Thursday, October 12, 2023

DEMOCRACY AND OIL PRODUCTION IN VENEZUELA

DEMOCRACY AND OIL PRODUCTION IN VENEZUELA

How Was the Oil Industry Managed in Venezuela?


Introduction

The socioeconomic and political history that holds the most profound resonance among all Venezuelans and the global community, as formally represented by institutions like the Organization of American States, the United Nations, the European Union, and the International Criminal Court, primarily pertains to the events that have transpired in the 21st century.

From a standpoint of logical reasoning and scientific methodology, assessing the socioeconomic and political transformation of Venezuela based solely on the events of the 21st century appears impractical. A more rational and informative approach involves scrutinizing the country's evolution during the period spanning from the 1950s through the close of the 20th century.

For a comprehensive comparative analysis, it is imperative to juxtapose Venezuela's trajectory with that of various nations within the same timeframe. Notable examples include the Scandinavian countries, Canada, New Zealand, Australia, Singapore, South Korea, among others.

What transpired during this era that led Venezuela to experience a deteriorating trend across all economic and living standard indicators, in stark contrast to the aforementioned countries which, in the 1950s, some of them faced relatively unfavorable conditions when compared to Venezuela? To address this, it is crucial to examine the strategies and actions undertaken by the Venezuelan state to reverse this perilous trend.

 


Real and per capita oil production in Venezuela 1970-2005. Source: ECLAC

 

 


Poverty in Venezuela, 1976-2006 (% of poor households or individuals)

LA ECONOMÍA DE VENEZUELA. 1975-2005


Failing to connect the past with the present is a significant error when diagnosing the present and forecasting the future. In any scenario, it is crucial to develop comprehensive plans, including short, medium, and long-term strategies, to pave the way for a prosperous and sustainable future.

To chart a course that guarantees sustainability for future generations, a thorough understanding of a country's history is indispensable. Effective planning for a nation's future hinges on correctly linking past diagnoses with the present, allowing for more accurate forecasts and the creation of a sustainable future.

Irrespective of the circumstances, it is imperative to maintain preparedness by having plans in place, whether they are for contingencies, humanitarian crises, or the reconstruction of societies, in addition to those designed for short, medium, and long-term goals. Neglecting or postponing medium and long-term visions under the pretext of current circumstances eliminates the potential for future progress and development, ultimately dooming a country to failure.

The goal of "VENEZUELA, SOME LESSONS FOR RECONSTRUCTION" is to encapsulate these aspects of national planning, specifically addressing the planning of productive and service sectors as the economic foundation for socially developed countries. Throughout history, planning across all productive and service sectors has been a fundamental and elemental activity for ensuring the normal subsistence of societies and the sustainable economic and social development of nations.

The economic and social advancements achieved by countries like Norway, Sweden, Finland, Denmark, Germany, Japan, Canada, England, Singapore, South Korea, New Zealand, Australia, and other European and Asian nations have been largely rooted in a methodical approach to designing sustainable economic plans. These plans leverage a country's inherent potential and opportunities by harmoniously aligning all productive and service sectors with local, regional, and national needs and capabilities. This interconnectedness ensures the effective adaptation of these sectors across the entire national landscape.

 

Recently, there has been a trend in some opinion articles and information sources associating Norway's standard of living with the development of its oil industry. It's crucial to highlight that the high standard of living and the remarkable economic and social development achieved by Norwegian society have never been reliant on its oil industry. To draw a parallel, both our countries share certain economic aspects, having been significant producers of oil, aluminium, and hydroelectric energy. We consider these factors as crucial for Venezuela's economic recovery.

Norway's level of social development far surpasses the standard of living achieved by countries in Europe, Asia, Japan, the United States, China, and Russia. This remarkable achievement is a result of their extensive long-term planning, which shields Norwegians from the repercussions of economic crises, eliminates economic cycles, and minimizes surprises.

