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  • PFC Energy's DCS-North America Service (DCS-NA) provides data and analysis for eleven leading US downstream players. DCS-NA offers strategy and performance profiles and a series of memos and maps, which address key issues and changes in the North American downstream sector. In addition, DCS-NA provides an annual analysis of company performance and financial results set against changes in the external environment.
     
    The DCS-NA data and analysis is designed to assist in planning and decision-making. It covers:
    • US and PADD specific downstream assets and performance
    • Performance comparisons between companies and against key market indicators
    • Strategic analysis set against regional specific trends
     
    DCS-NA provides a rigorous set of profiles which helps corporate planners and decision makers analyze the competition and evaluate their strategies and performance. DCS-NA strategy and performance profiles, earnings analysis, and strategic notes cover corporate strategy, downstream profitability, refining, marketing, and financial results and activity.
     
    Strategy and Performance Profiles offer detailed coverage of major North American companies, analyzing the downstream activities of each company on a regional basis. In particular, each profile includes:
    • Corporate overview and US downstream strategy
    • PFC Energy's US Downstream Portfolio Analysis - competitor financial performances versus operating environment
    • Regional and sub-segment (refining versus marketing) market positions and strategies
    • Analysis on competitors' access to logistics networks

    DCS-NA Strategic Memos cover topics impacting downstream competitors, such as: 

    • M&A activity
    • Corporate strategy modifications and reinforcement
    • Expansion policy
    • Growth of regional players 

    To find information on this Membership Service or other services use the Membership Service menu on the left or contact info@pfcenergy.com. 
     

