U.S. Refiner Gains Real-Time Daily Risk Positioning by Centralizing Crude Oil Position Data for Commercial and Planning Teams

The Challenge

A leading U.S. Refiner faced significant hurdles due to disparate data formats across multiple sources without centralized automation. The manual consolidation process required a substantial daily effort from a single user, creating risks of incomplete reports and a lack of automated alerting for missing or outdated data. These inconsistent data transformations led to frequent reporting discrepancies, hindering the ability of commercial and planning teams to obtain a reliable view of daily crude oil positions. The client’s objective was to automate the consolidation of crude oil position data into a centralized platform to support faster operational decision-making.

The Solution

Opportune leveraged its deep midstream data expertise and Alteryx automation capabilities to design and implement a secure, scalable ETL pipeline. The team automated the ingestion of crude-related data from SharePoint, network folders, and SAP extracts, incorporating change-detection logic to ensure only updated files were processed. By applying rigorous mapping and validation rules, Opportune standardized disparate formats and corrected data inconsistencies before integrating the flow with Snowflake staging for enhanced security, auditability, and governance. This comprehensive process concluded with the automated daily export of standardized CSVs to feed an Excel-based Crude Hub-to-Hub Position Report, delivering enriched data for daily stakeholder consumption.

Business Impact

By eliminating manual file gathering, transformation, and delivery, the solution provided real-time visibility into crude movements, tariffs, and inventory positions. The implementation of this automated, resilient pipeline delivered the following impacts:

  • Saved over 5 hours per week by eliminating daily manual consolidation tasks.
  • Ensured same-day reporting with consistent, validated data and reduced reporting discrepancies.
  • Improved the timeliness of information, enabling more informed and agile commercial decisions.
  • Provided a scalable foundation for future crude movement analytics and planning enhancements.

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