This webinar presentation highlights the factors leading up to the oil-price decline in late 2014 and pinpoints where, when and how much the fallout will shape the economics that will be fundamental to your business through 2016. Topics include drivers of the price drop, supply-demand and macro-level trends through 2016, and competitive implications for the Upstream, Midstream and Downstream sectors, as well as for LNG, biofuels and alternative fuels, and the automotive market. For more information, visit our website: StratasAdvisors.com

1. “The Oil-Price
Plummet:
Deciphering the
Fallout” Webinar
Presentation

2. Agenda

3. Drivers of the Price Decline

4. Combination of Fundamental
Factors: Global Demand, OPEC &
Non-OPEC Production, Call on
OPEC and OPEC Production

5. Other Market Forces: Dollar Index, NYMEX Long
& Short Positions, and 2014 Brent Oil Price

6. Outlook through 2016

7. Geopolitical: Key Sustainability Indicators, Forex Reserves and
% of Export Revenue from Oil & LNG

8. Macroeconomics: Real GDP
Outlook, 2015-2016

9. Energy Policies

10. Demand Outlook by Region
and Product

11. Supply Outlook: Total Oil Supply and
OPEC Crude Requirements

12. Crude Price Forecast: Brent
Crude Price and Brent-WTI
Differential

13. Upside and Downside Risks:
Sensitivity Analysis of Brent
Forecast

14. Competitive Implications

15. Operating Companies: 2015
Proforma Debt/EBITDA and Well
Breakeven Costs

16. Service Sector: EBITDA
Margins

17. Midstream Sector:
Available PADD 3
Crude Tank Storage

18. Refining Sector: U.S. Crude Oil Exports, U.S. Petroleum
Product Exports and Breakdown of U.S. Exports (2014)

19. LNG Developments: U.S. LNG Prices, FOB Basis
and Historic Global LNG Exports

20. Biofuels and Alternatives:
Ethanol and Biodiesel
Outlook

21. Automotive Market: New
Vehicle Sales – Incremental
Volume vs. Growth Rate

22. Conclusion

23. Key Takeaways

24. Q&A

25. Stratas Advisors’ Contact
Information