Oil & Gas Financial Model – Upstream + Downstream

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⛽ A Professional Integrated Energy Modeling Bundle

The PDMM Oil & Gas Financial Model Suite is a professionally developed Excel package built for investors, project developers, operators, consultants, corporate finance teams, and lenders who need a practical and presentation-ready tool for analyzing integrated upstream and downstream oil and gas projects.

This suite combines:

10-year forecasting
valuation
feasibility analysis
debt service review
dashboard reporting
KPI tracking

into one structured and fully editable Excel solution.

✨ What Is Included

This package contains two separate Excel models with different themes and different levels of depth.

Lite Model

The Lite version is built for speed, clarity, and efficient decision-making. It is ideal for users who want a cleaner and more streamlined model without sacrificing professional presentation.

It includes key inputs, scenario controls, a commodity price deck, upstream production profile, downstream refining drivers, integrated annual forecast, debt schedule, DCF valuation, dashboard reporting, and integrity checks.

Pro Model

The Pro version is the more advanced model and is designed for deeper analysis and stronger presentation value.

It includes field-by-field upstream scheduling, refinery configuration, a 24-month operating engine, 10-year annual summary, debt schedule, DCF valuation, equity returns, sensitivity analysis, multiple dashboards, and dedicated integrity checks.

📊 What This Template Helps You Analyze

This model is designed to answer important strategic and financial questions such as:

How do changes in oil price, gas price, production, and refining margin affect project value?
What level of revenue, EBITDA, and free cash flow can an integrated oil and gas asset generate over 10 years?
How sensitive is enterprise value and equity value to WACC and scenario assumptions?
Can forecast cash flow support debt service and maintain acceptable DSCR levels?
How do upstream decline profiles and downstream throughput economics interact in an integrated business case?

🔍 Main Features

The suite combines analytical depth with presentation-ready structure.

Core features

10-year integrated upstream + downstream forecast
Lite and Pro versions with different themes and feature depth
Base / Bear / Bull scenario controls
commodity price deck and downstream margin assumptions
upstream production and reserve logic
refinery utilization and product yield modeling
debt schedule and debt service coverage metrics
DCF valuation and equity return analysis
sensitivity table
dashboards, charts, KPI cards, and checks

Pro model enhancements

field-level production structure
more advanced reporting layout
monthly operating engine
executive dashboard
upstream dashboard
downstream dashboard
deeper sensitivity and return analysis

🛠 Recommended Workflow

To use the model effectively:

Review the Read Me and Disclaimer sheets
Update assumptions and scenario controls
Review the commodity price deck and operating inputs
Analyze the forecast outputs
Validate the built-in checks
Use the dashboards for presentation and reporting

✅ Why You Need This Financial Model

Oil and gas decision-making depends on connecting commodity prices, operating performance, capex, leverage, and valuation in one framework.

The PDMM Oil & Gas Financial Model Suite is built to do exactly that.

It is designed to be:

fully editable
visually strong
practical for real analysis
easy to present
useful for feasibility, valuation, financing, and internal planning

Whether you are screening an acquisition, evaluating an integrated project, preparing lender materials, or building internal planning outputs, this template gives you a strong starting point with professional formatting and structured logic.

🔹 Final Note

The PDMM Oil & Gas Financial Model Suite is built for users who want a model that is both analytically useful and commercially presentable.

Lite gives speed. Pro gives depth. Together, they form a strong integrated oil and gas modeling package.

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