ODAC News – Fri 16 Mar

 

1/   Oil companies running hard to stand still        (The Age [Australia], Fri 16 Mar)

2/   Wasteful Britons cause green risk by dumping 6.7m tonnes of food a year        (The Times, Fri 16 Mar)

3/   An ODAC News reader from the UK writes (Fri 16 Mar)

3a/  And from that (virtual) farm he made a pile, e-i-e-i-o [Magus Linklater]   (The Times, Wed 14 Mar)

3b/  Fiddling while Rome runs out of combustibles [Letters]           (The Times, Tue 13 Mar)

4/   BLOOD AND OIL     (The Economist, Thu 15 Mar)

5/   The Big Crew Change: Turnover in the Oil Workforce   (The Oil Drum: Europe, Fri 16 Mar)

6/   Gazprom Ponders New Forms of Work with Foreigners           (FC Novosti, Fri 16 Mar)

7/   Russians Prefer Foreign Cars            (FC Novosti, Fri 16 Mar)

 

1 ton of crude = approx 7.3 barrels of oil (6.6-8.0 bbl. of crude oil with 7.333 bbl. taken as average)

100 million tonnes/year = 2 million barrels/day (approx)

mbd OR mn b/d OR Mb/d = million barrels per day

mn cf/d OR Mcf/d = million cubic feet per day

 

Quotations from articles are now always in this type of chevron: <<>>

If an ODAC comment is within an article, it will begin with:  ODAC:            where appropriate for clarification.

 

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1/         Oil companies running hard to stand still  (The Age [Australia], Fri 16 Mar)

 

http://www.theage.com.au/news/business/oil-companies-running-hard-to-stand-still/2007/03/15/1173722655422.html

 

Phil Hart of ASPO-Australia is doing a sterling job of getting the message out. A link to the side of the article shows that The Age also published last week’s New York Times anti-Peak Oil article (see “Here's the drill: new oil to come from old ground”):

 

<<DURING a previous oil price crisis in the United States, a jovial service station attendant may have remarked to customers that "We've run out of $2 gas, but we've got plenty of $5 gas". Attendants on the trading floors might today observe that we've got plenty of $80 (US) barrels, but we're running short of $50 barrels.

 

Last Friday, the US Energy Information Administration released oil production data to the end of last year. Crude oil production was nearly 200,000 barrels a day lower than in 2005. Total liquid supply was flat. That's gripping news and should be enough to rattle any economist's confidence.

 

Despite a calm hurricane season, record prices and a forecast consensus from energy agencies that supply would continue to grow, oil production stalled last year. Were the oil companies not trying hard enough?

 

Chris Skrebowski, editor of the British oil industry journal Petroleum Review, would not agree. He has just published his annual Megaprojects report. The numbers show the global oil industry implemented oilfield projects providing an extra 3.2 million barrels a day to the market last year.

 

This is a historically high level of activity. So why was production flat, and even falling in many countries? The answer begins with "d" and gets to the heart of the debate about when global oil production will finally peak and begin its terminal decline: depletion.

 

... The oil industry is running hard but only just managing to stand still. The size of discoveries in the new frontiers is falling. Depletion, the rate production is declining in existing oil provinces, meanwhile, increases.

 

In just a few years, the scales that are now finely balanced between new production coming on stream and declines in mature regions may lean more heavily on the side of depletion. Peak oil would then be behind us and our economies will be forced to survive with less oil each year.

 

What then for oil prices? Supply can no longer increase to meet rising expectations. Increasing oil prices over the past five years, and the subsequent fall in vulnerable housing markets, have pushed the US towards recession. Perhaps that move already has enough momentum to keep a lid on consumption. If not, prices will rise again to further destroy demand. Either way, the fate of the world's largest economy may already be sealed.>>

 

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2/         Wasteful Britons cause green risk by dumping 6.7m tonnes of food a year  (The Times, Fri 16 Mar)

 

http://www.timesonline.co.uk/tol/news/uk/article1523876.ece

 

“Britons throw away a third of the food they buy , unnecessarily harming the environment, according to a new report” – in other words, we could theoretically lose one third of our food say as a result of Peak Oil, and still have a severe obesity problem. On the other hand, it points out just how much energy and resources we waste unnecessarily, and the huge savings we can make should we ever get our collective act together:

 

<<Britons waste up to 6.7 million tonnes of food a year which unnecessarily harms the environment, according to a report due to be published today.

 

The study by Wrap, the government's waste body, is likely to lay the blame with shoppers for buying too much food, failing to store it properly and allowing it to go out of date.

