Baker & O'Brien, Inc.

Experience

Experience

 

Article
Acquisition of Crude Oil Gathering System
Conducted technical and economic due diligence on behalf of commercial bank in conjunction with the financed acquisition of a crude oil gathering system from a major oil company.
Pipeline , Pricing North America
Air Emissions Dispute
Reviewed air emissions data and categorized events; provided understanding and analysis to air events with respect to process equipment and refinery and chemical plant operations.
Environmental , Industry Practice/Standard of Care , Product Quality North America
Ammonia Manufacturing Litigation
Assisted an equipment manufacturer in defending allegations that its equipment was the cause of a multi-million dollar business interruption claim.  Assisted in discovery, evaluated operating records, estimated business interruption losses due to a power outage, and provided expert testimony. 
Business Interruption , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance North America
Ammonia/Urea Plant Failure Analysis
Worked in support of client and its attorneys to investigate the cause of a reactor failure and defend against claims by OSHA and third parties.  Work involved extensive analysis of process equipment and operating practices used in ammonia and urea manufacture. 
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related North America
Application of Superfund Tax to Gas Processors
Reviewed legislation relating to the Superfund Tax and its applicability to natural gas processors who produce natural gasoline at their facilities.  Compared natural gas processing with crude oil processing in order to show whether the Superfund Tax was intended to be levied on gas processors.
Environmental North America
Asbestos Exposure Litigation
Assisted a manufacturer of industrial equipment in defending personal injury claims related to asbestos exposure.  Assisted in discovery, assessed the likelihood and degree of employee exposure to asbestos during maintenance activities, and reviewed equipment specifications, project histories, and maintenance records for various power generation units.  Provided opinions regarding the potential for personal injury due to asbestos exposure in the course of normal work activities.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety , Toxic Tort North America
Asphalt Market Study
Provided a financial institution with an assessment of the market for paving asphalt in California.  Study focused on current and short-term future markets and included the results of interviews with California paving grade asphalt producers, contractors, and buyers.
Pricing North America
Audit of Gas Contract
Conducted an audit of the revenue settlement of natural gas liquids and residue gas per the terms of a gas processing agreement. Investigated causes of reduced product yields, and reviewed compressor operation, fuel consumption, and product and fuel allocation procedures.
Commercial Terms Review , Pricing North America
Bankruptcy Reorganization
Developed, in conjunction with senior management, reorganization plans for various operating segments of a major trading and transport company. The resulting business plan formed the foundation of the company's successful reorganization and emergence from bankruptcy.
Operations/Maintenance , Pricing North America
Benzene Exposure
Assessed possibility of employee exposures to benzene during prior refinery operations.  Reviewed plant operating history and emissions records and provided preliminary opinions regarding potential benzene exposure to plaintiffs.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related North America
Benzene Production Study
Studied benzene production economics for inland refiner, including benzene price forecast and transportation cost to USGC.  Reviewed benzene consumers and future market potential.  Estimated the capital cost for benzene production and shipping facilities.
Pipeline , Pricing , Waterborne/Marine North America
Business Interruption Damages Claim by Concrete Supplier
Assisted in a dispute between a concrete products producer and marketer against an oil refiner for damages allegedly incurred as a result of an incident at the oil refinery.  Examined the timeline of the incident and provided an independent damage estimate.  
Business Interruption , Industry Practice/Standard of Care , Operations/Maintenance North America
Biodiesel Plant Due Diligence
Performed a site inspection and advised a potential investor on the commercial and technical risks associated with converting a chemical plant to biodiesel production.
Physical Asset Appraisal North America
Bitumen Economics/Refinery Reconfiguration
Using the PRISM refinery simulator, calculated the economics of replacing the current refinery crude slate with Canadian synthetic-bitumen (syn-bit) or condensate-bitumen (dil-bit) blends. Cases were considered with and without capital investments and potential investment costs were also estimated.
PRISM Data or Analysis , Crude Oil Valuation , Pricing , Product Quality North America
Bitumen Processing Study
Used our proprietary PRISM refinery model to determine the bitumen processing capability of several U.S. refineries.
PRISM Data or Analysis , Product Quality North America
Bitumen Technology Evaluation
Provided technical expertise in evaluating new technology for upgrading Canadian Oil Sands bitumen to saleable products.  Reviewed technical reports and presentations, and prepared an assessment of the technical risks associated with developing a commercial scale unit.
Product Quality North America
Bitumen Valuation
Reviewed historical supply and demand of high TAN crude oil to the U.S. Gulf Coast refineries and addressed future trends which would impact a TAN discount.  Estimated a TAN discount using two methodologies:  Market based approach and Return on Capital investment approach.  Calculated the impact on bitumen value as a result of asphaltenes content.  Calculated the value added by a diluent recovery unit in a Canadian Oil Sands upgrader.
PRISM Data or Analysis , Crude Oil Valuation , Pricing , Product Quality North America
Bitumen Valuation Study
Developed a methodology using a marker crude oil to value bitumen at the production site.  Methodology addressed differences in qualities (sulfur, acid number) and refining yields.  Transportation costs from the valuation hub to the production site were developed.  Blending methodologies were evaluated to develop bitumen blends for comparison to the marker crude oil.
Crude Oil Valuation , Pricing , Product Quality North America
Black Oil Storage
Provided an assessment of terminal facilities in the Long Beach and Los Angeles areas. Assessed historical and projected crude oil supply and demand for California. North America
Business Interruption
Performed an analysis of the schedule delay and financial impact from chemical plant downtime due to a major equipment fabrication error.
Business Interruption , EPC-related , Industry Practice/Standard of Care , Safety North America
Business Interruption and Construction - Refining
Monitored engineering and construction efforts undertaken to rebuild production facilities damaged by fire.  The engagement was to ascertain the appropriate construction period for business interruption claim purposes and to facilitate the incident root cause analysis.  Activities included daily site inspections, regular consultations with plant engineering and construction personnel, progress assessments, and development of independent project schedules.
Industry Practice/Standard of Care , Operations/Maintenance North America
C4 Upgrade Project Due Diligence
Conducted preliminary due diligence for a project to upgrade various mixed C4 streams into a range of higher valued butylenes streams and chemical products.
Pricing , Project Feasibility North America
California Crude Oil Study
Developed a detailed California crude oil supply, demand, and transportation balance (by refinery) for a mid-size independent California crude oil producer. Results were used in client's annual report for shareholders and security analysts.
Crude Oil Valuation , Product Quality North America
Carbon Dioxide Forecast
Using the PRISM refinery simulator, calculated and compared the carbon dioxide emissions for two processing options: (1) a bitumen upgrader in Canada combined with a refinery in the U.S. versus; (2) an integrated upgrader/refinery at the U.S. location.
PRISM Data or Analysis , Pricing North America
Caustic Soda Contract Dispute
Reviewed caustic soda plant expansion and the ability of supplier to deliver the required volume of caustic soda under contract.  Advised on the reasonableness of the expansion construction schedule based on review of environmental permits, public data, and internal documents on construction activities.
EPC-related , Industry Practice/Standard of Care North America
Chemical Pipeline Market Study
On behalf of an acquisitive client, researched, identified, and characterized chemical pipeline operations in the U.S. to form a database of prospective business opportunities.  The engagement included contacting each prospective target to ascertain an initial level of interest in pursuing commercial arrangements with the client.  The study identified several attractive prospects and provided an overall measure of the market dimensions.
Pipeline North America
Chemical Plant Accident Investigation
Investigated an accident at a polyethylene production and storage facility. Reviewed equipment design, inspection and repair history, training of personnel, industry practices, and standards of care.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Chemical Plant Fair Market Valuations for Ad Valorem Tax Appeals
Developed fair market valuations for two major chemical plant installations on behalf of the local appraisal district. The engagement included valuation by discounted cash flow, depreciated replacement cost, and comparable sales approaches, as well as a critique of the petitioner's methodologies and assumptions.
Ad Valorem Taxes , Physical Asset Appraisal , Pricing North America
Chemical Plant Insurance Claim Support
Provided comprehensive technical and accounting support for a property damage claim settlement and analysis for a chemical manufacturing plant that was damaged during a hurricane.  Work included review of all repair cost estimates and invoiced repair invoices, as well as analysis of claimed damages discovered and submitted post-recovery.  Assistance was also provided during final claim settlement negotiations.  
Business Interruption , Property Damage North America
Class Action Environmental Litigation
Provided assistance in evaluating environmental issues which led to a neighborhood lawsuit. Reviewed plant operating and emissions history and provided preliminary opinions regarding the potential for future impact on local community.
Environmental , Industry Practice/Standard of Care , Operations/Maintenance North America
Clean Fuels Studies
Assisted industry trade associations and government agencies in evaluating issues related to the transition to new clean fuels specifications in the U.S. Work included modeling of refinery operations to determine the impact of the new specifications on manufacturing costs for ultra-low sulfur gasoline and diesel fuels.
Product Quality North America
Cogeneration Plant Property Tax Dispute
Assisted municipality in developing preliminary value estimates for cogeneration facility under appeal. Work focused primarily on income approach values based on various forward pricing scenarios.
Ad Valorem Taxes North America
Commercial Contract Litigation
Assisted in a claim related to a force majeure incident related to the recommissioning of a facility after a hurricane.  Examined conformance with standard industry protocols and applicable laws, standards, and regulations.  Assessed whether the facility operator acted in a reasonably prudent manner with respect to the commercial and technical issues necessary to safely restart the facility as soon as possible.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance North America
Conceptual Design of Technical Services Department
Performed a conceptual design of a Technical Services Division for a petroleum refining technology licensing company. The objective was to restructure the company's technology delivery methodology to generate improved gross margins, increase customer satisfaction and retention, and additional products and services. Advised the client on defining the critical aspects of the Technical Services Division and the best approach to designing and implementing the new group structure and function.
Project Feasibility North America
Construction Dispute Litigation - Gas Plant
Assisted in a litigated dispute between Owner-Operator and Engineering & Construction Contractor over whether a cryogenic gas plant, as engineered, procured, and constructed, met the stipulated contractual performance guarantees; prepared expert witness rebuttal report with respect to relevant issues.
EPC-related , Expert Witness/Testimony , Gasification , Industry Practice/Standard of Care , Operations/Maintenance North America
Contamination at Bulk Petroleum Storage Facility
Evaluated the potential long-term contamination at a bulk storage facility resulting from the sediment contained in incoming hydrocarbons.
Environmental North America
Contract Dispute Resolution
Evaluated inter-company petrochemical stream transfers and cost allocations pursuant to the mutually agreeable resolution of a contractual dispute between entities engaged in multiple across-the-fence feedstock and product exchanges.
Pricing North America
Contractual Dispute - Property Tax
Prepared an analysis of property taxes relative to refining complexity for a number of refineries in a particular region, using public information, for hearings with a district appraisal board.
PRISM Data or Analysis , Ad Valorem Taxes , Physical Asset Appraisal , Pricing North America
Cost Allocation Report
Following a refinery fire incident and rebuild, performed an analysis of all elements of the repair costs, and produced a report that assessed and allocated repairs into three categories:  identical replacement, functional replacement, and upgrade.
Industry Practice/Standard of Care , Operations/Maintenance , Physical Asset Appraisal , Pricing North America
Crude Oil and Refined Products Business Restructuring
Assessed the viability and financial prospects of a proposed business restructuring designed to eliminate refining operations and develop pipeline supply options. The analysis results facilitated the client's successful efforts to finance and implement the restructuring plan. North America
Crude Oil Contamination Dispute
Investigated a claim that refinery equipment damages were allegedly caused by a sour crude producer that injected high-metals crude into a ultra-sweet crude gathering pipeline.  Case settled prior to deposition and trial.
Pipeline , Product Quality North America
Crude Oil Evaluation
Assisted an independent California crude oil producer in establishing a pricing formula for sale of its heavy oil production under a long-term contract. The analysis included a historical review of relative crude values and the key price drivers affecting the value differences between grades.
Crude Oil Valuation , Pricing , Product Quality North America
Crude Oil Gathering System Evaluation
On behalf of an independent U.S. refiner, conducted an in-depth study of its crude oil gathering and transportation system.  Our study included  reviews of physical assets and crude oil purchase and transportation agreements, and evaluation of the economics of retention versus disposition.  Our results and conclusions were used by the client in its asset rationalization plans.
Pipeline , Pricing , Project Feasibility North America
Crude Oil Import Terminal Feasibility
Examined the feasibility of a deep water import terminal to meet the domestic refining industry's needs for imported crude oil as West Coast crude production declines. The analysis included a review of the history of imported crude oil for West Coast refineries, the current outlook for domestic production declines, crude oil import trends, shipping logistics, refinery capabilities, and future opportunities for moving crude oils to refining facilities east of the Rocky Mountains.
Pipeline , Project Feasibility , Waterborne/Marine North America
Crude Oil Market Studies
Prepared several detailed assessments of West Coast crude oil markets for an independent California producer. Studies included preparation of detailed regional balances, identification of target refineries for client's crude oil, and estimation of its value relative to imported and domestic alternatives. Results were presented to client's executive management and at its banker and security analyst conferences.
Crude Oil Valuation , Pricing North America
Crude Oil Marketing Study
Assisted the U.S. General Accounting Office in evaluating the potential for marketing of Naval Reserve crude (Elk Hills) in markets east of the Rockies.  Work included evaluation of breakeven refining values, assessment of yield and contaminant penalties, and analysis of the potential for supplying this crude to the Gulf Coast market.
Crude Oil Valuation , Pricing , Product Quality North America
Crude Oil Metering Dispute
Investigated alleged tampering with crude oil Automatic Custody Transfer volume and quality measuring devices.  Reviewed common carrier pipeline tariffs, inspected site, and analyzed measurement data.
Industry Practice/Standard of Care , Pipeline , Product Quality North America
Crude Oil Pipeline Acquisition
On behalf of an international pipeline company, prepared an assessment of the acquisition of a fifty percent ownership in a pipeline system that transports crude oil from Canada into the U.S. Study included crude oil supply/demand projections for the markets served.
Pipeline , Pricing North America
Crude Oil Processing Contract Dispute
Served as expert witness concerning a dispute between an international oil trading company (Trader) and an independent refining company (Refiner), between whom there was a crude oil processing contract.  The Trader alleged that the Refiner misappropriated products to its own account.  Analyzed the refinery production and product disposition under each processing deal over a period of three years and calculated the damages under the alleged misappropriation.  Prepared an independent detailed damages claim for insurance purposes and defended the claim at trial.  
Commercial Terms Review , Expert Witness/Testimony , Pricing , Product Quality North America
Crude Oil Quality Dispute
Acted as expert witness in a dispute between a major oil company and a small crude oil supplier that allegedly delivered "dumbbell" crude into the oil company's common carrier pipeline system.  Prepared a report covering standard industry pipeline practices, crude oil quality acceptance, crude oil trading, and refining values of various crude oils.  Calculated damages incurred as a result of the poor quality crude oil delivered and the impact on refiners receiving crude from the pipeline.
Crude Oil Valuation , Expert Witness/Testimony , Pipeline , Pricing , Product Quality North America
Crude Oil Royalty Litigation
Assisted in a lawsuit between an oil company and a royalty owner of oil company's crude oil production for alleged underpayment.  Work included identification of the various markets for this crude oil to established whether its value in these markets was consistent with the price received.
Crude Oil Valuation , Pricing , Product Quality North America
Crude Oil Supply Evaluation
On behalf of a major pipeline and terminal company, prepared a detailed assessment of future crude oil supply and demand balances for the U.S. West Coast, with an emphasis on California. The assessment was used by the client as a key part of its justification for a new crude oil import terminal, capable of handling VLCCs (Very Large Crude Carriers), to be constructed in the Port of Los Angeles. Results were presented to community and state government groups.
Pipeline , Waterborne/Marine North America
Crude Oil Terminal and Pipeline Study
Assisted in the site selection study for a new crude oil terminal and a pipeline connecting the terminal to an existing refinery.
Pipeline , Project Feasibility North America
Crude Oil Valuation
Conducted a valuation for a new grade of Atlantic crude oil production, likely to be marketed to refineries in the U.S. East Coast and U.S. Gulf Coast. The study used PRISM for several specific refineries to calculate refinery breakeven values for the target crude in comparison to several competing grades. The analysis also included a historical review of the calculated relative crude refining values and the key price drivers affecting the value differences between grades.
PRISM Data or Analysis , Crude Oil Valuation , Pricing , Product Quality North America
Crude Oil Supply Study
Assisted client in constructing a crude oil supply balance for PADD II and developed incremental crude oil valuations for refineries in PADD II using PRISM, Baker & O'Brien's proprietary refining industry analysis tool.
PRISM Data or Analysis , Crude Oil Valuation , Pricing , Product Quality North America
Damages from Steam Turbine Failure
Assisted in determining economic damages resulting from failures associated with a new steam turbine that was provided and installed by a turbine manufacturer at a power generation facility. Conducted independent assessment of economic losses suffered by electric cooperative as a result of both short-term and long-term performance shortfalls and outages.
Business Interruption , EPC-related , Industry Practice/Standard of Care , Operations/Maintenance , Pricing North America
Defective Paint
Evaluated automotive paint and coatings data. Analyzed survey data for paint and coatings system performance when applied by a "big three" automotive manufacturer to determine liability contribution for coating failures. Required understanding of evolution of automotive paint and coating systems. Assisted in evaluation of economic damages resulting from coating application failures.
Product Quality North America
Defective Product Lawsuit
Provided an expert report concerning a dispute between a pressure safety relief device manufacturer and an operator of a claim that a device did not operate as designed in a reactor overpressure incident.
Forensic Analysis , Industry Practice/Standard of Care , Operations/Maintenance North America
Defend Wastewater Treater Air Emissions
Requested to provide expert witness opinion of industrial standard of care for wastewater treater operations.  Issue concerned volatile organic compound (VOC) emissions from a wastewater treater feed tank.
Industry Practice/Standard of Care , Operations/Maintenance North America
Delayed Coker Fire Investigation
Assisted client in investigating the cause of a coker hydrocarbon release and fire, which resulted in multiple fatalities. Visited refinery and reviewed procedures and events preceding the incident to identify potential areas of causation and liability. Operating experience and knowledge of technical and safety issues and of industry and management practices helped the client in addressing specific claims issues.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Due Diligence of Gas Gathering and Processing Assets
Conducted due diligence on gas gathering and processing assets within the Permian Basin in Southeast New Mexico and West Texas on behalf of lending group and prospective purchaser. Conducted physical inspection of the facilities, reviewed operation and maintenance records, assessed gas supply and competitive position, and reviewed financial assumptions and projections to ensure consistency with current gas supply contracts and asset performance.
