Overview of event

Improved crop production in South America has increased competition and kept commodity prices depressed. Structural slowdown in the pace of demand growth has not been reflected in supply. Tariffs further complicate the picture and bring the profitability of farming into question. Biofuel policies in the US and Europe have increased the demand for novel feedstocks.

As we enter the 2025/26 crop year, such policies are likely to cause major disruption to trade.

Join Kpler on May 1 to explore how tariffs and policy changes will affect global trade in 2025 and how it affects price and profitability in key countries.

Event details

Date: Thursday, May 1, 2025
Time: 3:00 PM - 6:30 PM
Location: St. Regis Hotel
Address: Two E 55th St, New York, NY 10022

Kpler Agriculture and Biofuels Briefing
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Please contact events@kpler.com for more information

Agenda

Registration | 3:00 PM - 4:00 PM

Briefing | 4:00 PM - 5:30 PM

Networking and Cocktail Reception | 5:30 PM - 6:30 PM

Highlights

Key Topics:

  • Trade shifts due to tariffs - winners and losers
  • Wheat outlook for 2025/26
  • Renewable diesel outlook for the US and rest of the world
  • How the two largest biofuel markets, US and Europe relate to each other, in spite of trade barriers
  • How the change from blender tax credit to producer tax credit affects the market dynamics in both the US and Europe, with particular focus on renewable diesel outlook

Ishan Bhanu

Lead Agricultural Commodities Analyst at Kpler

Beata Wojtkowska

Senior Biofuels Analyst

NYC Agriculture Briefing

Date: Thursday, May 1, 2025 | venue: St. Regis Hotel | address: Two E 55th St, New York, NY 10022
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Should you have any question about the event please contact: events@kpler.com