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Oil Price Adjustment HA-7-11-05


Department of Energy Home Heating Bill Increases

 

Northeast 31.6% natural gas, 29.9% Heating Oil

Midwest 61.1% natural gas, 40.7% Heating Oil

South 56.2% natural gas, 33.2% Heating oil

West 33.6% natural gas, 37.0% heating oil

 

Oil company profits

Combined net incomes of the three largest publicly traded US oil companies

2003 1sr quarter $10 billion, 2Q $7 billion, 3Q $7 billion, 4Q $9 billion,

2004 1Q $9 billion, 2Q $12 billion, 3Q $11 billion, 4Q $14 billion,

2005 1Q $13 billion, 2Q $14 billion, 3Q $17 billion.

 

The oil industry has chosen to burden consumers in the USA by doubling gas prices from under $2 to $3 per gallon.  Congress must convince big oil companies to reduce gas prices to before Hurricane Katrina rates.  The increase in the price of gas is totally artificial.  The corporations express no real need for this price increase.  Insurance companies covered the explosion in Texas and whatever was lost to this Hurricane Season.  Oil companies have made it quite clear that they are not happy with the military coup in response to Hurricane Katrina.  The people make it quite clear that they do not want to pay higher energy prices.  To avoid harming the people let us come to an agreement investing illict profits in US oil and returning gas prices to $1.50 per gallon and oil to $40 per barrel.   The USA has a long tradition of taxing fuel lightly and it would benefit no one to begin burdening the people with higher rates of taxation in this time that has not yet recovered from two wars.  We must make peace with the Oil companies by ratifying the Kyoto Protocol, planning to reduce emissions by 10% and impeaching Dick Cheney, Donald Rumsfield, Michael Chertoff and Thad Allen.  Oil companies must not fight with US consumers but with the war criminals, in power,  who waste our tax dollars, and lie about how rich they are.  Oil companies should reduce their rates to pre Katrina prices, there is nothing to fear, from the people, nor from the economy, only from the laws of the United States of America that do not necessarily smile upon revolutions that harm the people.    

 

By JEFFREY BALL in Dallas, JOHN J. FIALKA in Washington and RUSSELL GOLD in Austin
Staff Reporter of THE WALL STREET JOURNAL
November 4, 2005; Page A4

 

The chief executives of the nation's largest oil companies are expected to face tough questions when they appear next week before two Senate committees, and even some Senate Republicans are beginning to utter the "t" word long forbidden in their party -- a new tax on the companies' outsize profits. But don't shed any tears for the industry just yet.

 

The energy industry -- which in the past two weeks has reported big third-quarter profits from rising prices for crude oil, natural gas, gasoline and heating oil -- is ramping up a lobbying and public-relations campaign to beat back the attacks. And while a populist political penalty may clear the Senate, there's no sign such measures are gaining in the more pro-business House of Representatives. President Bush also remains opposed to any punitive action.

 

Indeed, for all the political rhetoric attacking oil companies, the White House and congressional leaders are still more likely to respond to high prices with carrots long desired by the industry rather than sticks. The Senate yesterday backed drilling in the Arctic National Wildlife Refuge. Another provision moving through Congress would lift a 24-year moratorium on offshore drilling around much of the U.S. Incentives for new oil refineries also have support on the Hill.

 

The administration's preferred response to high energy prices is to "encourage the market processes to have an appropriate response, and not get in the way of an appropriate market response," Treasury Secretary John Snow said in an interview with The Wall Street Journal last week. He rejected the idea of a profits tax, calling it "counterproductive -- I don't think it produces an effective set of results."

 

To be sure, the chief executives of Exxon Mobil Corp., Chevron Corp. and ConocoPhillips -- who will appear Wednesday before a joint session of the Senate energy and commerce committees -- will face a change in political rhetoric that's striking, especially coming from a Republican-led legislature that has by and large been loath to beat up on big business. It's no surprise that the minority Democrats have spawned at least a half-dozen windfall profits tax proposals. But these plans are luring some interest from Republican moderates in New England and the upper Midwest, where a cold winter could push home heating bills between 47% and 71% higher than last year, according to U.S. Department of Energy projections.

 

Senate Budget Committee Chairman Judd Gregg of New Hampshire announced last week that he is taking a "serious look" at a measure that would tax oil-company profits and give the revenue to a federal program helping low income families pay heating bills. He said it was "infuriating that one part of the economic sector is reporting record-breaking profits" while "the public and our national economy are suffering under the huge burden of costs of oil and gas."

 

Maine Republican Sen. Susan Collins said in an interview this week she is also in favor of tapping oil profits, or curbing oil tax benefits, to help the low-income heating program. "I go home every weekend and this is absolutely the No. 1 issue in my state," she says. Senate Finance Chairman Charles Grassley of Iowa, while rejecting calls for a tax, advised oil companies to damp the political attacks by voluntarily contributing 10% of their profits to low-income heating programs.

 

The oil companies argue that surging prices are the result of growing world-wide demand, which has strained the world's ability to pump and refine quickly enough, as well as supply disruptions from the recent Gulf hurricanes. "Let's take a deep breath here, folks. Let's look at the economics," said Kenneth Cohen, Exxon's vice president for public affairs.

