- Provide testimony in state and federal courts regarding refining, marketing, and transportation issues and values.
- Provide testimony and preparation of reports and affidavits in governmental hearings and international arbitrations.
- Analysis and testimony for both creditors and debtors in bankruptcy proceedings.
- Expert analysis and testimony in patent litigation.
- Consultation and/or expert witness services for industrial clients, as well as various U.S. government agencies such as the Department of Energy/EIA, Department of Justice, Internal Revenue Service, Federal Trade Commission, Federal Energy Regulatory Commission (FERC), Environmental Protection Agency and other federal and state government agencies.
- Consultation and preparation of expert reports/affidavits and testimony in property tax disputes involving refineries and other downstream assets.
- Serve as expert consultants and witnesses in business interruption and property damage disputes involving petroleum processing and midstream assets.
- Consultation and expert reports and testimony regarding various petroleum industry technical, commercial, operational, environmental, safety and other practices.
Exemplary Engagements:
- Expert testimony before the U.S. DOE in a hearing involving a crude-pricing dispute on behalf of a domestic crude oil producer.
- Served as expert witnesses for a consortium of California refiners in the Unocal gasoline patent dispute.
- Preparation of an expert report to the U.S. IRS regarding a tax issue concerning unit and line fill volumes at several petroleum refineries.
- Engaged as expert witnesses for refiners and taxing authorities in numerous property tax disputes in several states.
- Evaluated the design of a condensate splitter plant and prepared an expert report on behalf of the owner/operator in a dispute with an engineering contractor over alleged design flaws.
- Engaged by outside counsel to prepare an independent estimate of damages in the default of a crude supply agreement.
- Retained by counsel to perform an audit of completion of the provisions of an EPA Consent Decree.
- Prepared an affidavit for a U.S. refiner client regarding the role of a delayed coker in the refining process for use in response to an IRS audit.
- Engaged by outside counsel for a large U.S. refiner to evaluate the market impact of a shutdown of its system.
- Engaged by one of the parties in an arbitration claim related to the status of an asset involved in a refinery transaction.
- Prepared expert opinion for one of the parties in a licensing dispute between two hydrotreater technology companies.
