Wednesday, December 17, 2014

BP Oil Report


BP Statistical Review of World Energy June 2014


For the love of the human race.

Wednesday, December 17, 2014


This is a very comprehensive and thorough report.  It contains much more than what we have emphasized.  Please download it and read it at your leisure.

Oil


Page 6: Reserves

From the last three columns for the top nation listed, the United States we find these very important figures:

·       Total proved crude oil reserves at the end of 2013 is 44.2 thousand, million barrels.  In modern terms that would either be 44.2 billion barrels or 44.2 G-bbls.  This means that all the oil presently available in United States wells that are drilled and immediately available for pumping is 44.2 G-bbls.  This is far short of the reserve estimate that we allowed based on EIA data and the commonly held myth that we have only produced half of the oil that lies beneath our feet: namely, 208.9 G-bbls.

·       R/P ratio for the United States is 12.1.  No units are stated for this ratio, but it is measured in years.  This means that if more wells are not drilled and put into production that the production of oil in the United States will stop in 12.1 years.  We will return to this ratio later.

Page 8: Production

The third from the last column on page 8 reveals that:

·       United States crude oil production for 2013 is 10,003 thousand barrels daily; which is that same as 10.003 M-bbls per day.  Since there are 365.25 days in one year, we conclude that United States oil production for 2013 is 3,654 million barrels per year or 3.654 billion barrels per year or 3.654 G-bbls per year.  The EIA reports a crude oil production of only 2.716 G-bbls per year.  This is a considerable difference of reported fact, which we cannot explain.

·       If we divide the crude oil reserves by the annual oil production we get the length of time that the oil will last in years.  44.2 G-bbls divided by 3.654 G-bbls per year is 12.1 years.  This is what the R/P ratio means.    If the smaller EIA production figure is used we still only have 16 more years-worth of proved crude oil reserves left in the ground at our feet.

Page 9: Consumption

The third from the last column on page 9 reveals that:

·       United States crude oil consumption for 2013 is 18,887 thousand barrels daily.  Oil is a perishable commodity, so pretty much everything that is produced is consumed.  The difference between the consumption and production represents the net amount of oil that we had to purchase and import in 2013: 8,884 thousand barrels per day; 8.884 million barrels per day; 3.245 G-bbls per year.  The EIA, on the other hand, reported a consumption of 5.674 G-bbls per year, as opposed to the 6.898 G-bbls reported by BP.  Although, this is also a considerable difference in reported fact, we believe it is explain by the idea that we have not gleaned all the sources of oil consumption reported by EIA.

·       The gross purchase may be higher because the United States buys and resells oil to other countries.

·       If we buy oil we cannot be energy independent.  If we don’t buy oil we will run out of oil in about 12.1 years counting from 2013, so 11.1 years, almost 10.1 years now.

Undiscovered oil

What the report doesn’t reveal is how much oil exists for which no one has ever drilled.  Aw, nobody can know that, can they?  Wrong!  Since around 1910 oil exploration has been done by seismic technology.  At first an oil man would throw out a stick of dynamite.  The seismic echo told him where he was likely to find a salt dome with oil beneath it.  This technology improved over the years until somebody invented a hydraulic machine to make shock waves.  Seismic instruments also became more sensitive.  By placing very sensitive seismic sensors around a central shock making machine the geological structure of the United States could be mapped with considerable precision.  By comparing this map with known producing well structures a statistical evaluation could be made.  Such statistics are then reduced to data points for the amount of undiscovered oil with 95% odds that drilling will be a success, for 50% odds, and for 5% odds.  We pretty much know where the oil is already, and how much is there.  The United States Geological Survey (USGS) reports these statistics.  The United States Department of the Interior (USDI) also publishes reports, but these are generally less accurate, and are far more optimistic.  We’ll report on these figures separately.

By now you’ve figured out that the R/P ration assumes that the United States demand for oil will not increase.  Obviously, United States oil production is now increasing at 7.41% per year, while consumption grows at a modest 0.76%.  This doesn’t sound like much, but it adds up.  For comparison United States budget planning ranges between 2 and 5% growth per year.  7.41% growth means that we will double our crude oil production in about 9.7 years and 0.76% growth means that we will double our crude oil consumption in about 91.6 years, unless we run out of oil first.  2 to 5% annual growth means that we will double our energy demand in 35 to 14 years, respectively.

Conclusion

Obviously, we are mortgaging our children’s energy future.  Growth means that we are mortgaging our children’s future faster than we think we are.  Growth is a dirty word to anyone who wants to think in terms of conservation.

The figures that are reported are not consistent.  If we accept the EIA figures as accurate, we are left without a real estimate of reserves.  The BP report also fails to include reports for undiscovered oil.  It is also possible that shale oil has been neglected in one or both reports.  We need better data, and better explanations of data from both EIA and BP.

Of course it is always possible that the BP report does not analyze world energy as it suggests.  In this case it would seem that BP plans to be out of the crude oil business in as few as 12.1 years.  Since BP is a big producer in the United States, their closing would have a massive effect, even if other producers stayed in business.

The real crux of the situation is that if we don’t drill we will run out of crude oil in a very few years, perhaps only 12.1.  If we do drill to open the undiscovered reserves, we will have a decade or two more of crude oil production, then we will run out of crude oil in a few more years.  Whether, we drill or don’t drill we are still on the brink of running out of crude oil.  That is the problem we must deal with.

Moreover, if we develop crude oil self-sufficiency, production will increase, and we will run out of oil more quickly.  Then we will be at the mercy of remaining world oil markets.  If we import more oil, the price will go up and we will still be at the mercy of remaining world oil markets.

No matter which way we turn we remain trapped between Scylla and Charybdis.  The only sensible means of defense is to cut consumption drastically, at least by one-half this year, and more in the ensuing years.  Now, who is willing to listen to that?  Who is willing to do that?

The real hard choices are: either face suffering today, and live tomorrow; or live like grasshoppers today, and die tomorrow.  Even so, it is our children and grandchildren who will face death, not us.




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