Vertical · 04 · Refining

Refinery configurations, crude slates, utilization, product yields, and the trade flows that connect refiners to the markets they serve.

The Refining Vertical is the canonical view of global refining — configurations, crude slates, utilization, product yields, and the trade flows that connect refiners to their markets. The Nexus carries it into Petrochemicals (feedstock side) and Power markets (fuel side).
DomainRefiningFoundationthe NexusPosition4 of 5
I.What it covers

What it covers

The Refining Vertical as the canonical view of its domain.

The Refining Vertical is the canonical view of global refining — configurations, crude slates, utilization, product yields, and the trade flows that connect refiners to their markets. The Nexus carries it into Petrochemicals (feedstock side) and Power markets (fuel side).

Coverage
Global with regional granularity
Time horizon
Historical, current, forward-looking
Update cadence
Continuous
Extension
Firms add private structure on top of the canonical
II.

Connected through the Nexus

A question that crosses Refining’s edge has somewhere to go.

the NexusLNGPetrochemicalsPower marketsRefiningCritical minerals

The Refining Vertical is connected to the rest of the energy world through the Nexus. Upstream drivers, downstream consequences, and cross-Vertical risk are visible the moment an event lands.

The invitation

We work with the firms shaping the next decade of global energy.

If that is the seat you sit in, we should talk.

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