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The oil extraction puzzle: theory and evidence

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Author Info
Pickering, Andrew (University of Bristol)

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Abstract

This paper considers the relationship between the extraction rates and remaining reserves of a non-renewable resource. Under general conditions the derived extraction rule is firstly linear, and secondly exhibits a slope term common to all extractors regardless of pricing behaviour and costs whilst differences are captured by the intercept. Data from the world oil industry supports the hypothesis of linearity but the implied test was rejected in some cases. Latterly, it appears that either OPEC members are discounting at a higher rate than the competitive fringe or they are overstating their reserve levels.

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File URL: http://repec.org/res2003/Pickering.pdf
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Publisher Info
Paper provided by Royal Economic Society in its series Royal Economic Society Annual Conference 2003 with number 166.

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Date of creation: 04 Jun 2003
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Handle: RePEc:ecj:ac2003:166

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Web page: http://www.res.org.uk/society/annualconf.asp
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Related research
Keywords: oil; OPEC; extraction; reserves; resources;

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Find related papers by JEL classification:
N5 - Economic History - - Agriculture, Natural Resources, Environment and Extractive Industries
Q3 - Agricultural and Natural Resource Economics; Environmental and Ecological Economics - - Nonrenewable Resources and Conservation

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