ammonia, the key drivers and inhibitors, and provides an outlook for future demand from the industrial sector.

    11:50 AM  -  12:30 PM
    Valuation and Market Signals for Nitrogen Manufacturers Amid M&A, Technology Disruption

    Long term earnings pressure abounds for nitrogen manufacturers. Many wonder how this has impacted their organization's value. Will nitrogen be further swept up in the wave of M&A sweeping the industry?

    In this session you'll hear from a leading industry analyst about challenges and opportunities from current trends in farm economics and financial markets, and technology disruption – as significant investments in digital agriculture add to uncertainties facing fertilizer.

    12:30 PM  -  1:45 PM
    Networking Luncheon
    1:45 PM  -  2:30 PM
    New Technologies in Ammonia Production

    A recent analysis indicates that ammonia production consumes upwards of 2% of the world's electricity. Good old Haber-Bosch underlies this staggering statistic, but in an era of major technological advances, what does the future hold for more efficient NH3 production?

    Join an expert in ammonia production as he explores the latest thinking on efficient manufacturing technologies. In this session we’ll explore:

    • what new technologies are currently in development (both practically and theoretically)
    • how these new technologies compare to traditional production methods
    • in what time frame the engineering community thinks these new methods might become available

    In addition, using techno-economic analysis, you’ll understand the cost of production impact that is likely from these new production methods. It's a look at future production scenarios that may one day make today's tightening margins just a bad memory.

    2:30 PM  -  3:15 PM
    A Wholesale Distributor’s View of the New Nitrogen Market

    CGB Fertilizer, with strategic river locations and vast industry reach, supplies bulk fertilizer to trading partners, dealers, and retail outlets alike in truck, rail, barge, or vessel quantities.

    The business is truly a river distributor, with 15 warehouses on the lower and upper Mississippi, Arkansas, and Ohio. It sources fertilizer globally, supports retailers through a vast distribution network, and offers product in 27 states and 3 provinces. It's a company that's right in the thick of fertilizer distribution.

    In this session you'll hear firsthand how the new nitrogen market is impacting end users. Join us to understand the impact of the macro changes in NOLA on supply, purchasing timing, counter parties and contracts. In addition we'll hear about the expanding use of basis contracts, how CGBF buys differently in this new market, and how the NOLA index effects pricing.

    Attendees will also hear from the field on how the nitrogen ag markets performed in the Spring of 2018, and get exclusive direction from a CGBF customer survey on key questions such as:

    • the sales volume trend of nitrogen stabilizers and slow/controlled-release products
    • concerns about fertilizer wholesalers selling direct to growers
    • end-user awareness and uptake of the NOLA paper price
    3:15 PM  -  4:00 PM
    The Changing Landscape of the Ammonia Shipping Market

    The North American nitrogen market along with the rest of the world, is facing unprecedented disruption. Seaborne merchant ammonia is not at all immune.

    This session features insight from a leading analyst on LPG, ammonia and petrochemical gases shipping, and covers all of the critical issues now facing the industry. Join us to gain insight on both the historical movement of freight levels and more importantly, the factors that influence them.

    Further, participants in this session will understand the forces driving fleet development now and hear expert opinion on the forward outlook for fleet supply. With this knowledge in hand, you'll hear of the key changes in seaborne ammonia trade flows, and how these will shape the demand/supply balances into 2020.

    4:00 PM  -  4:30 PM
    Afternoon Networking Break
    4:30 PM  -  5:15 PM
    Nitrogen In-Flows, Value Chains and Market Imbalances

    New nitrogen product manufacturing in the U.S. has been localized. Ammonia and urea supply is now much closer to end-user markets and this shift has created some interesting imbalances that will impact prices across agriculture and industry alike.

    During this session you'll hear from a seasoned transportation professional, and learn of the impact of nitrogen supply on in-flows, value chains, and the market imbalances on the eastern U.S. market. Join us to dissect a variety of key issues, from regional supply and demand in the U.S. to the security of product availability, the U.S. creep toward "peak" DEF, and the domino effect of this new supply across nitrogen product markets .

    If you have a stake in nitrogen products in either agriculture or industry, this is a session you won't want to miss. Be prepared to take away insight from which your entire company can benefit.

    5:45 PM  -  7:15 PM
    Networking Cocktail Reception
    Green Markets is pleased to invite you to stay post-event for an always highly-rated post-event reception. It's a great opportunity to make new connections from across the nitrogen complex.