By Gerard Baker in Washington and Philip Coggan in London
Published: September 8 2000 18:43GMT | Last Updated: September 8 2000
23:30GMT



The US has stepped up pressure on OPEC to deliver a large increase in oil
output at Sunday's meeting of ministers of the petroleum exporting countries
with a warning that it was "ready to exercise all options" if there was no
agreement.
[so much for market forces then]

Bill Richardson, energy secretary, said the world needed lower oil prices
and warned OPEC leaders that President Bill Clinton was prepared to act to
help bring them about.

But the energy secretary declined to say whether the Clinton administration
would release oil from the 570m barrel US strategic reserve in an effort to
depress prices should the meeting in Vienna fail to produce a significant
increase in production quotas.

Congress has been pressing the administration to lend oil from the reserve
but administration officials have so far refused on the grounds that it
would be a misuse of the supply, which is intended only for genuine
strategic emergencies. Mr Richardson's open-ended threat on Friday was
clearly an attempt to turn up the heat on OPEC without committing to such a
controversial move.

The oil price slipped back on Friday as Opec ministers gathering in Vienna
made reassuring noises about the cartel's willingness to increase
production. October Brent crude dropped more than a dollar to $33.19 by
mid-afternoon in London.

Traders remain cautious, however, about the scope for oil to fall back to
Opec's target range of $22-$28 a barrel given low stock levels and the
delays involved in getting extra production to the key US market.

Protests in Europe gathered pace as farmers and truckers in Britain copied
some of the tactics used in France during the dispute. A Shell oil refinery
in northwest England was picketed while farmers and hauliers in south west
Wales were preparing to mount a copycat protest at refineries run by Texaco
and Total Fina at Milford Haven.

In France, the dispute rumbled on. While the government appeared to have
persuaded truckers' leaders to accept a deal based on limited cuts in fuel
taxes and a compensation system to offset future price rises, many truckers
vowed to continue the conflict. Only a handful of blockades were reported to
have been lifted by the evening.

In the US, high prices for petrol and home heating fuel have become an issue
of growing importance in the presidential election campaign. Al Gore, the
vice president and Democratic candidate, has attacked petroleum companies
and his Republican opponent, George W Bush, for his connections to the oil
industry.

The Republicans meanwhile have criticised the administration for failing to
tackle OPEC's production squeeze last year. Their attacks have been blunted
somewhat, however by the fact that Dick Cheney, the party's vice
presidential candidate, called for sharp reductions in oil production last
year while he was chief executive of Halliburton, the energy services
company.

Equity markets continued their sell-off in part because of fears that higher
oil prices would hit corporate profits. The CAC 40 in Paris fell 1.9 per
cent, the DAX in Frankfurt was 1.6 per cent lower in late trading and in
London the FTSE 100 fell 88.5, or 1.3 per cent, to 6,600.7. The US equity
market also lost ground in early trading in the face of profit warnings from
automotive group TRW and semiconductor equipment maker SpeedFam-Ipec.




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