Finance & Accounting

Financing Natural Resources: Oil, Gas and Mining Projects

This course provides a comprehensive understanding of financing strategies for oil, gas, and mining projects. Participants will explore financial models, risk assessment, and investment decision-making, equipping them with the skills to effectively manage funding in natural resource sectors.

5 days Classroom or live online English

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Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

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Why attend

From knowledge to real-world impact.

Natural resource projects often face significant financial challenges, including fluctuating commodity prices, geopolitical risks, and complex regulatory environments. Understanding the intricacies of financing these projects is crucial for professionals involved in investment, project management, and financial analysis. This course addresses these challenges head-on, providing participants with the tools to navigate the financial landscape of oil, gas, and mining while enhancing their ability to identify viable investment opportunities and secure necessary funding. Participants will engage in practical exercises that simulate real-world financing scenarios, enhancing their decision-making capabilities and allowing them to develop tailored financial strategies that align with project goals and market conditions.

Professionals will practice essential tasks such as constructing financial models, conducting risk assessments, and evaluating funding proposals. By mastering these competencies, they will be better prepared to assess project viability and secure necessary investments. This course empowers participants to contribute effectively to their organisations' financial planning and project execution in the natural resources sector. They will learn to communicate financial analyses to stakeholders, justify investment decisions based on comprehensive evaluations, and implement innovative financing mechanisms that can enhance project outcomes.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

Difficulty translating subject knowledge into practical workplace decisions.
Inconsistent approaches to the activities covered in the course outline.
Lack of a structured plan for applying and reviewing new skills.

Course methodology

How you will learn.

The course employs a blend of case studies, financial modelling workshops, and group discussions to build practical skills. Participants will work on real-world scenarios that require them to analyse financial data, assess risks, and develop funding strategies. Outputs will include detailed financial models, risk assessment reports, and funding proposals, enabling participants to apply their learning directly to their roles in financing natural resource projects. This hands-on approach ensures that participants not only understand theoretical concepts but also gain the confidence to implement these strategies in their professional environments, fostering a deeper understanding of the financial intricacies involved in natural resource financing.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

Analyse financial models specific to oil, gas, and mining projects to determine viability.
Assess risks associated with financing natural resource ventures and propose mitigation strategies.
Design funding strategies tailored to project requirements, considering market conditions and stakeholder needs.
Calculate the cost of capital for various financing options to inform investment decisions.
Justify investment decisions based on financial analysis and market conditions, enhancing stakeholder confidence.
Construct comprehensive financial reports for project stakeholders, ensuring clarity and transparency in communication.
Evaluate the impact of external factors on financing decisions, including regulatory and market dynamics.

Target audience

Who should attend.

This course is suitable for:

Financial analysts in natural resources
Project managers in oil, gas, and mining
Investment professionals focusing on natural resources
Corporate finance specialists in energy sectors

Target competencies

Capabilities you will build.

Participants will develop competencies in:

Financial modelling for natural resource projects
Risk assessment and management in financing
Investment decision-making in volatile markets
Strategic funding design for resource extraction
Stakeholder communication and reporting in finance
Analytical skills for project viability assessment
Understanding of regulatory impacts on financing

Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1Introduction to Natural Resource Financing

Applied activity: Participants will analyse a case study of a recent oil project, identifying key financial challenges and opportunities for funding. They will discuss the implications of market conditions on financing decisions and present their findings to the group, focusing on practical solutions.

Output: A summary report outlining financial challenges and potential funding strategies.

09:00–09:54Overview of oil, gas, and mining sectors and their financial implications in global markets
09:54–10:48Key financial concepts in natural resources, including NPV, IRR, and payback period
10:48–11:00Understanding project lifecycle and funding needs at each stage of development
11:00–11:30Coffee break
11:30–12:12Understanding project lifecycle and funding needs at each stage of development (continued)
12:12–13:06Regulatory frameworks affecting financing and investment decisions in various jurisdictions
13:06–14:00Market dynamics and their impact on financing strategies and project outcomes

Day 2Financial Modelling Techniques

Applied activity: Using provided data, participants will create a financial model for a hypothetical mining project, incorporating cash flow projections and sensitivity analysis. They will present their models to peers for feedback and refinement, focusing on assumptions and outcomes.

Output: A complete financial model with cash flow projections and sensitivity analysis results.

09:00–09:54Building financial models for resource projects using Excel, focusing on cash flow and profitability
09:54–10:48Cash flow projections and analysis for investment decisions, including scenario planning
10:48–11:00Sensitivity analysis in project financing to assess risk and project robustness
11:00–11:30Coffee break
11:30–12:12Sensitivity analysis in project financing to assess risk and project robustness (continued)
12:12–13:06Valuation techniques for natural resource assets, including DCF and comparative analysis
13:06–14:00Integrating operational data into financial models for accuracy and reliability in forecasts

Day 3Risk Assessment in Resource Financing

Applied activity: Participants will conduct a risk assessment for a proposed gas project, identifying potential financial risks and proposing mitigation strategies based on their analysis. They will collaborate to create a risk management plan that addresses key vulnerabilities.

Output: A risk assessment report detailing identified risks and recommended mitigation strategies.

09:00–09:54Identifying financial risks in natural resource projects and their sources, including market and operational risks
09:54–10:48Quantitative and qualitative risk assessment methods for projects, including risk matrices
10:48–11:00Mitigation strategies for financial risks in investment decisions, including insurance and hedging
11:00–11:30Coffee break
11:30–12:12Mitigation strategies for financial risks in investment decisions, including insurance and hedging (continued)
12:12–13:06Impact of geopolitical factors on financing and project viability, including case studies
13:06–14:00Insurance and hedging options for effective risk management in volatile markets

Day 4Funding Strategies and Instruments

Applied activity: In groups, participants will evaluate different financing proposals for a mining project, considering the advantages and disadvantages of each option. They will prepare a presentation to justify their recommended approach, focusing on financial viability and strategic fit.

Output: A presentation summarising the evaluation of financing proposals and recommendations.

09:00–09:54Overview of financing options for natural resources, including debt, equity, and hybrid instruments
09:54–10:48Debt vs equity financing in resource projects and their implications for project control and returns
10:48–11:00Public-private partnerships in natural resource financing and collaboration opportunities
11:00–11:30Coffee break
11:30–12:12Public-private partnerships in natural resource financing and collaboration opportunities (continued)
12:12–13:06Innovative financing mechanisms in the sector, such as green bonds and impact investing
13:06–14:00Evaluating funding proposals and terms for project suitability and alignment with strategic goals

Day 5Integrated Financing Project Simulation

Applied activity: Participants will work in teams to develop a comprehensive financing strategy for a simulated oil project, integrating financial models, risk assessments, and funding strategies. They will present their strategy to a panel acting as stakeholders, addressing questions and concerns regarding their approach.

Output: A detailed financing strategy document and presentation for the simulated oil project.

09:00–09:54Combining financial modelling, risk assessment, and funding strategies in practice for comprehensive understanding
09:54–10:48Real-world scenarios in oil, gas, and mining financing for hands-on experience and application
10:48–11:00Decision-making under uncertainty and its implications for projects, including stakeholder management
11:00–11:30Coffee break
11:30–12:12Decision-making under uncertainty and its implications for projects, including stakeholder management (continued)
12:12–13:06Stakeholder engagement and communication strategies for financing, focusing on transparency and trust
13:06–14:00Final project presentations and evaluations to demonstrate learning and application of course concepts

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon certificate of attendance. Smart Horizon programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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