Industry Practice/Standard of Care , Operations/Maintenance , Physical Asset Appraisal , Pricing North America
Dust Collection System Risk Assessment
Performed a quantitative risk assessment on a dust collection system associated with the multifolder process at a large paper products manufacturing facility. Purpose was to determine if OSHA stipulations were appropriate.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Economic Damages Litigation - Plant Explosion
Retained concerning claims of design errors and failures in project management, following explosions and fires at a petrochemical plant.  Conducted in-depth reviews of engineering, procurement, and construction agreements; process technology and design basis; construction records; owner's operating procedures; and actual operating history since start-up of the plant.  Evaluated operating system provided against prevailing industry standards and examined potential for equipment failure.
EPC-related , Industry Practice/Standard of Care , Operations/Maintenance North America
Economic Damages Litigation - Plant Fire
Following furnace damage and rebuild, provided expert regarding property damage costs and normal maintenance/scheduled turnaround/betterment costs. Similarly, business interruption costs were compiled with reference to market situation and product volumes that were available from inventory.
Business Interruption , Industry Practice/Standard of Care , Operations/Maintenance , Physical Asset Appraisal North America
Electric Incident Investigation
Conducted a Root Cause Failure Analysis on a power generation facility following the failures of a surge arrester and a backup battery system. Identified required inspection assistance, evaluated failed component inspection results and examined practices and procedures in place at the facility.
Industry Practice/Standard of Care , Operations/Maintenance North America
Estimate for Fire Rebuild
Developed a cost estimate for replacing and/or purchasing new equipment and materials after damage from plant fire.
Industry Practice/Standard of Care , Operations/Maintenance , Physical Asset Appraisal , Property Damage North America
Ethanol Impact on Refinery Margins
Assessed the impact to U.S. refining margins that would likely result from aggressive growth in ethanol production in the U.S. The study examined the likely distribution of ethanol by PADD under an aggressive ethanol growth scenario, the resulting gasoline supply and demand balances, and the consequent impact on margins over a 10-year period.
PRISM Data or Analysis , Pricing North America
Ethanol Supply and Demand Study
Studied and presented the effects of ethanol supply and demand scenarios on regional gasoline supply and demand for a small domestic refiner. North America
Ethanol Supply Demand Evaluation & Pricing Forecast
Prepared an evaluation of ethanol manufacturing business for a U.S. company considering major capital investments to enter that business.  Developed an analysis which included ethanol supply/demand projections for key gasoline markets, forecasts of future ethanol pricing within those markets, and key sensitivities.
Pricing North America
Ethanol Terminal Blending Facility Evaluation
On behalf of a private equity firm, reviewed a site development plan for a coastal ethanol receiving terminal and associated gasoline blending facility.  Evaluated the market competition for terminalling services within the local area.
Pricing , Product Quality North America
Ethylene Plant Construction Litigation
Assisted in a dispute concerning allegations that poor engineering work product contributed to a >$100 million cost overrun.  Assisted with discovery, inspected plant, evaluated construction documents, analyzed the project critical path, and analyzed lost income due to delays in the project schedule.
EPC-related , Industry Practice/Standard of Care , Operations/Maintenance North America
Evaluate Biodiesel Production Facility
Provided due diligence review of a biodiesel facility in support of project financing. Reviewed capital costs, operating costs, process technology, and maintenance requirements.
Industry Practice/Standard of Care , Operations/Maintenance , Pricing , Product Quality North America
Evaluate Biodiesel Technology and Plant Design
Reviewed and critiqued plant design for prospective biofuels production facility.
Project Feasibility North America
Evaluate Biodiesel Technology Development and Scale-Up
Assessed the technology development and commercialization plan for a biodiesel production hydroprocessing facility. Our conclusions helped provide the basis for the formation of a joint business venture to construct and operate a world-scale biodiesel plant.
Project Feasibility North America
Evaluation of Refinery Competitive Environment
Assisted in a dispute between a major oil company and the Federal Trade Commission's claims regarding the anti-competitive nature of the company's proposed acquisition of a West Coast-based refining and marketing company. Prepared a detailed report analyzing the West Coast refining industry. Assessed the competitive position of each West Coast refinery processing Alaskan crude oil and how they might respond to changes in crude oil prices and/or availability.
Pricing North America
Evaluation of Refinery Operating Procedures
Acted as independent advisor in a dispute between a refinery and the Environmental Protection Agency following a period of excess emissions.
Industry Practice/Standard of Care , Operations/Maintenance North America
Expert Consulting Services
Provided expert consulting services concerning a personal injury incident that involved a weld failure and a release of hydrocarbons.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Fair Market Valuation
On behalf of a major U.S. gas power plant developer, estimated the fair market value of a 1,000 MW natural gas-fired electric power project. Evaluated turn key fixed-price contract for engineering, procurement, and construction for the combined-cycle generation facility along with utilities, rights-of-way, and permits. Reviewed the procurement and delivery of four natural gas turbines and two steam turbine generators.
Pricing North America
Fair Market Valuation of Refinery for Ad Valorem Tax
Fair market valuation of a major US Gulf Coast refinery for the local appraisal district.  Provided a critique of the valuation methodology used by the refinery as basis for lawsuit seeking reduced ad valorem taxes.
Ad Valorem Taxes , Pricing North America
FCC NOx Allocation
Prepared a report of FCC regenerator nitrogen oxides (NOx) production that allowed allocation of FCC NOx from a combined refinery stack.  The report was used to negotiate the allowable corporate average NOx limits with the EPA. 
Industry Practice/Standard of Care , Operations/Maintenance North America
FCCU Construction Litigation
Assisted a major engineering and construction firm in defending allegations that construction errors in the installation of an FCCU catalyst cooler resulted in a significant business interruption claim.  Assisted in discovery, analyzed FCCU operating data, reviewed refinery operating records, evaluated design issues, calculated property damages and business interruption losses, and provided expert testimony.
Business Interruption , EPC-related , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , Property Damage North America
Feasibility and Economics to Produce CARB Phase 3 Gasoline and Diesel
Performed independent assessment of a refinery project to produce CARB gasoline and diesel. Assessment included feasibility, cost, and economics of the project. Study was performed for a prospective buyer of the refinery.
Pricing , Project Feasibility North America
Financial Model
Developed a financial model for a large private equity firm to enable estimates of the future financial performance for the major business segments of a large international refining and petrochemical company.
PRISM Data or Analysis , Pricing North America
Fischer Tropsch (FT) Liquids Market Study
Evaluated potential markets for Fischer Tropsch products, and the logistical requirements to access those markets from a coal-to-liquids facility.  The products included LPG, naphtha, jet fuel, and diesel, and the analysis included expected netback pricing (FOB the plant) to support financial modeling of the capital project.
Gas to Liquids , Physical Asset Appraisal , Pricing , Project Feasibility North America
Fischer Tropsch (FT) Market Study
Conducted a market study for intermediate and finished products resulting from FT synthesis of a gas source in West Africa. The study assessed the best markets and projected netback prices for FT diesel, jet, and naphtha, as well as a review of the marketability of intermediate (unfinished) FT products.
Pricing , Product Quality , Project Feasibility North America Western Europe
Force Majeure Dispute
Provided expert report relating to a claimed force majeure event, due to defects in critical equipment that was required to be installed during a turnaround.  The correction to the defects then resulted in the late delivery of the equipment that extended a petrochemical plant turnaround.   
EPC-related , Industry Practice/Standard of Care , Operations/Maintenance North America
Gas Measurement Dispute
Performed a preliminary audit of natural gas measurement discrepancies between an unregulated gathering system and an interstate pipeline. Identified periods that meters were out of service and utilized system balance to estimate deliveries.
Pipeline North America
Gas Pipeline Rupture Dispute
Performed an independent assessment of the costs incurred, including the lost natural gas inventory, on a ruptured interstate gas transmission line for which the owner requested a multi-million dollar damage reimbursement.  A report was prepared for mediation which resulted in a negotiated settlement.
Industry Practice/Standard of Care , Pipeline , Pricing North America
Gas Turbine Damage
Assisted in a root-cause analysis and damages dispute concerning a major turbine failure in the start-up of a power plant.  
Industry Practice/Standard of Care , Operations/Maintenance North America
Gas Well Incident
Prepared expert report on behalf of client versus OSHA.  Matter involved failure of a pipe carrying natural gas that injured one contractor.  OSHA cited client for failure to provided a safe means of pressure relief for vessel (in-line heater) and piping.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Gas Well Production Dispute
Reviewed gas well production (meter readings) and pipeline pressure history to determine if gas was delivered into gathering system when the system was not being monitored and the local injection compressor was not operating. 
Pipeline North America
Gas Wellhead Equipment Failure
Performed root cause analysis of a gas well casing hanger which led to a well blow out.
Forensic Analysis , Industry Practice/Standard of Care , Operations/Maintenance , Safety North America
Gasification Project Assessment
Assisted in the evaluation of a petcoke-to-substitute natural gas facility to support possible equity investment. Assessment included review of technology, commercial issues, and economics.
Pricing , Project Feasibility North America
Gasoline Blending Compliance
Provided analysis for a refiner that does not produce finished gasoline on the prospects for producing gasoline that meets all API and ASTM requirements. Analyzed the options available to the refinery for blending reformate fractions and whether aromatics or benzene would likely be the constraining specification as it relates to the "anti-dumping" rule. Evaluated potential early compliance with the EPA's mobile source air toxics (MSAT2) program.
Industry Practice/Standard of Care , Product Quality , Project Feasibility North America
Gasoline Contamination Dispute
Provided expert report on refinery practices concerning caustic carryover in FCC gasoline mercaptan treaters.  Class action plaintiffs, consisting of retail station owners, alleged underground storage tank damage due to gasoline contamination.  
Industry Practice/Standard of Care , Product Quality North America
Gasoline Market Study
Provided an analysis of the gasoline market in several mid-continent cities, including a twenty-year price forecast for a client considering market entry.
PRISM Data or Analysis , Pricing North America
Gasoline Spill Litigation
Assisted in a dispute between a retail marketer and contractor concerning allegations that contractor's work contributed to a gasoline spill from a retail gas station that contaminated the well water of 130 homes.  Assisted in discovery, evaluated the mechanical integrity of equipment, examined unique theories of causation, inspected site, and attended destructive testing procedures.
Industry Practice/Standard of Care , Operations/Maintenance North America
Grassroots Refinery Feasibility Study
Conducted a feasibility study for a grassroots refinery project that included assessment of potential crude oil supplies, various refinery configurations, and a detailed analysis of target markets and product distribution logistics.  The study also included an integrated coke gasification complex to supply hydrogen, power, and steam to the refinery.  Capital cost estimates were prepared and project economics were developed for a range of scenarios.
Pricing , Project Feasibility North America
GTL Diesel Blending Study
Performed several diesel blending studies in different refinery configurations using PRISM to calculate the Green House Gas benefits of using GTL diesel as a potential blendstock.
PRISM Data or Analysis , Pricing , Product Quality North America
Heliport Pipeline Leak
Prepared expert rejoinder report on leakage from fuel storage, pipeline, and loading system located at a heliport and marine dock.
Industry Practice/Standard of Care , OSHA-related North America
HF Alkylation Incident
Investigated facts related to pump casing rupture where hydrofluoric acid was released. Reviewed refinery operations, training, and safety practices. Advised attorneys on generally accepted industry engineering practices and standards regarding design, operation, and maintenance of hydrofluoric acid alkylation unit.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
HF Alkylation Restrictions Impact Analysis
Investigated and analyzed the impact of various potential restrictions on the use of HF alkylation technology in U.S. Refineries.
PRISM Data or Analysis , Pricing North America
Historical Refinery Waste Generation
Provided expert report on the probable types and amounts of wastes produced by a refinery during its 50-plus year operating life. Study was part of litigation involving assignment of responsibility for an EPA superfund site.
Environmental , Industry Practice/Standard of Care , Operations/Maintenance North America
Hurricane Rita Claim
A petrochemicals facility experienced a loss of steam supply from an outside steam supplier and a subsequent unscheduled shutdown which, in turn, resulted in production losses and major damage to the facility.  The steam supplier attributed the steam outage to boiler damage caused by a hurricane, which had made landfall several months earlier.  Assisted by investigating the link between the hurricane and the steam supplier boiler outages.  
Industry Practice/Standard of Care , Operations/Maintenance North America
Impact of Gasoline Toxics Regulations
Quantified the impact of proposed changes in gasoline toxics regulations (MSAT-II) on each individual refinery in the U.S. Using our proprietary PRISM refinery modeling system, calculated investment costs, changes in operating costs and product yields. Our report was presented in testimony before the U.S. E.P.A.
PRISM Data or Analysis , Expert Witness/Testimony , Pricing North America
Import Terminal Study
On behalf of four major oil companies, provided a screening study focused on the Port of Long Beach and Port of Los Angeles to determine the future adequacy of the overall port infrastructure and facilities.
Waterborne/Marine North America
Incident Analysis - Petrochemicals
Performed an investigation analysis following fire and explosion incidents at a major Gulf Coast manufacturing facility.  The engagement entailed development of the sequence of events, root cause analysis, assessment of the decision to rebuild, and reconstruction monitoring.  An independent project schedule and cost estimate for the plant reconstruction was developed.
Business Interruption , EPC-related , Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Property Damage , Safety North America
Industrial Incident
Investigated cause of dust cloud deflagration at a Vitamin E production facility. Assessed that bulk solids handling procedures were modified without considering the original safety design basis for the equipment. Developed expert opinions on causation.
Industry Practice/Standard of Care , Operations/Maintenance , Safety North America
Insurance Arbitration
Investigated the circumstances surrounding an oil spill at a Gulf Coast refinery following a hurricane.  Work focused on whether the refiner acted as a "prudent operator" before and after the hurricane and whether the owner was entitled to a claim for damages based on an insurance policy's pollution exclusion clause.  Prepared a written report for submission into evidence in an international arbitration.
Arbitration , Industry Practice/Standard of Care , Operations/Maintenance North America
Insurance Litigation of Refinery Environmental Contamination
Provided expert witness testimony and analysis in the litigation of insurance coverage for previous environmental contamination of petroleum refineries located on the East Coast, West Coast, and Midwest.  Evaluated both liability and damage claims based on the multiple insurance contracts for each site.  
Industry Practice/Standard of Care , Operations/Maintenance North America
Interstate Pipeline Inspection Practices
Provided expert testimony on inspection and maintenance practices for interstate petroleum products pipelines. Issues included reasonable depth of additional overfill and width of maintenance right-of-way.
EPC-related , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , Pipeline North America
Investigate Refinery Heater Explosion
Performed root cause analysis of an explosion at a refinery heater and identified contributing factors. Performed a review of safe operating procedures, including shutdown and start-up of heaters. Provided expert testimony.
Expert Witness/Testimony , Forensic Analysis , Industry Practice/Standard of Care , Operations/Maintenance , Property Damage , Safety North America
Isobutanol Valuation Study
In order to assess the potential value of isobutanol as a gasoline blending component, performed simulations of refinery operations at a select group of West Coast refineries to calculate isobutanol value relative to blending ethanol into gasoline.
PRISM Data or Analysis , Pricing , Project Feasibility North America
Jet Fuel Contamination Dispute
Following product quality issues in major interstate product pipeline movements, reviewed product injection practices and analyses at pipeline injection point. Evaluated analyses at various points along the pipeline to assess possibility of quality degradation.
Industry Practice/Standard of Care , Operations/Maintenance , Pipeline , Product Quality North America
Jet Fuel Underpayment Claim
Assessed jet fuel supply contracts to see if an overpayment claim was justified.
Commercial Terms Review , Pricing North America
Litigation - MTBE
Assisted in defense of oil companies charged with supplying gasoline containing the additive MTBE, which was alleged to have contaminated water supplies. Baker & O'Brien was involved in reviewing and analyzing refinery supply, pipeline distribution, and retail marketing of gasoline in the area subject to the dispute.
Expert Witness/Testimony , Toxic Tort North America
Litigation - Wastewater Treating
Provided expert consulting support for a refinery wastewater treating environmental criminal matter. The work required previous experience with and a solid understanding of the plant processes and equipment which are used in treating industrial wastewater.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance North America
Litigation - MTBE
Prepared expert testimony on the issue that MTBE use in reformulated gasoline (RFG) was the result of a federal mandate to use oxygenates in RFG. The legal result was to consolidate several state MTBE cases into federal court. Several other studies performed, including the ability to use other oxygenates and the costs of ethanol logistics.
Expert Witness/Testimony , Toxic Tort North America
Long-term Outlook - Global Refining and Light/Sweet Crude
Completed a study that examined longer-term developments of the worldwide refining industry and strategies for maximizing the sales value of light, sweet crude grades.  The study identified and evaluated a long-term pricing strategy for light/sweet crude oil as a response to expected changes in crude oil quality, environmental legislation and mandates, and regional growth trends in petroleum demand.
Crude Oil Valuation , Pricing , Product Quality North America
LPG Pipeline Contamination
Evaluated pipeline contamination and potential sources of contaminants from various sources.
Industry Practice/Standard of Care , Operations/Maintenance , Pipeline , Product Quality North America
LPG Pipeline Specifications
Evaluated pipeline tariffs, product specifications, connection agreements, and liquefied petroleum gas sales agreements, including the determination of fractionator feedstock and product economics, for the export of liquefied petroleum gas to northern Mexico from fractionation facilities in West Texas.
Commercial Terms Review , Pipeline , Product Quality North America
Manufactured Gas Plant
Provided technical assistance and review of historical documents in support of litigation regarding the environmental cleanup of a manufactured gas plant site.  The site, which had various gasification units in operation between approximately 1870 to 1950, had been used for a number of other purposes.  Analysis investigated the contamination present at the site to all previous and current gas plant operations.
Environmental , Industry Practice/Standard of Care , Operations/Maintenance North America
Manufacturing Facility and Plant Evaluation
Performed an on-site assessment of a pipe manufacturing facility to determine operational viability. Key assessments made on mechanical integrity and reliability of the process equipment, technical understanding and organizational strength of facility personnel, and related operational issues.
Physical Asset Appraisal , Project Feasibility North America
Market Impact of Low Sulfur Fuels Regulations
Using our proprietary PRISM refinery modeling system, performed a refinery-by-refinery analysis of potential production of low sulfur fuels by U.S. refineries.  Analysis included the seasonal productions of conventional and reformulated gasolines and ULSD and also included jet fuel and high sulfur diesel production.
PRISM Data or Analysis , Pricing North America
Market Value of Natural Gas
Determined the reasonableness of royalty payments for natural gas by comparing available arm's-length contracts, pricing, and actual costs of gathering, compressing, and processing the gas.
Commercial Terms Review , Pricing North America
Midstream Acquisition Due Diligence
Assisted energy distribution company with due diligence for potential transaction involving gas gathering and processing assets located in the Permian Basin.  Assets evaluated included over 4,000 miles of gas and liquid pipelines, four gas processing plants, and multiple gas treating plants.  Participated in data room reviews and management presentations with a focus on commercial, operational, and technical evaluations of midstream systems.  Developed comprehensive economic model of the integrated gathering and processing assets that was used to determine valuations and evaluate key sensitivities.
