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Raymond J. Learsy

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Exxon Profits Ironically Jump 41% While Our Government Snoozes Away

Posted: 11/ 3/2011 7:59 am

Just last week Exxon announced a significant increase of 41% in its quarterly earnings in spite of a 4% drop in Exxon's oil production. This is an earnings trend that will certainly continue to barrel along, given that oil prices rose another 18 % in October alone.

Ironically this increase in earnings came to pass after ExxonMobil Chairman and CEO Rex Tillerson, to his great credit, virtually pleaded in May with the pooh-bahs of the Senate Finance Committee to rein in the excessive speculation, if not manipulation, of oil on the commodity exchanges.

The excessive speculation was, according to Tillerson, distorting the price of oil by some $30/40 barrel (also please see "Are Our Leaders Hearing ExxonMobil CEO Tillerson?"). For those readers doing your sums, at $30 per barrel on the some 20 million barrels/day consumed in the U.S. alone, comes to a $600,000,000 tax on American consumers each day or $4.2 billion a week. Hardly an issue a vigilant and engaged government would leave to fester, impacting our economy and national security.

The inaction of our somnolent government agencies is shameful, be it the Department of Energy, the CFTC or the Department of the Interior (whose lax oversight helped us toward the Gulf Oil Spill disaster). The Administration has done little to set meaningful programs while permitting the sovereign immunity extended to OPEC national oil companies by our courts to make a mockery of our antitrust laws and traditions. The Obama Administration has made no effort to re-initiate countervailing legislation such as the NOPEC bill that then President Bush scuttled in 2007 by threat of a veto -- a bill that would have legislatively curtailed OPEC's sovereign immunity on American soil and helped to counter OPEC's glaring distortion of the oil markets.

Then of course there is our hapless Department of Energy (think Solyndra) that has done less than little to bring about a healthy market in the United States, the world's largest consumer of oil, reflective of prices determined by the realities of supply and demand, rather than the manipulated conditions that currently rule the roost in determining its price (think of calling out OPEC's manipulation, highlighting the speculation driving prices, broadening the application of natural gas in transportation, to name but a few issues where the Department's intercession could have played a role).

Then there is our forever deliberating Commodity Futures Trading Commission (CFTC), an agency that has used the escape hatch of 'studying the issue' as a euphemism for doing next to nothing. Even recently, after announcing trading limits on a bevy of commodities including oil, the new caps on speculation will only become effective 60 days after the agency completes a 'related rule' which is expected to take months. And if the impacted interests can help it, probably years.

As currently formulated there are already gross loopholes, such as permitting the likes of Bank Holding Companies -- such as JPMorgan Chase, Goldman Sachs, Morgan Stanley -- who have access to the Fed Window, to load out supertankers, keeping them at sea for months at a time and filling land storage, gambling (sorry, proprietary trading) with hundreds of millions, if not billions of dollars of physical oil holdings for which they are neither producer nor consumer, inventories that they will continue to be able to hedge on the commodity exchanges thanks to CFTC rule making.

But don't despair, President Obama's ever vigilant Justice Department trumpeted the formation of the 'Oil/Gas Pricing Fraud Panel' a half year ago to deal with this issue. Now months since the eye opening Tillerson testimony (if anyone knows, the Chairman and CEO of Exxon certainly does), there has been not a peep from Attorney General Holder's august committee.

And so it continues. Billions ranging into the hundreds of billions of dollars being transferred to oil interests from a market that has left all vestige of market pricing based on supply and demand, while our government and its hapless agencies snore away.

Perhaps the lone cogent voice among the current Commedia dell'Arte of Presidential candidates on the issue of energy are the recent pronouncements of Governor Jon Huntsman. His position on energy makes great good sense and without hyperbole: As reported in Politico he was quoted "We cannot simply drill our way to energy security, we also need to use the power of the market place. This means breaking oil's monopoly as a transportation fuel and creating a truly level playing field for competing fuels."

With vast new reserves of natural gas accessible through new drilling techniques that have made great advances to safeguard the environment, with the progressing development and availability of electric/hybrid cars, with an ever growing focus on bio fuels and sources, it just makes great good sense.

Now, if we could only get our government to wake up. Shhh, not so loud!

 
 
 

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Iamrebelriser
iamrebelriser
03:30 PM on 11/04/2011
This explains why Republicans in the House & Senate were defending BP and why they fight to keep subsidies for the Oil companies. Big profit for oil companies mean big "payoff" for those Republicans. Never mind the oil people of the previous administration who are raking in oil profits. and this is the reason we ALL must vote against Republicans in 2012. Any who support the Republicans are equally guilty of their crimes of blocking jobs bills & recovery.
BlackbirdHighway
Brawndo's got electrolites!
08:25 AM on 11/04/2011
As I see it you have two choices. Buy an electric car or pay the oil companies whatever price they want to charge you. You have no control over them. Zero, ziltch, nada, none. There is no sense complaining, that will do nothing for you.
HUFFPOST SUPER USER
kamact
Market Observer
01:19 AM on 11/04/2011
Our government is so massively corrupt,...
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HUFFPOST SUPER USER
Rogelio Lopez
03:31 PM on 11/03/2011
Our government will never wake to this piece of obvious market manipulation. They're not allowed to.....
HUFFPOST SUPER USER
maori
02:39 PM on 11/03/2011
The government is awake, and have unfortunately decided that what the economy needs, is a scapegoat.

