Training Course on Oil and Gas Project Finance and Investment Appraisal

Training Course on Oil & Gas Project Finance & Investment Appraisal

Introduction

The oil and gas industry is one of the most capital-intensive and strategically vital sectors globally. With the increasing complexities of upstream, midstream, and downstream projects, professionals require a robust understanding of project finance, investment appraisal, and risk evaluation to make informed decisions. Training Course on Oil & Gas Project Finance & Investment Appraisal is tailored to equip participants with strategic tools and practical techniques to structure, assess, and manage oil and gas investments amidst volatile energy markets, geopolitical risks, and regulatory shifts.

Designed for financial professionals, project managers, and strategic decision-makers, this intensive course provides hands-on experience through real-world case studies, scenario modeling, and valuation frameworks. Participants will explore energy finance trends, capital budgeting, project structuring, and stakeholder engagement while developing capabilities to navigate the dynamic oil and gas landscape confidently.

Course Objectives

1. Understand the fundamentals of oil & gas project finance structures.
2. Learn the investment appraisal techniques applied in capital-intensive energy projects.
3. Apply cash flow modeling and financial forecasting techniques.
4. Analyze project risk management and sensitivity analysis in energy finance.
5. Evaluate E&P project economics and lifecycle financial metrics.
6. Understand the dynamics of joint ventures, PSAs, and farm-outs.
7. Gain insights into ESG factors influencing oil & gas investments.
8. Assess debt and equity financing options for oil & gas projects.
9. Apply real options analysis to oil and gas decision-making.
10. Interpret financial statements and ratios specific to petroleum companies.
11. Understand the role of international financial institutions in project finance.
12. Learn how to create bankable financial models for oil & gas projects.
13. Explore strategies for investment risk mitigation in emerging markets.

Target Audiences

1. Financial Analysts in Oil & Gas
2. Project Finance Managers
3. Energy Economists
4. Upstream and Downstream Project Engineers
5. Bankers and Investment Professionals
6. Government & Regulatory Officials
7. Joint Venture Coordinators
8. Risk Management Officers

Course Duration: 5 days

Course Modules

Module 1: Fundamentals of Oil & Gas Project Finance

• Overview of oil & gas value chain
• Project lifecycle and financing stages
• Key stakeholders and contractual structures
• Revenue models in oil & gas
• Financial feasibility studies
• Case Study: Structuring an upstream oil project in West Africa

Module 2: Capital Budgeting and Investment Appraisal Techniques

• Net Present Value (NPV) and Internal Rate of Return (IRR)
• Payback period and profitability index
• Discounted cash flow (DCF) analysis
• Comparison of appraisal methods
• Scenario and sensitivity analysis
• Case Study: Appraising a midstream pipeline project in the Middle East

Module 3: Cash Flow Forecasting and Financial Modeling

• Components of a project cash flow
• Revenue, cost, and tax forecasting
• Modeling project risks and assumptions
• Building dynamic financial models
• Creating dashboards for decision-making
• Case Study: Forecasting revenues for a natural gas processing plant

Module 4: Risk Assessment and Mitigation Strategies

• Identifying key project risks
• Quantifying financial exposure
• Insurance and hedging mechanisms
• Political and country risk analysis
• Structuring guarantees and covenants
• Case Study: Mitigating financial risks in a deepwater drilling project

Module 5: Legal & Contractual Frameworks in Oil & Gas Finance

• Production sharing agreements (PSAs)
• Joint ventures and farm-out agreements
• Host government agreements
• Legal due diligence process
• Arbitration and dispute resolution
• Case Study: Financing through a joint venture model in Latin America

Module 6: Debt & Equity Financing Structures

• Equity financing vs. project debt
• Role of commercial banks and ECAs
• Syndicated loans and bond financing
• Loan covenants and term sheets
• Capital structuring strategies
• Case Study: Financing structure of an LNG export terminal

Module 7: ESG & Sustainable Finance in Oil & Gas

• ESG metrics in project appraisal
• Sustainable investing frameworks
• Regulatory pressures and compliance
• Social license to operate (SLO)
• Integrating ESG into risk management
• Case Study: ESG evaluation of an offshore oil development

Module 8: Real Options and Strategic Decision-Making

• Introduction to real options theory
• Flexibility under uncertainty
• Valuing deferral, expansion, and abandonment options
• Application in petroleum exploration
• Strategic investment decisions under risk
• Case Study: Real options approach in shale gas exploration

Training Methodology

• Instructor-led lectures and real-world case discussions
• Hands-on Excel-based financial modeling exercises
• Group breakout sessions and investment simulations
• Interactive Q&A with industry experts
• Post-course access to resources and model templates

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.