Upstream Project Finance & Valuation
INTRODUCTION
In today’s competitive oil and gas industry, the ability to analyse complex financial data, evaluate petroleum projects, and make sound investment decisions is a critical leadership skill. Yet, many managers underutilise Excel, relying on it as a simple calculator rather than a powerful modelling and decision-making tool.
This certified Upstream Project Finance & Valuation bridges that gap. Covering both upstream and downstream sectors, it equips delegates with advanced Excel techniques, petroleum project economics knowledge, and financial modelling skills to optimise decision-making, challenge assumptions, and unlock new career opportunities.
Through real-world petroleum industry case studies, hands-on modelling exercises, and practical applications, you will learn how to evaluate investments, assess risks, structure financing, and leverage derivatives to hedge against volatile energy prices.
This training course will highlight:
* Practical, industry-specific financial modelling skills from fundamentals to advanced applications
* Techniques to analyse and forecast oil and gas financial performance
* Methods to evaluate projects using NPV, IRR, payback, decision trees, and real options
* Strategies for hedging commodity price risks with petroleum futures and options
* Real-world upstream and downstream case studies to apply learning immediately
OBJECTIVES
By the end of this course, delegates will be able to:
* Confidently navigate and utilise Excel as a strategic petroleum finance tool
* Perform in-depth financial and ratio analysis for oil and gas companies
* Build robust financial models to forecast and project industry performance
* Evaluate investment opportunities using advanced appraisal techniques
* Model risk scenarios, stress tests, and option-to-abandon decisions
* Apply petroleum derivatives to hedge against price volatility and protect margins
TRAINING METHODOLOGY
This masterclass uses a **hands-on, results-driven** approach. Delegates will engage in:
* Instructor-led Excel modelling demonstrations
* Petroleum industry case studies and data sets
* Scenario-based problem-solving exercises
* Group discussions and peer learning
* Optional VBA-based modelling for advanced participants
ORGANISATIONAL IMPACT
Organisations will benefit from:
* Stronger capital investment decision-making frameworks
* Enhanced risk management for commodity price volatility
* Improved internal financial forecasting and reporting
* Increased return on petroleum projects through better analysis
* More confident managers capable of data-driven leadership
PERSONAL IMPACT
Participants will:
* Master Excel functions and tools tailored for petroleum finance
* Understand both upstream and downstream economic drivers
* Develop advanced petroleum investment appraisal skills
* Build confidence to present and defend financial recommendations
* Enhance career progression through recognised industry competencies
WHO SHOULD ATTEND?
This course is ideal for:
* Senior and middle managers in the petroleum industry
* Finance professionals in energy sector companies
* Project managers and analysts working in oil and gas
* Economists and engineers involved in investment decisions
* Anyone seeking to upgrade Excel and financial modelling skills
COURSE OUTLINE
DAY 1: Introduction to Excel in Petroleum Finance
* Excel environment overview
* Petroleum industry background and context
* Cell referencing, formulas, formatting, charting basics
DAY 2: Data Management & Advanced Excel Techniques
* Data manipulation and management tools
* Advanced charting and visualisation
* Introduction to VBA for petroleum applications
DAY 3: Financial Analysis in Upstream & Downstream Oil & Gas (Part I)
* Financial statement analysis
* Ratio analysis applied to petroleum sector
DAY 4: Financial Analysis in Oil & Gas (Part II)
* Trend analysis and forecasting
* Projecting financial statements using Excel tools
DAY 5: Statistical Analysis & Capital Structure
* Statistical techniques for petroleum data
* Cost of equity using regression analysis
* Capital structure evaluation in oil & gas companies
DAY 6: Investment Appraisal with Excel (Part I)
* NPV, IRR, payback period calculations
* Stress testing and scenario analysis
DAY 7: Investment Appraisal with Excel (Part II)
* Decision trees for abandonment and continuation
* Real options modelling in petroleum projects
DAY 8: Energy Derivatives & Risk Management
* Overview of upstream derivatives (futures, options)
* Modelling product prices and hedging strategies
DAY 9: Hedging and Spreads
* Managing price increase/decrease risks
* Product spreads and margin protection
DAY 10: Integrated Case Study & Presentation
* End-to-end upstream project evaluation
* Group presentations and peer review
CERTIFICATES
On successful completion, delegates will receive:
* A **KELeaders Certificate of Completion**
* **CPD Certification** (1 CPE credit per 50 minutes of training)
* A personalised CPD certificate compliant with international CPD standards
Enquiries and Registration
Enquiry at : admin@keleaders.com
Whatsapp: 0044 790 125 9494
For more details visit our website : www.keleaders.com
