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Venezuela

 - introduction

Under its bombastic, populist left-wing President Hugo Chavez, Venezuela's economy has shifted away from the cautious market reforms introduced in the 1990s and back towards the statist, top-heavy system that existed under the military strongmen who rules the country from independence in 1959.

President Chavez's program of '21st century socialism' has been a mixture of Venezuelan nationalism, America-baiting rhetoric, avuncular authoritarianism, and high levels of social spending. All of this is underpinned by oil, which constitutes 80% of Venezuela's export earnings and around half of government revenues. The fact that President Chavez's socialist experiment should also seek control over the country's oil reserves is therefore not surprising. Local content, in its broadest sense, is a central part of this resource nationalism.

The government's desire to assert its control over 'strategic sectors' of the economy has worried investors – with good reason, since the Chavez administration has repeatedly made aggressive moves to limit the control of outside companies, and even private firms from Venezuela itself. Attempts to control the industry began in 2001, when President Chavez signed a new Hydrocarbons Law which provided that all oil production and distribution activities were to be the domain of the state, excepting joint ventures in the extra-heavy crude sector. In 2005 the President ordered the termination of all contracts signed with foreign oil companies, replacing them with joint ventures in which the state oil company, PdVSA, would hold a controlling stake. This led to lawsuits from ExxonMobil and ConocoPhillips, who refused to acquiesce in the takeover (as Chevron, Shell, Total and BP did).

In May 2009 President Chavez sent in the army to take over oil service companies, declaring a “revolutionary offensive” on firms which PdVSA argued had been paid unjustifiably high prices. This follows earlier deployments of the military to nationalise food factories and seaports, usually on the grounds that the industry in question was unproductive. In the case of food companies this is often true, because government subsidies for food have not kept pace with inflation, forcing them to sell at a loss or to hoard stock.

The nationalisations also seem to be removing competitors to PdvSA. Now the third-largest oil company in the world, the firm increasingly acts as an unaccountable 'state within a state', with its own housing, construction, education, and food production arms, and with close links to the President. PdVSA's strength and its backing by the security forces make the country's oil industry increasingly confident and assertive when it comes to enforcing local content. Indeed, local content for many of the more 'revolutionary' figures within the government does not go far enough – hence the desire to directly control the industry.

The outlook for IOCs is very uncertain. President Chavez sends conflicting signals, at times promising that foreign investors would be welcomed and treated fairly, and at other times decrying their presence as 'perverse'. Similarly, he has dismissed the IMF and the World Bank as tools of imperialism, but has yet to follow through on his threat to withdraw from them. The most obvious example of this contradictory policy is his relationship with the United States. Regularly lambasted as 'the empire' (and, in President Bush's case, 'the devil'), President Chavez is well aware that the US remains his biggest trading partner, importing one-third of Venezuela's food aid and buying up significant volumes of Venezuelan oil – 1.2 million barrels a day in January 2009.

When oil prices are low, the Venezuelan government is likely to tolerate foreign investors provided that the state coffers receive a sufficient share. When oil prices are low – as was seen during the first half of 2009 – an urgent need for revenue will lead President Chavez to tighten the screws on IOCs. An extended period of low oil prices would curtail Venezuela's geopolitical ambitions and raise serious questions about the sustainability of its ambitious social programmes. However, even a period of high prices may not necessarily be good news for foreign investors. President Chavez has repeatedly shown himself to be unpredictable and impulsive – regardless of oil prices, this is unlikely to change.

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  • 26 MAY 2009
    PRESIDENT CHAVEZ NATIONALISES OIL FIRMS