Enterprise Fuel Procurement Strategy Kit

Control fuel cost in rising, falling and volatile markets

A complete fuel procurement system for trucking, logistics, airline and multi-site fleets. It includes a decision workbook, a strategy playbook and ready-to-edit contract templates, so your team can tender, negotiate, hedge and restructure fuel contracts with confidence, whichever way the market moves.

Instant download (ZIP). Works offline. No macros, no subscriptions. Yearly updates included. Nothing is tied to a price level, a year or a supplier, and no date or formula changes by itself. You enter your own prices, planning start date and index history, and every analysis recalculates.

Yearly updates

Every October a reviewed edition of the kit is released and sent free to every buyer at the e-mail address used for the order. Each edition moves the example dates forward, checks the ICE and NYMEX contract specifications used for hedge sizing, and checks the playbook and templates against regulatory changes such as carbon pricing, sanctions, fuel mandates and fuel standards. Your current files keep working between editions. Current edition: 2027.

1 · Fuel Procurement Command Center (Excel)

Fourteen linked sheets with about 1,100 live formulas. It opens in Microsoft Excel 2010 or later, LibreOffice Calc and Google Sheets.

• Dashboard: exposure, best structure, market zone, cover gap, preferred supplier, savings and hedge results on one page
• Fleet Baseline and Unit Converter: build annual volume bottom-up, and convert USD/tonne or USD/gallon index quotes into your own unit and currency
• Contract Comparator: floating, fixed, capped, collar, blended and rebate structures across 9 price scenarios, with expected, best-case, worst-case and risk-adjusted cost
• Market Triggers: reads your own index history to give market zone, trend, volatility and recommended cover, kept in line with your hedge policy, plus a nine-situation action playbook. No forecasting required.
• Hedge Simulator: policy bands by tenor, 12-month ladder, ICE Gasoil and NYMEX ULSD lot sizing, scenario outcomes and a margin-call liquidity stress test
• Bid Scorecard: net effective cost after fees, rebates and payment terms, knock-out checks and weighted scoring for up to 6 suppliers
• Negotiation Planner: deal-zone test, annual value of every lever and a concession plan
• Blend & Extend: stay, terminate or blend-and-extend a legacy fixed-price contract, with present-value comparison and break-even margin
• Fuel Surcharge: per-distance, percentage and step-table methods, a lane calculator and an empty-running recovery check
• Savings Tracker and Maturity Assessment: prove procurement savings against a baseline differential, with hedge results reported separately, and score your procurement maturity

2 · Strategy Playbook (22-page PDF)

Covers how fuel prices are built, pricing structures, rules-based cover without forecasting, hedging basics and its pitfalls, running a tender, negotiation, the 12 contract clauses that matter, and contract restructuring. It also includes sector modules for haulage, logistics and airlines, governance and KPIs, a 90-day roadmap, checklists and a glossary.

3 · Six editable Word templates

• T1 Request for Proposal: Fuel Supply
• T2 Master Fuel Supply Agreement (index-linked, with fixed-price, cap and collar confirmations)
• T3 Contract Restructuring Pack (approval memo, supplier proposal letter, term sheet, response to supplier price increases)
• T4 Fuel Price Risk Management Policy
• T5 Negotiation & Communication Pack (prep sheet, agenda, objection handling, 8 supplier e-mails)
• T6 Customer Fuel Surcharge Clause & Notices

Who it is for

CFOs, procurement leads, fuel buyers, treasury and fleet managers at companies that spend from a few hundred thousand to tens of millions per year on diesel, jet fuel or HVO.

Licence

Single company group, unlimited internal users and sites, perpetual. Not for resale or redistribution.

Important: this is decision-support and educational material. It is not investment, trading, legal, tax or accounting advice. Example figures are illustrative. Have contracts and policies reviewed by qualified advisers in your jurisdiction before use. Derivatives carry risk, including margin calls.