X-Message-Number: 29437
From: "Mark Plus" <>
Subject: Oil reserve trends
Date: Mon, 16 Apr 2007 19:00:23 -0700

David Stodolsky, who normally cites interesting references for his 
arguments, accuses me of ignoring "factual information" about the trend in 
oil reserves, without citing any himself.

I just go by what look like reputable sources on the Web, for example what 
appeared today on an oil-related site:

http://www.oilonline.com/news/headlines/internet/20070416.Energy_I.23474.asp

Energy Intelligence survey shows world oil reserves are not being fully 
replaced
  by: OilOnline
  Monday, April 16, 2007


The world is currently producing more oil annually than it is replacing with 
new reserves. That sobering conclusion emerges from a new survey of global 
liquids reserves published by Energy Intelligence.

In contrast to the gradual rise in global oil reserves that has been 
reported annually in most surveys based on public sources, the new 
assessment shows that the trend in worldwide liquids reserves is actually 
one of stagnation and modest decline. The PIW Reserves Survey shows global 
oil reserves declining by almost 13 billion barrels, or 0.9%, over the last 
two years to 1.459 trillion bbl at the end of 2006 on a "proved plus 
probably" basis. Global oil reserves are liquid hydrocarbons, natural gas 
liquids, tar sands and crude oil, that are economically recoverable at 
current prices.

The PIW survey uses a somewhat broader definition of reserves than the other 
surveys based on public sources and it applies that definition consistently 
and systematically across all countries, fully accounting for production 
declines and new additions.

The main reason for the poor performance in growing reserves is a lack of 
additions to reserves from new discoveries, which account for 20% or less of 
additions in the last few years. The high oil prices and sharply increased 
upstream spending budgets of most oil companies have not yet provided any 
significant improvement in global additions to reserves, but more time may 
be needed. For 2006, the big increases in reserves were led by Brazil and 
Kazakhstan. Among the top 20, only eight countries saw increases last year, 
while the rest were flat or in decline.

The PIW survey also confirms earlier suspicions about the overstatement of 
reserves by Kuwait and some other Opec producers. At the same time, the 
survey also indicates that reserves in Russia and some other non-Opec 
countries are much higher than is generally reported.
__________________________________________

Mark Plus

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