Industry & Market Studies

AWR Lloyd provides global, regional and country-focused studies which analyze the structure and economic dynamics of supply, demand and trade flows for different industries and markets in the energy, resources and infrastructure sectors.

We analyze industry structure and dynamics now and into the long term. Our industry and market studies are used in conjunction with other modules including: detailed discounted cashflow forecasts (Valuation: DCF & SOTP), feasibility studies (Project FS & Contracts), due diligence reviews (Investment Evaluation & DD), IPO prospectuses (IPOs & Spin-Offs) and new market entry strategies (Growth Strategy & Systems).

On the supply-side we analyze the structure of corporate control in an industry, resources, reserves, processing capacities, technologies, operating costs, capital costs, logistics and trade flows. On the demand-side we analyze the long-term drivers of demand in different geographic areas and by application, giving consideration to price sensitivities, substitution dynamics and the behavior and trends amongst key consumer groups. We also assess historical price trend correlations, market sentiment, cyclical tendencies and the impact of financial institutions in commodity markets.

For example: AWR Lloyd worked for one of the largest Middle Eastern oil and gas groups to provide three in-depth studies of the Indian and Southeast Asian oil refining, petrochemicals, storage, marketing and distribution sectors as part of the development of a market-entry plan.