Retail and loyalty
Retail offer, brand and loyalty programs for fuel and convenience, and measuring whether they actually change customer behaviour.
Fuel industry advice from a practitioner, not a theorist.
I have run the fuel business from supply to forecourt, through acquisitions, regulators and a national fuel crisis. Now I help the companies, investors and organisations shaping the sector get the big calls right.
Career experience at
I work across the whole downstream chain, from the global barrel to the customer on the forecourt.
Global markets
Crude, refining margins and wholesale prices.
Supply and wholesale
Imports, terminals and freight.
Networks and infrastructure
Where to build, buy, invest and exit.
Pricing and margin
Volume, margin and brand position.
Customer and loyalty
Offers and programs that bring motorists back.
- Supply and logistics
- Supply contracts, terminals, carriers and national supply planning.
- Retail networks
- National networks of 500+ and 700+ sites, from offer and loyalty to performance.
- Acquisitions and integration
- Taking over and integrating networks, and seeing deals through approval.
- Regulation and inquiries
- Examined by the ACCC on Ampol's $1.1 billion EG takeover; expert evidence to fuel inquiries.
Advice across the downstream fuel industry.
Engagements range from a one hour expert call to a multi-month strategy review. The common thread is practical advice you can act on, from someone who has made these decisions and lived with the results.
Commercial strategy
Market entry, competitive positioning, business models and the commercial choices that separate leaders from followers.
Pricing strategy
Wholesale, commercial and retail pricing frameworks, competitive response and margin management across the value chain.
Supply and network strategy
Where to place new sites, which to invest in or exit, acquisition and divestment screening, and the supply chain and terminal economics behind them.
Industry insight and trends
Market intelligence on global and local fuel markets, listed company results, competitors and the shifts reshaping the industry.
Expert calls, briefings and speaking
Focused sessions for investors and expert networks, board briefings, and keynotes or panels at industry events.
How I work.
Four ways to work together, from a single call to a seat at the table. Each starts with a short conversation about the question you need answered.
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Hours
Expert calls and briefings
Calls with investors, directly or through leading expert networks, and briefings for boards and leadership teams on market conditions, competitors or a specific decision.
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Weeks to months
Project advisory
A defined piece of work with a clear question and a clear answer: a pricing review, network strategy, loyalty assessment or market entry case.
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Monthly
Ongoing advisory
A retainer for a regular, experienced sounding board: market updates, strategy check-ins and support on decisions as they come up.
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Ongoing
Advisory board roles
Formal advisory or board positions with fuel companies, technology providers and new entrants that want deep industry experience at the table.
Independent by design. I am not employed by any fuel company, and I disclose any advisory roles up front, so you always know where my advice comes from.
Who I work with.
Fuel companies, investors, suppliers and the people who regulate and report on the industry each need something different. This is what I bring to each.
Fuel companies
Refiners, importers, wholesalers, distributors and retail networks, from majors to independents and new entrants, seeking an experienced independent view.
Investors and expert networks
Fund managers, investment banks, private equity and expert networks seeking informed context on listed fuel companies, deals and industry economics.
Suppliers and technology partners
Technology providers, logistics and equipment suppliers, and service partners who want to understand how fuel companies think and buy.
Industry, government and media
Conference organisers, industry bodies, policymakers and journalists who need a clear, credible voice on how the market works.
Weekly insight on the fuel industry.
Every week I publish Kinetik Intelligence, a short update on the news, results and trends that matter across the fuel industry, plus deeper analysis of the companies and strategies shaping it.
Kinetik Intelligence
Free, in your inbox every week. Written for people who make decisions in and around the fuel industry.
Unsubscribe at any time. I will never share your details.
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Ampol's $225m EV bet won't pay back this decade. That might not matter.
Ampol is paying $225 million for Evie Networks, which would give it Australia's largest public fast-charging network by bays. The strategy is defensible and the price is fair. The returns are a different story.
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Ampol vs Viva: The price cycle went quiet. Who wins now?
As Ampol prepares to significantly expand U-GO, Viva Energy’s pricing behaviour is reshaping the competitive landscape. The question is whether this is temporary disruption or a structural shift in Australian retail fuel.
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Kinetik Intelligence: the weekly update
Industry news, company moves, market conditions and emerging trends, summarised in a five minute read.
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Loyalty on the forecourt: who is winning the customer
How fuel retailers are using loyalty, partnerships and data, and what separates the programs that work.
Fuel today. The energy transition next.
The same questions that shape the fuel industry today, including customer behaviour, network economics, pricing and regulation, will shape the energy transition. I follow it closely and help clients prepare for it.
EV charging
Where charging fits in a fuel network, how it is priced, and what it does to site economics.
Renewable and low carbon fuels
Supply, cost and demand for renewable diesel and sustainable aviation fuel.
New energy retail
How the forecourt offer changes as the vehicle fleet changes.
Kalon Khor
Founder and principal, Kinetik Consulting Group.
I have made the decisions you are facing, and the ones ahead of you. From inside the arena, not the sidelines.
I helped steer Ampol's $1.1 billion takeover of EG Australia through the first major in-depth review under the ACCC's new merger rules, including being examined by the regulator on the competitive dynamics of the fuel market. The deal was approved.
I chaired EG's crisis committee through a national fuel crisis, keeping a 500+ site network supplied. When Viva Energy took control of fuel across the 700+ Coles Express sites, I led the transition and used data and insight to transform how the network competed.
I have also given expert evidence to government fuel inquiries and sat at the executive table answering to the CEO and Board. I have guided where national networks place new sites, invest, acquire and exit, and negotiated supply contracts with some of the country's largest mining companies, government buyers and fuel distributors.
I am a proven performer, not someone testing theories on a PowerPoint deck. And I am independent of any fuel company, so the advice you get is mine alone.
My full background is on LinkedIn.
Start a conversation.
Whether it is a quick expert call, a speaking invitation or a larger engagement, send a note and I will respond within 24 hours.
hello@kinetikconsultinggroup.com
Based in Melbourne, working with clients across Australia and internationally.