oil

From: Glenn Morton (glenn.morton@btinternet.com)
Date: Thu Nov 21 2002 - 15:24:30 EST

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    I have run into a few interesting comments over the past few months:

            ìíWe havenít replaced (US oil and natural gas) production with new
    discoveries in 35 years,í McClendon observed. Any maintenance of production
    levels has been primarily through revisions and adjustments to original
    estimates of potential production of existing fields, he said.
            ìíNow itís time to pay the piper,í said McClendon. ëand I think the
    industry will benefit.í
            ìThatís especially true of US gas production, which is
    expected to be ëdown
    5% this year, if not 6%. That production has been going down for the last
    4-5 years, and itís not likely to change,í he said.î Sam Fletcher, ìIPAA:
    Lack of Good Prospects Undermines Drilling Activity, Heightens US Gas Supply
    Concerns,î Oil and Gas Journal,, Nov. 4, 2002, p. 25

    One of the sources of natural gas is Alberta Canada. The problem with this
    as a source for US natural gas is that they are running out. Reserves
    divided by production yeilds a measure of how stable the supply is. It isn't
    a measure of how long production will last because ---well it is a technical
    reason. Anyway, here are the R/P's for Alberta:

    R/P Alberta
    1975 26
    1980 27
    1985 24
    1990 18
    1995 12
    2000 8
    2001 7.5
    Dave A. Russum, "Exploration strategies in the 21st Century--the end of
    Elephant Hunting?" World Oil, Oct 2002, p. 65

    Alberta is running out of gas.

    Of the North Sea production, a friend of mine, Roger Read wrote an article
    for the Oil and Gas Journal on what will happen. The only thing that bugs
    me about this is that we were at a dinner party in Aberdeen together and we
    got into a serious discussion about the fate of North Sea oil. I told Roger
    it was declining sharply. He disagreed. When I got home I e-mailed him some
    data. He did a bunch more research and got an article in the O&GJ. Maybe I
    should have written the article. :-)
    Anyway, Roger is a fine guy and he writes:

       ìAs a consequence of these factors, Simmons & Co. International's
    production forecast assumes a decline in UK oil production to 1.78 million
    b/d of oil by 2005. Our long-range production forecast for Norway assumes a
    slow decline in oil production and that oil production will average 2.7
    million b/d in 2005.î
         ìSimmons believes that the combined North Sea production of the UK and
    Norway peaked at 5.9 million b/d of oil in 2000. We estimate that production
    will decline to 5.7 million b/d in 2002 and 2003 before declining more
    rapidly to 4.7 million b/d by 2005.î
         ìGiven the 10% average net depletion rate, the decline in field sizes,
    the large long-term decline in exploration and appraisal drilling, and the
    lack of multiple large projects that could increase production over the next
    4 years, we believe these estimates for North Sea production are reasonable.
    ì
      Roger Read, ìNorth Sea Evolution to Track Gulf of Mexico Model,î Oil and
    Gas Journal, Aug. 26, 2002, p. 41

            "Estimates of volumes of new hydrocarbon discoveries made in
    the year for
    the world less North America was almost 9 billion barrels of liquids and 42
    trillion ft3 of gas." "Statistics Show 2001 Was No Vintage Year for
    Discoveries and Production World-Wide," First Break 20:9 Sep. 2002, p. 537

    GRM: the world produced about 27 billion bbl in 2001. Not a good thing.

    As the saying goes, Eat drink and be merry because tomorrow you won't be
    able to.

    glenn

    see http://www.glenn.morton.btinternet.co.uk/dmd.htm
    for lots of creation/evolution information
    anthropology/geology/paleontology/theology\
    personal stories of struggle



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