Industry Practice/Standard of Care , Operations/Maintenance , Physical Asset Appraisal , Pipeline , Pricing North America
Multi-Refinery Synergies
Analyzed the synergies and economic advantages of companies that operate multiple refineries on the U.S. Gulf Coast.  Analysis included advantages in crude acquisition; turnaround and routine maintenance; feedstock and product transportation; efficient processing of intermediate streams; and optimal capital investment.
PRISM Data or Analysis , Pricing North America
Natural Gas Asset Strategic Initiative
Prepared job descriptions and qualifications as part of a new organizational strategy of a fully integrated natural gas division.
Project Feasibility North America
Natural Gas Pipeline and Processing Plant Due Diligence
Assisted an electric utility in its merger with a gas transmission and distribution company. Inspected pipeline and processing facilities and reviewed natural gas and natural gas liquids supply and marketing issues. Conducted operations review and an analysis of staffing levels.
Physical Asset Appraisal , Pricing North America
Natural Gas Royalty Dispute
On behalf of several producing companies, demonstrated the reasonableness of royalty payments for natural gas by comparing available arm's-length contracts, pricing, and actual costs of gathering, compressing, and processing the gas.
Commercial Terms Review , Pricing North America
Natural Gas Royalty Litigation
Evaluated the design and historical capital costs of a natural gas pipeline system in western Oklahoma. Reviewed system material balances and operator's natural gas measurement practices.
Industry Practice/Standard of Care , Operations/Maintenance , Pipeline , Pricing North America
Nitroparaffins Litigation
Assisted in a dispute between an operator and and EPC firm concerning allegations that the process design contributed to an explosion at a nitroparaffins manufacturing plant.  Assisted in discovery, evaluated design issues, and provided expert testimony.
EPC-related , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance North America
Offshore Pipeline Failure
Following a business interruption claim concerning number of failures on a large subsea crude oil pipeline, examined original construction specifications, maintenance, inspection, and operation records of the pipeline.  Also reviewed the repair plans and repair execution of the failed components and made recommendations to include:  a) comprehensive metallurgical analyses; b) preparation of an efficient repair and execution schedule; and c) complete subsea modeling of the pipeline for the purpose of failure mode and time to failure predictions.    
EPC-related , Industry Practice/Standard of Care , Offshore , Operations/Maintenance , Pipeline North America
Offshore Pipeline Project
Served as Independent Engineer on behalf of a major financial institution for a $200 million project to build a deepwater gas and oil-gathering system. Prepared a valuation of offshore pipelines and an onshore gas processing plant for gathering and processing of deepwater Gulf of Mexico oil and gas production in support of structured finance. Certified completion of the project for financial purposes.
EPC-related , Industry Practice/Standard of Care , Offshore , Operations/Maintenance , Pipeline North America
Offshore Platform Design
Assessed design of elevated platform and ladders on a jack-up oil derrick which was under construction.  Compared design to industry standards.
EPC-related , Industry Practice/Standard of Care , Offshore North America
Oil Refining Crude Supply Dispute
Provided engineering and project management consulting services for litigated dispute between two large oil companies concerning an acidic crude oil supply agreement (high TAN crude, high acid crude). Prepared expert report.
Commercial Terms Review , Crude Oil Valuation , Product Quality North America
Oil Sands Downstream Integration Venture
Assisted a producer of Canadian oil sands in assessing potential joint venture partners and refinery acquisition targets for processing diluted bitumen in the U.S.  Conducted modeling and analysis of prospective refineries and advised the client on likely capital expenditures required for processing increasing volumes of diluted bitumen.  Performed technical due diligence, assisted with cash flow valuation analysis, and supported negotiations.
Pricing North America
Paper Coating Plant Project Finance
Served as independent engineer on behalf of a major financial institution for the construction of a new $100 million paper coating plant. Prepared due diligence, assessed technology, evaluated project scope of work and schedule, reviewed engineering, procurement, and construction contracts, and advised bank with respect to mitigation of project risks.
Commercial Terms Review , EPC-related , Project Feasibility North America
Paraxylene (PX) Contract Dispute
On behalf of a major international buyer of paraxylene, prepared an expert analysis concerning damages claimed by a large US based supplier.  Analysis included a detailed evaluation of supplier's paraxylene manufacturing economics.
Business Interruption , Industry Practice/Standard of Care , Operations/Maintenance , Pricing North America
PVC Plant Litigation
Assisted in a dispute concerning allegations that an explosion at a major manufacturer of PVC resins was due to a poor process design that failed to meet government regulations and engineering standards.  Assisted in discovery, inspected the plant, evaluated procedures and work methods, reviewed applicable standards, and reviewed operating records.  
Forensic Analysis , Industry Practice/Standard of Care , Operations/Maintenance North America
Review of Power Development Projects
Evaluated the economic value of five interim power projects in various stages of development for an international power project developer. North America
Valuation of Pipelines and Gas Plant
Served as independent engineer on behalf of a major bank to value and certify completion of a project to build offshore pipelines and an onshore gas processing plant for gathering and processing of deepwater Gulf of Mexico oil and gas production. The valuation was prepared for the lender in support of $200 million of structured finance.
EPC-related , Offshore , Pipeline North America
Refinery Equipment Sales
Assisted the owner of a 60,000 BPD crude oil refinery in developing a marketing plan and finding potential customers for used process equipment. The assignment generated a sale of several major processing units to a local refiner for use in the manufacture of high-octane gasoline blending stocks.
EPC-related North America
Pulp and Paper Mill Incident
Analyzed processing operations and engineering design in a pulp and paper mill to determine sequence of events and possible causes of incident.
Industry Practice/Standard of Care , Operations/Maintenance , Safety North America
Refinery Performance Test Evaluation
Investigated claims of poor performance of a $1 billion refinery project between a refiner and a major EPC contractor. Evaluated charge and yield, feedstock quality, and efficiency issues and assisted in documentation of response to claim.
EPC-related , Product Quality , Project Feasibility North America
Sulfuric Acid Storage Incident
Retained to assist in the investigation of a fatality incident at a sulfuric acid processing and storage facility.  Reviewed equipment design, inspection and repair history, operating procedures, training of personnel, and industry practices.  Assisted legal team with on-site investigation and interaction with local, state, and federal agencies.  Reviewed conclusions by root cause analysis for consistency and factual support.
Forensic Analysis , Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Refinery Evaluation
Used PRISM, Baker & O'Brien's proprietary refining industry analysis tool, to establish relative refinery profitability for Philadelphia refining system. Developed proposal to install instrumentation upgrades and be paid through a percentage of the improved economic value.
PRISM Data or Analysis , Pricing , Project Feasibility North America
Refinery and Chemical Plant Feedstock Valuations
Identified and developed the financial impact due to the non-compliance with interplant agreements for feedstock and product transfers between a refinery and an adjacent chemical plant. 
Pricing North America
Thermal Radiation Exposure
Investigated an incident involving a claim of thermal radiation exposure during a refining unit fire.  Engineering reports, videos, weather conditions, unit design drawings, and published literature on levels of heat exposure from large hydrocarbon fires were evaluated.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Salt Water Disposal Tank Explosion
Investigated the cause and origin of a storage tank explosion at an oil and gas salt water disposal facility in Colorado. Conducted site investigation and facility/equipment inspections, evaluated system design and operation, and conducted witness interviews. Determined cause of explosion and worked with company management to evaluate existing policies and procedures for potential areas of improvement.
EPC-related , Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Physical Asset Appraisal , Safety North America
Planning and Scheduling Improvement
Assisted an integrated oil company in improving its processes and tools for crude oil pipeline scheduling, refinery short-term planning and optimization, refinery scheduling, and performance measurement.  The initiative was part of a large, company-wide implementation of SAP and focused on improving the processes and methods of integrating data between the decision support tools and the data warehouse (SAP BW).  Tools included refinery LPs, refinery scheduling tools, assay systems, and batch pipeline scheduling software.
LP/Planning Practice North America
Refinery Best Practices
Analyzed multiple refineries of a major international petroleum firm to determine economic limitations and causes of performance gaps versus competitors. The study reports consisted of analyses of practices, performance targets, and recommendations for improvement initiatives. The work involved site visits, employee interviews, final reports, and presentations to company management and refinery personnel.
LP/Planning Practice , Operations/Maintenance , Product Quality North America
Project Feasibility and Start-Up Assistance
Retained by a financial institution to conduct an independent assessment of a refinery project to restart and expand idle equipment to produce transportation fuels and lube base oils.  The feasibility analysis included review of project costs, a product price forecast and margin outlook, as well as an assessment of the competitive market environment.  Provided assistance to the lender in structuring terms for loan agreement and establishing project milestones for the funding.  Monitored construction and revamp progress for the lender and certified mechanical completion of the project.  Following start-up of the units, attended performance test runs and provided certifications to the lender that the units met design throughput capacities and products met required quality specifications.
Pricing , Project Feasibility North America
Refinery Product Distribution Outlook
On behalf of a large, publicly-traded master limited partnership engaged in the transportation, storage, terminalling, and marketing of petroleum, we assessed the five-year outlook for refinery production, liquid storage capacity, and major pipeline flows on the USGC.
Pipeline , Pricing North America
Power Plant Construction Dispute
Provided expert report and oral testimony on roles and responsibilities of: (1)  an EPC contractor under a Lump Sum-Turn Key contract; (2) owners in awarding and managing such projects; and (3) the capabilities of owner's and contractor's project management teams.  The project involved provision of EPC services to retrofit selective catalytic reduction equipment to existing power generation units, as mandated by the regulatory authorities.
EPC-related , Expert Witness/Testimony North America
Technology Commercialization
Performed due diligence on a new gas-to-liquids (GTL) process to evaluate possible routes to commercialization.  The work program included the following steps: verification of mass balance, comparison of laboratory and pilot plant yields, evaluation of alternative technologies, assessment of scale-up issues, review of preliminary commercial design, estimate of capital costs, and the development of an economic model that included sensitivity analyses for capital costs, yields, and prices.
Gas to Liquids , Intellectual Property , Project Feasibility North America
Refinery Evaluation
Retained by a financial institution to conduct an independent assessment of an asphalt refinery. In addition to an analysis of the market environment, the assessment included a review of the general condition of machinery and equipment and projected operating performance of the refinery.
Physical Asset Appraisal , Pricing North America
Supply and Distribution
Assisted in a dispute concerning the effects of Hurricanes Katrina and Rita on jet fuel prices for the Gulf Coast market.  The sequence of events and impacts on individual suppliers were developed, as well as an allocation of outages and price differentials attributable to each hurricane.  Our analysis of pricing activity also considered estimates of normalized versus event-based price movements in the overall market.  
Pricing North America
Refinery and Expansion Project Valuation
Assisted a refinery owner in establishing a value for an existing refinery, the value of a large expansion project, and the additional value resulting from a guarantee clause associated with the expansion project.  The analysis included cash flow modeling, comparative sales assessments, and an evaluation of expansion project capital requirements and economics.
Pricing North America
Subsea Pipeline Rupture
Assisted attorneys in investigating the circumstances surrounding a rupture of a subsea crude oil pipeline caused by a vessel dragging an anchor. This assignment included a review of the impact on crude oil gathering system and receiving terminal operations, the owner's emergency response, subsea pipeline repair costs, and a determination of the maximum insurable loss.
Business Interruption , Offshore , Pipeline , Property Damage , Safety , Waterborne/Marine North America
Technology Assessment
Working for potential investors, reviewed plans for a grassroots lube oil re-refining facility, and advised our client regarding technology and commercial risks.
Pricing , Project Feasibility North America
Refinery Business Interruption
Prepared detailed analyses of property damage, business interruption, and demurrage claims resulting from a vessel allision with a refinery dock.  
Business Interruption , Property Damage , Waterborne/Marine North America
Underground Storage Tanks Claim
Assisted in a dispute concerning an allegation that Underground Storage Tanks (USTs) at a retail outlet had released gasoline vapors, resulting in contamination of groundwater with MTBE. Assignment included review of procedures for delivery of gasoline from tankers to UST, review of equipment and fittings used in UST, review of hydrogeological data regarding groundwater and contamination plumes, review of the design of vapor recovery systems, and calculations of vapor composition and amounts released. Prepared report to document findings and testified in deposition.
Environmental , Expert Witness/Testimony , Industry Practice/Standard of Care , OSHA-related , Toxic Tort North America
Review of Facilities Safety Issues
Assisted in technical review of safety related issues at crude oil production and gathering facilities.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Pipeline , Safety North America
Refinery Acquisition Study
Provided assessment of refinery technical and economic features for prospective buyer, including on-site inspection and projections of potential capital investments for refinery upgrades.
Pricing North America
Planning and Economics Implementation Assistance
Made an assessment of the implementation plan and "change readiness" associated with a project to improve the short-term planning, optimization, and decision-making processes for a global refining and marketing company.  Assessed key stakeholder impressions of the improvement project and provided feedback to senior management to ensure a successful outcome.
LP/Planning Practice , Operations/Maintenance North America
Substitute Natural Gas Market Study
Developed comprehensive market profile of SNG industry and market in North America, including operating and planned facilities, feedstock outlook, project incentives, and environmental issues.
Environmental , Gasification , Pricing North America
Root Cause Analysis
Conducted a Root Cause Failure Analysis on a high pressure steam turbine that failed following a planned outage at a cogeneration power plant. Evaluated outage work procedures, actual outage work undertaken, start-up monitoring results, and post-failure turbine inspection results on turbine disassembly.
Forensic Analysis , Industry Practice/Standard of Care , Operations/Maintenance North America
Refinery Acquisition Planning
On behalf of an acquisitive client, developed a summary of the U.S. refining business to focus on the supply/demand and competitive forces within the market.  Provided information regarding historical U.S. refinery M&A transactions and a summary of typical due diligence focus items.  Screened several potential acquisition candidates and developed a shortlist of opportunities which appeared to best align with the strategic objectives of the client.
Pricing North America
Refinery Restart Due Diligence
Performed a site inspection and advised potential investor regarding the technical and commercial viability of restarting a refinery that had been shut down for several years.
Industry Practice/Standard of Care , Operations/Maintenance , Project Feasibility North America
Refinery Feasibility Study
Studied the possible development of a grassroots refinery that included an assessment of the refinery's potential feedstock, refined product yields, operating costs, and earnings capability.  Utilizing Baker & O'Brien's proprietary PRISM refining industry analysis software and data services, developed a ten-year outlook for refining margins/crack spreads, modeled alternative refinery configurations, and conducted a competitive assessment of the proposed refinery compared to key regional competitors.
PRISM Data or Analysis , Pricing , Project Feasibility North America
RFS Infrastructure Study
Prepared a report for the American Petroleum Institute (API) that analyzed the potential logistics and infrastructure bottlenecks on a year-by-year basis to 2012 that could result from the industry trying to meet the Renewable Fuel Standard from the Energy Independence and Security Act of 2007.
PRISM Data or Analysis , Pricing , Product Quality , Project Feasibility North America
Reciprocating Compressor Accident
Reviewed details of non-fatal accident involving a restart of skid-mounted gas compression machinery at a producing well. Upon investigation of the facts, prepared report detailing the proximate cause of the incident.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Refinery Competitiveness Study
Analyzed the relative competitiveness of a group of refineries in a specific region.  The study included an analysis of the local supply and demand balance, and a forecast of product movements into and out of the region.  Using our proprietary PRISM system, modeled each refinery in its current configuration and in its expected configurations eight years in the future.  Profit margins were calculated for each refinery under three different product price scenarios.
PRISM Data or Analysis , Pricing North America
U.S. Refining and Marketing Strategy
Advised a client on developing strategic options as it relates to future participation in the U.S. refining and marketing sector. Developed scenarios and assessed the medium term outlook for refining and marketing in the U.S. to support client objectives. Prepared short list of potential candidates for acquisition, and developed case studies and recommendations related to post merger integration activities. Advised client on appropriate timing for executing strategic objectives.
PRISM Data or Analysis , Pricing North America
Refining Economics Course Development
Developed an outline and course material for a refinery and oil sands upgrading course to be given in-house by an operating company.
LP/Planning Practice North America
Refinery Oil Sands Processing Capability
Conducted refinery modeling and developed a preliminary assessment of the current and future capabilities of several U.S. refineries for processing diluted bitumen. Prepared initial screening estimates of likely "Phase 1" capital projects for significantly increasing the capability to process blended bitumen. Conducted analysis of likely future competitiveness of same refineries in the regions of operation.
PRISM Data or Analysis , Pricing , Project Feasibility North America
Refinery Product Delivered Cost Data
Assisted a client with the historical analysis of refined product supply patterns and costs in the U.S., with a particular emphasis on delivered cost of supply for transportation fuels. Provided five years of delivered product volume and cost data (by calendar quarter), for all major gasoline and distillate grades, for 85 U.S. markets, as produced and transported from over 130 fuels refineries.
Pricing North America
Transmix and Biodiesel Processor Valuation
Developed a business valuation for an entity engaged in transmix processing, biodiesel production, and ethanol terminaling. The engagement entailed analysis of historical, current, and projected cash flows from operations to generate an income-based value for the enterprise. The work included updates to valuations of operations previously assessed by Baker & O'Brien, as well as analysis of new facilities.
Pricing North America
Pipeline Contamination Dispute
Assisted in a claim involving an alleged y-grade/NGL pipeline contamination from a gas processing facility.  Examined the following key areas to evaluate the claim: pipeline hydraulics, laboratory records, chronology of pipeline sample data, reasonableness of claimed expenses, gas processing facility operation, and records.   
Business Interruption , Industry Practice/Standard of Care , Operations/Maintenance , Pipeline North America
Refining Strategic Analysis
Using PRISM, performed a competitor analysis of over 20 refineries that potentially competed with client refinery. Developed refinery cost curves under multiple crude oil and product price scenarios and identified key characteristics of those refineries which operated at the low end of the cost curve.
PRISM Data or Analysis , Pricing North America
Refinery Analysis
For a prospective investor, provided analysis and commentary on the relative competitiveness of a targeted refinery, explaining the fundamental basis for its competitive position.
Pricing North America
U.S. Midcontinent Crude Valuation
Evaluated crude oil refining values and logistics for several targeted refineries in the U.S. midcontinent area.  Evaluated expected price parity points for domestic crude oils versus competing grades delivered to the refineries via pipeline.
PRISM Data or Analysis , Crude Oil Valuation , Pipeline , Pricing , Product Quality North America
Tank Truck Explosion Investigation
Investigated the potential causes and sources of ignition for an explosion that destroyed a road tanker, used to haul raw natural gas liquids from a gas treating plant, that was in a repair shop for the replacement of a pressure relief valve. 
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Product Supply Contract Review
Following the notice of cancellation of a product supply agreement based on crude processing, to be replaced with an agreement where refined product prices were to be supplied based on adjustments to posted prices, evaluated the economics of the proposed supply contract compared with the existing crude processing agreement.  Determined the required level of discount to OPIS prices to match product cost under the existing crude processing arrangement.
Commercial Terms Review , Crude Oil Valuation , Pricing , Product Quality North America
Refinery Competitiveness Study
Prepared a competitive positioning analysis for a Midwest Refinery that incorporates the impacts of the proposed Cap and Trade legislation in Congress. Addressed the potential financial impacts of Cap and Trade on the refining industry in PADDs 2 and 3.