 

It estimates that the average household throws away almost a third of all the food it buys, hurting their pockets as well as the planet...>>

 

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3/         An ODAC News reader from the UK writes (Fri 16 Mar):

 

<< I see peak oil is at last making its way into comment about climate change.  Magus Linklater in the Times of Wednesday about the future for farming wrote:  ' As oil production peaks and reducing carbon emissions becomes a key target in the battle against global warming, the demand will be for more local production rather than the long distance trade in cheap food from abroad.'  He quotes a recent Soil Association conference in support of his views. [ODAC – that is the Soil Assoc annual Conf in Cardiff Jan 25th focusing on Peak Oil. There were over 800 attendees, including ODAC. There is a write-up on the ODAC Bulletin Board.]

 

On Tuesday there was a letter from John Busby of Bury St Edmunds about 'the absurdity of the Tory proposal to "ration" air travel. Any such restriction will soon be overtaken by the event of oil depletion.'  'Cameron and Miliband need to temper their enthusiasm for carbon reduction with the reality of resource depletion.' >>

 

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3a/        And from that (virtual) farm he made a pile, e-i-e-i-o [Magus Linklater]         (The Times, Wed 14 Mar)

 

http://www.timesonline.co.uk/tol/comment/columnists/magnus_linklater/article1511790.ece

 

The section on peaking oil production and localising food sources is the last section of the article. As a general rule, it is ok for columnists to discuss oil and gas depletion issues, but not editorials. Let’s hope we read more from Magnus:

 

<<… And yet, as most experts who have looked at the future of farming agree, this is the very reverse of what is needed. As oil production peaks, and reducing carbon emissions becomes a key target in the battle against global warming, the demand will be for more local production rather than the long-distance trade in cheap food from abroad that keeps our superstores supplied at present. Neither Gordon Brown nor David Cameron mentioned it when they unveiled their separate green policies this week, but encouraging “localisation” — smaller units, less trucking of long-distance food, more self-sufficiency in farm production — is vital to a successful rural economy and essential if carbon emission targets are to be met.

 

A recent conference held by the Soil Association heard from a range of experts, all of whom emphasised the dangers for Britain in running down its smaller farms. They called for a radical reduction of fossil fuel inputs to agriculture, less reliance on transport, more production geared to local consumption. Far from recommending empty fields and deserted farms, they envisaged what they termed “reruralisation,” reversing the population drain to towns and cities, and encouraging policies that would entice young people back onto the land. One speaker even suggested that the global energy crisis confronted British agriculture with a challenge as great as any since the Second World War.

 

Two things are needed to make sense of all this. The first is to press on with reform of the CAP, which everyone agrees is holding farming back. The second is solid, down-to-earth advice from experts who know how farming works, and can see how it might develop over the next few decades. Both mean long-term thinking and both are needed badly, and needed now, before the desiccated decision-making that currently passes for rural policy reduces our farming industry to a piece of slick accountancy. >>

 

 

3b/        Fiddling while Rome runs out of combustibles [Letters]      (The Times, Tue 13 Mar)

 

http://www.timesonline.co.uk/tol/comment/debate/letters/article1505396.ece

 

It is the second letter down. John Busby is author of the Busby Report.

 

<< The absurdity of the Tory proposal to “ration” air travel is that any such restriction on aviation fuel consumption will soon be overtaken by the event of oil depletion (“Growing costs ‘put Shetland oilfield plans in jeopardy’,” Business, March 12 ). This reports aligns you with the often scorned “peak oilers” club in heralding the rising costs of upstream oil production. Ominously, ExxonMobil, Shell and BP have opted to buy back their shares rather than increase exploration and development expenditure to augment their falling “booked” oil reserves. For nonOpec companies the peak in oil production was passed in 2005.

 

Without the burden of taxation, jet fuel costs will rise considerably and will be of insufficient quantity to fuel the expansion in air travel envisaged by the Department of Transport. The first to suffer will be the aircraft builders. As runways revert to parking lots for aircraft with empty tanks, orders for new planes will be cancelled.

 

Miliband and Cameron need to temper their enthusiasm for carbon reduction with the reality of resource depletion. The emptying of the world’s fuel tank will bring the reduction in emissions they seek and climate change will stall. The change in lifestyle they want us to embrace will be forced on us rather than coerced by taxation. >>

 

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4/         BLOOD AND OIL           (The Economist, Thu 15 Mar)

 

http://www.economist.com/world/africa/displaystory.cfm?story_id=8861488

 

<<Elections could further destabilise the violent, oil-rich Delta region

 

 

THE seedy drinking-holes frequented by burly foreign oilmen in Nigeria's main oil city of Port Harcourt are pretty empty these days. Kidnappings and killings of expatriate workers, car-bombs and violent robberies have persuaded many to stay behind the high walls and barbed wire of their own homes, as armed groups wreak havoc ahead of national elections next month.

