Energy Project Due Diligence Training Course

Energy Project Due Diligence Training Course

Introduction

Energy Project Due Diligence Training Course equips professionals with practical skills to evaluate the technical, commercial, financial, legal, environmental, regulatory, and ESG risks of energy projects before investment or acquisition decisions are made. As the energy sector accelerates toward energy transition, renewable energy, battery storage, green hydrogen, smart grids, decarbonization, net-zero, and energy security, robust due diligence has become a critical component of project finance and investment strategy. Participants learn how to identify project risks, validate assumptions, assess bankability, test financial models, evaluate technology performance, verify contractual obligations, and quantify investment risks across the project lifecycle.

The course provides a practical framework for conducting investment-grade energy project due diligence, integrating risk management, climate-risk assessment, ESG due diligence, financial modelling, technical feasibility, regulatory compliance, procurement, construction, operations, and project finance. Through real-world case studies and scenario-based exercises, participants develop the ability to challenge project assumptions, identify red flags, evaluate mitigation measures, and communicate findings effectively to investors, lenders, developers, boards, and other stakeholders. The training is particularly relevant to professionals working with renewable energy, solar PV, wind power, hydropower, energy storage, transmission and distribution, oil & gas, hydrogen, and emerging clean-energy technologies.

Course Duration

5 days

Course Objectives

By the end of the course, participants will be able to:

1. Master energy project due diligence frameworks for investment, acquisition, financing, and development decisions.
2. Conduct comprehensive technical due diligence and assess technology maturity, performance, reliability, and scalability.
3. Evaluate commercial viability, market demand, revenue models, PPAs, offtake agreements, and bankability.
4. Analyze project financial models, cash flows, IRR, NPV, DSCR, sensitivities, and investment returns.
5. Identify and quantify project finance risks, credit risks, construction risks, operational risks, and market risks.
6. Assess ESG, climate risk, sustainability, biodiversity, and environmental and social impacts.
7. Evaluate legal, contractual, licensing, permitting, regulatory, and compliance risks.
8. Assess EPC contracts, O&M agreements, warranties, guarantees, insurance, and supply-chain risks.
9. Apply scenario analysis, sensitivity analysis, stress testing, and risk-adjusted investment analysis.
10. Evaluate renewable energy, battery energy storage, green hydrogen, and energy-transition projects.
11. Identify red flags, information gaps, hidden liabilities, and critical investment assumptions.
12. Prepare professional due diligence reports, risk registers, investment recommendations, and mitigation strategies.
13. Apply AI-enabled analytics, digital due diligence, data analytics, and emerging energy-market intelligence to improve decision-making.

Target Audience

1. Energy Project Developers and Project Managers
2. Investment and Private Equity Professionals
3. Project Finance and Corporate Finance Professionals
4. Commercial and Investment Bankers
5. Renewable Energy and Infrastructure Investors
6. Engineers, Technical Consultants, and Energy Specialists
7. Legal, Compliance, ESG, and Risk Professionals
8. Government, Regulators, Utilities, and Energy-Sector Decision Makers

Course Modules

Module 1: Energy Project Due Diligence Fundamentals

• Due diligence lifecycle: screening, investigation, validation, risk assessment, and investment decision-making.
• Scope and structure of technical, commercial, financial, legal, ESG, and regulatory due diligence.
• Developing a due diligence checklist, information request list, data room, and risk register.
• Identifying material risks, critical assumptions, red flags, and information gaps.
• Case Study: Investment committee review of a proposed utility-scale renewable energy project.

Module 2: Technical & Technology Due Diligence

• Assessing technology maturity, design basis, equipment specifications, warranties, and performance guarantees.
• Reviewing resource assessments for solar, wind, hydro, battery storage, and emerging energy technologies.
• Evaluating CAPEX, construction schedules, equipment suppliers, EPC capability, and technology risks.
• Assessing availability, degradation, efficiency, reliability, lifecycle performance, and operational resilience.
• Case Study: Technical due diligence of a utility-scale solar PV and battery storage project.

Module 3: Commercial & Market Due Diligence

• Evaluating market fundamentals, demand forecasts, competition, pricing, and energy-market dynamics.
• Reviewing PPAs, offtake agreements, tariffs, merchant exposure, and revenue structures.
• Assessing counterparty creditworthiness and contractual bankability.
• Identifying market, price, volume, curtailment, congestion, and revenue risks.
• Case Study: Commercial assessment of a wind project with a long-term corporate PPA.

Module 4: Financial & Investment Due Diligence

• Reviewing project financial models, assumptions, revenue forecasts, operating costs, and financing structures.
• Applying NPV, IRR, payback, DSCR, LLCR, debt sizing, and equity-return analysis.
• Conducting sensitivity analysis, scenario modelling, stress testing, and downside analysis.
• Assessing CAPEX/OPEX assumptions, inflation, interest rates, taxation, foreign exchange, and refinancing risks.
• Case Study: Financial due diligence and investment decision for a renewable energy project.

Module 5: Legal, Regulatory & Contractual Due Diligence

• Reviewing land rights, permits, licenses, grid connections, concessions, and regulatory approvals.
• Assessing EPC, O&M, PPA, supply, financing, insurance, and shareholder agreements.
• Identifying change-in-law, termination, force majeure, liability, warranty, and dispute-resolution risks.
• Evaluating regulatory frameworks, compliance obligations, and policy risks.
• Case Study: Contract and regulatory review of a cross-border energy infrastructure project.

Module 6: ESG, Environmental & Climate-Risk Due Diligence

• Integrating ESG, climate resilience, sustainability, biodiversity, and environmental risk into investment decisions.
• Assessing environmental and social impacts, stakeholder engagement, land acquisition, and community risks.
• Evaluating carbon emissions, climate transition risk, physical climate risk, and decarbonization strategies.
• Reviewing ESG governance, reporting, sustainability commitments, and responsible-investment requirements.
• Case Study: ESG due diligence for a large renewable energy project involving community and biodiversity considerations.

Module 7: Construction, Operations & Supply-Chain Due Diligence

• Assessing EPC contractors, project schedules, construction quality, commissioning, and cost-overrun risks.
• Evaluating O&M strategies, operational performance, staffing, spare parts, warranties, and lifecycle costs.
• Reviewing supply-chain resilience, critical minerals, equipment availability, logistics, and geopolitical risks.
• Developing risk mitigation strategies for delays, defects, contractor failure, and operational underperformance.
• Case Study: Due diligence investigation following cost escalation and construction delays on an energy project.

Module 8: Risk Assessment, Reporting & Investment Decision-Making

• Building an integrated energy project risk matrix, heat map, risk register, and mitigation plan.
• Combining technical, financial, commercial, legal, ESG, and operational findings into an investment view.
• Using AI, data analytics, digital tools, and automated document analysis to enhance due diligence workflows.
• Preparing executive-level due diligence reports, red-flag reports, investment memoranda, and recommendations.
• Case Study: Final investment committee simulation involving a multi-risk energy project and go/no-go decision.

Training Methodology

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.com or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.