PRISM Data or Analysis , Environmental , Pricing , Project Feasibility North America
U.S. Refinery Competitiveness Assessment
Assessed the expected future competitiveness of U.S. refineries in PADDs 1, 2, 3, and 5.  Developed a base scenario and price outlook to evaluate future relative cash margin performance for over 90 refineries considering large expansion projects.  Examined effects of key sensitivities, such as light/heavy crude oil price spreads, effects of carbon regulation, and the price differential between gasoline and diesel.
PRISM Data or Analysis , Environmental , Pricing , Project Feasibility North America
Refinery Integration Analysis
Using PRISM, investigated and analyzed the potential value that two refiners might capture through the consolidation of operations of two neighboring refineries.  The analysis was performed under multiple price scenarios.
PRISM Data or Analysis , Pricing , Project Feasibility North America
Refinery Equipment Evaluation
Evaluate suitability of surplus equipment from a shut down refinery crude unit being sold for rehabilitation and then installation overseas.
Project Feasibility North America
West Coast Refining Strategy
On behalf of a West Coast refining company, we estimated the cash margin of all PADD 5 refineries under four different price scenarios.  These competitive margin assessments were presented for 2015, 2020, and 2025 and accounted for the cost of compliance with CO2 regulations and other environmental regulations that were applicable to each scenario.
PRISM Data or Analysis , Pricing , Project Feasibility North America
Refining Industry Overview
Provided guidance as to opportunities within the U.S. petroleum fuels market for blending isobutanol. Developed a list of target refineries for blending of isobutanol into gasoline. Provided isobutanol gasoline blend valuations versus ethanol for several Midwest refineries.
PRISM Data or Analysis , Pricing , Product Quality , Project Feasibility North America
U.S. Gasoline Study
Performed an independent analysis to determine the potential supply and cost impacts of a new National Clean Gasoline Standard that would significantly lower the Reid Vapor Pressure (RVP) and sulfur allowed in gasoline. A refinery-by-refinery analysis was performed that considered each refinery's compliance options accounting for technical, strategic, market, and economic factors, and then estimated a likely response based on this information.
PRISM Data or Analysis , Pricing , Product Quality , Project Feasibility North America
Ultrafines Study
Provided an analysis of the economic impact of the presence of ultrafines in a Canadian mined bitumen upgrader operation.  Quantified the capital and operating cost mitigation steps required by a mined bitumen upgrader operation to address the impacts associated with ultrafine solids present in the mined bitumen.  Prepared a written report and presented results.
Product Quality , Project Feasibility North America
U.S. Gulf Coast Isobutanol Study
Evaluated the gasoline blending economics for isobutanol versus ethanol for a U.S. Gulf Coast refinery. Calculated the value difference between isobutanol and ethanol in a low vapor pressure conventional gasoline.
PRISM Data or Analysis , Pricing , Product Quality , Project Feasibility North America
Refinery Valuation Dispute
Assisted in a dispute between minority shareholders and company management concerning claims that certain refinery assets were improperly valued when the group's ownership interests were purchased by the company's management.  Prepared a detailed valuation of the refinery assets in question and showed how their location, processing capability, and access to feedstocks contributed to their value relative to the competition.  Prepared an expert report and testified in Federal Court.
Expert Witness/Testimony , Pricing North America
Refinery Business Interruption
Determined the economic damages suffered by a refiner as a result of multiple incidents which eventually led to reduced feed to the refinery.  Project required the analysis of all refining units, including their actual and planned operations and maintenance.  Alternative utilizations of feedstock and supply of products were also investigated.
Business Interruption North America
Pressure Vessel Failure
Investigated the cause of a hydrocarbon release resulting from the brittle fracture of a pressure vessel during start-up at a petrochemical plant. Incident involved multiple injuries and deaths and extensive property damage. Issues studied include ethylene plant design, operating practices and procedures, start-up operations, instrumentation, and safety training.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Polyolefins Plant Explosion
Assisted attorneys and company in preparation for litigation and negotiation with government agencies while investigating the cause of an explosion which caused the death of over 20 people. Assisted risk management in preparing and negotiating property damage and business interruption claims in excess of $1.3 billion.
Business Interruption , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Property Damage , Safety North America
Refinery Feasibility Study
On behalf of a financial institution considering the financing of a "grassroots" refinery project, prepared a detailed feasibility study for the refinery.  The proposed facility was to be based outside of Phoenix, Arizona, where it was to serve the fast growing Phoenix/Tucson area with new "clean burning" fuels.  Analyzed regional product markets, existing and potential competition, alternate crude oil sources and availability, optimum refinery configuration, and by-product disposition.  Attended meetings with potential crude suppliers and product customers.  Feasibility study was also used in negotiations with equity participants.
Pricing , Project Feasibility North America
Propylene Production
Studied the feasibility of reconstruction and expansion of a catalytic dehydrogenation plant at a large Gulf Coast refinery for the production of propylene from propane. The study included evaluation of the current technology, development of costs for reconstruction and expansion, estimation of operating costs, and assessments of regional markets for propylene.
Pricing , Project Feasibility North America
Refinery Reactivation and Upgrading
Worked on behalf of a major investment banking group to evaluate the plans of an independent refiner to upgrade and reactivate its 200,000 barrels per day refinery.  Conducted "due diligence" on the company's plans and specifications, evaluated likely economics, and assessed competitive forces in the marketplace.  Upon closing of the financial transaction, monitored the construction progress, schedule, and budget over a period of four years.  Reviewed all invoices for labor and materials and approved draw down of construction funds in accordance with the contractual agreements.
EPC-related , Project Feasibility North America
Utility Feedstock Contract Evaluation
On behalf of a regional utility in central Alaska, evaluated newly proposed long-term feedstock contracts linked to prices on the New York Mercantile Exchange.   The proposed price adjustments were based on quality variations from the fuel specifications.
Pricing North America
Polypropylene Manufacturing Facility
Provided a cash flow valuation of a polypropylene complex in support of an ad valorem tax matter. The valuation included analysis of recent historical operations, review of the markets for feedstocks and products, development of operating costs, and analysis of industry trends.
Ad Valorem Taxes , Pricing North America
Polybutylene Pipe Litigation
Assisted municipal water districts in asserting claims for tens of millions of dollars in damages resulting from defective polybutylene pipe.  Assisted in discovery, evaluated research and development records, reviewed state-of-the-art issues, and provided expert testimony.
Expert Witness/Testimony , Industry Practice/Standard of Care , Pipeline , Product Quality North America
Polypropylene Manufacturing
Assisted in a dispute concerning insurance claims for property damage and business interruption in connection with a reactor incident during construction of a production facility.  
Business Interruption , EPC-related , Industry Practice/Standard of Care , Property Damage North America
Pipeline Divestiture
Undertook a comprehensive market analysis and competitive assessment of a major refined products pipeline system and formed various strategic options for asset disposition. The conclusions developed from the engagement supported the client's subsequent decision to divest certain asset segments.
Pipeline , Pricing North America
Retail Marketing Business Development
Assessed Mid-Continent petroleum retail markets and competitive environment on behalf of a prospective retail market entrant. Pro forma economics were prepared for various retail business configurations to determine entry strategy options and assess the client's development objectives.
Pricing North America
Process Plant Leasehold Settlements
Assessed the market value of residual operating interests held by a major financial entity in several leased chemical processing facilities. Each engagement included an ongoing advisory role pursuant to successful negotiations for sale of the institution's ownership interests.
Pricing North America
Petroleum Supply Planning
Assisted a major Canadian oil company in identifying improvements to its supply-chain planning process. The assignment focused on improvements that could be realized by an integrated oil company that produces, markets, and refines synthetic crude produced from oil-sands.
Pricing North America
Refining and Marketing Performance Benchmarking
Developed and maintained a quarterly benchmarking service for a consortium of refiners and marketers with operations in the U.S.  The publication reported key financial and productivity benchmarks on a quarterly basis to subscribers for use in competitive analysis and strategy formulation.
Pricing North America
Refining Market Forecast
Investigated business interruption claims from fuels refineries, lube refineries, cement plants, fuels distributors, and chemicals manufacturers due to the closure of marine access following the release of oil into the waters surrounding the plants.  
Business Interruption North America
MTBE Litigation
Prepared declaration of gasoline distribution issues in northern California, including rebuttal of other experts' analyses of gasoline distribution.
Industry Practice/Standard of Care North America
Coal Gasification Plant Accident
Provided assistance to a mechanical contractor for a root-cause investigation of a fatal accident at a coal gasification plant.
Gasification , Industry Practice/Standard of Care , Operations/Maintenance , Safety North America
Arbitration - Refinery Valuation
In support of a valuation dispute, developed an economic model to assess the value of a fuels refinery.  Submitted an expert report and provided testimony.
Arbitration , Expert Witness/Testimony , Pricing North America
Gas Plant Explosion & Subsequent Insurance Claims
Assisted resolution of claims between insurance company and Owners/Operators related to a gas plant explosion.  Reviewed property damage and business interruption claims for accuracy and veracity.
Business Interruption , Pipeline , Property Damage North America
Propane Storage Assessment
Prepared an analysis of an underground propane storage system to determine causes of leakage and potential corrective actions. North America
Petrochemical Terminal Fire
Reviewed testimony, expert reports, and forensic evidence and attended depositions to determine cause and origin of terminal fire.  Prepared report addressing electrostatic discharge theory, petrochemical handling procedures, employee training, and management issues. 
Forensic Analysis , Industry Practice/Standard of Care , Safety North America
Asphalt Refinery Valuation
Concerning an owner's capability and obligation to pay a prior arbitration award, determined a retrospective fair market value of an asphalt refinery and provided testimony regarding the estimated value of the refinery assets.
Expert Witness/Testimony , Physical Asset Appraisal , Pricing North America
Study of Planning Processes
Assessed the monthly planning and optimization process and identified recommendations to address significant limitations to profitability improvement.  Reviewed the linear program model and conducted interviews of key personnel involved in the planning process, including crude selection, refinery processing, LP optimization, product distribution, and product marketing. 
LP/Planning Practice North America
Fall Protection Evaluation
Investigated circumstances concerning the injury to a person who fell from a loading dock.  Provided opinions regarding general safety requirements, industry practices, and fall protection requirements for this type of activity.
Industry Practice/Standard of Care , OSHA-related North America
Misappropriation of Trade Secrets
Using chemical engineering expertise, process design background, and experience in operations and manufacturing, provided an opinion on the likelihood of another firm’s ability to produce the same pharmaceutical chemical with comparable quality and value as the original product without utilizing trade secrets learned from the intellectual property owner.
Intellectual Property , Product Quality North America
Gasoline Pricing Dispute
Analyzed gasoline price anomalies that developed after a major hurricane made landfall on the U.S. Gulf Coast. Provided technical support for the use of Gulf Coast spot market pricing as the basis for gasoline sales contracts.
Pricing North America
Crane Accident Claim Analysis
Analyzed business interruption and property damage insurance claim by a refinery operator resulting from a crane accident. This included analysis of the cost to repair the physical damage from the accident, the impact to schedule and cost of a process unit turnaround that was in progress at the time of the accident, and valuation of lost production due to the accident.
Business Interruption , Operations/Maintenance , Property Damage North America
Gas Plant Emergency Shutdown Design Analysis
To determine whether a system complied with key requirements, reviewed design of cryogenic gas plant emergency shutdown system in connection with a fire event to assess conformance with API RP 521 (Guide for Pressure Relieving and Depressuring Systems).  Provided affidavit of merit pursuant to Texas Civil Practice Section 150.002.
EPC-related , Expert Witness/Testimony North America
MTBE Litigation
Supported joint defendants in litigation involving alleged MTBE contamination in groundwater. Analyzed gasoline supply issues to central Illinois over the period 1980 to 2006. 
Industry Practice/Standard of Care North America
Terminal Facility Due Diligence
Conducted financial and operational due diligence on behalf of lenders for a large regional petroleum terminal facility with associated transmix processing and commercial waste treatment operations. Tasks included inspection of facilities, assessment of competitive market position, evaluation of financial performance, and estimation of potential market value for the facilities. North America
Natural Gas Gathering Disputes
Provided expert report regarding claims involving natural gas measurement, prudent operations, natural gas pricing, surface estate issues, reasonable accommodations, and environmental considerations.
Industry Practice/Standard of Care North America
Tennessee Gasoline and Ethanol Blending
Provided an expert report and expert testimony on the production and distribution of ethanol and gasoline, particularly branded gasoline, in the state of Tennessee.  Provided a refiner perspective of the impact of the Renewable Fuel Standard on gasoline blending, distribution, and marketing operations.
Expert Witness/Testimony , Pricing North America
Feasibility Assessment
Developed a feasibility study for a large, potentially stranded, natural gas discovery. Constructed an economic model to evaluate potential options for gas monetization, including pipeline natural gas sales, gas-to-liquids (GTL), and liquefaction (LNG). Performed market assessments for the LNG and GTL products.
Gas to Liquids , LNG , Pricing , Project Feasibility North America
Failure Analysis of Pressure Washer
Evaluated the cause of a failed hot water pressure washer used during a road construction project. North America
Refinery Off-Gas Recovery Project
Provided independent assessment and  due diligence for a proposed refinery offgas treating facility in the USGC.  Advised the client on requirements related to schedule, documentation, and technology selection for project financing.
Project Feasibility North America
Oil Field Pipe Dispute-Insurance Claim
Reviewed a claim involving an insurance dispute relating to proper preservation of drilling pipe in a storage yard following a hurricane.
EPC-related , Industry Practice/Standard of Care North America
Pipeline Pigging Accident
Reviewed injury accident that occurred while pigging a gathering pipeline to remove formation water produced with natural gas. Provided an expert report regarding applicable industry standards regarding operation of vacuum truck for disposal of formation, as well as observations regarding the contractual responsibilities of the tank truck operator and the production operator.
Industry Practice/Standard of Care , Pipeline , Safety North America
Refinery Contractor Indemnification Dispute
Provided expert opinion concerning an indemnification dispute between a refiner and contractor, as well as the standard of care and practice in the industry concerning the design and construction of a piping relief system.  Also opined on the refinery owner’s responsibilities concerning the acceptance and maintenance of completed piping systems.
EPC-related , Industry Practice/Standard of Care , Operations/Maintenance North America
Lube Oil Re-Refining Assessment
Prepared an assessment of lube oil re-refining plant to determine causes of problems related to reliability and operating performance.
Operations/Maintenance North America
Gas Producer Contractual Dispute
Provided expert report and testified in federal bankruptcy court concerning disposal costs of produced salt water, reasonableness of a farm-out joint venture agreement, costs of capital, and salvage value of production equipment.
Industry Practice/Standard of Care North America
Review Refinery Feasibility Study
Conducted a detailed review of a feasibility study to construct a new refinery (oil sands feedstock) in Canada.  Reviewed capital costs, crude oil and product pricing assumptions, and several other key inputs that were used in an integrated financial model.
Pricing , Project Feasibility North America
U.S. Gasoline Study
Performed an independent analysis to determine the potential supply and cost impacts of a new National Clean Gasoline Standard that would significantly lower the Reid Vapor Pressure (RVP) and sulfur allowed in gasoline. A refinery-by-refinery analysis was performed that considered each refinery’s compliance options and likely response considering technical, strategic, market, and economic factors.
PRISM Data or Analysis , Pricing North America
Refinery Explosion, Subrogation of Insurance Claim
Assisted in a dispute concerning a rebuild estimate, which was the subject of subrogation, for an oil refinery process plant damaged by an explosion.  
Property Damage North America
MTBE Litigation
Provided expert report that evaluated and discussed the issues concerning why MTBE was chosen over ethanol to the federal oxygenate requirements in the early 1990s.  Also included was a discussion of how gasoline was supplied to the local region in California over the 1990s and early 2000s. 
Industry Practice/Standard of Care North America
Preliminary Refinery Value Assessment
Established a preliminary valuation assessment of a refinery for a local taxation district. Assessment was used in initial discussions with the taxpayer.
Ad Valorem Taxes North America
Bitumen Diluent Study
Developed a market study regarding diluent to be used by Canadian Oil Sands bitumen producers. This included projected supply and demand balances, logistics requirements, and impact from unconventional natural production.
Pricing North America
Refinery Marketing Study
Surveyed existing and potential customers regarding proprietary slurry oil separation.  Evaluated responses to determine the industry's perception of the technology and quantified the potential value for refinery customers.  North America
Petroleum Terminal Valuation
Updated valuation of petroleum terminal and trans-mix processing facility completed previously in order to reflect changes in the business environment, and to reflect specific transaction scenarios designated by the client. 
Pricing North America
Project Development Dispute
Prepared an expert report and delivered a deposition and testimony at jury trial in a dispute involving a project development claim. The dispute focused on the value and likelihood of successful completion for two projects in the early stages of development: a natural gas salt dome storage facility and a petroleum products terminal.
Expert Witness/Testimony , Industry Practice/Standard of Care North America
Refinery Strategy Meeting
Conducted a kick-off session for a day-long senior level strategy meeting. Discussed the client's competitive position and the attributes of top performers. North America
NGL Pipeline Due Diligence
Reviewed data presented by a potential NGL pipeline seller on behalf of a potential buyer. The review focused on mechanical integrity and other safety issues.
Operations/Maintenance , Physical Asset Appraisal , Pipeline North America
HF Alky Study Sensitivity Case
Investigated and analyzed the impact of various potential restrictions on the use of HF alkylation technology in U.S. Refineries.
PRISM Data or Analysis North America
Gas Gathering and Treating Due Diligence
Performed due diligence of West Texas natural gas gathering and treating system. Reviewed contracts and facilities, assessed competition, developed economic model, and estimated market value of assets. North America
Review Insurance Claim
Reviewed an insurance claim for refinery "opportunity loss" resulting from a dock closure because of an oil spill.
Business Interruption North America
Dust Explosion Capability Testing
Provided assistance in testing of explosiveness of resin dust during the operation of hand tools in a confined space.  Dust test results were videotaped and used for litigation support.
Safety North America
Dispute Support - Groundwater Contamination
Provided expert witness support regarding a groundwater contamination claim at a closed refinery. Provided opinions regarding the standards of care and operation of the former refinery. Prepared a written expert report.
Environmental , Industry Practice/Standard of Care , Operations/Maintenance North America
Refinery Economics Update
Utilized Baker & O'Brien long-term price forecast to update the project’s economics. Our analysis considered various options for refinery size and petcoke gasification.
Pricing North America
Isobutanol White Paper
Evaluated the economic impact of blending isobutanol in place of ethanol for finished gasoline in various U.S. markets. Also evaluated isobutanol as a substitute for purchased alkylate in gasoline blending. Determined the highest value options for blending isobutanol into gasoline. Summarized the results in a White Paper style report.
