Seeking experienced insight from previous oil & gas credit analyst

If anyone would be able to provide some guidance or materials it would be much appreciated. Just started a new role at my company (large upstream oil and gas company) in credit department. We manage the credit exposure to all our partners. Most are utilities, refining & marketing, or midstream companies. My coverage is the refining & marketing and midstream.

I’ve been through the CFA exams, but haven’t yet worked in credit. If anyone could reach out and share some advice on recent changes to credit evals for oil & gas, or point me to some solid training material it would be much appreciated. Most of my training so far has been systems based, and there is already a clear lack of fundamental understanding of financial statements in our group (from what I’ve seen so far). I may scan back through the material, but thought there may be something more relevant out there. I’ve pulled quite a bit from Moody’s to get a feel for what goes into their analysis.

Our group seems like there are some definite improvements that could be made, so would love to make a connection or two to bounce questions/ideas off of. Thanks in advance!

I don’t have any oil and gas experience, but I do have a bit of credit experience, and I work with Moody’s a lot too. The Moody’s Credit rating methodologies don’t get updated often.

I found a guide from 2015 and it probably hasn’t changed… http://www.ncac-usaee.org/pdfs/2015_04French.pdf

I found this on the institute’s website. It’s a guide to the Oil & Gas Industry. http://www.cfainstitute.org/learning/products/publications/ind/Pages/ind.v2016.n1.1.aspx?PageName=searchresults&ResultsPage=1

I could have sworn I have the full Moody’s Oil and Gas credit rating methodology somewhere but can’t find it. Looked around and found this file from the office of the comptroller of the currency that you might find helpful:

https://www.occ.gov/publications/publications-by-type/comptrollers-handbook/pub-ch-og.pdf