 

The windfall-profit chatter is just one warning that Republican congressional leaders, and energy companies, may be losing support on energy policy. Three weeks ago, House Democrats came within two votes of defeating a House bill that gave oil companies tax incentives if they invested in refinery capacity. House leaders had to stage an unusual overtime, holding the vote count open for 48 minutes until enough laggard Republicans were rounded up to win.

 

This is the first serious talk of a windfall-profits tax since the last one was repealed in 1988 at the request of President Reagan. The tax had originally been passed in the waning days of the Carter administration as part of a compromise to end Nixon-era price controls on oil.

 

One reason legislators have been cool to the idea is that, despite the political appeal, it didn't work so well the last time. A 1990 report by the nonpartisan Congressional Research Service said the tax, which applied to domestically produced oil, was a disappointment. It was expected to raise $393 billion, but only generated $79 billion. It was expensive to administer. It lowered other federal tax revenue from oil companies and, ultimately, made the U.S. more reliant on imported oil, the study concluded.

 

"Our reliance on imported oil is now approaching 60%, and we don't want to have an excise tax that further aggravates that problem," warns the author of the study, Salvatore Lazzari, an expert on energy tax law.

 

One version being proposed now would impose a 50% excise tax on the sale of oil at prices above $40 a barrel unless major, integrated oil companies invest the profit in expanding refinery capacity or in exploration to find new domestic oil and gas supplies. The tax revenues would be sent back to taxpayers in the form of a rebate check. Mr. Lazzari says it would be better to impose a tax pegged to profits -- as opposed to oil prices, the way it was done last time -- arguing that would do less to discourage production.

 

Oil companies are opposed to any windfall tax, and their lobbyists and publicists are now shifting into high gear. Last week, when Exxon announced record third-quarter net income of $9.92 billion, the company ran an ad in newspapers, including The Wall Street Journal, headlined, "Oil and Apples," arguing that the oil industry's profits "are not out of step with other major industries." On Capitol Hill, Exxon lobbyists are holding meetings showing slides arguing that the oil market is "competitive" and that the company "prices gasoline responsibly at all levels."

 

The Exxon slide presentation argues that the best way for the government to address the energy crunch would be to allow drilling in new domestic areas and to cut red tape to allow faster expansion of refineries. Many in Congress agree. The House is expected to vote next week on a budget bill including a provision that would end the federal offshore drilling moratorium, letting states decide whether to allow drilling off their coasts. States, for the first time, would get a split of royalty revenue from such drilling. The bill's language also would open the Arctic National Wildlife Reserve to drilling, similar to the provision that passed the Senate yesterday.

 

The 50% excise tax on the sale of oil at prices above $40 a barrel unless major, integrated oil companies invest the profit in expanding refinery capacity or in exploration to find new domestic oil and gas supplies seems like the most enforceable leverage the US Government can exercise against the explosively renegade oil industry. The tax revenues would be sent back to taxpayers, preferrably the poorest, in the form of a rebate check.  It would be better to impose a tax pegged to profits -- as opposed to oil prices, the way it was done last time -- arguing that would do less to discourage production.

 

This is the first serious talk of a windfall-profits tax since the last one was repealed in 1988 at the request of President Reagan. The tax had originally been passed in the waning days of the Carter administration as part of a compromise to end Nixon-era price controls on oil.  The 1990 report by the nonpartisan Congressional Research Service said the tax, which applied to domestically produced oil, was a disappointment. It was expected to raise $393 billion, but only generated $79 billion. It was expensive to administer. It lowered other federal tax revenue from oil companies and, ultimately, made the U.S. more reliant on imported oil, the study concluded.

 

"Our reliance on imported oil is now approaching 60%, and we don't want to have an excise tax that further aggravates that problem," warns the author of the study, Salvatore Lazzari, an expert on energy tax law.

 

The oil industry has chosen to burden consumers in the USA by doubling gas prices from under $2 to $3 per gallon.  Congress must convince big oil companies to reduce gas prices to before Hurricane Katrina rates.  The increase in the price of gas is totally artificial.  The corporations express no real need for this price increase.  Insurance companies covered the explosion in Texas and whatever was lost to this Hurricane Season.  Oil companies have made it quite clear that they are not happy with the military coup in response to Hurricane Katrina.  The people make it quite clear that they do not want to pay higher energy prices.  To avoid harming the people let us come to an agreement investing illict profits in US oil and returning gas prices to $1.50 per gallon and oil to $40 per barrel.   The USA has a long tradition of taxing fuel lightly and it would benefit no one to begin burdening the people with higher rates of taxation in this time that has not yet recovered from two wars.  We must make peace with the Oil companies by ratifying the Kyoto Protocol and impeaching Dick Cheney, Donald Rumsfield, Michael Chertoff and Thad Allen.  Oil companies must not fight with US consumers but with the war criminals, in power,  who waste our tax dollars, and lie about how rich they are.  Oil companies should reduce their rates to pre Katrina prices, there is nothing to fear, from the people, nor from the economy, only from god who does not necessarily smile upon revolutions that harm the people.    

 

Write to Jeffrey Ball at jeffrey.ball@wsj.com, John J. Fialka at john.fialka@wsj.com and Russell Gold at russell.gold@wsj.com