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Economics & Markets Advisory

Oil & Gas
Markets

Upstream · Midstream · Downstream

Deep experience with the economics of global crude oil and refined products — navigating the abundance of shale, shifting crude qualities, global trade flows, and the accelerating energy transition.

Crude Oil Refined Products Natural Gas Liquids Global Trade Energy Security

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Our Expertise

A complete view of global oil & gas economics

Our deep experience with the economics of global crude oil and refined products spans upstream, midstream, and downstream markets — including the transformative impact of US shale oil abundance and natural gas liquids, the increased complexity of crude qualities, and the rapid evolution of global trade dynamics.

"The economics of oil and gas no longer move in isolation — geopolitics, infrastructure constraints, carbon policy, and energy transition forces are reshaping every link in the value chain."

Our work focuses on the critical challenges oil and gas markets face today: changing economics, infrastructure investment decisions, geopolitical strife, energy security priorities, and the policy landscape surrounding carbon abatement and net zero goals.

Market Coverage

Upstream Exploration, Drilling & Production

Midstream Transport, Storage & Processing

Downstream Refining, Marketing & Distribution

US Shale & NGLs Supply abundance and quality complexity

Geopolitics & Security Supply risk and energy security

Energy Transition Carbon policy & net zero pathways

EAM Objectives

Levelized Cost Analysis Demographic Analysis State-Level Comparative Study Peaker Plant Costs Data Driven Approach

Our Services

What we deliver

Six core service offerings — each built on rigorous analysis, market intelligence, and the practical experience of economists who have worked across the full oil and gas value chain.

Red Flag Analysis & Due Diligence

Rapid identification of material risks in oil and gas assets, transactions, and market entries. We stress-test assumptions, pressure-test valuations, and surface the issues that others miss — before they become costly surprises.

Sizing & Market Entry

Quantifying market opportunity and competitive positioning across upstream, midstream, and downstream segments. From total addressable market analysis to phased entry strategies aligned with your capital and risk appetite.

Go-to-Market Strategy

Building actionable commercial strategies for producers, refiners, traders, and infrastructure owners looking to capture value in shifting market conditions — from offtake agreements to pricing structures and channel strategy.

Benefit-Cost Analysis

Rigorous economic evaluation of infrastructure investments, capacity expansions, regulatory compliance options, and technology adoption decisions — including the full social and environmental cost calculus often missing from traditional project appraisals.

Market & Regulatory Advisory

Navigating the intersection of market dynamics and the evolving regulatory landscape — from crude export policy and pipeline permitting to carbon pricing mechanisms, emissions standards, and energy security mandates.

Offtaker Analysis

Evaluating the creditworthiness, strategic fit, and commercial terms of potential offtake counterparties — essential for producers, LNG developers, and infrastructure owners structuring long-term supply or capacity agreements.

Market Focus

The challenges shaping oil & gas economics

Energy markets are in structural flux. The forces reshaping supply, demand, trade, and investment require a new caliber of economic analysis — one that integrates financial rigor with geopolitical awareness and climate accountability.

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Changing Market Economics

Shale-driven supply surpluses, demand uncertainty from electrification, and the reconfiguration of global trade routes are fundamentally altering price formation across the value chain.

Infrastructure Needs & Investment Decisions

Aging midstream infrastructure, underinvestment in refining capacity, and the capital allocation dilemma between fossil fuels and transition assets demand rigorous economic scrutiny.

Geopolitical Strife & Energy Security

Sanctions regimes, conflict-driven supply disruptions, and the weaponization of energy resources are creating new risks and strategic imperatives for energy security planning.

Energy Transition & Net Zero Goals

Carbon abatement policy, emissions trading systems, and net zero commitments are reshaping capital flows, asset valuations, and the long-term viability of oil and gas portfolios.

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