Pricing , Project Feasibility North America
Petroleum Refinery Due Diligence
Prepared a due diligence report on a full conversion refinery, including a review of regional crude oil supply and regional products markets.  Reviewed refinery operations, including high level assessments of refinery safety and environmental performance.  Developed economic model of refinery and estimated market value.
Pricing North America
Tube Sheet, Flare Tip Matter
Investigated the cause of tubesheet and flare tip damage related to an unplanned sudden shutdown of the facility.  Evaluated whether damage was caused by the shutdown, long-term wear, or contractor error during installation.  Provided expert support through mediation and settlement efforts.  
EPC-related , Industry Practice/Standard of Care , Operations/Maintenance North America
Refinery Valuation
Provided an assessment and valuation for potential U.S. refinery candidates for a client considering a refinery acquisition. Analysis included price scenario development and financial modeling to determine indicative offer price.
Pricing North America
Biodiesel Plant Construction Dispute
Evaluated engineering and construction practices in a dispute between an owner and EPC contractor due to cost overruns.  Issues included engineering and project management practices which required rework, and construction practices which created safety and operability issues.  Cost estimates were prepared for correcting the deficiencies.
EPC-related , Industry Practice/Standard of Care North America
Gas Compressor Incident Dispute
Provided expert opinions concerning a gas compressor failure insurance claim related to:  (1) evaluating the gas processing facilities' maintenance and standard of care practices compared to industry standards; and (2) reviewing the operating practices and programs utilized at the facility to determine if these practices caused or contributed to the incident and subsequent damage.
Industry Practice/Standard of Care , Operations/Maintenance North America
Gas Treating Facility Explosion Investigation
Investigated cause of system overpressure and shutdown of downstream pipelines which led to flange gasket failure and fire.  Reviewed system design, construction, and overpressure protection at wellheads located upstream to determine cause of failure.   
EPC-related , Industry Practice/Standard of Care , Pipeline , Safety North America
Due Diligence of a Lube Re-Refining Facility
Conducted a due diligence analysis of technical and economic features of a lube oil re-refining plant involving a potential acquisition.
Pricing North America
Refining Margin Forecast
Prepared a ten-year price forecast for a petroleum refiner for use in its long-range plan development.  Reviewed current downstream refining industry trends, including supply and demand balances, environmental regulations, and shifts in regional crude oil pricing to develop a future downstream industry outlook.
Pricing North America
Refinery Acquisition Study
Provided client with five years of operating and financial data from the PRISM refinery database for use in evaluating a potential acquisition.
PRISM Data or Analysis , Pricing North America
Gasoline and Diesel Terminal Due Diligence
Performed technical due diligence for terminal assets on behalf of financial firm.  Visited the facilities and reviewed relevant documentation to advise the client on issues concerning the operability, safety, and physical conditions of the facilities and potential future maintenance and capital costs.
Operations/Maintenance , Physical Asset Appraisal , Waterborne/Marine North America
Cause and Origin Analysis
Conducted a cause and origin investigation of a fire at a natural gas combined cycle generation plant.  Investigation included in-plant interviews and review of operational data, as well as metallurgical investigation to determine the probable cause and origin of the fire.
Forensic Analysis , Operations/Maintenance , Safety North America
Refinery Economic Analysis
Prepared due diligence analysis of refinery technical and economic performance to support a potential working capital loan. North America
Refinery and Pipeline Systems Valuation
Provided values of a refinery, crude oil gathering, and products marketing system to be recorded as fair values for purchase price allocation purposes.
Pipeline , Pricing North America
Refinery Technical Review
Provided a technical review and forecast of cash flows for a refinery acquisition candidate. North America
Refinery Cash Margin study
Provide a comparison of cash refining margins for PADDs 1 through 4 versus expected cash refining margins when inland crude oil transport bottlenecks to the USGC have been relieved.
Pricing North America
Condensate Gathering System Due Diligence
Assisted client with engineering due diligence on a Texas condensate gathering system focusing on pipeline mechanical integrity issues.
Industry Practice/Standard of Care , Physical Asset Appraisal , Pipeline North America
Horizontal Drilling Property Damage
Reviewed damage to private property (farmland) allegedly caused during the installation of an underground pipeline.  A portion of the pipeline was installed using the technique of horizontal directional drilling (HDD). 
EPC-related , Pipeline , Property Damage North America
Monterey Shale Oil Study
On behalf of a California refiner, reviewed the potential for production of Monterey shale crude oil in the San Joaquin Valley and the accessibility of this crude to the client's refining system.
Crude Oil Valuation , Pricing , Product Quality , Project Feasibility North America
Natural Gas Gathering Fee Dispute
Reviewed natural gas contracts to opine on whether addition of a gas gathering fee was consistent with typical commercial experience on intrastate pipelines.
Commercial Terms Review , Pipeline North America
Market Study for Crude Oil Rail Unloading Terminal
Provided an update to a previous report on U.S. light crude oil supply/demand and implications for a new crude oil unloading terminal in a large refining center on the USGC. Supplemented the report with an analysis of heavy crude oil rail transport opportunities.
Pricing , Project Feasibility North America
Hurricane Damage Insurance Dispute
Assessed the impact of a hurricane to a refinery and its impact on turnarounds being executed at residue upgrading process units.  Support included investigating failures incurred to a flare and to a heater, their relationship to the hurricane, and subsequent shutdowns of process units.  
Operations/Maintenance North America
PADD 1 Refining Study
Provided a competitiveness analysis of refineries located in U.S. PADD 1, U.S. Virgin Islands, and Eastern Canada. Developed a price forecast and historical supply and demand balance. Provided a competitive ranking of a prospective acquisition of a refinery in the region being considered by the client.
PRISM Data or Analysis , Pricing North America
Refinery Risk Assessment
In support of questions relating to company stock valuation, assessed the technical and commercial risks inherent in several refineries owned by a U.S. refining company. North America
Canadian Downstream Petroleum Outlook
Evaluated the cumulative effect that regulations and policies may have on the Canadian downstream petroleum sector over the next 20 years. North America
Crude oil and Product Price Forecast
Developed a crude oil and product price forecast for a client's use in evaluating an investment in a new refinery.
Pricing North America
Refining Market Forecast
Prepared a ten-year price forecast for a petroleum refiner for use in its long-range plan development.  Reviewed current downstream refining industry trends, including supply and demand balances, environmental regulations, and regional crude oil  pricing to develop the outlook.
Pricing North America
Crude Oil Pipeline System Due Diligence
Supplemented the client's team performing due diligence as part of a potential transaction regarding a crude oil gathering and mainline pipeline system.  Our focus was on the engineering aspects of new facilities and facilities under construction.  We provided an opinion on whether the new facilities, and the facilities under construction, appeared to be designed to applicable industry specifications.
EPC-related , Operations/Maintenance , Pipeline North America
Refinery Valuations
Prepared annual property values for several major refineries amounting to several billion dollars.  Assisted with discovery, inspected each of the plants, and analyzed refinery operations and profitability.  Assisted in negotiating settlements.  Testified in public hearings before appeals boards.
Ad Valorem Taxes , Expert Witness/Testimony North America
Refinery Venture Development
Performed economic evaluation and developed comprehensive financial models for a West Coast refinery restart and upgrade program.  The engagement included market analysis, evaluation of investment options, and support of project financing efforts.
Pricing , Project Feasibility North America
Refinery Yield and Hydrogen Balances
Provided client with yield and hydrogen balance estimate for a group of Canadian refineries using our proprietary PRISM modeling system.
PRISM Data or Analysis , Pricing , Product Quality North America
Reformulated Gasoline Study
Provided a large independent Southern California refiner an assessment of their existing processing equipment, outside feedstocks to be purchased, and new capital investment necessary to produce reformulated gasoline for consumption in the most regulated gasoline market in the world.
Physical Asset Appraisal , Product Quality , Project Feasibility North America
Review of Power Development Projects
Evaluated the economic value of five interim power projects in various stages of development for an international power project developer.
Project Feasibility North America
Settlement Hearing
Testified on a dispute between an independent producer and a processor regarding the fairness of a proposed natural gas processing agreement in the Fort Worth Basin.
Expert Witness/Testimony North America
Shipyard Insurance Claim Analysis
Assessed a business interruption claim filed by a shipyard that resulted from a third-party incident. Based upon our analysis of the claimant's business operations and performance, claim estimates were developed that formed the basis for settlement negotiations.
Business Interruption , Waterborne/Marine North America
Strategic Sourcing: Refining Materials and Services
Assisted a major, integrated oil and gas company in implementing a strategic sourcing initiative for its refining and petrochemical businesses. The initiative focused on developing a strategic and low cost supply of sulfuric acid, process chemicals, and maintenance services to the client's various refining and petrochemical facilities, which achieved cost savings of up to 25%.
Operations/Maintenance , Pricing North America
Supply Contract Dispute
Assisted in breach of contract claims regarding a helium supply agreement from a large natural gas processing/treating complex.  Analyzed historical operation and performance of processing and extraction facilities, including sources and composition of gas supplies, plant shutdowns, and plant turndown capabilities.  Reviewed plant performance, including operating costs, efficiencies, and operating modes to support defendant's plant operations.
Industry Practice/Standard of Care , Operations/Maintenance , Product Quality North America
Supply/Demand Forecast
Prepared a forecast of U.S. refined product consumption and production using our proprietary PRISM refinery modeling system for the year 2012.
PRISM Data or Analysis , Pricing North America
Terminal Facility Valuation
Reviewed the operating results and management projections for a terminal and transmix processing facility to develop an income-based valuation for the business enterprise. This engagement was one of a series of valuations prepared by Baker & O'Brien to support the financing requirements for this business since its inception.
Physical Asset Appraisal , Pricing North America
Terminal Operations
Provided litigation support assistance and expert opinion for case involving historic Standard of Care issues with petroleum product terminals.
Environmental , Industry Practice/Standard of Care , Operations/Maintenance , Toxic Tort North America
Trans-Alaskan Pipeline (TAPS) Quality Bank
Provided expert testimony before extended hearings of both the Federal Energy Regulatory Commission (2004) and the Alaskan Public Utilities Commission (2007) with respect to the methodology used to value various Alaskan crude oil streams entering TAPS.  Issues included how to calculate the refining values of such crude oils in U.S. West Coast refineries and how changes in the indicated market values of crude oils should be handled from a retrospective basis.  
Crude Oil Valuation , Expert Witness/Testimony , Pipeline , Pricing , Product Quality North America
Turbine Fire
Performed review of root cause analysis of the failure of a 125 MW generating steam turbine.
Operations/Maintenance , Safety North America
Commercial Contract Negotiations
Assisted with supply contract disputes relating to “take-or-pay” type obligations and “price adjustment” provisions.
Operations/Maintenance , Pricing North America Western Europe
M&A in the Cement Industry
Performed acquisitions (share and asset) with hands on accountability for economic valuations, financial and market analysis, development of strategic rationale, approval documentation / presentations, deal negotiation, due diligence, legal agreements, and management and integration planning.
Pricing North America Western Europe
Performance Improvement Initiatives in Worldwide Refineries
Helped design and direct a consulting project to identify the most successful profit improvement initiatives at top performing worldwide refineries. Audited and examined company culture, energy usage, refinery losses, personnel training, safety practices, environmental controls, process operations, technical services, administration, planning and economics, capital investments, maintenance, and reliability factors. Identified and documented those initiatives, which proved most successful, including their duration, need, and value added. Assignments were in the U.S., U.K., Romania, Korea, and West Africa.
Industry Practice/Standard of Care , LP/Planning Practice , Operations/Maintenance , Pipeline , Pricing North America Western Europe Russia, Eastern Europe, & Central Asia Middle East and Africa Asia Pacific
Terminal and Pipeline Studies
Managed several competitive assessments of major crude oil and refined products logistics systems, including pipeline transportation and inland and coastal storage terminals.
Operations/Maintenance , Pipeline North America South and Central America Western Europe Middle East and Africa
Maintenance and Reliability Improvement Program
Managed the development of a client’s routine maintenance and reliability improvement program that identified areas of concern and implemented new work practices aimed at improving competitiveness. Efforts reduced maintenance costs and improved operating performance.
Industry Practice/Standard of Care , Operations/Maintenance , Pipeline North America South and Central America Western Europe Russia, Eastern Europe, & Central Asia Asia Pacific Middle East and Africa
Turnaround Optimization Studies
Performed numerous turnaround optimization studies and execution reviews for refineries and petrochemical companies worldwide. Areas of focus included analyzing the work selection process, reviewing work execution schedules, evaluating the facilities preparedness to perform the turnaround, and optimizing turnaround cycles or start dates.
Industry Practice/Standard of Care , Operations/Maintenance , Pipeline North America South and Central America Russia, Eastern Europe, & Central Asia Western Europe Asia Pacific Middle East and Africa
Maintenance Contracting Strategies
Worked with international clients to analyze existing maintenance and turnaround contracting strategies, contractor availability, and local cultures to identify areas of concern and develop strategies for improvement.
Industry Practice/Standard of Care , Operations/Maintenance , Pipeline North America South and Central America Western Europe Russia, Eastern Europe, & Central Asia Asia Pacific Middle East and Africa
Reliability and Maintenance Continuous Improvement Initiatives
Improved efforts to eliminate equipment defects and unscheduled outages by developing and incorporating the use of reliability indices to identify problem equipment. Reliability teams were then able to prioritize concerns to focus reliability improvement initiatives in areas of highest risk to safety, operational performance, and profits. This defect elimination program was utilized as the cornerstone for the plant’s continuous improvement initiatives.
Industry Practice/Standard of Care , Operations/Maintenance , Pipeline North America South and Central America Western Europe Russia, Eastern Europe, & Central Asia Asia Pacific Middle East and Africa
Marine Accident Investigation
Investigated causes for contamination of a cargo of residual fuel aboard a barge that exploded and sank.
Industry Practice/Standard of Care , Operations/Maintenance , Product Quality , Property Damage , Safety , Waterborne/Marine North America
CTL/GTL Question-Answer Session
Presented background information to groups of stock research analysts in New York and Boston on the technologies utilized in gas-to-liquids and coal-to-liquids processes.  In addition, the economics of gasification projects in the U.S. and the role of publicly traded companies in GTL and CTL was discussed.
Gas to Liquids , Gasification North America
Upstream Process Equipment: Intellectual Property Infringement
In support of a dispute between a technology owner and a manufacturer, provided an opinion on the likelihood or not of another firm’s ability to produce the same equipment with comparable features as the original product without utilizing trade secrets learned from the intellectual property owner.
Intellectual Property North America
Jet Fuel Supply Contract Dispute
Assisted a large refining client that was a defendant in a claim related to a force majeure declaration resulting from a hurricane. The dispute centered around a jet fuel supply contract and Baker & O'Brien assessed the supply conditions, transportation and other parameters related to the case.
Commercial Terms Review North America
Refinery Fire Damage Assessment and Rebuild Costs
Assisted in a dispute concerning fire damages and estimated rebuild costs at a petroleum refinery, as well as monitored the rebuild project.  
Property Damage North America
Industrial Gas Contract Evaluation
Evaluated a contract for supply of nitrogen to petrochemical facilities. Specifically assessed the nitrogen pricing terms and interpretations.
Commercial Terms Review , Pricing North America
Product Terminal and Transmix Processing Valuation
Physical asset appraisal and business valuation of a refined product terminal and transmix processing facility. Estimated the replacement cost and deferred replacement value of the physical assets to provide a depreciation basis for taxes. Valued the business enterprise using a discounted cash flow approach based on an analysis and projection of transmix processing and product terminal activities.
Physical Asset Appraisal North America
Wholesale Supply Contract Dispute
Reviewed supply contract dispute and claims that customer was overcharged for product delivered to customer's retail locations. Completed an analysis of refinery gate prices, regional wholesale pricing, and transportation charges for deliveries to each location to determine if overall charges to customer were consistent with transportation logistics and contractual obligations.
Commercial Terms Review , Pricing North America
Product Pipeline and Terminal Valuation
Prepared a valuation of a pipeline and related terminal associated with client's refinery. The valuation was used by the client for accounting and tax allocation purposes.
Physical Asset Appraisal , Pipeline North America
Gas Plant Fire Damage Repair Costs
Assessed fire-related damages and estimated rebuild cost for a cooling tower at a gas plant.
Property Damage North America
Alberta Bitumen Valuation Study
Evaluated various approaches to valuing Canadian Oil Sands bitumen blends (DilBit). Approaches for valuation at a Hardisty, Alberta basis included: differential to a marker crude oil, refinery return on investment, parity to Mexican Maya and other approaches, including statistical regression. Evaluated approaches and potential marker crude oils and provided recommendations to client.
PRISM Data or Analysis , Crude Oil Valuation , Pricing North America
Refinery Crude Oil Losses following Fire
Estimated the losses (if any) incurred by a refiner in disposing of its crude oil purchases following an extended shutdown of its refinery as a result of a fire. The results were used by management to gauge the effectiveness of its crude oil supply and trading organization.
Commercial Terms Review , Crude Oil Valuation , Pricing North America
MTBE Contamination Litigation
Supported several oil company clients in defense of claims that the inclusion of MTBE in gasolines supplied to the State of New Hampshire caused contamination of water wells in the state. Provided information on the supply of MTBE-blended gasolines to the State and assessed availability of other oxygenates (primarily ethanol) to meet EPA requirements for oxygenated fuels. Testified at trial.
Expert Witness/Testimony , Product Quality North America
Isobutanol Value in Gasoline
Prepared initial screening study to assess the potential benefits and issues associated with marketing isobutanol as a gasoline-blend component within the U.S. Provided isobutanol gasoline blend valuations versus ethanol/alkylate for a list of target refineries.
PRISM Data or Analysis , Pricing North America
PET Manufacturer Business Interruption Claim
Assisted in a dispute concerning a petrochemicals business interruption claim and lawsuit after a declaration of force majeure by the manufacturer.  Reviewed pertinent data provided by defendant's counsel and prepared written reports, affidavits, and deposition regarding the claims.  
Business Interruption North America
Fuel Contamination Investigation
Investigated an occurrence of contaminated diesel fuel at a mine facility, as well as the claimed property damage and business interruption claims.  Assessed the root cause of the fuel contamination and prepared a presentation of our findings.  
Product Quality North America
Dock Collision Business Interruption Claim
Assisted in a dispute concerning a refinery business interruption claim and lawsuit after a marine vessel allision with a refinery dock.  Analyzed need for extraordinary refined product marine and pipeline movements, as well as trading activity and demurrage claims.  
Commercial Terms Review , Waterborne/Marine North America
Pipeline Pigging Incident Investigation
Following a plant incident caused by the ingress of water, we investigated upstream pipeline activities and operating records to determine the root cause of the incident.  
Pipeline , Safety North America
Alaska Refinery Evaluation
Assisted our client in evaluating the profitability of one of the refineries in Alaska. The evaluation provided inputs that were instrumental to the client in its ongoing discussions with a refiner regarding a long-term crude oil supply contract.
Commercial Terms Review North America
Terminal Hurricane Damage Repair and Claim
Assisted in a dispute concerning a rebuild estimate for a terminal damaged by a hurricane.  
