Fuel Oil News February 2018 | Page 17

Changes galore downstream Inside Out OVER THE LAST 17 POST MILLENNIUM YEARS THE COMPETITIVE LANDSCAPE OF THE UK & IRELAND’S DOWNSTREAM OIL INDUSTRY HAS ALREADY SEEN MORE CHANGES THAN THE PREVIOUS 30 OR SO YEARS. With changes happening in both the number/ identity of players, and in the ownership of operations and facilities, it is worth retracing these changes over this relatively short period. Change has spanned the full spectrum of downstream activity, from product sourcing through to distribution, marketing and product sales. How the UK has changed Refi ning At the turn of the century there were 9 refi neries; now there are 6. There have been several changes of ownership with neither BP nor Shell having any indigenous refi ning operations. 2000 – Texaco’s Pembroke refi nery was acquired by Chevron. In 2011 it was sold to Valero along with Chevron’s other UK downstream assets/interests. 2001 – Phillips Petroleum sold its Teesside refi nery to Petroplus which closed the plant in 2009. Now owned by Navigator Terminals, the site is an import and storage terminal. 2002 – Conoco’s Humber refi nery came under the ownership of ConocoPhillips. When the two companies split into upstream and downstream entities, it passed to Phillips 66. 2005 – BP’s Grangemouth refi nery was sold to Ineos which entered into a joint venture with Petrochina to form Petroineos in 2011. The company also owns BP’s former Dalston rail-fed terminal and supplies markets in northern England, Scotland and Northern Ireland. 2007 – BP’s Coryton refi nery was sold to Petroplus, closing in 2012 following the latter’s collapse. The site is now home to Thames Oilport, an import and storage facility jointly owned by Greenergy and Shell and commissioned in 2016. 2007 – Total sold its 70% stake in Milford Haven to 30% co-owner, Murco. Closed in 2014, it was acquired by Puma Energy in 2015 and converted into an import and storage facility. 2011 – Shell sold its Stanlow refi nery to Essar with the latter establishing a marketing business in the commercial/wholesale, aviation fuels and retail (dealer) sectors. Marketing and distribution – signifi cant overhauls at BP, Esso and Shell 2001 – BP sold its equity interests in commercial/industrial fuels to DCC Energy (Scottish Oils), OJ Williams and Q8 Fuelcare. BP divested its owned fi lling station network to large dealer groups including MRH, MFG and Euro Garages which have branded supply agreements. 2001 – Jet sold its company-owned fi lling stations with Texaco doing the same in 2005; both entered into branded supply agreements with the acquirers. 2004 – Shell sold Shell Direct to DCC Energy and acquired circa 250 former Total fi lling stations from Rontec in 2011. In 2015 185 sites were put up for sale with the lion’s share acquired by MFG and Euro Garages. 2010 – having adopted the US branded jobber model for its UK fi lling station network, Esso began divesting its owned network (excluding around 200 Esso/Tesco alliance sites) to groups such as MRH, Euro Garages and Rontec appointing them as branded wholesalers. Also a branded wholesaler, Greenergy has taken most of the dealer network. 2016 – BP’s Belfast terminal was sold to Puma Energy and Nicholl Oils. Buyers are also being sought for BP’s Hamble and Northampton terminals as well as its 50/50 interest in Kingsbury (with Shell) and its stake in UKOP. Far reaching upheavals in the mini majors plus new entrants Essar, Petroineos and Puma Energy 2001 – Phillips Petroleum sold its Teesside refi nery/marketing business to Petroplus; 2012 the latter went into administration. 2004 – Q8 Petroleum sold its marketing interests to MRH which sold the Fuelcare distributor business and Pace dealer network to DCC Energy in 2011. 2011 – Total Elf Fina sold its retail/equity distributor interests to Rontec; the latter retaining the circa 500 owned fi lling stations whilst divesting dealer sites and Total Butler to DCC Energy. 2015 – Murco divested its Milford Haven refi nery, wholesale fuels business and rail- fed terminals at Westerleigh, Theale and Continued on page 18 Rise of the importers and wholesalers Probably the biggest change, in terms of magnitude has been the greatly increased presence of the importers/wholesalers from a market share of around 6% in 2000 to somewhere in the 25%-30% representation. In road fuels this sector’s strength is nearer 40%-45%. By far the largest operator, Greenergy supplies in excess of 30% of the road fuel market and is the major supplier to supermarket sites. The company has established a comprehensive logistics network which provides national coverage. In 2017 85% of Greenergy was acquired by Canadian infrastructure fund, Brookfi eld Business Partners, the company acquired independent Irish fuel supplier, Inver Energy in late 2017. Mabanaft introduced Mabalive, an innovative online pricing, f uel buying and order administration facility, and has become a jet fuel supplier at 9 airports. The company owns BWOC, Silveys and Advance Fuels. State Oil/Prax Petroleum has acquired terminal facilities in Cardiff (formerly Gulf) and Jarrow (formerly Shell). In 2015 Prax acquired competitor, Harvest Energy with its network of circa 100 dealer sites and a presence at a number of small, regional airports. Part of an international group, World Fuel Services has a substantial presence in both the marine bunkering and aviation markets. In the UK, WFS has acquired Linton Fuels and Watson Petroleum as well as marine bunkering businesses, Henty Oil and Tramp Oil & Marine, the latter providing a supply presence at Falmouth. Fuel Oil News | February 2018 17