S&P Capital IQ Pro Workflow Solutions:
Oil & Gas

Use Case

Capabilities

Workflow Suggestions

Regulatory and Rate Case Professional

Commission Profiles

• Review commission rankings and examine individual commission assessments to understand the changing regulatory environment.

Pending and Past Rate Cases

• Leverage over 35 years of rate case data on the platform to stay up to date on rate making activity using our Pending and Past Rate Case History pages for tracking outcomes.

• Review natural gas service type limited issue rider and distribution rate case files to see authorized rate of returns

Rate Case Statistics

• View aggregate rate case activity to quickly evaluate trends in authorized equity returns, capital structures, and weighted average cost of capital to help you track historical performance of natural gas services

Midstream News

• Use our comprehensive midstream news to keep track of project developments and regulatory updates

Utility Templates

• Check out our Utility Financial Profile to summarize SEC financial data in tables and charts and allow browsing for pending and past rate cases

Treasury, Credit Risk and
Cash Management

Credit Ratings, Research, Ratings News

• Understand a gas utility or midstream company's credit outlook and ratings history to help measure their credit worthiness.

• Monitor fluctuating market conditions and other factors that impact a firm's credit health.

Screener, Index of Customers, Tariff Rates

• Analyze a company’s gas pipeline contract details and filter data by pipeline or shipper.

• Identify counterparty risk on firm contracts by evaluating credit ratings of shippers.

• Use a pipeline's estimated monthly reservation revenue to gauge the financial impact of contract expiration or counterparty default.

Company Briefing Book, Dashboard

• Map out risk factors and the impact of defaults or downgraded credit on your gas operations and portfolios

Financial Accounting, Planning & Analysis

Electric Generation and Midstream News

• Gain insights on project updates for audit investigation or due diligence reporting.

• Get the latest updates on gas utility assets and track new developments to forecast short- and long-term revenue.

• Gain insight into regulatory complexities and risk related to natural gas assets.

Screener, Power Plant Data

• Access natural gas prices and historic gas plant operational metrics for internal utility financial accounting and revenue forecasting.

Screener, Power Plant and Market Data

• Determine the spark spread and implied market heat rate to establish the break-even point for plants based on gas futures

Fuel Supply and Demand, Natural Gas Operations and Origination

Screener, Power Plant and Market Data

• Calculate if spark spreads showed growth, indicating a profitable investment environment for new generation across several different markets.

Screener, Market Data and Pricing

• Quickly check on the Natural Gas Forwards & Futures 10 year monthly forward strips for market analysis and forecasting expected generation..

Natural Gas Templates

• Use the Spark Spread Analysis and OTCGH Power and Gas Forwards templates for forward curves and spreads in day-ahead and real-time markets for hubs and zones across the US.

Mapping, Operational Capacity

• Track scheduled flow data for receipt and delivery points across multiple natural gas pipelines.

• Identify constraint points throughout the interstate natural gas pipeline system..

Tariff Summary, Rate Calculator

• Use our tariff rate calculator to assess transportation cost components and compare alternatives to your pricing model.

Gas Commodities Trading

Commodities and Upstream News

• Monitor market activity and intelligence to identify new business opportunities with market participants.

Commodity Chart, Screener

• Analyze 20-year oil and gas forwards and futures from OTCGH and NYMEX

• Calculate spark spreads growth to manage commodity portfolio risk limits.

Natural Gas Price Forecast, Market Pricing, Power Plant Data

• Utilize S&P’s 20-year natural gas price forecast to estimate power generation costs.

Natural Gas Price Forecast, Market Pricing

• Utilize market fundamentals and forecasts to evaluate trading strategies and hedging solutions to ensure a profitable outcome.

Midstream Corporate Strategy and M&A

Mapping Tool

• Map the target assets, to get a sense of the geographic breadth of a company’s portfolio.

Transactions

• Understand the latest trends and movements in oil & gas M&A environment to analyze competitor growth, synergy, and strategic drivers.

Screener, Power Plant Data

• Benchmark gas power plants on the basis of plant expenses.

Screener, Index of Customer, Tariff Calculator

• Evaluate a pipeline’s revenue stream from reservation charges based on quarterly Index of Customer data combined with pipeline tariff rates

Gas Pipeline Template

• Incorporate gas operating revenues and income from our Gas Pipeline Profile Template to supplement pipeline assessments.

Power Plant Units Template

• Generate a list of natural gas power plants & units involved in M&A transactions, or view a summary of unit transactions by primary fuel type.

Investment Analyst

Capital Markets News

• Track the latest updates in debt and equity capital markets and follow investor activity.

Dashboard

• Track utility share price performance in real-time using our customizable dashboard.

Screener

• Compare operating revenue and expense metrics between top performing utilities.

• Benchmark gas power plant expenses by fuel type to identify the best in-class fleets for equity and debt financing.

• Prospect relationships with capital providers for capital budgeting, costs, and investments.

Company Briefing Book

• Integrate financial and natural gas markets analytics, counterparty credit, regulatory, and liquidity risk metrics for equity and debt issuances.