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Jeffrey Rubin

Jeffrey Rubin

Posted: September 14, 2010 11:50 AM

Why are the folks at the Bundeswehr Transformation Centre, a German military think-tank, already planning for peak oil? Probably for the same reason the British Department of Energy, in concert with the Bank of England and the British Department of Defense, has ordered similar -- and equally secret -- studies on its impact.

Despite repeated government assurances to the contrary, the global oil supply doesn't seem to be growing much anymore. In fact, the Bundeswehr Centre study says that oil production may peak this year.

Most people judge peak oil concerns by the prevailing oil price. That prices have plunged from their triple-digit perch is proof enough to them that we need not worry about any imminent peak.

What they forget is where we're coming from. The deepest global recession in the entire post-war period can cut oil prices lots of slack while demand is contracting -- peak oil isn't a problem if the economy it powers is shrinking. For the first time since 1983, world oil demand fell last year, bringing oil prices tumbling down. But recessions, even the deepest, only last so long.

The first thing you notice about a recovering economy is that it starts burning more fuel. The second is that oil prices are suddenly rising again.

Those prices are already twice as high as their lows during the recession and already at levels that, three years ago, would have been all-time highs. And that's with the economies of the traditionally large oil-consuming countries in the world, like the 19-million-barrel-a-day US economy, still miles below their pre-recession peaks.

So while oil production may not have peaked in a geological sense, it may already have done so in a more important economic sense. Geologically, production can be boosted by accessing ever more costly and environmentally problematic sources of non-conventional supply, like tar sands. But as we have seen from the last recession, the global economy can't run on the prices needed to bring that oil out of the ground.

The German study paints a bleak picture of the post-peak world: political power quickly shifts from major oil-consuming economies to major oil-producing economies. Less and less oil is traded on the open market, while more and more is traded between nation states, with national oil companies entering into long-term supply agreements that are tied to broader political and military considerations. And military alliances coalesce around the security of energy supply, rather than between countries with shared political or economic principles.

Perhaps these are the contours of the post-peak world. But military strategists shouldn't underestimate the power of triple-digit oil prices to change the nature of our economies and, hence, our dependence on the fuel.

Nevertheless, it's reassuring to know that at least some of our governments are thinking about peak oil, despite the fact that they still feel they must hide their concerns from their voters.

 
 
 
 
 
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06:35 AM on 09/20/2010
This is exactly what independent journalists and geologists predicted - Big economic crash from price spike, contraction, which brings the oil price down, then when efforts to increase consumption resume, price flies up again, causing a deeper contraction. Its like a car engines rev counter as the fuel supply gets interrupted. But apart from printed money and cuts to government and business, the underlying structure of our society has not changed. We still use crude oil fuel to grow food, power transport, create material objects for trade etc. This is why there wont be a recovery, because we are too tied to crude oil fuel.

Easy solution, forget infrastructure rebuild, too expensive, forget war, even more expensive and dangerous, forget totaliarianism, wont even get past first base. Its quite simple - Promote industrial hemp as the backbone to a new industrial economy that is 100% sustainable, remove the waste and futility of persecuting the hemp plant, which incidentally, enabled sailors to discover the north american continent in the first place.

If a quarter of the USA population planted an acre of hemp (one acre each) you wouldhave an almost instant resource to turn into fuel, food and industrial material. Its not too late!
03:52 AM on 09/20/2010
jeff rubin laying down the law once again. it's interesting to see economists, who generally have cornucopian views, come to grips with geological realities.

rubin seems to know his stuff, so maybe it's just too politically incorrect to suggest the u.s. military is preparing for dwindling oil supplies as well. the reports are there (us joint forces command proposing a 10 million barrel per day shortfall by 2015... a little pessimistic in my opinion), but more importantly, as mentioned in this article, in a world where free market fundamentals are out the window, where oil producers have the control, where bilateral agreements reign supreme, the middle east, 'where the prize lies,' sure looks inviting for imperial conquest... at least we americans didn't just celebrate a farcical withdrawal from iraq by overlooking the permanent bases, the largest embassy in the world, a 50,000 strong army rhetorically rebranded and an increasing role of hired mercenaries... oh, wait, we just did.

it all comes down to 'the limits of growth,' that 1972 book that's defining the 21st century.
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aligatorhardt
Cut on the bias
10:42 AM on 09/16/2010
What a lazy story. Where is the information about how Germany or Britain is compensating for the oil shortage? The US will suffer from it's government's failure to invest in other fuel and energy sources. War for oil is much more costly and burns up more than is gained.
09:41 PM on 09/15/2010
Well, we have had the same energy policy in the US of A since 1974 - set by the Saudis....which is to keep the price of oil just low enough that those shortsighted Americans will not try to conserve or find alternatives.
Hey, it has worked for OPEC.
It is truly a shame that our elected officials - Nixon & Reagan through Bush - could not find it in their hearts to work for the good of THIS country. Carter at least tried, and look what we did to him.
06:50 AM on 09/20/2010
Its the same in most western nations, the government is pretty much a lion tamer, that feeds the lion whatever it can to keep it under control. If the lion gets agitated, then you dont want to be the lion tamer.

I have tried to remove as much fossil fuel dependency as possible without being a hermit. I have changed my diet and habits, but there are still 59.99 million people in the UK who dont appear to have done the same so all we can hope for is a miracle and people change their ways without lashing out.

I personally think industrial hemp could be brought in without massive upheaval as a transition energy source, but i dont know how a discredited central government can administer such a program
Linda from Deerfield
Paying attention
08:19 AM on 09/15/2010
If economists were honest in their analysis, they might notice that the entire U.S. economic miracle happened because of cheap energy. It is a difficult thing to prove, but I know where I'm placing my long term bets.
09:47 AM on 09/15/2010
That and a continent packed with natural resources that are now in landfills or burned up. The fact that the native population was decimated by disease helped a lot too.
06:42 AM on 09/20/2010
I agree, but it was cheap fossil fuel energy. If Industrial Hemp was scaled up, it could replace fossil fuels.
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Iam12Vote
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08:37 PM on 09/14/2010
The Canadian Loonie is already a petro dollar but is tied to the US dollar by trade economics. It is also becoming a global reserve currency in places like China and Russia. Interesting to consider what will happen to the US dollar when oil prices spike again. The Canadian Central bank worries about a strong Loonie due to the large trade relationship with the US buying most of it's exports. But when the largest value in exports to the US becomes gas and oil - all bets on Canada supporting a strong US dollar and the world relying on the US for reserve currency may be off.