PETROLEUM INDUSTRY PROJECT ANALYSIS & FINANCING
Evaluating Economic Viability and Structuring Financial Strategies for Oil & Gas Projects
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 03 – 05 Jun 2026 | Dubai, UAE | USD 2495 per delegate |
Course Introduction
The petroleum industry is capital-intensive, high-risk, and highly sensitive to geopolitical and market dynamics. Successfully launching or investing in upstream, midstream, or downstream projects requires robust technical and economic evaluation, combined with a deep understanding of financing options and risk management strategies.
This 3-day intensive course offers petroleum professionals a practical framework to analyze the financial and economic viability of oil and gas projects. Participants will gain hands-on experience with project economics, cost estimation, risk-adjusted returns, and funding structures—from joint ventures to project finance. Global case studies from the petroleum value chain will bring concepts to life.
Course Objectives
By the end of this course, participants will be able to:
• Apply key techniques to assess the economic viability of oil and gas projects
• Estimate capital and operating costs with industry-specific parameters
• Use discounted cash flow (DCF), NPV, IRR, and sensitivity analysis tools
• Evaluate financing structures including equity, debt, and project finance
• Analyze project risks and mitigation strategies
Key Benefits of Attending
• Gain industry-specific knowledge of petroleum project evaluation methods
• Understand how financial models are developed and stress-tested
• Explore project finance structures and funding sources in oil & gas
• Support investment and board decisions with data-driven insights
• Learn from real petroleum projects—successes and failures
Intended Audience
This program is designed for:
• Project managers and planning professionals in oil & gas
• Financial analysts and investment officers
• Engineering, procurement, and commercial decision-makers
• Bankers, lenders, and risk advisors working with petroleum assets
• Executives involved in joint ventures and capital planning
Individual Benefits
Key competencies that will be developed include:
• Technical and financial integration in project assessments
• Economic evaluation and sensitivity analysis
• Understanding financing terms and structuring options
• Analytical thinking and business case development
• Reporting and presenting financial results to stakeholders
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Improved investment appraisal and capital allocation for projects
• Reduced financial risk in petroleum project execution
• Enhanced collaboration between technical and financial departments
• More effective negotiation of financing and joint venture terms
• Support for corporate growth through better project screening
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Expert Lectures – Economic modeling, finance, and petroleum project dynamics
• Case Studies – International oil and gas project successes and lessons
• Practical Workshops – Cash flow modeling, cost estimation, risk review
• Simulation Exercises – Realistic project financing scenarios
• Tools & Templates – NPV calculators, economic dashboards, risk checklists
Course Outline
Training Hours: 7:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee Breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Petroleum Project Economics Fundamentals
- Module 1: Project Lifecycle and Economic Indicators (07:30 – 09:30)
• Upstream, midstream, downstream project types
• NPV, IRR, payback period, profitability index - Module 2: Cost Estimation and CAPEX/OPEX Modeling (09:45 – 11:15)
• Classifications, contingencies, escalation
• Benchmarking and oil sector-specific cost drivers - Module 3: Discounted Cash Flow and Economic Modelling (11:30 – 01:00)
• Cash inflows/outflows, salvage, depreciation
• Model design and spreadsheet best practices - Module 4: Workshop – Build a Basic Cash Flow Model (02:00 – 03:30)
• Create a project evaluation in Excel
Day 2: Risk Analysis and Financing Options
- Module 5: Sensitivity and Scenario Analysis (07:30 – 09:30)
• Oil price volatility, production risks, capex variance
• Tornado charts and break-even calculations - Module 6: Project Risk Management Framework (09:45 – 11:15)
• Political, regulatory, and operational risks
• Mitigation through contracts, insurance, and reserves - Module 7: Petroleum Project Financing Options (11:30 – 01:00)
• Equity, debt, joint ventures, and PSAs
• Pros and cons of project finance vs corporate finance - Module 8: Workshop – Analyze a Project Financing Structure (02:00 – 03:30)
• Case study of upstream joint venture
Day 3: Strategy, Negotiation, and Approval
- Module 9: Investment Decision-Making and Governance (07:30 – 09:30)
• Stage-gate reviews and board approvals
• Portfolio evaluation and prioritization - Module 10: Stakeholder Management and Commercial Terms (09:45 – 11:15)
• Offtake agreements, concession models, cost recovery
• Negotiation of fiscal and legal terms - Module 11: Final Case Study – Integrated Project Appraisal (11:30 – 01:00)
• Group exercise: assess a proposed oil terminal or field - Module 12: Certification Review & Close (02:00 – 03:30)
• Final Q&A and lessons learned
Certification
Participants will receive a Certificate of Completion in Petroleum Industry Project Analysis & Financing, validating their ability to assess economic feasibility and structure financing for oil and gas projects in alignment with global standards and market dynamics.