Similarly, like their neighbors Sweden, Finland, and Denmark, Norway's development has consistently been grounded in fortifying various sectors of their economy across different regions of the country. In addition to their natural resources, their growth has been rooted in hard work, an activity that dignifies individuals and elevates the nation, thereby attaining the highest quality of life. They have also secured approximately a trillion dollars in the Norwegian Government's Pension Fund, sourced from reasonable oil price increases, ensuring prosperity for future generations.

The forthcoming report provides a concise overview of how economic planning has been conducted in Venezuela, encompassing the plans pertaining to productive and service sectors, with specific emphasis on the oil sector.

Since the methodological design of an economy hinges on comprehensive planning across all productive and service sectors, including food, oil, hydroelectric energy, iron and steel, aluminium, silviculture, agriculture, fishing, industrial products, mining products, tourism, and high technology, we will consider the oil sector, the hydroelectric sector, and the aluminium sector as examples. These have, for nearly half a century, represented untapped potential in Venezuela, despite the country's advantageous position for the development of these activities to generate wealth and well-being.

                 

With the exceptions of two notable cases:


  1. The Guayana Development Programme, and
  2. The Programme of economic adjustments and Planning for the Sustainable Development of the country, which were designed and implemented by Dr. Miguel Rodríguez, an economist and the Minister of State, Head of CORDIPLAN, between February 2, 1989, and February 24, 1992, during the second government of Carlos Andrés Pérez in Venezuela during the 20th century.

Proper planning for all productive and service sectors in Venezuela was never effectively executed, in contrast to the practices of economically and socially developed countries. 

Even the oil sector, which held significant potential, lacked the meticulous methodological design necessary for effective planning.

 

PLANNING OF OIL PRODUCTION IN VENEZUELA

PERIOD 1973 – 2000

Venezuela is the leading country in terms of oil reserves, with more than 304 billion barrels of oil under its surface. Saudi Arabia is second with 298 billion, and Canada is third with 170 billion barrels of oil reserves.

 


The 15 countries with the most oil reserves

 

Venezuela also has the largest reserves of light crude oil in the entire Western Hemisphere.

Venezuela becomes the main exporter of oil in the world, and the second world producer of oil for the year 1958, a condition that it maintains for several years. Venezuela observed a sustained growth in oil production until the historical peak of the year 1970.

In 1976, the nationalization of all assets of oil companies operating in the country was enacted. The process began in 1975 when President Carlos Andrés Pérez initiated the legislation that reserved the hydrocarbon industry's control and trade for the Venezuelan State, ultimately leading to the nationalization of the oil industry. However, it wasn't until January 1, 1976, that the Law for the Nationalization of the Oil Industry officially took effect.

On this date, ownership of the foreign concessionaire companies' property, facilities, and equipment, along with the assets held by Venezuelan concessionaires, transferred to the control of the State. From that moment onwards, the Republic of Venezuela, through a group of state-owned companies, took on the planning, decision-making, financing, execution, and oversight of all activities within the oil industry.

In contrast, other countries, such as Norway, permit private companies to engage in oil extraction but maintain a significant state presence and intervention in the industry, as seen in the case of Equinor, a Norwegian company with majority state ownership. Profits generated by such enterprises are typically deposited into the Norwegian sovereign fund known as the "Norwegian Government Pension Fund." This practice is also common among various oil-producing nations.

Regrettably, Venezuela did not possess the foresight necessary to plan for the growth of its oil production, which was a crucial need for an oil-rich country. Nations like Saudi Arabia, the United Arab Emirates, Kuwait, Iran, other OPEC members, and several other oil-producing countries had the vision and clear planning to do so.

Venezuela, on the other hand, not only failed to plan for an oil production level commensurate with its potential and requirements but also bore the brunt of the highest percentage of production cuts among OPEC member countries, resulting in severe consequences for the nation.

As a result, oil production in the country declined, plummeting from 3.7 million barrels per day in 1970 to a low of under 2 million barrels per day by 1984. Production levels in the 1980s were even lower than those observed during the 1950s.

