Budgeting & Financial Control

Economic Value Added

Economic Value Added (EVA) in Oil & Gas: Measuring Success Beyond Profits

The oil and gas industry is a complex and capital-intensive sector. While profitability is crucial, understanding the true value generated by projects and investments is equally important. This is where Economic Value Added (EVA) comes in. EVA, a powerful financial metric, goes beyond simple profit calculations to reveal the real economic value created by a project or business unit.

EVA: A Deeper Dive

EVA measures the difference between a company's after-tax operating profit and the cost of its capital. It essentially assesses whether a project or operation generates returns that exceed the cost of the capital invested. A positive EVA indicates that the project is creating value for shareholders, while a negative EVA suggests that the project is destroying value.

How is EVA Calculated?

EVA is calculated using the following formula:

EVA = (Net Operating Profit After Taxes (NOPAT) - (Invested Capital * Cost of Capital)

  • NOPAT represents the company's operating profit after taxes.
  • Invested Capital includes all the capital invested in the project, including debt and equity.
  • Cost of Capital is the average cost of financing the project.

EVA in the Oil & Gas Context

EVA is particularly relevant in the oil and gas industry due to its unique characteristics:

  • High Capital Investment: Oil and gas projects often require substantial upfront investments in exploration, drilling, and infrastructure.
  • Long-Term Projects: Production cycles can be lengthy, and the profitability of a project can be influenced by factors like commodity prices, environmental regulations, and technological advancements.
  • Risk and Uncertainty: Volatility in oil and gas prices, political instability, and environmental concerns add significant risks to the sector.

Benefits of Using EVA in Oil & Gas:

  • Strategic Decision Making: EVA can help companies make informed decisions about project investments, resource allocation, and operational efficiency.
  • Performance Measurement: It provides a clear and objective metric for evaluating the performance of projects, business units, and the overall company.
  • Focus on Value Creation: EVA incentivizes managers to focus on generating returns that exceed the cost of capital, leading to sustainable growth and shareholder value.
  • Improved Capital Allocation: By highlighting projects that generate positive EVA, EVA can help companies prioritize investments that are most likely to drive profitability.

Challenges of Implementing EVA:

  • Data Collection and Analysis: Collecting accurate and comprehensive data on invested capital and cost of capital can be challenging.
  • Complexity: The calculation of EVA can be complex, requiring understanding of financial accounting and cost of capital calculations.
  • Limited Usefulness for Short-Term Projects: EVA is best suited for long-term projects, and its usefulness for short-term projects may be limited.

Conclusion

EVA offers a valuable tool for oil and gas companies to assess the economic value created by their projects and investments. By incorporating EVA into their decision-making processes, companies can make informed choices that drive profitability, maximize shareholder value, and ensure sustainable growth in the long term.


Test Your Knowledge

Quiz: Economic Value Added (EVA) in Oil & Gas

Instructions: Choose the best answer for each question.

1. What does EVA measure?

a) The difference between a company's after-tax operating profit and its total revenue. b) The difference between a company's after-tax operating profit and the cost of its capital. c) The difference between a company's net income and its total expenses. d) The difference between a company's total assets and its total liabilities.

Answer

b) The difference between a company's after-tax operating profit and the cost of its capital.

2. Which of the following is NOT a component of the EVA calculation?

a) Net Operating Profit After Taxes (NOPAT) b) Invested Capital c) Cost of Capital d) Return on Equity

Answer

d) Return on Equity

3. A positive EVA indicates that a project is:

a) Generating returns that exceed the cost of capital invested. b) Destroying value for shareholders. c) Achieving a high return on equity. d) Generating a large amount of revenue.

Answer

a) Generating returns that exceed the cost of capital invested.

4. Why is EVA particularly relevant in the oil and gas industry?

a) Because it is a simple and easy-to-understand metric. b) Because it helps companies track their stock price performance. c) Because of the high capital investments, long-term projects, and inherent risk in the sector. d) Because it is the only metric that can accurately measure profitability in the industry.

Answer

c) Because of the high capital investments, long-term projects, and inherent risk in the sector.

5. What is a major challenge associated with implementing EVA?

a) It is not widely recognized or accepted in the industry. b) It is too complex for most managers to understand. c) It requires a significant amount of data collection and analysis. d) It is not suitable for use in decision-making.

Answer

c) It requires a significant amount of data collection and analysis.

Exercise: Calculating EVA

Scenario: An oil and gas company is considering investing in a new drilling project. The estimated costs and potential returns for the project are:

  • Invested Capital: $100 million
  • Cost of Capital: 10%
  • Estimated Annual NOPAT: $15 million

Task:

  1. Calculate the EVA for the drilling project.
  2. Based on the calculated EVA, should the company invest in the project? Briefly explain your reasoning.

Exercice Correction

**1. Calculating EVA:**

EVA = (NOPAT - (Invested Capital * Cost of Capital))

EVA = ($15 million - ($100 million * 10%))

EVA = ($15 million - $10 million)

**EVA = $5 million**

**2. Investment Decision:**

Yes, the company should invest in the project. A positive EVA of $5 million indicates that the project is expected to generate returns that exceed the cost of capital. This means the project is creating value for shareholders.


Books

  • "EVA: The Real Key to Creating Value" by Stern Stewart & Co. (1991): This seminal work introduces the concept of EVA and explains its importance in driving shareholder value.
  • "Value-Based Management: A Guide to Setting and Achieving Corporate Goals" by Bennet Stewart (1991): This book explores the application of EVA in corporate strategy and performance management.
  • "The EVA Handbook: How to Measure and Manage Economic Value Added" by Bennet Stewart (1999): A comprehensive guide to calculating and implementing EVA in a variety of business contexts.

Articles

  • "Economic Value Added (EVA): A Powerful Tool for Decision Making" by Financial Times (2019): A recent article summarizing the benefits of EVA and its application in different industries.
  • "EVA in the Oil & Gas Industry: A Case Study" by Journal of Energy Finance (2018): This article presents a detailed case study of EVA implementation in an oil and gas company.
  • "The Use of EVA in the Oil and Gas Industry" by Oil & Gas Investor (2016): This article explores the challenges and opportunities of using EVA in the oil and gas sector.

Online Resources

  • Stern Stewart & Co. website: https://www.sternstewart.com/ This website offers information on EVA, its calculation, and its application in different industries.
  • EVA University website: https://www.evauniversity.com/ This website provides resources and training materials on EVA for businesses and individuals.

Search Tips

  • Use specific keywords: For example, "EVA oil and gas," "EVA case studies oil and gas," or "EVA in upstream sector."
  • Combine keywords with relevant terms: For instance, "EVA and profitability oil and gas," "EVA and capital allocation oil and gas," or "EVA and risk management oil and gas."
  • Use Boolean operators: Use "AND" to combine keywords, "OR" to search for alternative terms, and "NOT" to exclude specific words.
  • Refine your search with filters: Use the filters in Google Search to narrow your results by date, language, and website type.
  • Check academic databases: Explore databases like JSTOR, ScienceDirect, and Google Scholar for peer-reviewed articles on EVA in the oil and gas industry.

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