Training Course on Financial Modelling and Petroleum Project Economics

Training Course on Financial Modelling and Petroleum Project Economics

Introduction

In today's volatile oil and gas market, mastering financial modelling and understanding petroleum project economics is critical for strategic decision-making and investment success. Training Course on Financial Modelling and Petroleum Project Economics is designed to empower professionals with advanced financial analysis skills, cash flow forecasting techniques, and project evaluation tools specifically tailored for the petroleum and energy sector. Using real-world data and industry-specific case studies, participants will gain practical insights into modeling the financial performance of upstream, midstream, and downstream projects.

 

Whether you're a petroleum economist, energy analyst, or finance professional, this comprehensive course will equip you with the knowledge to build robust financial models, conduct economic feasibility analysis, and optimize project returns. With a blend of theoretical depth and hands-on application, you’ll learn to utilize tools like Excel for project finance, NPV & IRR analysis, and risk assessment frameworks, making this course ideal for staying ahead in the energy investment landscape.

Course Objectives

1. Understand the fundamentals of petroleum project valuation.
2. Develop dynamic financial models using Excel for oil and gas projects.
3. Apply discounted cash flow (DCF) techniques in real case scenarios.
4. Master the concepts of Net Present Value (NPV) and Internal Rate of Return (IRR).
5. Perform sensitivity analysis and scenario planning.
6. Estimate capital expenditures (CAPEX) and operating expenses (OPEX).
7. Analyze the economic feasibility of upstream and downstream projects.
8. Interpret financial statements and cash flow projections.
9. Integrate risk analysis into petroleum economic models.
10. Evaluate fiscal regimes, taxes, and royalty structures.
11. Conduct break-even analysis and price forecast modeling.
12. Create project dashboards and reporting templates.
13. Gain knowledge of ESG financial modelling trends in energy projects.

Target Audience

1. Petroleum Economists
2. Financial Analysts
3. Energy Consultants
4. Project Finance Managers
5. Business Development Professionals
6. Oil and Gas Engineers
7. Investment Bankers in Energy Sector
8. Corporate Strategy Executives

Course Duration: 10 days

Course Modules

Module 1: Introduction to Financial Modelling

• Definition and purpose
• Overview of financial modelling tools
• Basics of Excel for modelling
• Data organization techniques
• Financial model structuring

Module 2: Petroleum Economics Fundamentals

• Oil and gas value chain
• Revenue drivers
• Cost structures in petroleum
• Crude oil pricing mechanisms
• Economic evaluation principles

Module 3: Time Value of Money

• Present vs. future value
• Discounting techniques
• NPV and IRR calculations
• Real vs. nominal cash flows
• Practical examples in Excel

Module 4: Project Cash Flow Modelling

• Cash flow components
• Building dynamic cash flow models
• Revenue estimation
• Operating cost analysis
• Cash flow projections

Module 5: CAPEX and OPEX Analysis

• Defining CAPEX and OPEX
• Lifecycle cost estimation
• Budgeting techniques
• Cost categories and tracking
• Impacts on project economics

Module 6: Sensitivity and Scenario Analysis

• Setting assumptions
• Creating input tables
• Running simulations
• Best-case vs. worst-case
• Interpreting analysis results

Module 7: Risk and Uncertainty in Projects

• Types of risks
• Risk modeling techniques
• Monte Carlo simulation overview
• Risk-adjusted returns
• Scenario-based forecasting

Module 8: Fiscal Systems and Taxation

• Types of fiscal regimes
• Royalty structures
• Profit-sharing contracts
• Tax models
• Country case studies

Module 9: Economic Indicators for Evaluation

• Net Cash Flow (NCF)
• Payback Period (PP)
• Profitability Index (PI)
• Internal Rate of Return (IRR)
• Modified IRR

Module 10: Oil Price Forecasting

• Market trends
• Forecasting models
• Pricing assumptions
• Scenario planning
• Impact on project viability

Module 11: Excel Best Practices

• Model documentation
• Formatting for clarity
• Using functions and formulas
• Data validation
• Error checking

Module 12: Break-Even and Profitability Analysis

• Break-even price calculation
• Profit margin analysis
• Unit economics
• Breakeven volume estimation
• Visualizing profitability

Module 13: ESG and Sustainability in Modelling

• ESG metrics in oil and gas
• Carbon pricing models
• Green project funding
• Social and governance impacts
• Regulatory frameworks

Module 14: Reporting and Presentation

• Creating dashboards
• KPI visualization
• Report automation
• Executive summaries
• Model handover

Module 15: Capstone Project

• Real-world case analysis
• Team-based project
• Economic model development
• Presentation and feedback
• Certificate of completion

Training Methodology

• Interactive lectures
• Hands-on Excel exercises
• Real-life case studies, quizzes, and group projects to ensure comprehensive learning.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.