The graph, daily barrels of oil production in Venezuela between 1950 and 2012, is shown:


OIL PRODUCTION IN VENEZUELA, 1950-2012

 

As observed in Graph, from the comparison of oil production between 1973 and 2000, the production levels of Saudi Arabia, the United States and Russia are much higher than that produced by Venezuela in that period.



Oil production 1973–2000. Saudi Arabia, Venezuela, United States, Russia

 

The comparison of the average oil production of these countries in the period 1973-2000 is presented:


 


Comparison of average oil production in the period 1973 -2000 between Russia, the United States, Saudi Arabia, and Venezuela

 

The following graph shows the production of the world's largest oil producers during the period 1960-2006, including Iran and the former Soviet Union. As can be seen, Iran reached production levels of around 5 million barrels per day in the years 1970-1980, while the former Soviet Union's production between 1980 and 1990 was close to 12 million barrels of oil per day. By 1982, Saudi Arabia's production was around 10 million barrels of oil per day, while the United States' production remained above 8 million barrels of oil per day from 1965 to 1990.

 


The largest oil producers, 1960 – 2006

 

One aspect that can be observed in Graph, Oil Production–Price Variation in the period 1973-2000 in Venezuela, is the decrease in production below two million barrels around 1984, while prices are observed in levels between 27 and 37 dollars a barrel between 1981 and 1985.

 


Oil production–Price variation in the period 1973–2000

 

Alongside foreign oil companies, Venezuela consistently elevated its oil production, exemplified by the favorable trajectory from 1950 to the historical peak reached in 1970.

Subsequently, with the implementation of the Development Programme led by Dr. Miguel Rodríguez in 1989, a second constructive trend emerges, marking a sustained growth in Venezuela's historical oil production. This initiative created momentum in production increases, which persisted until the year 1997.  The trend is clearly visible in the graph's box.

 

 


Oil production in Venezuela with the Development Program implemented by Dr. Miguel Rodríguez, in box, period 1989-1997

 

 

HOW WAS THE VENEZUELAN OIL INDUSTRY MANAGED? 1950-2023

 


OIL PRODUCTION IN VENEZUELA, 1950-2012

 

 

1940-1970

With the multinational oil companies, Venezuela steadily increased its oil production, which is observed in the positive trend that goes from the year 1950 to the historical peak of the year 1970. This generated, as a consequence, the best standards of living enjoyed by Venezuelan society throughout its history, and therefore a better position regarding fundamental human rights.

 

1970-1989

Venezuela, in addition to not having planned a level of oil production appropriate to its possibilities and needs, suffered the highest percentages of oil production cuts among OPEC member countries, with the serious consequences that this brought to the country.

Furthermore, it is crucial to take into account the per capita production when assessing the economic impact of oil production. As the population grows, the economic benefits of stagnant oil production diminish. This situation becomes even more detrimental when production is on a decline, as evidenced by the graph depicting real and per capita oil production in Venezuela from 1970 to 2005, sourced from ECLAC.

 


Real and per capita oil production in Venezuela 1970-2005. Source: ECLAC

 

Oil production in the country decreased, going from 3.7 million in 1970 until, in 1984, production did not reach 2 million barrels per day.

Production levels in the 1980s show lower values than the production levels observed during the 1950s.

The inadequate planning of oil production during the analyzed period resulted in, and increasingly exacerbated over time, more significant harm to the living conditions of the most vulnerable individuals. This was due to the economy's heavy reliance on revenue generated from oil resources.

Correct planning has been able to contribute to improvements in the conditions of habitat, housing, food, health, education, in general, a better standard of living. 