 

In the past year, attacks on oil facilities have forced Nigeria to shut down a fifth of its production; over 100 foreign workers have been kidnapped in the oil-producing Niger Delta region. Higher security costs and a shrinking number of expatriates willing to take the risks of working there have sharply slowed new investment. The Nigerian government has lost billions of dollars in oil revenues. Now the multinational oil companies, such as Royal Dutch Shell, that operate in Africa's biggest oil producer are bracing themselves for more trouble. The omens are not good; in the run-up to the elections in 2003, violence in the Delta forced Nigeria to shut down 40% of its oil capacity.

 

... The fear is that militants could work alone or with MEND to disrupt elections in the Delta states and launch attacks on the oil industry as a way of holding the PDP state and federal governments to ransom. “Either bodies are going to pile up or we are going to see an oil shock, or both,” says an oil-industry security official...>>

 

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5/         The Big Crew Change: Turnover in the Oil Workforce         (The Oil Drum: Europe, Fri 16 Mar)

 

http://europe.theoildrum.com/node/2369#more

 

<<The mainstay of the oil- and gas industry workforce will retire in the coming ten years. While there is a fair amount of thinking about how to fix this huge problem in the oil- and gas industry, this factor is being ignored in the energy scenarios of the International Energy Agency and Energy Information Administration. This posts looks at the numbers and potential effect on oil production of the retirement in the oil-industry.

 

The retirement of the workforce in the industry is normally referred to as “the big crew change”. People in this sector normally retire at the age of 55. Since the average age of an employee working at a major oil company or service company is 46 to 49 years old, there will be a huge change in personnel in the coming ten years, hence the “big crew change”. This age distribution is a result of the oil crises in ‘70s and ‘80s as shown in chart 1 & 2 below. The rising oil price led to a significant increase in the inflow of petroleum geology students which waned as prices decreased...>>

 

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6/         Gazprom Ponders New Forms of Work with Foreigners     (FC Novosti, Fri 16 Mar)

 

http://www.fcinfo.ru/themes/basic/materials-rfcm-index.asp?folder=3192

 

Looks like the US companies are out of the running for Shtokman:

 

<<Russian energy giant Gazprom has resumed talks with foreign concerns on the development of the Shtokman gas condensate deposit. The monopoly should formulate new principles for foreigners’ participation in the project within a month, but it is still unprepared to admit them as subsoil users.

 

As a result, only three potential partners have remained after US Chevron said it had no interest in the project. They are Norway’s Statoil and Hydro and French Total. In this situation, the main goal for foreigners will be to get a chance to register on their balance the money equivalent of the Shtokman reserves, if not the reserves proper>>

 

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7/         Russians Prefer Foreign Cars      (FC Novosti, Fri 16 Mar)

 

http://www.fcinfo.ru/themes/basic/materials-rfcm-index.asp?folder=3308

 

<<Last year, Russians bought 2.06 mln cars, or 20% more than in 2005. Total revenues were $32 bln, up 45% year on year.

 

The difference between the quantitative and financial growth shows that more Russians prefer to buy expensive, meaning foreign, cars, both new imported cars and those assembled in Russia.

 

... Out of the 2.06 mln cars sold on the Russian market last year, Russian-made automobiles accounted for 800,000 (about 40%). Imported foreign cars made up 720,000, foreign cars assembled in Russia 280,000, and used foreign cars 260,000. In money terms, new foreign cars accounted for $18.2 bln, used foreign cars for $3.6 bln, foreign cars assembled in Russia for $4.4 bln, and Russian-made cars $5.8 bln.

 

In other words, the lion’s share of the Russian car market belongs to foreign cars, $27.2 bln, or 85% of the market compared with 25% in 2002.

 

... Ford is the unquestionable leader on the Russian market. Its sales went up 92% last year, to nearly 116,000. The former leader, Hyundai, sold 100,700 cars (+15%). The third largest seller is Toyota, with 95,700 cars, 58% up against the previous year. Other global auto giants also demonstrate commendable growth rates: Renault sales went up 148%, Opel 113%, and Nissan 62%. Ford Focus was the sales champion in 2006.

 

... the growing volume of the market (it is expected to increase from 1.7 mln in 2005 to 2.7 mln in 2010)...>>

 

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