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Oil Market


Oil Barrel Polka



by Irwin Keller

When somebody owes a wise guy money, he is invariably told: "you pays me now
or you pays me later."
The same goes for oil prices: either they go down now -- or they will go down
later.
In other words, the oil producing countries don't have much choice in the
matter. Either they increase production enough to push prices lower now, or
they will set in motion forces that will bring prices down even lower later.
Don't take my word for it.  Look what has happened over the past quarter of a
century, since the first oil "shock" of 1973-74.  Demand dropped while
supplies increased, setting the stage for a prolonged decline in oil prices
during the years that followed.
Decreased demand
The first reaction of oil users to the sharp run up in prices was to consume
less.   Motorists switched from the behemoths they had been driving to
smaller, more fuel-efficient vehicles -- even before the government mandated
increased fuel economy from the auto producers.
They also changed their driving habits. Some simply drove less, while others
either car-pooled, or switched to mass transit.
Consumers and business conserved energy in other ways as well.  They
installed more fuel-efficient furnaces and machinery, set their thermostats
lower in the winter and higher in the summer, used lower-wattage bulbs, and
made sure the lights were out when they left their homes or offices.
Increased supply
On the supply side, the 20th century's version of the 19th century's gold
rush soon got underway.
New, previously uneconomical, sources of oil were discovered and brought to
market from such regions as the North Sea and the North Slope of Alaska.
Mexico soon became a viable oil producer.
Efforts were made to extract oil from shale, as well as to develop energy
from such non-petroleum sources as solar power, geothermal power, and nuclear
power.
Fuel cells were soon developed -- and have since become commercially viable.
At the same time, the U.S. economy has, in the words of Fed Chief Alan
Greenspan, gotten lighter. We are now more of an economy of ideas and
services, than one that produces just goods.
The bottom line: the United States is much more energy efficient today than
it was back in the 1970s.  Currently, it takes only about 10,000 BTUs of
energy to generate a dollar of real gross domestic product -- 43 percent less
than the 18,240 BTUs required back in 1973.
And as the man said, "you ain't seen nothing, yet."   There is plenty of room
for even greater energy efficiencies if prices don't fall soon.
Do you really need that monster truck to go to the supermarket?
CBS Market Watch, March 28, 2000

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