ISA 570 · Energy

Going Concern Checklist for Energy

Tailored going concern assessment for energy entities. Covers industry-specific indicators including commodity price exposure, reserve adequacy, decommissioning obligations, and energy transition risks.

Engagement context

Set the entity details for your working paper. The assessment period is calculated per ISA 570.3.

Indicators

Check all indicators that apply to the entity. 21 indicators from ISA 570.A2/A7 including ISA 570 (Revised 2024) additions. Expand any indicator to see working paper guidance and the likely review challenge.

HighFinancial
Net liability or net current liability position
HighFinancial
Fixed-term borrowings approaching maturity without realistic refinancing prospects
HighFinancial
Loan covenant breaches or indications that financial support may be withdrawn
HighFinancial
Substantial operating losses or significant deterioration in the value of assets
MediumFinancial
Arrears or discontinuance of dividends
MediumFinancial
Inability to pay creditors on due dates
MediumFinancial
Adverse key financial ratios
MediumFinancial
Negative operating cash flows indicated by historical or prospective financial statements
HighOperating
Management intentions to liquidate the entity or cease operations
HighOperating
Loss of key management or personnel without replacement
HighOperating
Loss of a major market, franchise, licence, or principal supplier
MediumOperating
Labour difficulties or shortages of important supplies
MediumOperating
Fundamental changes in market or technology that the entity cannot adapt to
LowOperating
Dependence on the success of a particular project
HighOther
Legal proceedings or regulatory action that may result in claims the entity cannot meet
HighOther
Changes in law or regulation expected to adversely affect the entity
MediumOther
Non-compliance with capital or other statutory requirements
MediumOther
Catastrophic loss of a major asset
LowOther
Excessive dependence on short-term borrowings to fund long-term assets
MediumOther
Business interruption from cyber attacks or IT system failure
MediumOther
Exposure to climate-related physical or transition risks threatening the business model

ISA 570 Going Concern Reference Card: free PDF

One page for your planning folder: the indicator severity matrix, ISA 570.3 assessment period checklist, draft MURGC paragraph, ISA 570.16–.19 evidence requirements, and a summary of the key ISA 570 (Revised 2024) changes effective December 2026. Plus one practical audit insight per week.

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All 0 indicators with ISA 570 paragraph citations
Management's mitigation plans documented per ISA 570.16
Cash flow runway stress test with 4 scenarios
Sensitivity analysis: impact of additional indicators
Disclosure adequacy assessment (ISA 570.19–23)
ISA 570 (Revised 2024) readiness checklist
Procedures checklist and draft auditor's report paragraph
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How the score works

Each indicator is weighted by severity: High = 3 points, Medium = 2 points, Low = 1 point.

Assessment levels are determined by two criteria (whichever is met first):

  • Substantial doubt: ≥2 high-severity indicators OR weighted score ≥8
  • Significant concern: ≥1 high-severity indicator OR weighted score ≥4
  • Limited concern: Weighted score ≥1
  • No indicators: Score = 0

The 21 indicators are sourced from ISA 570.A2 (current) and ISA 570 (Revised 2024) A7, covering financial, operating, and other categories.

This scoring is a starting point for professional judgment. The auditor must consider entity-specific circumstances, industry context, and the collective effect of indicators when forming a conclusion.

ISA 570.9: The auditor shall evaluate management's assessment of the entity's ability to continue as a going concern.

ISA 570.A2/A7: Events or conditions that may cast significant doubt include financial, operating, and other indicators.

ISA 570.16: If events or conditions have been identified, the auditor shall obtain sufficient appropriate audit evidence about whether a material uncertainty exists.

Going concern assessment: Energy

Energy companies face going concern risks driven by commodity price volatility, capital-intensive operations, and the structural shift toward renewable energy. Upstream oil and gas entities are exposed to price cycles that can render reserves uneconomic, while utilities face regulatory and transition risks as energy markets decarbonise. The long-term nature of decommissioning obligations adds a unique dimension — these liabilities can exceed the entity's equity if asset values decline.

Key risk factors: Energy

Key energy sector going concern indicators include: commodity prices sustained below the entity's breakeven production cost, proved reserve depletion without adequate replacement through exploration or acquisition, decommissioning obligation funding shortfalls, regulatory changes that strand assets or reduce allowable returns, loss of key licences or concessions, and inability to fund the capital expenditure required for energy transition.

Commodity price sensitivity — model the entity's cash flows at current commodity prices, not at management's optimistic forecasts. Assess the breakeven oil/gas price and how long the entity can sustain operations below breakeven.

Reserve replacement ratio — if the entity is producing reserves faster than replacing them, this signals a finite operational life. Assess the remaining reserve life at current production rates.

Decommissioning obligations — these are often large and long-dated. Assess whether the entity has adequate financial provision or security (bonds, guarantees) to meet these obligations, particularly if asset values are declining.

Regulatory and licence risk — energy entities depend on government-granted licences and concessions. Changes in regulatory regime, environmental requirements, or carbon pricing can fundamentally alter the economics.

Energy transition exposure — assess the entity's strategy for the energy transition. Fossil fuel assets may face accelerated depreciation or impairment if they become stranded assets.

Hedging programme — energy companies often hedge future production. Assess the extent and tenor of the hedging programme — a well-hedged entity has protected near-term cash flows even if spot prices decline.

Frequently asked questions

What are the key going concern risk factors for energy?
Key energy sector going concern indicators include: commodity prices sustained below the entity's breakeven production cost, proved reserve depletion without adequate replacement through exploration or acquisition, decommissioning obligation funding shortfalls, regulatory changes that strand assets or reduce allowable returns, loss of key licences or concessions, and inability to fund the capital expenditure required for energy transition.
What should auditors consider when assessing going concern for energy?
Commodity price sensitivity — model the entity's cash flows at current commodity prices, not at management's optimistic forecasts. Assess the breakeven oil/gas price and how long the entity can sustain operations below breakeven. Reserve replacement ratio — if the entity is producing reserves faster than replacing them, this signals a finite operational life. Assess the remaining reserve life at current production rates. Decommissioning obligations — these are often large and long-dated. Assess whether the entity has adequate financial provision or security (bonds, guarantees) to meet these obligations, particularly if asset values are declining. Regulatory and licence risk — energy entities depend on government-granted licences and concessions. Changes in regulatory regime, environmental requirements, or carbon pricing can fundamentally alter the economics. Energy transition exposure — assess the entity's strategy for the energy transition. Fossil fuel assets may face accelerated depreciation or impairment if they become stranded assets. Hedging programme — energy companies often hedge future production. Assess the extent and tenor of the hedging programme — a well-hedged entity has protected near-term cash flows even if spot prices decline.
What is the ISA 570 going concern assessment period?
The going concern assessment must cover at least 12 months from the date the financial statements are expected to be authorised for issue, not from the balance sheet date. This distinction matters: for entities with a long time between year-end and signing, the assessment period may extend significantly into the future.

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