A distraction from the wars and jobs being shipped out, they're not the problem, it's people who don't think others should have the right to steal from them, and abuse the law. Blame them.
02:31 PM on 11/03/2011
In many places the cost of gasoline is a fixed amount based on the price of producing it. The taxes on the gasoline are part of that. During the last run up in prices under Bush there was a story about some Wisconsin gas stations wanting to lower the price, but the state government refused to allow it because it would have cost them revenue.

Oil companies make alot of money because they supply us with ALOT of oil. They do it timely without shortages or other problems. They shouldn't make money on that? That is before you realize that the government over the past 3 decades has made more taxing oil, than the oil companies have made in profits selling it. I know of no other industries in which that is true.
oilfield
large employer per obamacare
06:42 PM on 11/03/2011
would fan you again if i could....it is funny that the govt makes more than the oil companies on oil....pot meet kettle.
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HUFFPOST SUPER USER
brianwjones
If ignorance is bliss, I don't want to be happy.
12:10 PM on 11/06/2011
You mean the 18 cent/gallon gas tax that is the lowest in the developed world? The government continues to subsidize the oil industry while taxing the product at an extremely low rate, why else do they continue to make record profits quarter after quarter during a recession? Your post is so full of l1es it's laughable.
01:59 PM on 11/03/2011
There are companies out there with solutions. There are companies victim to the credit game without the wherewitha­l to be a challenge. Now we can see here why that is. People we are at the turn of the century again. Steam, electricit­y and oil all jockeyed for position as the fuel source of the masses. How did the oil win? Think about this for a second.. how did oil win?

It was won by people. It was one by people seeing the equivalent of the prior Gold rush and looking for the asset. This array of oil fields setup the distributi­on system for what we now knwo as gas stations.

As the little guy worked his claim he gave into greed as oil companies started to conglomera­te, competed for monopoly. Who will win this time?

Look at what is happening around you. Look at the big banks keeping the investors scared and the masses broke while maintainin­g status quo. The media coverage of it. These outlets are portraying groups such as "occupy" keeping us focused on that message while green has lost the limelight. Big Oil loves it. So when are you going to invest in green technology­? When are you going to cry out for federal mandates that end greenwashi­ng? When are you going to make a difference­? The redistribu­tion of wealth starts with everyone of us. The oil companies and Wall Street are winning this shell game. You're watching TV.
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HUFFPOST SUPER USER
Demitasse
Ars longa, vita brevis
01:23 PM on 11/03/2011
"With vast new reserves of natural gas accessible through new drilling techniques that have made great advances to safeguard the environment, with the progressing development and availability of electric/hybrid cars, with an ever growing focus on bio fuels and sources, it just makes great good sense."

Leave it to the Germans & the English to make good sense:

Germany Sets New Renewable Energy Record
http://www.triplepundit.com/2011/09/generating-gloomy-news-germany-setting-new-record-renewable-energy-usage/

Renewable energy hits record high in UK
http://www.guardian.co.uk/environment/2011/sep/29/renewable-energy-record-high
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HUFFPOST SUPER USER
Llib Noswad
aka: Bill, Conservative
11:37 AM on 11/03/2011
It sounds to me as though Rex Tillerson is a shrewd businessman doing what he is paid to do for his company.
HUFFPOST SUPER USER
Capn Scott
the 'moderated' me
11:25 AM on 11/03/2011
"For those readers doing your sums, at $30 per barrel on the some 20 million barrels/day consumed in the U.S. alone, comes to a $600,000,000 tax on American consumers each day or $4.2 billion a week."

So ask yourself this: Why, when given the above figures and ExxonMobil Chairman and CEO Rex Tillerson's plea to Congress 6 months ago to "rein in the excessive speculation"....while to date Congress has done nothing other than slash funding for social programs that affect the poor and financially struggling?

The answer, my friends, is that Congress by and large doesn't give a rats ass about you or yours, or jobs, or the economy, period. They only care about how much money is going into their own corrupt pockets. And sadly, this applies to Democrats as well as Republicans.
HUFFPOST SUPER USER
steve-in-abq
02:35 PM on 11/03/2011
Yes, the government is corrupt. Still some of us are saying that a smaller government is a bad idea. I'm thinking that the amount of corruption is directly proportional to the level of power available. Or maybe we just need to give power to the right people. News Flash: THERE ARE NO RIGHT PEOPLE. Limit the power of the government (including the lobbyist) and then watch their every move.
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HUFFPOST SUPER USER
Daniel Hazelwood
Free speech sure has gotten expensive.
12:15 AM on 11/04/2011
Correct me if I'm wrong...by calling for smaller government you want gov't out of issues such as these and want the market alone to set the price? So by calling for smaller less powerful government you want to take the power away from the gov't and place into the hands of JP Morgan, and Exxon Mobile.

