Chávez Plans to Take More Control
Of Oil Away From Foreign Firms
By DAVID LUHNOW and PETER MILLARD
The Wall Street Journal
April 24, 2006; Page A1

Venezuelan President Hugo Chávez is planning a new assault on Big Oil,
potentially taking a major step toward nationalization of Venezuela's
oil industry that could hurt oil-company profits, reduce production
and put further pressure on global oil prices.

Venezuela's Congress, made up entirely of Mr. Chávez's allies, is
considering sharply raising taxes and royalties on foreign companies'
operations in the Orinoco River basin, the country's richest oil
deposit. Major oil companies like Exxon Mobil Corp. and ConocoPhillips
of the U.S. and Total SA of France have invested billions of dollars
there to turn the basin's characteristically tar-like oil into some
600,000 barrels a day of lighter, synthetic crude.

Mr. Chávez, a left-wing populist who favors greater state control of
the economy, also wants to seize majority control of the four Orinoco
projects and force private companies who run them to accept a minority
stake, according to a top executive at state-run oil company Petróleos
de Venezuela SA, known as PdVSA.

The moves would up the ante in Mr. Chávez's long-running battle with
foreign oil companies, which he accuses of making outsize profits amid
high oil prices at the expense of a poor nation. The stakes are high
because Venezuela, the world's fifth-largest oil exporter, holds the
world's biggest oil reserves outside the Middle East and is the
third-biggest supplier of crude to the U.S.

The Orinoco plan mirrors the terms of a recent takeover by PdVSA of
some 32 smaller conventional oil-production projects previously run by
private companies. That effort culminated in the seizure of two fields
run by Total and Italy's ENI SpA. Yesterday, Oil Minister Rafael
Ramirez said Venezuela has no plans to compensate Total and ENI for
the lost fields.

If the latest initiative succeeds, it would eliminate the country's
remaining privately managed oil fields.

Under terms of the government's plan, oil royalties in the Orinoco
region also would rise to 30% from the current 16.7% and taxes would
jump to 50% from 34%. Higher royalties translate into less revenue for
private companies and taxes take a bite out of their remaining
profits.

Less investment means less oil reaching international markets in
coming years, keeping pressure on prices. Growing output from the
Orinoco area has recently been making up for a decline in production
elsewhere in Venezuela, where exports are falling about 1% a year.

Last year, the Venezuelan leader angered oil companies by ruling that
the non-heavy-oil projects signed in the 1990s -- some 32 conventional
oilfield deals -- had to retroactively comply with the 2001 law,
forcing the companies to hand over a greater share of the profits as
well as give up control over the fields.

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