Energy Supply Chain

Use This Skill When

• The user wants a value-chain map for energy.
• The task is to identify upstream suppliers, midstream links, downstream customers, and bottlenecks.
• The analysis needs to explain where value capture sits across the energy ecosystem.

Required Inputs

• energy segment: oil, gas, power, refining, services, equipment, or integrated chain
• geography: global or specific region
• target lens: company, subsector, or thematic chain
• focus: bottlenecks, profit pools, sensitivity to volume, pricing, or capex
• If the chain scope is partial, state which nodes are in and out of scope.

Workflow

1. Define the chain boundary from resource extraction to end-user delivery.
2. Map upstream, midstream, downstream, services, and customer nodes.
3. Identify where pricing power, throughput dependence, and capital intensity sit.
4. Highlight bottlenecks and choke points.
5. Explain where signals lead and where they lag across the chain.
6. Conclude on winners, weak links, and monitoring nodes.

Output Requirements

• Show chain relationships clearly.
• Distinguish commodity exposure from service or infrastructure exposure.
• Separate value capture from simple revenue size.
• End with the key nodes that best predict change in the chain.

Output Template

Quality Checks

• Confirm the whole chain is mapped, not just the target node.
• Check that bottlenecks and value capture are both addressed.
• Verify exposure differences across nodes are explained.
• Make sure monitoring nodes are actionable.

Guardrails

• Do not collapse upstream, midstream, and downstream into one economics bucket.
• Do not confuse throughput with pricing power.
• Do not ignore services and equipment when they are key chokepoints.
• Do not invent value-pool data.

Example Prompts

• Map the energy supply chain for LNG and identify the highest-value nodes.
• Show where bottlenecks sit in the US oil chain.
• Build an energy value-chain map for refinery and midstream read-through.