Oil & Gas Intelligence Report: Financing Instruments in the Upstream Sector

This report includes an introduction to petroleum fiscal regimes and a classification of the main contracts, concessionary systems, sharing agreements and service agreements.

 Highlights from the study include:

  • An introduction to Upstream Financing Instruments
  • Financing instruments characterizing the Oil & Gas sector including Reserve Based Lending (RBL) and Volumetric Production Payments (VPPS) and financing mechanisms with “carry” between the partners involved in E&P contracts.
  • General financing instruments including equity financing bond issuances, mezzanine financing with equity participation and Islamic finance
  • An overview of the advantages and disadvantages of financial tools in an E&P company

Our report also provides an overview of Duff & Phelps' Oil & Gas Solutions including Valuation, Transaction Advisory, Mergers & Acquisitions, Financial Advisory and Strategic Advisory.

The Duff & Phelps Oil & Gas group possesses a unique set of capabilities derived from our professionals’ prior experience as management consultants, investment bankers and engineers. We translate such former experience into a deep understanding of the values and drivers of the global industry, particularly National Oil Companies. Our team leverages its long-lasting relationships across industry players to create tailor-made solutions in complex situations for our clients.

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