Property Damage North America
Heat Exchanger Failure Investigation
Investigated cause and events surrounding the rupture of process precooler involving one fatality. Assisted outside counsel by evaluating plant maintenance, safety and operator training procedures compared to industry accepted practices, as well as developing an understanding of probable circumstances that led to the event.
Industry Practice/Standard of Care , Operations/Maintenance , Safety North America
Gasoline Supply Contract Dispute
Represented a major refiner in a dispute related to lack of performance alleged by a large local service station chain. Reviewed the contract terms and provided testimony via deposition.
Commercial Terms Review , Expert Witness/Testimony North America
Refinery Construction Dispute and Arbitration
Following previous arbitrations regarding liability for change orders and delays associated with a refinery expansion/upgrade, Baker & O'Brien was engaged to estimate the "quantum" amounts associated with over 400 individual claims that had been addressed by the arbitration tribunal and its technical advisor.  We testified regarding our estimates at a final arbitration hearing.   
EPC-related North America
Hot Fuel Class Action Claim
Provided expert witness testimony and litigation support in a class action lawsuit claiming that sales of retail gasoline should be temperature corrected at the pump. Evaluated seasonal gasoline property variability, among other key factors.
Expert Witness/Testimony , Product Quality North America
Ethanol Class Action Litigation
Assisted a major Florida fuel marketer in Florida in defense against class action claims that ethanol-blended fuels had resulted in damaged boat engines, fuel tanks, and other marine/recreational equipment. Reviewed terminal blending and quality control practices, the actual quality and formulation of gasolines delivered to Florida consumers, and state specifications controlling the quality of such gasolines.
Commercial Terms Review , Product Quality North America
MTBE Litigation - East Coast
Supported joint defendants in litigation involving alleged MTBE contamination in groundwater. Analyzed gasoline supply issues to the New York Long Island area over the period 1980 to 2006 and submitted expert report.
Environmental , Expert Witness/Testimony North America
North Carolina Gasoline and Ethanol Blending Analysis
Provided an expert report on the production and distribution of ethanol and gasoline, particularly branded gasoline, in the state of North Carolina. Provided a refiner's perspective of the impact of the Renewable Fuel Standard on gasoline blending, distribution and marketing operations, considering the options, alternatives and risks of selling gasoline without ethanol. North America
MTBE Litigation - West Coast
Supported joint defendants in litigation involving alleged MTBE contamination in groundwater. Analyzed gasoline supply issues to the Los Angeles basin over the period 1980 to 2006. Expert report submitted and deposition taken, however case settled prior to trial.
Environmental , Expert Witness/Testimony North America
Sulfuric Acid Plant Fire Investigation
Investigated cause for sulfuric acid plant fire. Reviewed plant operating conditions prior to the fire and the unit design to identify the cause and potential contributing causes to the fire and subsequent explosions.
Safety North America
Refinery Business Interruption - Marine Spill
Conducted an assessment of business interruption damages stemming from downtime caused by an oil spill which disrupted marine traffic at several adjacent manufacturing facilities.  
OSHA-related , Waterborne/Marine North America
Pump Failure Investigation: Maintenance Shop
Reviewed rotating equipment maintenance shop's pump maintenance and rebuild procedures. Provided written report describing potential causation of power plant rotating equipment failures and recommendations to improve maintenance shop quality control.
Industry Practice/Standard of Care , Operations/Maintenance North America
Coker Incident and Design Assessment
Reviewed project management procedures and facilities design of an oil refinery project after a subsequent structural failure.  Provided written report and oral deposition regarding design responsibility and failure liability.  
EPC-related , Operations/Maintenance North America
Ethanol Contract Dispute
Assisted in a dispute between gasoline marketing firm and an ethanol producer in arbitration over a long -term ethanol supply contract from a new production facility.  Testified in arbitration regarding the development of the contract pricing formula, how it was to be applied, and the shortcomings associated with it. 
Arbitration , Commercial Terms Review , Pricing North America
MidWest U.S. Crude Oil Study
Identified the factors that likely contributed to a significant widening of the price differential between Light Louisiana Sweet Crude oil (LLS) at St. James, LA and WTI crude oil in Cushing, OK. Developed a three-year outlook for U.S. PADD 2 crude oil supply and disposition, and the expected price differential between LLS and WTI crude oil.
Crude Oil Valuation , Pricing North America
MTBE Litigation and Expert Report
Provided expert report on behalf of a joint defense group of gasoline marketing companies that discussed the many issues concerning why MTBE was chosen over ethanol to meet the federal gasoline oxygenate requirements in the early 1990s. Also included was a discussion of how gasoline was supplied to the local region in California over the 1990s and early 2000s.
Environmental , Expert Witness/Testimony , Product Quality North America
Isobutanol Valuation Versus Ethanol
Prepared isobutanol vs. ethanol valuations for gasoline blending at several U.S. refineries. Assessed blend values for refineries producing reformulated gasoline, low vapor pressure gasoline, and California Air Resources Board (CARB) gasoline.
PRISM Data or Analysis , Pricing North America
Air Compressor Incident Investigation
Provided independent assessment of an accident that occurred at a container manufacturing facility involving an air compressor and high pressure piping. Efforts included reviewing the compressor operators' work practices and potential causes of the incident.
Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Power Transmission Fire Investigation
Investigated the cause of major fire that resulted in a fatality.  
Safety North America
Shale Oil Market Study
Developed target markets, estimated values for upgraded shale oil in various U.S. refineries, and expected price netbacks to the project site. Developed crude oil supply and demand balances to determine which crude oils would be displaced and the expected pricing impacts.
PRISM Data or Analysis , Crude Oil Valuation , Pricing North America
Heat Exchanger Failure Investigation
Investigated circumstances concerning a heat exchanger failure that resulted in a fire and explosion, fatally injuring several employees. Investigation included evaluating relevant operating records and comparing these with design specifications to evaluate whether exchanger was operated, inspected and maintained in accordance within design parameters and industry practices. Prepared expert report.
Industry Practice/Standard of Care , Operations/Maintenance , Safety North America
Refinery Valuation: Ad Valorem Tax Support
Developed income and cost indications of value for a refinery in an ad valorem tax dispute.  North America
Tank Truck Fatality Incident
Provided inspection of truck tank and tank cleaning facilities related to a fatality accident. Investigation including collecting samples of tanker contents for further testing.
Safety North America
Terminal Acquisition Due Diligence Support
Conducted a review of fuel oil and asphalt terminal assets in support of a potential acquisition. Provided input and recommendations as to the overall quality of the assets, including a review of previous expenditures and maintenance records.
Operations/Maintenance North America
Process Plant Fire Protection Review
Reviewed fire protection recommendations by other firms and assisted client in understanding API and NFPA standards that are generally applicable in the process industry. North America
Undersea Pipeline Damage Repair Costs
Assisted client by providing opinion on reasonableness of claimed repair costs to an undersea pipeline damaged by a ships's anchor.
EPC-related , Offshore , Pipeline , Property Damage North America
Methanol Contract Dispute
Provided an expert opinion on several aspects related to a methanol supply contract dispute.
Commercial Terms Review , Expert Witness/Testimony , Pricing North America
Refinery Risk Assessment
Assessed the technical and commercial risks inherent in each of several refineries owned by a U.S. refining company. North America
Refinery Business Interruption Assessment
Estimated the lost profit (business interruption claim) stemming from a contractor incident which caused an extended refinery outage.
Business Interruption North America
Hydrogen Sulfide Incident Investigation
Following a fatality caused by exposure to hydrogen sulfide at a crude oil storage tank with a known sour gas atmosphere, investigated the causes for the incident and the operating and maintenance practices (standard of care) with respect to: supervision, training, and use of personal protective equipment.
Industry Practice/Standard of Care , OSHA-related , Safety North America
Confined Space Incident and Dispute
Provided support in a wrongful death dispute regarding a confined workspace incident.  The incident involved nitrogen asphyxiation where two maintenance contractors died.  Investigated the cause and origin of the incident, including work procedures and practices. 
Operations/Maintenance , OSHA-related , Safety North America
Refinery Repair Costs Dispute
Provided expert assistance and a written report for a dispute concerning reasonable contractor repair costs for an oil refinery unit after it had been damaged by fire.
EPC-related , Property Damage North America
Product Pipeline Terminal Valuation
Prepared a terminal valuation based on a discounted cash flow analysis of transmix and terminal businesses and an appraisal of the physical assets.
Physical Asset Appraisal , Pipeline North America
Contractor Tripping Incident
Investigated circumstances concerning the personal injury of a contract employee. Provided opinions regarding general safety requirements, industry practices, contractor training and safety expertise and utilizing contractors for the activity being performed.
Operations/Maintenance , OSHA-related , Safety North America
Shale Oil Prefeasibility Study
Assisted client with determining the economic optimum product quality for Synthetic Crude Oil (SCO) to be produced from retorted shale oil. Determined the potential impact of various SCO qualities on refining customer process units and estimated the potential revenue changes that would result from adjustment of these qualities.
Product Quality North America
Storage Tank Spill Incident
Developed an expert witness report associated with a spill from a sour naphtha storage tank.  Reviewed numerous documents and depositions to develop opinions associated with the event.  Provided expert opinions on the standards of care and operation of a petroleum refinery. 
Environmental , OSHA-related , Safety North America
Equipment Demolition / Fire Investigation
Investigated circumstances of a large refinery fire related to a hydrocarbon release from a partially demolitioned open-ended pipe. Developed expert report of findings and provided opinions concerning industry practices and standards of care for the demolition of decommissioned facilities. Provided deposition and arbitration testimony.
Arbitration , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , Safety North America
Refinery Competitive Assessment
Conducted a refinery assessment for a natural gas supplier that was considering investing in infrastructure to enable one of their refining clients to increase capacity. The assessment included a refinery competitive analysis and cash flow forecasts under multiple scenarios.
PRISM Data or Analysis North America
Valve Failure Investigation: Herbicide Plant
Investigated the design and operations of a batch reactor process for the manufacture of herbicides in relation to a piping failure.  Equipment material of construction was the focus of the analysis.   North America
Bitumen Valuation Dispute
Initial meeting with attorneys to provide B&OB background on previous bitumen valuation studies. North America
Strategic Review of Ethanol Plants
Provided a strategic review of an ethanol production business, including the analysis of ethanol plant operating costs compared to regional and ethanol industry competitors. Provided ethanol production margin forecast and made recommendations on whether to continue operations, invest in plant improvements, or exit the business.
Pricing North America
Gas Plant Construction Dispute
Prepared expert report for AAA arbitration regarding alleged deficiencies by the EPC contractor relating to compliance with recognized and generally accepted good engineering practice (RAGAGEP) for adherence with OSHA requirements. Multiple issues, including control room safe location, electrical area classification, positive material identification, process hazard analysis, metallurgy selection, and building ventilation design were addressed.
EPC-related , OSHA-related North America
Fall-Related Injury Investigation
Investigated circumstances concerning the personal injury of a contract employee who fell inside a flue gas system during a refinery turnaround.  The investigation included evaluation of:  (1) refinery safe work practices compared to industry standards; (2) utilization of fall arrest systems to mitigate the presence of fall hazards; (3) the responsibilities of both operating companies and contractors to recognize and develop plans to mitigate fall hazards; and (4) responsibilities of both parties to execute and communicate turnaround work plans.
Industry Practice/Standard of Care , OSHA-related , Safety North America
Crude Oil Rail Transport Study
Provided an assessment of refinery crude oil processing capability and crude oil pipeline receipt options to enable client to assess crude-by-rail options that might be available to U.S. refiners. North America
Stainless Steel Braided Hose Failure
Provided technical expert witness assistance in dispute concerning the failure of a braided stainless steel hose in a medical facility. North America
Wind Turbine Generator Failure Analysis
Analyzed and provided expert testimony on the frequent failure of doubly-fed electrical generators located at a wind power generation facility. Examined and critiqued: the previous investigations concerning the possible causes, whether possible causes were linked to design, manufacturing or operation; and whether adequate steps had been taken to obviate further failures. Opined on whether the equipment was fit for purpose.
Operations/Maintenance North America
Refinery Due Diligence
Evaluated the condition of refining assets for a potential acquisition. Addressed potential "fatal flaws" regarding the acquisition of a topping refinery. Provided support in evaluating the potential cash flow for the refinery. North America
Refinery Olefins Production Model
Developed a refinery olefins model that has the capability to predict propylene and butylene production and consumption for the U.S., at the individual refinery level. The model provides the user with an ability to toggle between different FCC conversion levels and to adjust several other key parameters.
PRISM Data or Analysis North America
Storage Tank Foundation Failure
Following the failure of a storage tank foundation, we reviewed the applicable documentation and prepared an affidavit concerning the standard of care used during its construction.   North America
Refinery Screening and Evaluation
Provided cash flow forecasts and indicative transaction values for select target refineries using PRISM charges and yields and client price forecasts.
PRISM Data or Analysis , Pricing North America
Natural Gas Midstream Due Diligence
Conducted due diligence on gas gathering assets in East Texas for a prospective purchaser. Inspected facilities, reviewed pipeline and facility construction records, confirmed regulatory status, evaluated pipeline integrity management program, and assessed process safety. North America
Owner's Engineer for New Refinery Project
Reviewed key project assumptions and provided guidance on various aspects of project development, including: transportation infrastructure; refinery design basis; EPC strategy and contract; refined product markets and pricing basis; crude oil sources, quality, and pricing assumptions; project financial model and economics.
Commercial Terms Review , Pricing , Project Feasibility North America
Strategic Review of Refining Portfolio
For a large integrated refiner and marketer, assessed the historical performance of each refinery in the company's system, and evaluated key benchmark metrics against various selected peer groups. Reviewed each refinery's competitive position and highlighted the key factors that differentiated its performance. Quantified the performance gaps on a dollar-per-barrel basis, attributed the gaps to controllable or structural factors, and made recommendations for improving the controllable gaps.
PRISM Data or Analysis , Physical Asset Appraisal North America
PRISM Data
Provided PRISM data for the years 2007 and 2011 including new data extracted from PRISM.
PRISM Data or Analysis North America
Wyoming Refinery Appraisal
Fair market appraisal of a refinery including connecting crude and products pipelines and storage assets to support debt financing. Project included income valuation with forecast prices, discounted cash flows, and replacement cost estimates for the refinery as well as the pipeline and storage assets. North America
Ethanol Plant Operating Cost Study
Compared the estimated cash operating costs for approximately 50 U.S. ethanol plants to the costs for a client's potential ethanol plant acquisition target. Ranked the acquisition target on six separate cash cost metrics and presented the results. North America
GTL Technology and Cost Evaluation
Evaluated the technology, cost estimate and financial model for a small scale GTL project to convert natural gas to liquid specialty products. The project evaluation included a review of the synthesis gas process, Fischer-Tropsch (FT) reactor technology, product recovery and product separation. The project definition and stage of development were evaluated for technology risk, cost estimate range of accuracy and suitability of the financial model assumptions.
Gas to Liquids North America
Refinery Valuation for Ad Valorem Taxes
Developed a cost approach estimate for the valuation of process units at a U.S. Gulf Coast Refinery.  Calculated a replacement cost new for the process units and adjusted for physical depreciation, functional obsolescence, and economic obsolescence to arrive at a physical asset value for the refinery's process units. 
Ad Valorem Taxes , Physical Asset Appraisal North America
U.S. Crude Oil Study
In response to increasing production of U.S. light crude oil, estimated a range of light crude oil prices that would be required in order for moderately complex refiners to break-even versus processing medium crude oil. Developed a forecast for North American crude oil production by major producing basin in order to understand the point in time at which essentially all light crude oil imports would be displaced from the North America market.
PRISM Data or Analysis North America
GTL Jet Fuel Scoping Study
On behalf of a major airline, assessed the risks and benefits involved in entering into either a jet fuel off-take agreement, or participating in project ownership. The assessment, for a number of small-scale GTL technology providers, covered the following topics: state of technology development; technical risks for project completion; likely capital costs, yields, and operating costs; market price analysis for crude oil and natural gas; and economic sensitivity analyses.
Project Feasibility North America
Refinery Strategic Review
Provided a strategic review of a client's refinery with a focus on the potential opportunities and threats related to evolving crude oil supply dynamics and competitor expansions.
PRISM Data or Analysis , Pricing North America
Midstream Infrastructure Review
Completed a high-level review of natural gas and natural gas liquid (NGL) infrastructure in Western Oklahoma for a project developer to present to a potential investor. North America
Crude Oil Market Study
Provided a forecast of North American crude oil production through 2030 by quality and by major producing region. Evaluated the extent to which the North American refining industry could accommodate a lighter crude oil slate. Identified expected change in crude flow patterns and imports.
PRISM Data or Analysis North America
Refinery Study
Prepared margin reports for four refineries to be used by the client for screening potential acquisition targets. Developed the yield and prices based on publicly-available data. Evaluated options to process Eagle Ford crude oil at one refinery and also build a distillate hydrocracker.
PRISM Data or Analysis North America
Refinery Hydrogen Usage
Provided hydrogen supply-demand data based on modeling completed for low-sulfur, low-RVP gasoline study.
PRISM Data or Analysis North America
PRISM Data Extracts
Provided PRISM data extracts for several refineries located near the Utica shale formation.
PRISM Data or Analysis North America
Lawsuit Settlement Analysis (Refinery Metrics)
Provided client with an analysis of key refinery operating data that helped evaluate their liability in an environmental contamination lawsuit. The analysis formed the basis of the client's settlement offer. North America
Hydrotreater Balance
Developed a charge and yield material and volumetric balance for a simple refinery containing a naphtha hydrotreater/catalytic reformer and diesel hydrotreater. Summarized feedstock and product properties.
PRISM Data or Analysis North America
Hot Tap Incident
Evaluated and incident involving a "hot tap" on processing pipeline and resultant leak. Assisted refinery owner and outside counsel in action brought against maintenance contractor.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance North America
Refining Margin Forecast
Prepared a ten-year price forecast for a petroleum refiner for use in their long range plan development. Reviewed current downstream refining industry trends including supply and demand balances, environmental regulations, and WTI/LLS pricing to develop a future downstream industry outlook.
Pricing North America
Thermal Cracker/Lube Unit Yields
Prepared yields for a thermal cracker unit and lube oil extraction unit. Used PRISM unit models to assist in developing the yields and stream properties.
PRISM Data or Analysis North America
Refinery Scenario Development Workshop
Facilitated a workshop with the senior management of a refining company to develop scenarios which would be used in deciding whether to install a hydrocracker or retrofit an existing FCC. Developed crude oil and refined product price sets corresponding with each of the scenarios.
Pricing North America
Refinery Competitiveness Study
Conducted a study of the competitiveness of a refining company's three refineries for a client contemplating the establishment of a partnership with the refining company.
PRISM Data or Analysis North America
PADD 4 Products Supply/Demand Study
Forecasted PADD 4 refined products supply and demand through 2020 considering potential refinery expansions, refining economics, logistics and product consumption trends. Outlined the potential implications of changing supply/demand patterns on PADD 4 refined product prices.