That can't possible backfire at all.
oilfield
large employer per obamacare
06:43 PM on 11/03/2011
both sides sell us down the river....they tax the speculation profits, so what does the govt care?
HUFFPOST SUPER USER
binkyblue
11:25 AM on 11/03/2011
Time for another realease from the strategic reserve?
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HUFFPOST SUPER USER
13champlain
It is all good....range rover all wood
11:15 AM on 11/03/2011
8.5% return....McDonald's did better. The left just hates business. Bail them out - hate them. Provide good jobs to millions (including the last great place where a corporation provides solid, livable blue collar jobs for life with pensions) while running a profitable, solvent business - hate them. Get a new script.
07:09 PM on 11/03/2011
I am no more in favor of tax breaks for oil companies than I am for the ethanol subsidy. I have nothing against business, and in fact have never worked for a poor person. That being said, all the subsidies and tax loopholes need closing. All of them. You don't deserve a tax break for a mortgage or marriage, or having chldren any more than big banks deserve to be bailed out, or oil companies deserve a tax break. Level the playing field. If you can't afford a mortgage without a tax deduction, lobby for tax reduction instead. We are, after all, guaranteed equal protection of the law in the 14th amendment.
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HUFFPOST SUPER USER
den1953
The National Inquire of Politics the GOP!
11:02 AM on 11/03/2011
Just think of the impact Americans could have on Exxon if they bought a competitors product and not theirs?
HUFFPOST SUPER USER
sharonsj
12:20 PM on 11/03/2011
I have boycotted Exxon for over 20 years, ever since the Exxon Valdiz spill. Too bad most people have short memories.
01:55 PM on 11/03/2011
Exxon/Mobil, BP, Shell... They all have damaged the environment to make a dollar, or a billion dollars. Drive a sensible car, walk, ride a bike. Do anything you can to purchase as little oil as possible.
BlackbirdHighway
Brawndo's got electrolites!
08:21 AM on 11/04/2011
I promise I will never put any Exxon gasoline into my electric car. Or any other brand.
10:50 AM on 11/03/2011
Continued. Oil is too critical a resource to be controlled and manipulated by greedy corporations, greedy traders, greedy refiners and greedy speculators. To obtain a fair oil price, Senator Sanders and the Occupy Wall Streeters have to investigate ICE, and seize immediately the trading records of ICE, before they destroyed.
iridium53
Semper Fi
10:47 AM on 11/03/2011
Thanks for the article.

Although I don't see much irony in this situation.

Corrupt, coin-operated, corporatist kleptocrats in the Tea-Publican Party have been paid by oil lobbyists to create and maintain tax expenditures for a specific group of companies.

This is, on its face, unfair. They are, intentionally, taking money that could be used to reduce the deficit and giving it to their political donors.

This is, on its face, corrupt bribery. These venal, coin-operated individuals solicit and take money from corporations and, in violation of the trust of their office, take money that could feed hungry children and give it to corporations making record profits.

Alas, this is not illegal bribery, Because the corrupt, venal politicians get to define what bribery is. Although it is bribery in every sense, these contemptible pustules excluded themselves from the application of bribery laws.

There is no irony in corporate kleptocracy. Just venal, contemptible, corruption.
10:59 AM on 11/03/2011
You're funny. With two years of unfettered power in dems hands, what happened? They forced an enslaving health insurance subsidy through, but couldn't seem to find this issue. Follow the lobby money. You'd likely be surprised, it's not as MSNBC would have you believe.
iridium53
Semper Fi
02:40 PM on 11/03/2011
One corruption issue at a time, please.

Democrats did not have "unfettered" power. There are two parties in Congress.

It's not my purpose to be their defender, but, they are hardly radical. MSNBC is owned by General Electric and present, for entertainment purposes, a slightly progressive point of view.

I would not, in any way, characterize the Affordable Care Act as "enslaving."
I do, however, view the use of private healthcare companies, with a forced individual mandate, rather like a government-run protection racket for the healthcare oligopoly.

My belief is that a government-run universal healthcare system, paid for out of increased taxes, would be significantly preferable. Similar to Canada or Sweden.

As a small businessman I have to pay for the healthcare of myself and my employees - therefore it would be to my competitive advantage in acquiring personnel if all of healthcare was paid for out of a general fund. A universal healthcare system actually encourages entrepreneuralism because it reduces the risk for small business. Which is one of the reasons why the big corporations don't like it, it reduces their feudalistic hold on employees.

Since I must pay anyway, I'm indifferent whether I pay the government or an insurer. But, I want value. Medicare operates with a 5.5% overhead. Private healthcare with a more than 20% overhead. Even if government overhead is increasd to, say, 10%, to better deal with fraud and abuse - I'd come out ahead.