Renewable Diesel at the Crossroads: Supply Gaps, Policy Shocks, and the North America–Europe Balance

Carl Larry leads the Enverus Trading & Risk team with over 20 years of energy industry experience. His career includes roles at ABN AMRO, Barclays, Citi, and Credit Suisse. A frequent media commentator for CNBC and Bloomberg, Carl has advised OPEC and presented at major global forums. He has taught at London Business School and Texas A&M, making him a premier advisor in the financial and physical commodity space.

Philip supports the development of Argus Media’s North American renewables and biofuels business. He works with traders, suppliers, buyers, and other market participants to expand the use of Argus indexes in physical and financial contracts and for risk management. He identifies emerging market needs and works with editorial, sales, and product teams to develop and refine Argus’s offerings. He also helps create media content covering renewable fuels and biofuels. Philip has more than 20 years of experience in energy markets. Before joining Argus, he was a senior oil products and derivatives broker at Citron Commodities and a partner at Echo Energy, where he worked with refiners, trading firms, banks, and fuel distributors in the US and Europe. Earlier in his career, he coordinated physical product movements at Astra Oil Company and Ferrell International. His experience across physical operations, brokerage, and risk management informs his work with participants in evolving renewable fuels markets.

Giulia Squadrin is a business development manager at Argus Media in London, contributing to strategy and business development for European biofuels, with a focus on hydrotreated vegetable oil (HVO), ethanol and sustainable aviation fuel (SAF). Giulia previously produced daily assessments for hydrotreated biofuels as part of Argus Media’s editorial team, where she worked on the analysis of the European biofuels market, including regulatory changes and data management. Prior to joining Argus, Giulia worked with international organisations in Geneva for a year and completed a master’s degree in International Affairs at Middle Tennessee State University.