  •  Latest DCS-NA Membership Service Publications

  • 05.10 BP Corporate 2010
    05.10 ConocoPhillips Corporate 2010
    05.10 Chevron Corporate 2010
    05.10 Shell Corporate 2010
    05.10 TOTAL Corporate 2010
    05.10 ExxonMobil Corporate 2010
    05.10 Eni Corporate 2010
    05.10 LUKOIL Corporate 2010
    05.10 Petrobras Corporate 2010
    05.10 Repsol YPF Corporate 2010
    05.10 Statoil Corporate 2010
    05.10 Hess Corporate 2010
    05.10 Marathon Corporate 2010
    05.10 Murphy Corporate 2010
    05.10 OMV Corporate 2010
    05.10 Suncor Corporate 2010
    05.10 Occidental Corporate 2010
    05.10 Deepwater Horizon – Downstream Implications
    04.10 Global Refining Capacity Shifting East
    04.10 Deep-dive into the Delaware City Transaction
    04.10 Is the Integrated Business Model Still Valid?
    03.10 Buying Bakersfield to Lift Los Angeles
    03.10 Atlantic Basin Refining – Who is the next to go?
    02.10 7. Full Profile (02.10)
    02.10 1. PFC Energy View (02.10)
    02.10 The Evolution of US Carbon Policy; a Closer Look at EPA Regulation as Support for Cap-and-Trade Dwindles
    02.10 1. PFC Energy View (02.10)
    02.10 6. Competitive Position by Region (02.10)
    02.10 7. Full Profile (02.10)
    02.10 In Good Times and Bad: NOC Market Caps Growing Again
    02.10 6. Competitive Position by Region (02.10)
    02.10 Alon ready to gamble on Bakersfield
    01.10 7. Full Profile (01.10)
    01.10 1. PFC Energy View (01.10)
    12.09 1. PFC Energy View (12.09)
    12.09 7. Full Profile (12.09)
    12.09 7. Full Profile (12.09)
    12.09 7. Full Profile (12.09)
    12.09 1. PFC Energy View (12.09)
    12.09 3. Strategy & Performance (12.09)
    12.09 6. Competitive Position by Region (12.09)
    12.09 5. Marketing (12.09)
    12.09 1. PFC Energy View (12.09)
    12.09 4. Refining (12.09)
    12.09 7. Full Profile (12.09)
    12.09 5. Marketing (12.09)
    12.09 5. Marketing (12.09)
    12.09 6. Competitive Position by Region (12.09)
    12.09 1. PFC Energy View (12.09)
    11.09 5. Marketing (11.09)
    11.09 6. Competitive Position by Region (11.09)
    11.09 5. Marketing (11.09)
    11.09 1. PFC Energy View (11.09)
    11.09 3. Strategy & Performance (11.09)
    11.09 6. Competitive Position by Region (11.09)
    11.09 2. Corporate Snapshot (11.09)
    11.09 Valero Closes Delaware City
    11.09 5. Marketing (11.09)
    11.09 1. PFC Energy View (11.09)
    11.09 3. Strategy & Performance (11.09)
    11.09 4. Refining (11.09)
    11.09 1. PFC Energy View (11.09)
    11.09 7. Full Profile (11.09)
    11.09 3. Strategy & Performance (11.09)
    11.09 4. Refining (11.09)
    11.09 5. Marketing (11.09)
    11.09 6. Competitive Position by Region (11.09)
    11.09 4. Refining (11.09)
    11.09 1. PFC Energy View (11.09)
    11.09 5. Marketing (11.09)
    11.09 6. Competitive Position by Region (11.09)
    11.09 5. Marketing (11.09)
    11.09 4. Refining (11.09)
    11.09 6. Competitive Position by Region (11.09)
    11.09 1. PFC Energy View (11.09)
    11.09 4. Refining (11.09)
    11.09 6. Competitive Position by Region (11.09)
    10.09 6. Competitive Position by Region (10.09)
    10.09 2. Corporate Snapshot (10.09)
    10.09 5. Marketing (10.09)
    10.09 6. Competitive Position by Region (10.09)
    10.09 6. Competitive Position by Region (10.09)
    10.09 3. Strategy & Performance (10.09)
    10.09 3. Strategy & Performance (10.09)
    10.09 7. Full Profile (10.09)
    10.09 2008 North America Refining Data
    10.09 2. Corporate Snapshot (10.09)
    10.09 2. Corporate Snapshot (10.09)
    10.09 Holly Acquires Tulsa’s Sinclair Refinery
    10.09 1. PFC Energy View (10.09)
    10.09 3. Strategy & Performance (10.09)
    10.09 4. Refining (10.09)
    10.09 2. Corporate Snapshot (10.09)
    10.09 5. Marketing (10.09)
    10.09 4. Refining (10.09)
    10.09 3. Strategy & Performance (09.09)
    10.09 6. Competitive Position by Region (09.09)
    10.09 2. Corporate Snapshot (10.09)
    10.09 5. Marketing (09.09)
    10.09 5. Marketing (09.09)
    10.09 5. Marketing (09.09)
    10.09 4. Refining (09.09)
    09.09 7. Full Profile (09.09)
    09.09 1. PFC Energy View (09.09)
    09.09 1. PFC Energy View (09.09)
    09.09 3. Strategy & Performance (09.09)
    09.09 4. Refining (09.09)
    09.09 5. Marketing (09.09)
    09.09 6. Competitive Position by Region (09.09)
