Integrated Oil & Gas

North American Refining & Products Service

The service provides a bottom-up assessment of US and Canadian refining sector. The assessment considers the future crude slate, product demand, logistical capabilities, and refining economics with respect to each US Petroleum Administration for Defense District (PADD) and Canadian regions. The assessment also includes the forecasts for crack spreads and refining margins from a short-term and long-term perspective. Analyses and data are delivered through our dedicated web portal in multiple formats including formal and informal analytical content, podcasts, webcasts, and more. Clients also have access to data tools, interactive custom charting with ability for data downloads, and mapping tools.

With this service, you receive

  • Web access to analyses, data and data tools
  • Interactive  tools for custom charting and data downloads
  • Research featuring our proprietary modeling technique with an integrated refining and logistics linear program that provides for economic optimization of refined product production
  • PADD-level analysis, observations, and conclusions, as well as tie-ins with Canada, Mexico, and other import/export markets
  • Annual and quarterly forecasts of refining margins and utilization (distillation, conversion, and upgrading) for the region and at the PADD level
  • Regional domestic market demands petroleum products
  • Refinery configurations, processing capacity constraints and product quality concerns
  • Regional and imported crude oil supply volumes, qualities and delivered prices
  • Crude imports and product imports/exports as required to balance supply and demand
  • Direct access to analysts

Who uses this service and how do they use it?

Downstream Companies/Refiners Establish the economic basis for refinery utilization, capacity investments and development of export/import strategies.
Midstream Companies Position resources to capitalize on evolving supply and demand variables.
Upstream Operators Secure more favorable netbacks by leveraging a greater understanding of projected regional supply/demand fundamentals.
Petrochemical Companies Incorporate supply/demand and capacity data into planning.
Engineering/Technology Firms Identify the best prospects for your services.
Transportation/Fuels Companies Anticipate the impact of supply/demand challenges on fleet composition and fuel quality issues.
Government Improve the efficacy of regulatory, policy and agenda initiatives.
Financial Sector  Pinpoint companies and market sectors with the best potential for strong returns and low risk.