Oil & Petrochemical Downstream
Downstream processors and distributors managing commodity exposure on thin, volume-driven margins.
Downstream petrochemical businesses run on thin margins over large volumes, which makes them extremely sensitive to input price moves and to the cost of the working capital that funds inventory in transit.
Commodity exposure is the defining risk, and it is frequently unmanaged — carried as an implicit bet on price direction rather than a hedged position, because the treasury capability to do otherwise has never been built.
We build the exposure modelling and treasury discipline the volumes justify, restructure inventory and receivables financing, and install the controls that make margin a managed number.
How we work in Oil & Petrochemical Downstream
What the engagement usually looks like
Commodity exposure management
Model and manage input price exposure deliberately instead of carrying it as an unhedged position.
Inventory and transit financing
Structure facilities against inventory in transit so funding cost stops eating a thin margin.
Volume-based margin control
Controls and MIS that make margin visible at the volumes and speed this business actually runs at.
Capabilities
Where this work sits in the studio
- Debt & Blended FinanceWorking capital, venture debt and blended structures for businesses that should not be raising equity.Read more
- ControllershipThe controls, reporting structures and governance systems that make a company's numbers trustworthy.Read more
- Strategy ConsultingPositioning, functional alignment and the operating discipline that turns a plan into traction, for founders and boards past the validation stage.Read more
Talk to someone who knows the sector
Tell us where the business actually is and we will tell you what we would do first. No deck required.