🥇 First rule of investing? Know when to save! Up to 55% off Investing Pro before BLACK FRIDAYCLAIM SALE

OPEC can live with cheaper oil in the short term

Published 03/16/2009, 08:13 AM
Updated 03/16/2009, 08:16 AM

* OPEC cannot live with low prices indefinitely

* Saudi still thinks $75 reasonable price for longer term

* Saudi says fossil fuels a key part of energy mix

By Alex Lawler and Jonathan Lynn

VIENNA/GENEVA, March 16 (Reuters) - Cheaper oil can provide a short-term economic boost, but for the longer term the world needs a much higher price to ensure the plentiful fossil fuel supplies on which it depends, OPEC leaders said on Monday.

On Sunday, the Organization of the Petroleum Exporting Countries agreed not to enforce deeper supply curbs for now, citing the extreme weakness of the world economy, but it called another meeting at the end of May to reassess the market.

Saudi Arabian Oil Minister Ali al-Naimi said on Monday oil at around $40 a barrel was too low to guarantee investment and reiterated the kingdom's earlier comment that prices of up to $75 were needed to bring on new production capacity.

But on arriving in Geneva for an energy and environment conference, he told reporters he was "very happy" with Sunday's output policy decision taken at OPEC's Vienna headquarters.

OPEC Secretary General Adullah al-Badri told Reuters the group might be forced to take drastic action at its next meeting on May 28.

"We really cannot go too long because at this price there is no way we can invest," Badri said.

Some members of OPEC had wanted the 12-member producer group to agree a new cut at its meeting on Sunday, but from the outset Saudi Arabia had said the best plan for now was better compliance with agreements in place since September to reduce production by 4.2 million bpd.

Badri said 100 percent output discipline was not possible for technical reasons, but he said an improvement on current rates of around 80 percent would help to draw down stocks that have swollen as reduced economic activity has eroded fuel demand.

LONGER TERM PRICE

Representatives of consumers and producers alike have said oil will eventually rally in any case if weak prices stifle investment. Badri warned more oil projects could be at risk in addition to the 35 that he said OPEC members had already postponed.

For the world economy, however, cheaper oil amounted to a stimulus of more than $2 trillion, he said, trumping comment by the International Energy Agency earlier this month that oil around $40 compared with last year's average of nearly $100 would give consumer countries a $1 trillion boost.

The producers have argued any short-term gain has a price for consumers as well as producers.

"Today's low oil prices are just as unsustainable as soaring prices," Naimi said in his speech in Geneva.

He said fossil fuels would be a vital part of the energy mix for years and would require heavy investment to ensure their production was as clean and efficient as possible.

"Given their massive scale, non-renewables will remain the world's energy work-horse for many decades to come," Naimi said.

"... there is no excuse to pin our hopes only on alternatives, which today are just supplemental energies," he said. "Our immediate focus, then, must be to make fossil fuels cleaner and more efficient."

For related graphic, showing the relationship between OPEC output cuts and the oil price, please click on:

https://customers.reuters.com/d/graphics/OL_OPEV0309.gif (For a factbox on past OPEC production changes)

(Additional reporting by Laura MacInnis in Geneva and David Sheppard, Simon Webb and Karin Strohecker in Vienna and Chris Johnson in London, Writing by Barbara Lewis; editing by William Hardy)

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.