Pricing North America
High TAN Crude Oil Refinery Study
Identified U.S. Gulf Coast refineries processing high TAN crude oil. Estimated capital cost to convert heavy sour crude refineries currently processing low TAN crude oil to high TAN refineries. Considered a Canadian bitumen/diluent blended crude oil as the basis. Calculated the metallurgy and light ends processing costs associated with refinery conversion to high TAN crude oil.
PRISM Data or Analysis , Pipeline North America
Refinery Acquisition Screening and Valuation
Provided refinery modeling, valuation and M&A support for a client that was considering a refinery acquisition. North America
Refinery Due Diligence Support
Provided due diligence support for potential refinery acquisition. Developed cash flow models for valuing the refinery. Developed price forecast used in cash flow model. Evaluated key drivers and their impact on the refinery valuation.
PRISM Data or Analysis North America
Isobutanol Blending Study
Evaluated the gasoline blend value of isobutanol versus ethanol for a Midwest refinery. Calculated isobutanol blend values for summer and winter and for constrained and unconstrained gasoline production.
PRISM Data or Analysis , Pricing North America
Crude Oil Valuation Study
Estimated the value of various crude oil grades in a number of refineries that compete for the acquisition of local crude oil production in the U.S. mid-continent.
Crude Oil Valuation North America
Port of Houston Power Disruption
Reviewed the power outage caused by a contractor at a Port of Houston container facility, to assess the Contractor's potential exposure to claims from the Port Authority.
Business Interruption , Industry Practice/Standard of Care , Property Damage North America
Asbestos Insulation Litigation
Advised client of typical engineering standards regarding the use of asbestos insulation prior to the early 1970s.
Toxic Tort North America
Oil Sands Technology Review
Examined a new oil sands technology for bitumen extraction to identify potential flaws and areas of risk prior to commercialization. Observed performance of and assessed sufficiency of development unit to demonstrate viability and reliability of commercial operations.
Intellectual Property , Product Quality , Project Feasibility North America
Leadership Development Program
Provided a leadership development program for an international refining and marketing company executive. Areas of focus included U.S. refining, marketing, crude oil and transportation practices and trends. North America
Refinery Hydrogen Demand Study
Quantified the hydrogen demand impact due to Gasoline Tier 3 regulations, the changing crude supply, and product demand in the USGC over a ten-year horizon.
PRISM Data or Analysis , Environmental North America
Gasoline Blending Data
Provided gasoline and diesel blend pool quantity and quality data for 15 U.S. refineries for use in biofuel blending studies.
PRISM Data or Analysis North America
Crude Oil Pipeline System Due Diligence
On behalf of an investment group, provided technical and operational due diligence of an interstate (FERC regulated) crude oil pipeline system. Our focus included the review of asset integrity, design, system capacity, and operating costs of an existing asset and the design, project execution plan, schedule, cost estimate, and projected operating costs of a proposed pipeline.
Commercial Terms Review , EPC-related , Operations/Maintenance , Pipeline North America
Refinery Sulfur Study
Quantified the cost impact for Canadian refiners to comply with a 10 ppm average gasoline sulfur specification to comply with the U.S. Tier 3 gasoline regulation.
PRISM Data or Analysis , Environmental North America
Refinery Feasibility Study
Evaluated the economic feasibility for constructing a new grassroots refinery in the U.S. Mid-Continent. Developed a forecast for the feedstock and product prices. Utilized preliminary process design data to construct an economic model for two different refinery configurations. Identified the major variables which impacted the refinery economics.
PRISM Data or Analysis , Project Feasibility North America
Residual Fuel Oil Valuation
Provided an assessment of the quantity, quality, and value of fuel oil recovered during demolition of storage tanks at a power plant.
Commercial Terms Review , Expert Witness/Testimony , Pricing , Product Quality North America
Black Wax Crude Oil Market Study
Reviewed qualities of Utah Black Wax crude oil versus other sweet crude oils to determine key criteria which would lead a refiner to process to Utah Black Wax crude oil. Used criteria to screen existing U.S. refineries for their ability/incentive to process the Utah Black Wax crude oil. North America
Fuel Oil Contamination
Reviewed documents related to contamination of residual fuel oil in storage. Dispute settled prior to developing an expert report. North America Asia Pacific
Crude Oil Terminal Study
Surveyed existing crude oil storage costs on the U.S. Gulf Coast. Evaluated current and future crude oil storage capacity on the U.S. Gulf Coast, and developed an outlook for near-term crude oil storage costs. Provided input to client's greenfield crude oil terminal project. North America
Ethanol Blending Lawsuit
Working on behalf of a petroleum industry trade organization, in defense of major gasoline branded companies, provided analysis and opinions related to the potential impact on brand quality from allowing ethanol splash-blending by third parties. Provided expert testimony at trial.
Commercial Terms Review , Expert Witness/Testimony , Product Quality North America
US Crude Oil Market Analysis
Conducted an analysis of U.S. crude oil production growth and imports, and the impact on U.S. crude oil and refined products markets.
Pricing North America
Drilling Incident Investigation
Following an incident on an oil drilling platform, assisted with the investigation to discern whether relevant practices, e.g., API and others, were followed.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Refinery Fire Insurance Claim
Assisted in a dispute concerning a rebuild estimate, which was the subject of subrogation, for an oil refinery process plant damaged by fire.  
Business Interruption , Property Damage North America
LNG Due Diligence
On behalf of potential offtakers and equity investors of train one, performed a technical due diligence and risk assessment of a two-train liquefaction project, including common use of certain existing regasification facilities.  Work completed during the development phase of the project involved the evaluation of pre-completion risks and post-completion risks, including a review of planned and existing facilities.  CAPEX, contractor capabilities, construction schedule duration, and OPEX were reviewed for appropriateness and risk of overrun.  Subsequent follow-up work included a review of an Open Book Estimate (OBE), a project risk evaluation (reviewed and quantified pre-FID and post-FID cost and schedule risk), and an assessment of the project’s draft environmental impact statement (EIS).  
LNG North America
Nitrogen Manifold Failure
Provided litigation support for nitrogen manifold explosion.
Operations/Maintenance , Safety North America
Contract Company, Bankruptcy Dispute
Supported client in a contractor bankruptcy case by providing  opinions concerning (1)  industry practices plant operators (owners) take to vet industrial contractors for consideration to perform work at their site; (2)  impact to operations following the suspension of work by a contractor during turnaround without prior notice; and (3) efforts owners may take to mitigate the impact of work suspension.  Developed expert report and provided deposition testimony. 
Commercial Terms Review , Expert Witness/Testimony , Operations/Maintenance North America
Refinery Business Interruption Assessment
Assisted in a dispute concerning factors which may have contributed to an explosion and prepared an estimate of lost profits stemming from the resultant loss incident.  
Business Interruption , Expert Witness/Testimony , Property Damage North America
Propane Pricing Analysis
Evaluated the historical development of propane prices in a key North American market, and developed a report that assessed propane supply-demand dynamics and price response, given the increasing availability of supply.  Evaluated the evolution of company price postings and compared independently-assessed, third party prices to these postings.  Provided opinions on the best propane price reference points to be used in commercial supply contracts. 
Arbitration , Commercial Terms Review , Pricing North America
Refinery Fire Claim
Provided litigation support for a valve supplier with regards to an insurance subrogation claim associated with a refinery fire.  Determined extent of damage, cost and time to repair, and estimated business interruption if refinery facility had been designed per normal industry standard.
Business Interruption , Expert Witness/Testimony , Property Damage North America
Pipeline Quality Bank Dispute
Reviewed claims by a crude oil refiner to adjust the valuation of the residuum cut in the TAPS Quality Bank.  Reviewed the residual fuel markets and the delayed coking capacities and operations for several West Coast refiners.  Provided written and oral testimony before a FERC Administrative Law Judge.
Crude Oil Valuation , Expert Witness/Testimony , Pipeline , Pricing North America
Tank Collapse Assessment
Assessed contractor work practices associated with the collapse of  a storage tank that occurred during cleaning operations.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , Property Damage , Safety North America
Refining Company Financial Analysis
Prepared a financial analysis of an independent U.S. Refiner and Marketer in support of a valuation for a prospective buyer. North America
Crude Oil Storage Study
Supported various feasibility studies related to development of a crude oil storage project on the U.S. Gulf Coast.  Activities included a survey of Houston and Port Arthur-area crude oil storage costs, an assessment of medium term lease rates, and an evaluation of days of crude oil storage, both historically and projected, given the changing crude oil flow dynamics from the Eagle Ford and Permian regions.
Project Feasibility North America
Gas Plant Due Diligence
On behalf of a developer's due diligence process, provided an independent review of a gas plant project in the U.S.  Reviewed documents and consulted with the developer regarding the process design, engineering, major systems and equipment, procurement, construction, schedule and CAPEX. 
EPC-related , Industry Practice/Standard of Care North America
Logistics services company assessment
Provided an independent financial and commercial assessment of a logistics services company that our client was considering purchasing. North America
Needle Coke Price Dispute
Provided an opinion on the market price of needle coke in connection with a dispute submitted to the International Centre for Expertise of the International Chamber of Commerce.
Arbitration , Commercial Terms Review , Pricing , Product Quality North America
Ethanol Plant Freeze Claim
Reviewed an insurance claim associated with an idled ethanol manufacturing facility being re-started.  Purpose was to assess items listed in the claim to determine if damages were caused directly by a winter freeze or due to some other failure mechanism such as improper mothballing techniques or normal degradation of a once-operating facility.
Business Interruption , Industry Practice/Standard of Care , Operations/Maintenance , Property Damage North America
Faulty Equipment Claim
Assisted refinery operator with an insurance claim concerning the delivery and operations of a faulty air cooler.  Reviewed documentation and supported client to determine roles and responsibilities of the equipment supplier to design, fabricate and deliver equipment free from manufacturing defects.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , Property Damage North America
Refinery Equipment Valuation
Determined the estimated market value of idle refinery equipment that was designated as loan collateral.  Prepared a report valuing the equipment under different sales scenarios including as an entire refinery, by individual process units, by individual equipment item and as scrap value.
Physical Asset Appraisal North America
Refinery Turnaround Dispute Arbitration
Investigated the cause/origin of a leak that developed on a process unit after a turnaround, leading to an extended shutdown.  Evaluated various damage models used to estimate the value of loss of use of the process unit and the reduced operation of the refinery.  Submitted an expert report on the leak liability issues and the estimated value of loss of use of the process unit and its effects on refinery operations.  
Arbitration , Business Interruption , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance North America
Condensate Splitter Due Diligence
Conducted asset due diligence activities:  inspected facility under construction; provided market incentives, operating costs, risk overview, and staffing recommendations for successful acquisition of condensate splitter and associated logistics. 
Crude Oil Valuation , Operations/Maintenance , Project Feasibility North America
GTL Screening Model
Developed a gas-to-liquids project screening model for potential North American sites.
Gas to Liquids , Project Feasibility North America
Asphalt Refinery Due Diligence
Performed due diligence on behalf of a financial institution for funding the startup of an idle asphalt refinery.  Advised client on technical issues related to running black/yellow (Uinta) wax crude in the asphalt refinery.  Work included evaluation of the condition of the process units and infrastructure, assays of feedstocks, analysis of yields, and evaluation of process bottlenecks. 
Operations/Maintenance , Project Feasibility North America
Crude Oil Marketing Study
Evaluated options for marketing light tight crude oil (LTO) including calculating the breakeven refining value in specific refineries and its value as diluent in a diluent-bitumen blend.
Crude Oil Valuation North America
Refining Margin Forecast
Provided a 10-year refining margin and price forecast for use by client in developing their long-range plan.  Provided historical trends and identified drivers which could impact future refining margins.
Pricing North America
LNG Capital Cost Review
On behalf of potential offtakers and equity investors of one train, Baker & O’Brien performed a follow-up review of the updated Open Book Estimate (OBE) of a two-train liquefaction project, including common use of certain existing regasification facilities. 
EPC-related , LNG North America
Refinery Due Dilgence Assessment
Provided an initial assessment of a Gulf Coast refinery for possible acquisition by the client.  Provided estimated refinery yields and profitability. North America
Environmental Impact Support - Rail Terminal and Refinery
Prepared an expert report on behalf of a local government agency, as part of an environmental impact process, to address the key technical changes resulting from a project to construct a crude oil rail terminal and modify an existing refinery to allow it to process increased amounts of light domestic crude oil.   
Crude Oil Valuation , LP/Planning Practice North America
Refined Products Terminal Study
To support a client's due diligence efforts for a potential petroleum products terminal acquisition, undertook a market study to evaluate the current refined products supply and demand balance on the U.S. Gulf Coast.  Key market drivers were identified which could impact future market growth. North America
Permian Basin Market Review
Analyzed Permian Basin crude oil production, production forecasts, infrastructure projects, and price differentials for a midstream company.  Provided input for annual investor presentation.
Pipeline North America
Gasoline Supply Analysis
Prepared several regional maps showing sources of gasoline supply to various states including refineries, pipelines and waterborne routes.
Pipeline North America
Condensate/Diluent Analysis
Developed a diluent supply and demand balance to determine if U.S. lease condensate is being blended into Canadian bitumen for import into the U.S.  Evaluated multiple approaches to identify any potential U.S. lease condensate being blended into Canadian bitumen. North America
New Refinery Fatal Flaw Analysis
Provided an initial assessment to a local government body regarding the development of a 20,000 B/D refinery in North America.  Interviewed the project team and reviewed project documents and identified potential concerns for the project progressing as envisioned.  Prepared a written report of the key findings and concerns.
Project Feasibility North America
Debutanizer Tower, H2S Incident
Developed an expert witness report associated with an incident concerning an H2S release during the scheduled turnaround activities involving a debutanizer tower.  North America
Refinery Economic Losses Due to Fire
Prepared an assessment to quantify the economic damages resulting from a refinery fire that caused damage to equipment and a lengthy shutdown of a refinery distillation and conversion train.  Prepared a detailed report that documented both business interruption losses and repair costs for damaged equipment.  Provided testimony in deposition and district bench trial.
Business Interruption , Commercial Terms Review , Expert Witness/Testimony , Pricing , Property Damage North America
Asphalt Refinery Dispute
Provided analyses on locating an asphalt refinery on a property and expert witness deposition testimony involving the construction of an asphalt refinery.
Operations/Maintenance , Physical Asset Appraisal North America
Crude Oil Flow Projections for Pipeline Acquisition
Evaluated the current regional supply and demand balance for crude oil and developed medium-term forecasts, given expectations for area refinery expansions and crude oil production changes.  Developed projections for crude oil transportation volumes in an existing crude oil trunkline that was considered for acquisition.
Pipeline North America
Gas Plant Acquisition Dispute
After concluding a transaction, the acquiring party claimed that the facilities were not sufficient to conduct business due to deficiencies related to design, construction, safety, and failure to meet environmental regulations.  Visited the plant to interview key personnel, viewed the physical facilities, and reviewed relevant operational, safety, and engineering design information.  Our findings and opinions were presented in an expert report which was submitted into evidence.
Arbitration , Expert Witness/Testimony , OSHA-related North America
Terminal Due Diligence
Provided technical due diligence support for a large terminal acquisition opportunity involving approximately 50 terminals, 700 tanks, and 30MMbbls of storage.
Operations/Maintenance , Physical Asset Appraisal , Pipeline , Waterborne/Marine North America
Condensate Splitter Due Diligence
Conducted asset due diligence activities:  (1) inspected facility under construction; (2) provided market incentives; (3) operating costs; (4) risk overview; and (5) staffing recommendations for successful acquisition of condensate splitter and associated logistics.
Operations/Maintenance , Pricing , Project Feasibility North America
Condensate Splitter Market Study
Developed market study and economics for a "grassroots" Eagle Ford condensate splitter located in Corpus Christi.  Evaluated alternate locations and presented to CEO and management.  
Crude Oil Valuation , Pricing , Project Feasibility North America
Oil Disposition Study
Developed economics of crude disposition alternatives for producer's growing production of light tight oil.  Alternatives included local and distant refining values with appropriate logistics costs.
Crude Oil Valuation , LP/Planning Practice , Pipeline , Pricing North America
Nitroparaffin Manufacturing Evaluation
Evaluated technology and patents related to the production of nitroparaffins.
Project Feasibility North America
GTL Technology Assessment
Assisted company in evaluating a larger equity investment in a GTL technology company by visiting the prototype unit, reviewing process data, and assessing the potential market.
Project Feasibility North America
GTL Commercialization Study
Performed due diligence on a new GTL process to evaluate possible routes to commercialization.  The work program included the following steps:  (1) verification of mass balance; (2) comparison of laboratory and pilot plant yields; (3) evaluation of alternative technologies; (4) assessment of scale-up issues; (5) review of preliminary commercial design; (6) estimate of capital costs; and (7) the development of an economic model that included sensitivity analyses for capital costs, yields and prices.
Project Feasibility North America
Waste to Liquid Process Evaluation
Performed an economic and technical screening evaluation for a client-provided process for conversion of animal waste to hydrocarbon products.  Researched current patented technology as well as investigated theoretical mass balances for feed/products. North America
Refining Alternative Crude Study
Prepared an evaluation of the economics of processing alternative crude oils in a Midwest refinery. 
Crude Oil Valuation North America
Barge Loading Incident Investigation
Investigated a marine over pressure and rupture incident which occurred while loading a barge with light stabilized hydrocarbons.
Safety North America
Light Tight Oil (LTO) Refining Capacity
Conducted a study to assess the ability of the United States (U.S.) to absorb incremental light tight oil (LTO) production.  Evaluated potential for crude oil import substitution, refinery expansions, heavy oil blending and other means for increasing U.S. absorption of LTO.  Results were compared to various forecasts of domestic oil production growth.
PRISM Data or Analysis North America
Jet Fuel Market Study
Analyzed historical jet fuel prices in PADD 1 to show how interruptions in supply impact the market price.  Prepared a supply and demand balance for jet fuel in PADD 1.  Developed a jet fuel supply curve for Gulf Coast and PADD 3 refiners into PADD 1.
PRISM Data or Analysis , LP/Planning Practice , Pricing North America
Refinery Feasibility Study
Prepared a feasibility study for a client considering a greenfield refinery investment.  Developed a price forecast and expected product netback prices and crude oil costs.  Calculated the cash flow, NPV, and IRR for the project.  Evaluated a crude oil railcar loading facility option for the refinery.
Project Feasibility North America
Pipeline Contractor Business Interruption Claims
Reviewed business interruption claims made by welding contractors related to a pipeline incident that resulted in damage to the contractors' equipment.  Prepared a report documenting our findings of the business loss claims.
Business Interruption , Operations/Maintenance , Pipeline North America
PRISM Refinery Data
Provided historical refinery cash flow estimates for use by the client's credit department in assessing counterparty risk.
