03 Apr World Pipelines: The glut in the Gulf
Validere’s Mark Le Dain explores the data dynamics that impact crude storage numbers in April’s edition of World Pipelines. Read the article....
Insights
28 Mar The Globe and Mail: With oil at a record low, government must think about curtailment
Oil prices are bottoming out at historic lows as a federal program to help the oil patch, including a backstop for banks that lend to the energy sector, is on its way. Tarun Ajwani, VP of Business Development at Valdiere offered his perspective to the...
24 Mar Oil & Gas Demand Post COVID-19
Posted at 15:09h
in Insights
Countries have been shut down and markets are reacting to an unprecedented situation. Concern for the global economy is far surpassed by the immediate concern for the safety of loved ones. In that regard, we thank those fighting the pandemic on the front lines and...
16 Mar Rigzone: What to Watch in the Oil Market This Week
Last week was exceptionally challenging for the global oil market. Mark Le Dain, Validere's VP of Strategy, along with a panel of market experts offer their insight on OPEC+ supply and what to expect this week. Read the Rigzone article....
01 Feb Assuring Product Quality and Operational Processes through Artificial Intelligence
Posted at 15:47h
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In a technical paper in the Pipeline and Gas Journal, Validere’s CTO Ian Burgess highlights the application of AI in increasing netbacks at a midstream terminal facility through the optimization of operational decision making. Read the article here. ...
16 Jan IMO 2020 LSFO Complications – Potential Long Term Positive for Heavy Differentials
Posted at 00:33h
in Insights
Multiple complications reported globally related to VLSFO Following the implementation of IMO 2020, there is evidence of multiple complications globally related to very low sulfur fuel oils (VLSFO). Recently, red alerts have been issued from VLCC owners specifically flagging the sediment, high catalyst fines, high calcium...
09 Dec Market Disruptions and Quality Shifts
Posted at 21:18h
in Insights
As crude quality becomes increasingly important, key risks to reliable product supply are market events that affect quality, rather than simply volume. Changes in crude quality supply expectations are happening more and more regularly due to heightened regulatory and social shifts, along with the ever-present...
18 Oct Quality Differentials and Permian Gas Forecasts
Posted at 14:49h
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Associated Gas and Growth Forecasts A key concern for future North American gas prices is associated gas, since this production wedge is less responsive to price. The main reason often cited is the Permian, where oil production appears to be economic enough to keep gas production...
25 Sep The Saudi Oil Attacks
Posted at 20:48h
in Insights
Saudi Oil Attacks: The Quality Angle Recent attacks on Saudi Arabia have resulted in significant shifts in global crude qualities. Some of these shifts highlighted quality themes we've previously discussed in unexpected ways. The shifts also give us insight into the Kingdom's situation, and may suggest...
30 Aug Highlights from Q2 Quality Reporting
Posted at 15:16h
in Insights
During Q2 we monitored conference calls and corporate disclosure to see how big a role product quality played in results and estimates. We were not disappointed by the results, with product quality considerations being mentioned across North America. Our team has highlighted some of the...