Oil and Gas Supply Chain Operations Training Course

Participants can assess crude supply options using quality, compatibility, logistics and commercial criteria.

• Crude assay characteristics linked to refinery yields, energy use and product quality
• API gravity, sulphur and acidity assessed for crude acceptance decisions
• Blend compatibility checked against tank segregation and refinery processing constraints
• Cargo parcels, laycans and discharge windows interpreted for supply scheduling
• Quality claims managed through sampling, certificates and custody-transfer procedures
• Crude supply portfolio balanced for availability, economics and processing flexibility

Participants can relate refinery operating constraints to supply chain planning decisions.

• Atmospheric and vacuum distillation outputs connected to downstream product availability
• Unit capacity constraints translated into feasible crude throughput assumptions
• Turnarounds and unplanned outages incorporated into supply continuity plans
• Intermediate streams tracked between process units, blending pools and storage
• Product specifications constrain blend recipes, component availability and dispatch timing
• Operating losses, gains and refinery fuel consumption reflected in material balances

Participants can build a time-phased supply-demand balance for refinery inputs and products.

• Monthly supply-demand balance built from receipts, yields, stocks and nominations
• Opening inventory reconciled with measured stocks, book stocks and in-transit volumes
• Demand forecasts segmented by product, location, customer and delivery channel
• Production assumptions converted into product availability using yield factors
• Shortfalls identified through time-phased balances and exception reporting
• Allocation priorities established for contractual, strategic and spot-market customers

Participants can interpret refinery planning outputs and their implications for supply decisions.

• Linear programming model structure explained through variables, constraints and objective functions
• Gross refining margin compared across crude slates and product price assumptions
• Shadow prices interpreted for constrained units, blend components and tank capacity
• Planning horizon separates strategic crude choices from short-term operating schedules
• Scenario analysis tests price shifts, yield changes and capacity restrictions
• Optimisation outputs challenged against operational feasibility and execution constraints

Participants can plan crude receipts while controlling marine timing, capacity and demurrage exposure.

• Vessel nomination sequence aligned with laycan dates and discharge terminal readiness
• Port restrictions assessed for draft, berth length, tidal windows and pumping rates
• Notice of readiness, laytime and demurrage clauses interpreted operationally
• Discharge plans coordinate berth access, tank ullage and crude segregation
• Weather delays and port congestion incorporated into vessel arrival scenarios
• Demurrage prevention actions assigned through arrival-to-discharge milestone controls

Participants can manage tank capacity, segregation and transfer planning at refinery terminals.

• Working capacity calculated from gross capacity, heel, ullage and safety limits
• Tank linefill, interface volumes and transfer losses included in movement plans
• Segregation rules prevent incompatible crude grades and product contamination
• Tank turnaround schedules accommodate receipt, settling, testing and dispatch activities
• Inventory reconciliation investigates gauge differences, temperature corrections and losses
• Terminal operating windows aligned with refinery production and carrier schedules

Participants can plan product blending and quality controls to meet specification and delivery requirements.

• Blend recipes developed against octane, sulphur, density and vapour-pressure limits
• Component availability checked before committing product grades and customer nominations
• Certificate of quality requirements matched to batch release and dispatch controls
• Sampling plans follow custody-transfer points, retention periods and dispute procedures
• Interface management protects grade integrity during pipelines, tanks and loading
• Off-spec product disposition assessed through reblending, downgrading and reprocessing options

Participants can set inventory controls that protect service while managing working-capital exposure.

• Safety stock calculated from demand variability, lead time and service targets
• Reorder points established for products with variable transport and production lead times
• Days of supply tracked by product, location and customer service priority
• Minimum operating levels distinguished from strategic reserves and commercial stock
• Slow-moving inventory analysed for specification risk, ageing and disposal options
• Working-capital impacts quantified from inventory value, turnover and payment terms

Participants can plan distribution networks and product fulfilment against customer commitments.

