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Finding Costs in the U.S. Petroleum Industry: Assessing the Opposing Effects of Technological Change and Depletion with Error Correction Modeling

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Author Info
John T. Cuddington () (Department of Economics, Georgetown University)
Abstract

A common claim in the nonrenewable resource literature is that improvements in technology may largely offset the effects of increasing scarcity over time. Along with Cuddington and Moss (CM) (1999), this paper provides perhaps the first empirical evidence on this issue by analyzing the determinants of the average finding cost for additional U.S. petroleum reserves. Both analyses cover the1967-90 period and use a new technology index constructed by Moss (1993). This paper proposes a new approach for estimating average finding costs in a model with depletion and/or technology variables. Earlier estimations of finding cost functions are possible spurious regressions because they use regression techniques that are inappropriate in the presence of nonstationary variables. This paper uses error correction modeling (ECM) to avoid the possible spurious regression problem. With the new technology variable, it is possible to isolate the separate effects of depletion and technological improvement on finding costs for additional proven reserves. The ECM facilitates counterfactual simulations for average finding costs in a scenario with no technological improvement while recognizing that annual reserve additions in this scenario might be higher or lower than they would have been with ongoing technological improvements. The simulations suggest that technological advance has been very significant in offsetting what would otherwise have been sharply rising costs for additions to U.S. natural gas reserves. Technology's impact on crude oil finding costs have been more modest, presumably because that segment of the industry is more mature.

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File URL: http://www.georgetown.edu/cuddington/papers/tech_change_coint/
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File Function: Full text, Tables 2 and 3 are in a separate excell file
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Publisher Info
Paper provided by Georgetown University, Department of Economics in its series Working Papers with number 00-03.

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Length: 32 pages
Date of creation: 31 Jul 2000
Date of revision:
Handle: RePEc:geo:guwopa:gueconwpa~00-00-01

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Postal: Georgetown University Department of Economics Washington, DC 20057-1036
Phone: 202-687-6074
Fax: 202-687-6102
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Web page: http://econ.georgetown.edu/

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Postal: Marcia Suss Administrative Officer Georgetown University Department of Economics Washington, DC 20057-1036
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Web: http://econ.georgetown.edu/

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Related research
Keywords: technological change; productivity growth; cost functions; cointegration; error correction models; quality ladders model; varieties model; nonrenewable resource depletion.;

Find related papers by JEL classification:
D24 - Microeconomics - - Production and Organizations - - - Production; Capital and Total Factor Productivity; Capacity
Q31 - Agricultural and Natural Resource Economics; Environmental and Ecological Economics - - Nonrenewable Resources and Conservation - - - Demand and Supply
L71 - Industrial Organization - - Industry Studies: Primary Products and Construction - - - Mining, Extraction, and Refining: Hydrocarbon Fuels

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