    09.09 2. Corporate Snapshot (09.09)
    09.09 3. Strategy & Performance (09.09)
    09.09 3. Strategy & Performance (09.09)
    08.09 Valero Considers New Zealand Entry
    08.09 4. Refining (08.09)
    08.09 3. Strategy & Performance (08.09)
    08.09 4. Refining (08.09)
    08.09 3. Strategy & Performance (08.09)
    08.09 4. Refining (08.09)
    08.09 2. Corporate Snapshot (08.09)
    08.09 3. Strategy & Performance (08.09)
    08.09 4. Refining (08.09)
    08.09 3. Strategy & Performance (08.09)
    08.09 2. Corporate Snapshot (08.09)
    07.09 Marathon 2009
    07.09 Petrobras 2009
    07.09 Whither Bakersfield?
    07.09 2. Corporate Snapshot (07.09)
    06.09 BP 2009
    06.09 TOTAL 2009
    06.09 ConocoPhillips 2009
    06.09 ExxonMobil 2009
    06.09 Chevron 2009
    06.09 Shell 2009
    06.09 2. Corporate Snapshot (06.09)
    06.09 2. Corporate Snapshot (06.09)
    05.09 Valero Establishes European Beachhead
    04.09 Sunoco Finds Buyer for Tulsa
    04.09 Increased US integration with oil sands on horizon
    03.09 Carbon Liability: How Prepared Are the Global Competitors?
    03.09 Suncor and Petro-Canada announce merger
    03.09 Valero acquires ethanol production assets
    02.09 Financial Stress Among Independent Refiners
    12.08 BP
    12.08 CHS
    12.08 Petro-Canada
    12.08 Petropreneurs
    12.08 Western
    12.08 Citgo
    12.08 ConocoPhillips
    12.08 Shell
    12.08 US Downstream Earnings Review: Full Year 2007
    12.08 3. Strategy & Performance (12.08)
    12.08 5. Marketing (12.08)
    12.08 6. Competitive Position by Region (12.08)
    12.08 7. Full Profile (12.08)
    12.08 1. PFC Energy View (12.08)
    12.08 2. Corporate Snapshot (12.08)
    11.08 Marathon
    11.08 Sinclair
    10.08 Valero
    10.08 Sunoco
    10.08 Delek
    10.08 Murphy
    10.08 2007 North America Network & Sales Data
    09.08 Tesoro
    09.08 ExxonMobil
    09.08 Chevron
    09.08 Hess
    08.08 Flint Hills Resources
    08.08 Frontier
    08.08 Flying J
    08.08 QuikTrip
    07.08 Holly
    06.08 US Direct Retail: Expand or Withdraw?
    12.07 Lukoil
    12.07 BP Partnering with Husky Energy
    11.07 US Downstream Earnings Review: First Half 2007
    09.07 Statoil 2007 - Corporate Strategy & Financial Overview
    08.07 US Downstream Earnings Review: Full Year 2006
    06.07 R&D: Some Inconvenient Truths?, A Commentary by Lew Watts, President and CEO
    02.07 Tesoro Acquires Wilmington
    01.07 Biofuels Supply/Demand Forecast Capabilities
    10.06 ConocoPhillips Partners with EnCana
    09.06 Western Refining Acquires Giant Industries
    04.06 Unconventional Resources Map
    09.05 Age of Energy Insecurity
    04.05 Valero Acquires Premcor
    05.04 Alternative Fuels Use in California
    04.04 1Q04 US Environment
    04.04 FY03 US Earnings
    03.04 Marathon Signs On for More Downstream
    02.04 Wal-Mart and its Partners: Mixed Strategies, Mixed Results
    10.03 3Q03 US Environment
    07.03 1H03 US Environment
    04.03 ConocoPhillips Boosts Midwest Supply Position
    02.03 2002 Environment & 2003 Outlook
    07.02 1H02 Environment & Financials Review and Outlook
    05.02 ConocoPhillips' Recent Downstream Planning Clarifications Suggest Network Rationalization in the US to Continue
    05.02 Tier 2 Gasoline Sulfur Credit and Allotment System
    04.02 Diesel Sulfur Credit System
    03.02 Outlook For European Demand of ULS Gasoline & Diesel & Consequences for US Imports
    03.02 2001 Review & 2002 Outlook
    11.01 Phillips-Conoco Merger: Potentially Good Mix of Overlap & Complementarities
    10.01 Shell Back in Charge of its US Downstream
    10.01 US 2Q2001 Downstream Environment & Financials & 2001
    06.01 US 1Q01 Downstream Environment & Financials
    05.01 Valero's UDS Acquisition
    03.01 2000 Downstream Part 2: Quarterly & Annual Results - Few Winners, Some Big Losers
    02.01 2000 Downstream Part 1: Environment - R&M at Record Levels, but What Does it Tell for The Future?
    02.01 Phillips' Tosco Acquisition: The Integrated Oil Company is Not Dead Yet
    07.00 Indie Companies Continue To Reshape US Refining
    05.00 Fuel Specs Causing Refiner Headaches in US
    01.00 Update on Methodology: Explaining the PFC Approach
Areas of ExpertiseMarket DynamicsGeopoliticsIntegrated StrategiesUpstreamMid- Downstream GasDownstream Oil