PRISM Data or Analysis North America
Post-incident Equipment Preservation Review
Assisted client by assessing preservation techniques and "mothballing" efforts following the catastrophic failure of a vessel at a specialty products company. Incident resulted in an insurance claim for damaged equipment and idled equipment in the vicinity of the vessel failure.  Efforts included assessing preservation techniques utilized at the plant compared to industry practices, developing an expert report, and providing expert testimony. 
Operations/Maintenance North America
Paper Mill Safety Incident
Assisted attorneys by investigating the circumstances concerning an incident that occurred at a paper plant during a scheduled turnaround that resulted in a fatality. Issues studied included assessing work practices and safety procedures utilized to prepare equipment for turnaround activities, including vessel entry and paper mill plant design. 
Forensic Analysis , Operations/Maintenance , OSHA-related , Safety North America
Flash Fire Investigation
Investigated circumstances concerning a flash fire that occurred during vessel entry and cleaning operations.  The investigation included the:  (1) assessment of refinery safe work practices  compared to industry standards and government regulations; (2) utilization of vessel entry and confined space safety practices to mitigate ignition hazards; and (3) responsibilities of both the operating company and contractor organization to recognize,  develop, and follow safe work plans to prevent potential flash fires from occurring during vessel entry.  Developed and submitted expert report. 
Forensic Analysis , Operations/Maintenance , OSHA-related , Safety North America
Refinery Due Diligence
Evaluated the condition of refining assets for a potential acquisition.  Addressed any "fatal flaws" regarding acquisition and start-up of topping refinery.  Provided support for evaluating order-of-magnitude costs estimate required to inspect, repair, staff, and start up the complex. 
Operations/Maintenance , Physical Asset Appraisal North America
Litigation Support for Asbestos Claim
Asbestos Litigation---provided expert input and litigation support for trial preparation on refinery/chemical personnel's exposure to asbestos gaskets and equipment insulation materials. 
Environmental , Operations/Maintenance , OSHA-related , Safety , Toxic Tort North America
Crude Marketing Study
Prepared a crude marketing study for a Utah black wax crude oil producer.  Evaluated refineries outside of Utah which could receive crude oil via railcars and the expected netback price to the crude oil producer.  Identified and ranked the refineries which would yield the highest netback value to the producer.  Provided contact information and initiated meetings with the crude oil producer and potential refinery candidates for processing the Utah black wax crude oil.
Crude Oil Valuation North America
Refinery Business Interruption Dispute
Following an unplanned shutdown, caused by extensive equipment damage, evaluated the refinery operation to confirm that all mitigation steps had been taken and also confirm the claimed business interruption losses.
Business Interruption , Crude Oil Valuation , Forensic Analysis , LP/Planning Practice North America
Gas Plant Mediation Support
Provided mediation support in relation to a helium supply agreement dispute.  
EPC-related , Operations/Maintenance North America
Power Outage Cause and Origin
A refinery suffered an unplanned shutdown due to a power outage.  At the time of the incident, the power source was from the grid via a third-party cogeneration station.  Analyzed facilities and procedures to determine which parties: the grid, the cogeneration station, and/or the refinery, contributed to the outage.
Expert Witness/Testimony North America
Feedstock Supply Dispute
Reviewed the incidents of feedstock disruption and its effects on production of a basic chemical by a chemical producer in its dispute concerning a long-term feedstock supply contract.  Dispute was settled at an early stage, prior to the preparation of an expert report.
Arbitration , Commercial Terms Review , Operations/Maintenance North America
Gasoline Supply Map
Prepared a regional map showing sources of gasoline supply to a specific state, including refineries, pipelines, and waterborne routes. Analyzed gasoline supply logistics from terminals within, or near, the subject state. North America
Ethanol Plant Business Interruption Dispute
Reviewed an insurance claim for an ethanol plant "opportunity loss" due to a power outage resulting from repair work on main electrical feed cables after being damaged by a construction contractor. Reviewed operating expenses and ethanol pricing during the subject period and provided an opinion on the reasonableness of the size of the claim.
Business Interruption , Pricing North America
GTL Facility Due Diligence
Performed due diligence for a company evaluating an equity investment in a GTL facility under construction.  Reviewed project budget and schedule for completion. Evaluated the amount of contingency included in the budget, confirmed the status of payments to contractors and other service providers, and interviewed project representatives regarding mechanical completion and commissioning plans.
Environmental , Expert Witness/Testimony , Operations/Maintenance North America
Chemical Plant Construction Dispute
Provided expert report on construction dispute concerning prefabricated module manufacturing quality and cost overrun issues.
EPC-related North America
LNG Technical Advisor
Provided technical support regarding the FERC filing process, reviewed FEED study deliverables from contractors, and advised with regard to other contracts in support of the project, including geotechnical issues, noise survey, vapor dispersion, etc.  Also reviewed progression and risks involved in estimates of project CAPEX and OPEX.  
EPC-related , Project Feasibility North America
Gas Plant Construction Dispute
Prepared expert report and testified regarding alleged performance deficiencies of a general mechanical contractor performing a reimbursable construction project.  The project allegedly experienced poor productivity, resulting in cost overruns and schedule delays.  Assessed the different potential causes of alleged poor productivity, including project management, scope changes and weather impacts.
Arbitration , EPC-related , Expert Witness/Testimony , Industry Practice/Standard of Care North America
Fertilizer Complex Economic Model
Constructed an economic model to analyze the financial performance of a fertilizer complex that produced ammonia and other nitrogen chemicals.  Evaluated expected operations and financial performance subsequent to the completion of an ongoing capital expansion project.  
EPC-related , Operations/Maintenance , Project Feasibility North America
EPC Construction Dispute
Provided expert support in a construction dispute relating to a natural gas processing plant in North America.  The dispute primarily concerned engineering design issues and whether the installed facilities met contract, specification, and industrial standard requirements.
EPC-related , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance North America
Fracking Equipment Fire
Assisted with the Cause and Origin investigation of a fire on a blender used in a fracking operation.   
Expert Witness/Testimony , Forensic Analysis , Industry Practice/Standard of Care North America
Marine Dock Business Interruption Claim
Reviewed documents and provided analysis concerning a marine collision with the crude oil unloading dock, which resulted in a business interruption claim for a Gulf Coast refiner.
Business Interruption , Waterborne/Marine North America
Crude Oil Supply Contract Dispute
Provided an expert report for a crude oil supplier who lost its contract to a refiner.  Provided a valuation versus alternative crude oils as to the value of the cancelled crude oil supply contract.  Dispute settled prior to trial.
Expert Witness/Testimony , Physical Asset Appraisal , Waterborne/Marine North America
Refinery Acquisition Assessment
Prepared an initial profitability assessment of two refineries for possible acquisition.  Identified key drivers to profitability and the strengths and weaknesses of each refinery. North America
Refinery Business Interruption Claim
On behalf of an insurer, calculated the business interruption expense for a Gulf Coast refinery associated with a delay in receiving crude oil via ship.  Reviewed calculations provided by the refinery and opined on associated business interruption impacts associated with the delay in receiving crude oil shipments.  Provided an expert report, which enabled a settlement in the dispute.
Business Interruption , Waterborne/Marine North America
Refinery Business Interruption Claim
Provided technical support for a business interruption claim associated with a refinery fire.  Evaluated refinery linear program model used to develop the "but for" cases.  Prepared a report with recommended corrections to the linear program model "but for" case output.
Business Interruption , LP/Planning Practice North America
Crude Oil Storage Support
Surveyed industry sources to develop an estimate of the current crude oil storage costs in the Texas Gulf Coast area.  Developed an estimate of the current crude oil storage capacity and petroleum refinery capacity in the Houston area.
Project Feasibility North America
Pacific Northwest Market Study
Prepared a market study of the Pacific Northwest U.S., which included the refined products supply and demand balance and logistics systems.  The emphasis of the study was on current and future jet fuel supply and demand in the region.  Evaluated jet fuel logistic systems for Pacific Northwest. North America
Business Interruption Claim Analysis
Reviewed preliminary business interruption calculations related to a ship collision incident at a refinery dock.  Developed a revised business interruption estimate, which resulted in a claim settlement.
Property Damage , Waterborne/Marine North America
Refining Margin Forecast
Provided a ten year refining margin and price forecast for use by client in developing their long-range plan.  Provided historical trends and identified drivers that could impact future refining margins.
Pricing North America
Refinery Yield Data
Provided refinery yield data and variable operating costs for developing generic refining margins.  Refinery yield data sets included generic refineries located in the Midwest, U.S. East Coast, and U.S. Gulf Coast, with varying configurations. North America
Standard of Care During Ethylene Plant Outage
Reviewed the shutdown and subsequent start-up of an ethylene plant following a utility outage.  Reviewed liquidated damage calculations.
Industry Practice/Standard of Care , Operations/Maintenance North America
Pipeline Pig Station Incident Investigation
Reviewed information concerning a fire associated with the commissioning of a pipeline station and equipment skid. Purpose was to assess cause and origin for the incident and roles and responsibilities of the operating company and equipment supplier associated with the project. 
Property Damage North America
GTL Technology Assessment
Provided a fatal flaw analysis, evaluated the technology application and integration, reviewed the cost estimate accuracy range, and assessed the financial model for a natural gas to wax proposed project.  Particular emphasis was placed on the ability to scale-up the process, the assumptions for plant capacity and availability, and the project schedule.
EPC-related , Intellectual Property , Operations/Maintenance , Project Feasibility North America
Lender's Engineer - GTL Plant
Served as Independent Engineer on behalf of a major Australian bank for the construction of a GTL plant.  Prepared a technology assessment, analyzed feedstock supply, and reviewed contracts.  Inspected equipment and confirmed permits were in place prior to authorizing draw-down certificates.  Monitored construction progress, confirmed expenditures, and compared these expenditures against budget.
Commercial Terms Review , Environmental , EPC-related , Gas to Liquids , Operations/Maintenance North America
Pulp and Paper Mill Construction Dispute
Opined on engineering standard of care issues and issued an expert report for use in a dispute between the owner of a pulp and paper mill and an engineering firm as it related to a major turnaround project.
EPC-related , Expert Witness/Testimony , Industry Practice/Standard of Care North America
Refinery Economic Study
Evaluated various strategic options for a small Rockies area refinery, including an evaluation of a new diesel hydrotreater, refinery crude and product slate optimization, operating cost evaluation, and exit strategy and shutdown costs.  Refinery was shut down due to the small refinery ULSD exemption that was expiring.  Client wanted to evaluate the impact on the competitiveness of the refinery of adding a new diesel hydrotreating unit.
Physical Asset Appraisal , Project Feasibility North America
Refined Products Pipeline Market Study
Developed a supply and demand forecast by market area for a major refined products pipeline from the Gulf Coast to the Midwest.  Project involved analyzing historical supply trends and demand by market area and forecasting expected pipeline flows under various refinery utilization scenarios.
Pipeline North America
Pipeline Specifications Dispute
A new pipeline owner was seeking to impose tighter diesel specifications on a pipeline. Provided an expert report and testimony regarding common carrier pipeline diesel product specifications in a regulatory hearing.  The dispute was ultimately settled prior to the hearing.
Expert Witness/Testimony , Operations/Maintenance , Product Quality North America
Refinery Acquisition Assessment
Provided initial due diligence for a potential refinery acquisition. Evaluated refinery profitability and strengths and weaknesses. Developed forecast for future refinery profitability. 
PRISM Data or Analysis North America
Pipeline Operating Practices
A lawsuit was filed against a major U.S. pipeline company stating that its operating practices during maintenance at a gas gathering line resulted in a fire and the injury of two contract workers who were the plaintiffs. We were asked to opine on the cause of the fire. The matter was settled out of court prior to reports being issued or testimony being presented.          
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , Pipeline North America
Refinery Construction Dispute
Assist client and provide expert consulting support assessing responsibilities of an EPC contractor, as well as project execution and start-up issues associated with the construction and start-up of a grassroots refinery. 
Arbitration , Business Interruption , EPC-related , Industry Practice/Standard of Care , Operations/Maintenance , Property Damage North America
GTL Facility Due Diligence
Performed due diligence for a company evaluating an equity investment in a GTL facility under construction.  Reviewed project budget and schedule for completion. Evaluated the amount of contingency included in the budget, confirmed the status of payments to contractors and other service providers; interviewed project representatives regarding mechanical completion and commissioning plans.
Environmental , EPC-related , Gas to Liquids , Operations/Maintenance North America
Crude Oil Quality Bank Study
Recommended a crude oil quality bank methodology for the different types of crude oil to be stored in a new USGC crude oil storage facility.  Reviewed other existing quality banks and developed recommendations and methodology for managing a crude oil quality bank.
Product Quality North America
Gas Recovery Unit Valuation
Prepared a fair market valuation assessment of a leased refinery gas recovery process unit located within a refinery.  Visited the site and assessed the overall condition of the asset.  Applied a cost approach to value the asset.  The valuation was used by the client to negotiate a buy-out of the leased process unit.
Physical Asset Appraisal North America
Natural Gas Measurement Dispute
Assisted client with a "Discovery Request" regarding measurement of shale-play natural gas from a field meter.   Reviewed accounting records, photos, and meter specifications to determine if consistent with industry standards for measuring natural gas.  
Commercial Terms Review , Industry Practice/Standard of Care , Operations/Maintenance North America
Refinery Assessment for Acquisition
Developed a cash flow model for valuation of a potential refinery acquisition.  Used PRISM data to estimate the refinery yields and operating costs.  Evaluated several refineries as part of acquiring the entire refining assets.
Pricing North America
Refiner Acquisition Study
Developed cash flow models of a U.S. refiner for a client interested in a potential acquisition.  Developed a price forecast and cash flow model for each refinery under consideration.  Utilized PRISM and publicly available data to model the charge and yield and economic performance of each refinery.  Cash flow models were used for valuation of the potential acquisition.
Pricing North America
Transmix Facility Due Diligence
Completed technical, financial, and operational due diligence analysis on behalf of lenders for an existing transmix processing facility and associated terminal.  Tasks included inspection of facilities, assessment of competitive market position, and an evaluation of a new hydrotreater project for ULSD production.
Commercial Terms Review , Operations/Maintenance , Physical Asset Appraisal , Project Feasibility North America
Refinery Acquisition Study
Developed a cash flow model of a U.S. refinery for a client interested in a potential acquisition.  Utilized PRISM and publicly available data to model the charge and yield and economic performance of the refinery.  Cash flow model was used for valuation of the potential acquisition.
Pricing North America
Retail Marketing Contamination Dispute
A gasoline marketer that had withdrawn from a particular region was being sued for alleged contamination from leaking underground storage tanks at retail marketing locations in that region. We were retained to provide an overview of the gasoline supply chain with an emphasis on the various types of retail operations and to review the plaintiffs’ claims regarding the number of retail outlets that were owned and controlled by that company in the relevant time period.
Environmental , Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance North America
Canadian Refinery Competitiveness Study
Evaluated the competitive position of several Canadian refineries located in Eastern Canada and Ontario.  Evaluated refinery configurations, crude oil slate and product yield, and profitability versus a group of regional competitor refineries.  Presented the crude oil and product logistics systems for each of the Canadian refineries being studied.   North America
Propane Quality Review
Reviewed claims regarding a propane quality dispute between a supplier at a new terminal and a retail distributor.  Reviewed propane quality test results and bills of lading to compare actual versus reported quality.  We provided technical findings to client and assisted in getting the matter settled.
Industry Practice/Standard of Care , Operations/Maintenance , Product Quality North America
Terminal Due Diligence
Performed a technical due diligence of a Gulf Coast refinery tank farm and associated transfer pipelines for a prospective investor.  Reviewed inspection and maintenance records of the assets during a site visit.  Reviewed numerous operating performance documents from a data room.  Prepared a technical due diligence report outlining our findings.
Operations/Maintenance , Physical Asset Appraisal North America
St James Louisiana Crude Supply Study
Analyzed crude supply sources and pipeline flows for the Southern Louisiana refining market in conjunction with a potential pipeline acquisition.  Forecasted crude supply availability by grade in the St. James trading hub and analyzed impact of new crude oil pipelines in the market.
PRISM Data or Analysis North America
California Terminal Due Diligence
Assisted midstream buyer with valuation of a large Northern California petroleum terminal.  Delivered market study presentation to company management to assist in due diligence and valuation using market metrics.
Physical Asset Appraisal North America
Permian Basin Crude Oil Supply and Logistics
Provided supporting material related to Permian Basin crude oil production growth and logistic infrastructure for a pipeline owner's annual investor presentation. North America
Refinery Acquisition Screening Study
Developed a refinery acquisition matrix comparing quantitative and qualitative aspects of various refineries.  Utilized PRISM data to compare relative profitability and charge and yield results for various refineries under consideration.
PRISM Data or Analysis , Pipeline North America
RIN Balance Study
Utilized publicly available data and PRISM to estimate the RIN balance for 20 U.S. refiners.  Calculated RIN cost impact to a merchant refiner versus an integrated refiner with marketing and product blending.  Prepared a report summarizing results.  Report used by client for a public website. North America
LNG Due Diligence
Provided technical support to the sponsor of a multi-train liquefaction project.  The scope of work included:  preparation of a technical due diligence report; in-depth review of the Open Book Estimate (OBE), schedule, and project execution plan; assessment of the EPC contractor’s capabilities and experience; high-level review of geotechnical issues; assistance in the development of an Operating and Maintenance (O&M) plan; input into the formation of sponsor’s project management team; and input into the development of owner’s costs, including appropriate levels of cost and schedule contingency.  Provided support to the sponsor with EPC contract negotiations.  
Environmental , LNG , Operations/Maintenance , Pipeline , Project Feasibility North America
Acrylonitrile Plant Construction Dispute
Assisted in a dispute  between a major EPC firm and an owner concerning claims that the owner's interference with a lump-sum EPC contract resulted in a large cost overrun.  Assisted with discovery, evaluated construction documents, analyzed project disruption, evaluated change orders, and prepared trial exhibits. 
EPC-related , Expert Witness/Testimony North America
Refinery Flare Incident
Following a fire during a scheduled flare system maintenance turnaround, retained to assess the feasibility of safely hot tapping the flare header to install a stopple and allow removal of a large gate valve upstream of a flare knock-out drum.  In consultation with other parties, assessed: (1) the flare system equipment, (2) the refinery hot tap procedures, and (3) evaluated if the activities could be performed safely.
Expert Witness/Testimony , Industry Practice/Standard of Care , Operations/Maintenance , OSHA-related , Safety North America
Ammonia Plant Project Finance
Served as independent engineer on behalf of the financial advisor for the construction of a new small-scale biomass to nitrogen fertilizers complex.  Prepared a technology assessment, analyzed feedstock supply, reviewed contracts, reviewed site and infrastructure considerations, and advised with negotiation of contracts.  
Commercial Terms Review , Environmental , Fertilizers , Gasification , Intellectual Property , Project Feasibility North America
Accident Liability
Assisted in a personal injury claim following an incident in a petroleum refinery process unit.  Examined refinery conformity with the latest available industry technology, regulations, standards, and practices.  
Industry Practice/Standard of Care , OSHA-related , Safety North America