 

1989-1997

SUSTAINED GROWTH IMPLEMENTED BY THE GOVERNMENT OF PRESIDENT CARLOS ANDRÉS PÉREZ IN 1989, UNTIL 1997

 

In collaboration with Andrés Sosa Pietri, the President of Petróleos de Venezuela, Dr. Miguel Rodríguez played a pivotal role in realizing the sole sustained growth trend in oil production ever achieved by the Venezuelan State throughout its history of oil production. This remarkable achievement was made possible through the Comprehensive Development Programme that Dr. Miguel Rodríguez, serving as the Minister of Planning, conceived and successfully implemented in 1989. This progress extended from 1989 to 1997.

 

Principio del formulario


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Increased income from higher oil production has easily facilitated more efficient development in other productive sectors, as exemplified by the United Arab Emirates.

 

 The Gulf Aluminium Industry: A legacy of 5 successful decades, 6 aluminium smelters

 

Likewise, it was able to contribute to improvements in the conditions of habitat, housing, food, health, education, in general, to a better standard of living for the population.

Unfortunately, in Venezuela, proper planning of the oil sector was not executed, with the goal being to increase production levels to nearly 10 million barrels of oil per day. Venezuela's oil reserves have consistently ranked among the world's largest, justifying, without a doubt, the need for high levels of production to meet the growing demands of the population.


 DEMOCRACIA Y PRODUCCIÓN DE PETRÓLEO EN VENEZUELA / AÑOS 1973–1998


  PLANNING OF ALL PRODUCTIVE AND SERVICE SECTORS, ECONOMIC PLATFORM OF SOCIALLY DEVELOPED COUNTRIES



2005-2023 

PRODUCTION FALL UNTIL THE PRESENT

There are no records available from this period regarding how oil production, the foundation of exports, was managed.

 

 



 

 

CONCLUSIONS

Venezuela never had visionaries to manage its oil industry as a foundation for sustainable development, although it was justified by the Guayana Development Programme.

Given that the maintenance of a stable democracy over time depends on solid sustainable development planning, and that economically and socially developed countries adhere to this planning model, a visionary and sustainable approach to management has been able to contribute significantly to the strengthening and consolidation of democracy in Venezuela throughout the 20th century.

 

GUAYANA DEVELOPMENT PROGRAMME


Regrettably, Venezuela failed to execute the essential planning for its oil sector, which should have aimed at raising production levels to nearly 10 million barrels of oil per day. With its abundant oil reserves and the growing demands of its population, such high production levels were undeniably warranted.

The only sustained growth trend in the history of Venezuela's oil industry was made possible by Dr. Miguel Rodríguez and the President of Petróleos de Venezuela, PDVSA, Andrés Sosa Pietri. Dr. Rodríguez's pivotal contribution came through the successful implementation of the Development Programme in 1989.

The lack of proper planning for oil production during this period led to and exacerbated adverse consequences for the living conditions of the most vulnerable citizens due to the nation's heavy dependence on oil revenue.

The enhanced revenue generated by increased oil production could have been leveraged to promote more efficient development in other productive sectors, similar to the approach undertaken by the United Arab Emirates. It could have also contributed to improved living conditions, including housing, nutrition, healthcare, education, and, ultimately, a better overall standard of living.

In the process of reconstructing and pursuing sustainable development for the nation, it is imperative to consider the new global energy reality. This is especially pertinent in our case, given the diminishing importance of oil.

The prominence and prospects of oil as a fuel source have been waning for some time, primarily due to concerns related to carbon dioxide emissions, a major contributor to atmospheric pollution and the greenhouse effect.

Currently, the combustion of oil is responsible for 30% of carbon dioxide emissions in the atmosphere. In essence, we are in a transitional phase, and the political future of the oil and gas sector hangs in the balance.

The energy industry itself is undergoing a transformation, with companies such as BP, Shell, Equinor, Total, and ENI, though not so much the major U.S. oil corporations, investing in renewables in response to consumer and investor pressures.

Global demand for oil is projected to decline, and the traditional indicator, oil consumption per capita, is expected to be even lower than in the past.

Principio del formulario

The activity of the oil sector should be more competitive, low cost and low emissions. The processing of extra heavy crude generates higher CO2 emissions.

 

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