Oil vs Energy & Technology... The Future for Oil Investments

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Sep 8th, 09
There is very little resolve when a huge new source of oil is discovered. The key to the balance between supply and demand is daily production. Oil and gas investors seeking direct participation in oil investments should pay close attention to the energy staple of the last 150 years and accept that the ever increasingly daily demand will continue to out strip the global ability of daily production to keep up. The result will be a fluctuating price and a gradual upward trend...

Why Oil Still Has a Future

Demand in the developing world trumps new technology.


On Aug. 28, 1859, in the backwoods of northwest Pennsylvania, the first successful oil well went into production in the United States, ushering in an energy revolution that would make whale oil obsolete and eventually transform the industrial world. Yet 150 years later, even as demand increases in developing countries, oil's position in the global economy is being questioned and challenged as never before.

Why this debate about the single most important source of energy—and a very convenient one—that provides 40% of the world's total energy? There are the traditional concerns—energy security, diversification, political risk, and the potential for conflict among nations over resources. The huge shifts in global income flows raise anxieties about the possible impact on the global balance of power. Some worry that physical supply will run out, although examination of the world's resource base—including a new analysis of over 800 oil fields—shows ample physical resources below ground. The politics above ground is a separate question.

But two new factors are now fueling the debate. One is the way in which oil has taken on a second identity. It is no longer only a physical commodity. It has also become a financial asset, along with stocks, bonds, currencies and the rest of the world's financial portfolio. The resulting price volatility—from less than $40 in 2004, to as high as $147.27 in July 2008, back down to $32.40 in December 2008, and now back over $70—has enormous consequences, and not only at the gas station and in terms of public anger. It makes it much more difficult to plan future energy investments, whether in oil and gas or in renewable and alternative fuels. And it can have enormous economic impact; Detroit was sent reeling by what happened at the gas pump in 2007 and 2008 even before the credit crisis. Such volatility can fuel future recessions and inflation.

That volatility has become an explosive political issue. British Prime Minister Gordon Brown and French President Nicolas Sarkozy recently called in these pages for a global solution to "destructive volatility," although they added that there are "no easy solutions."

The other new factor is climate change. Whatever the outcome of the upcoming mammoth United Nations climate-change conference in Copenhagen this December, carbon regulation is now part of the future of oil.

But are big cuts in world oil usage possible? Both the U.S. Department of Energy and the International Energy Agency project that global energy use will increase almost 50% between 2006 and 2030—with oil still providing 30% or more of the world's energy.

The reason is something else that is new—the globalization of demand. No longer are the growth markets for petroleum to be found in North America, Western Europe and Japan. The United States has already hit "peak gasoline demand."

The demand growth has now shifted, massively, to the fast-growing emerging markets—China, India and the Middle East. Between 2000 and 2007, 85% of the growth in world oil demand was in the developing world. This shift continues: This year, more new cars have been sold in China than in the United States. When economic recovery takes hold, what happens in emerging countries will be the defining factor in the path for overall consumption.

There are two obvious ways to temper demand growth—either roll back economic growth, or find new technologies. The former is not acceptable. Thus, the answer has to lie in technology. The challenge is to find alternatives to oil that can be economically competitive—and convenient and reliable—at the massive scale required.

What will those alternatives be? Batteries and plug-ins and other electric cars—today's favorite? Advanced biofuels? Natural-gas vehicles? The evolving smart grid, which can integrate plug-ins with greener electric generation? Or advances in the internal combustion engine, increasing fuel efficiency two or three times over?

In truth, we don't know, and we won't know for some time. For now, however, it is clear that the much higher levels of support for innovation—and large government incentives and subsidies—will inevitably drive technological change.

For oil, the focus is on transportation. After all, only 2% of America's electricity is generated by oil. Until recently, it appeared that the race between the electric car and the gasoline-powered car had been decided a century ago, with a decisive win by the gasoline-powered car on the basis of cost and performance. But the race is clearly on again.

Yet, whatever the breakthroughs, the actual impact on fuel use for the next 20 years will be incremental due to the time it takes to get large-scale mass production up and running and the massive scale of the global auto industry. My firm, IHS CERA, projects that with aggressive sales volumes and no major bumps in the road (unusual for new technologies), plug-in hybrids and pure electric vehicles could constitute 25% of new car sales by 2030. But because of the slow turn-over of the overall fleet, gasoline consumption would be reduced only modestly below what it would otherwise be. Thereafter, of course, the impact could grow, perhaps very substantially.

But, in the U.S., at least for the next two decades, greater efficiency in the internal combustion engine, advanced diesels, and regular hybrids, combined with second-generation biofuels and new lighter materials, would have a bigger impact sooner. There is, however, a global twist. If small, low-cost electric vehicles really catch on in the auto growth markets in Asia, that would certainly lower the global growth curve for future oil demand.

As to the next 150 years of petroleum, we can hardly even begin to guess. For the next 20 years at least, the unfolding economic saga in emerging markets will continue to make oil a global growth business.

Mr. Yergin, chairman of IHS CERA, is author of "The Prize: the Epic Quest for Oil, Money, and Power" (Free Press), out in a revised edition this year. His article on the future of oil appears in the most recent issue of Foreign Policy.

Yergin, Daniel. "Why Oil Still Has a Future". August 30th, 2009. http://online.wsj.com/article/SB10001424052970203706604574370511700484236.html?mod=googlenews_wsj. Sept. 7th 2009.


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