• Distribution modes compared across pipeline, coastal tanker, rail and road transport
• Primary and secondary distribution responsibilities defined for refinery-to-customer movements
• Delivery scheduling considers loading slots, driver hours and customer receiving capacity
• Order fulfilment measures track on-time, in-full and quality-compliant delivery
• Allocation rules applied during shortages using contractual obligations and customer criticality
• Last-mile constraints identified for airports, mines, power plants and retail stations

Participants can manage supply contracts and supplier performance in refinery operations.

• Incoterms 2020 allocate delivery, risk, cost and documentation responsibilities
• Crude purchase contracts reviewed for quality, quantity and pricing provisions
• Service-level agreements define carrier, terminal and inspection-provider accountabilities
• Supplier scorecards measure delivery reliability, quality conformance, cost and claims
• Three-way matching connects purchase orders, receipts and supplier invoices
• Contract variation controls document changes to volumes, dates and specifications

Participants can establish planning routines that align commercial demand with operational capability.

• Sales and Operations Planning cycle connects demand, supply, finance and executive decisions
• Demand review challenges forecast assumptions, promotions and customer nominations
• Supply review tests refinery capability, logistics capacity and inventory positions
• Pre-S&OP decisions frame trade-offs requiring executive approval
• Planning calendars define data cut-offs, meetings, decisions and action owners
• Exception thresholds trigger escalation for shortages, capacity breaches and quality risks

Participants can identify, assess and control major refinery supply chain risks.

• Risk registers capture likelihood, consequence, controls, owners and review dates
• Bow-tie analysis links supply events to preventive and mitigative controls
• Hazardous-material movements assessed for documentation, handling and emergency response requirements
• ISO 28000 security principles applied to cargo, terminal and transport risks
• Sanctions, trade restrictions and counterparty screening considered before cargo commitment
• Business continuity plans prioritise alternative sources, routes and customer allocations

Participants can prepare coordinated responses to supply interruptions and refinery disruptions.

• Incident command roles coordinate supply, operations, logistics, communications and commercial decisions
• Cargo delay responses assess alternate berths, substitute grades and inventory drawdown
• Refinery outage scenarios recalculate product availability, imports and customer allocations
• Contingency transport plans identify alternate carriers, routes and loading locations
• Root-cause analysis uses five whys and fishbone diagrams after disruptions
• Recovery plans track milestones, constraints, customer communications and residual risks

Participants can use supply chain metrics to diagnose performance gaps and prioritise improvement actions.

• Balanced scorecards combine service, cost, inventory, quality and safety measures
• Perfect order rate measured through delivery, quantity, documentation and quality conformance
• Plan-versus-actual variance analysis separates forecast, yield, logistics and inventory drivers
• Demurrage, detention and freight costs analysed by route, carrier and cause
• Dashboard design assigns metric definitions, data sources, owners and reporting frequency
• Pareto analysis prioritises recurring supply failures and improvement actions

Participants can specify the data and system controls needed for reliable supply execution.

• ERP master data governs materials, locations, units, specifications and lead times
• Terminal automation data reconciled with inventory books and movement records
• Electronic bills of lading and certificates controlled through document workflows
• Data-quality checks identify duplicate orders, unit errors and missing confirmations
• Control-tower views combine inventory, shipment status, demand and exception alerts
• Access controls protect pricing, nominations, inventory adjustments and release approvals

Participants can build, review and present a complete refinery supply chain operating plan for a defined planning period.

• Planning scope defines crude slate, refinery throughput, products and customer commitments
• Supply-demand balance integrates receipts, yields, inventory targets and product nominations
• Marine, terminal and distribution schedules demonstrate executable movement timing
• Inventory policy sets operating limits, safety stocks and escalation triggers
• Risk register identifies disruption scenarios, controls, contingencies and decision owners
• Performance dashboard specifies service, cost, inventory, quality and reliability measures
• Peer review tests assumptions, constraints, trade-offs and implementation actions