oil and gas ETRM

Managing Energy Risk

Companies in the oil and gas industries face ongoing volatility in the commodity market and are challenged with increased complexity in forecasting sales and managing price risk.  It is critical to the success of a market participant to have an integrated software solution that can manage the trading life cycle from capturing physical and financial trades to planning, forecasting and settlement. As commodity prices fluctuate, companies need to see exactly how this will affect their operating margins, so they can take proper action to hedge against the effects of market volatility. It is imperative that marketers, refiners, and exploration & production (E&P) companies have real-time, advanced systems to mitigate risk, manage positions, and optimize decision-making.

InstaNext Solution for Oil & Gas

Many companies struggle with error-prone spreadsheets that are not reliable or sufficient for real-time scenarios. Companies need a flexible, easy to use software platform for managing trades and hedging risk, a platform that can accurately track and optimize complex scenarios. InstaNext provides visibility across physicals and derivatives, identifying exposures and enabling timely decision making. The platform tracks all relevant transactional and market data, providing real-time physical and financial position reporting. This enables companies to analyze current and projected revenues and optimize hedging program performance. With InstaNext, processes are streamlined and companies get more timely and accurate information for decision making.


  • Mark to Market
  • Percentage Covered
  • Covered / Uncovered positions
  • Weighted average price
  • Forecasted vs. Projected revenues
  • Theoretical Option valuations
  • View hedge coverage and projected cost/revenues
  • Import data from Excel
  • Drill Down/Roll up capabilities
  • Cash Flows
  • Settlements
  • Historical P&L as of any date
  • Realized and Unrealized P&L

Customizable Reports & Dashboards

  • Simple drag and drop report generation
  • Create meaningful data visualizations
  • Trade confirmations and invoices
  • Charts / Graphs / Maps / Grids / Pivots
  • Incorporate external data sources to create a single source of information
  • Securely publish + share with other users
  • Export / Print in various formats (PDF,XLS, etc.)

InstaNext Commodity Trading and Risk Management (CTRM) software is available as a cloud-hosted solution and can also be installed on site. The commodity management solution is widely used across the energy industry and supports all types of trades including forwards, futures, over-the-counter (OTC), swaps, foreign exchange, and options.