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Outer Continental Shelf Oil Leasing - Publications (1)
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The original documents are located in Box 27, folder "Outer Continental Shelf Oil Leasing - Publications (1)" of the John Marsh Files at the Gerald R. Ford Presidential Library. Copyright Notice The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. Gerald R. Ford donated to the United States of America his copyrights in all of his unpublished writings in National Archives collections. Works prepared by U.S. Government employees as part of their official duties are in the public domain. The copyrights to materials written by other individuals or organizations are presumed to remain with them. If you think any of the information displayed in the PDF is subject to a valid copyright claim, please contact the Gerald R. Ford Presidential Library. Offshore Revenue Sharing OFFSHORE REVENUE SHARING: An Analysis of Offshore Operations on Coastal States Prepared for THE GOVERNOR'S OFFSHORE REVENUE SHARING COMMITTEE Prepared by Gulf South Research Institute Baton Rouge, Louisiana (GSRI Project No. XS-614) CONTENTS List of Tables iii List of Illustrations V Introduction 1 Summary 3 The Outer Continental Shelf and Its Petroleum Potential 6 Definition of the Outer Continental Shelf 6 Delineation of the U.S. Outer Continental Shelf 8 Evaluation of the Mineral Potential of the U.S. Outer Continental Shelf 11 The National Energy Crisis 17 Impact of Outer Continental Shelf Activities on U.S. Coastal Regions 25 Introduction 25 Ecological Impact 25 Economic Impact 27 Economic Impact in Louisiana 29 Production 30 Employment 38 Taxes Foregone 42 Cost of Governmental Services 45 Implications for Other Coastal States 52 Mineral Leasing on Federal and Offshore Areas 58 Onshore Lands 58 Offshore Water Bottoms 58 Legal Status 58 Leasing Practices 61 Appendix A NUMBER OF PERMITS GRANTED FOR GEOLOGICAL AND/OR GEOPHYSICAL EXPLORATION Appendix B EMPLOYMENT AND GOVERNMENTAL EXPENDITURES ASSOCIATED WITH OCS PETROLEUM PRODUCTION ii LIST OF TABLES Table I U.S. OFFSHORE AREA BEYOND STATE BOUNDARIES 10 II U.S. OIL-IN-PLACE RESOURCES, BY REGION (1971) 13 III U.S. RECOVERABLE GAS SUPPLY, BY REGION (1971) 14 IV PROJECTIONS OF U.S. ENERGY DEMAND BY MAJOR CONSUMING SECTOR 23 V LOUISIANA FISH CATCH COMPARED WITH THAT OF OTHER GULF STATES AND THE UNITED STATES 26 VI NUMBER OF PRODUCING OIL AND GAS WELLS IN LOUISIANA (1950-1970) 30 VII ANNUAL VOLUME OF PRODUCTION FROM OIL AND GAS WELLS IN LOUISIANA (1950-1970) 31 VIII STATE OFFSHORE AND FEDERAL OCS PRODUCTION OF OIL AND GAS (AS PERCENT OF THE LOUISIANA TOTAL) 34 IX TOTAL PRODUCTION OF GAS AND OIL AND CONDENSATE IN LOUISIANA (STATE OFFSHORE AND FEDERAL OUTER CONTINENTAL SHELF) 35 X OCS PETROLEUM PRODUCTION (1971) 37 XI VALUE OF PRODUCTION OF PETROLEUM FROM THE OUTER CONTINENTAL SHELF BEYOND THE JURISDICTION OF LOUISIANA AND CORRESPONDING ROYALTY PAYMENTS BY YEAR 37 XII PERCENTAGE DISTRIBUTION OF LOUISIANA EMPLOYMENT, BY PARISH (1971) 39 XIII SELECTED TAXES COLLECTED FROM OFFSHORE AND FOREGONE FROM OUTER CONTINENTAL SHELF (1965-1972) 44 XIV COST OF GOVERNMENTAL SERVICES ARISING AS A RESULT OF EMPLOYMENT ASSOCIATED WITH OCS ACTIVITY 46 XV PROJECTED REGIONAL NON-ASSOCIATED GAS RESERVES ADDED DURING THE PERIOD 1971-1985 53 XVI PROJECTED REGIONAL CRUDE OIL RESERVE ADDITIONS DURING THE PERIOD 1971-1985 54 XVII ESTIMATED REGIONAL EMPLOYMENT ASSOCIATED WITH THE DEVELOPMENT OF OFFSHORE OIL AND GAS 55 XVIII IMPACT ON DEMAND FOR GOVERNMENTAL SERVICES ASSOCIATED WITH DEVELOPMENT OF REGIONAL OFFSHORE PETROLEUM 56 iii Table XIX RECEIPTS UNDER THE MINERAL LEASING ACT, FEBRUARY 25, 1920 - JUNE 30, 1972 59 XX SUMMARY OF OUTER CONTINENTAL SHELF LEASE SALES, BY STATE, BY PRODUCT (1954-1972) 62 XXI SUMMARY OF OUTER CONTINENTAL SHELF ROYALTIES FOR ALL PRODUCTS, BY ADJACENT STATES (1954-1972) 64 iv LIST OF ILLUSTRATIONS Fig. 1 DIAGRAMMATIC PROFILE OF CONTINENTAL MARGIN 7 Fig. 2 OUTER CONTINENTAL SHELF BOUNDARIES TO THE 200-METER DEPTH FOR THE CONTINENTIAL UNITED STATES, EXCEPT ALASKA 9 Fig. 3 PROFILES OF THE U.S. CONTINENTAL MARGINS 9 Fig. 4 REMAINING DISCOVERABLE PETROLEUM RESOURCES, OFFSHORE CONTINENTAL UNITED STATES, EXCLUDING ALASKA 15 Fig. 5 U.S. ENERGY CONSUMPTION, BY SOURCE (1971-2000) 20 Fig. 6 EXPLORATORY DRILLING AND RESULTS IN THE UNITED STATES (1946-1972) 22 Fig. 7 NUMBER AND GENERAL LOCATION OF PRODUCING OIL WELLS IN LOUISIANA, 1970 32 Fig. 8 NUMBER AND GENERAL LOCATION OF PRODUCING GAS WELLS IN LOUISIANA, 1970 33 Fig. 9 NUMBER OF BARRELS OF OIL AND CONDENSATE PRODUCED IN LOUISIANA (1954-1971) 36 Fig. 10 PERCENTAGE MINING EMPLOYMENT OF TOTAL PARISH EMPLOYMENT. 40 Fig. 11 PERCENTAGE MINING EMPLOYMENT OF PARISH OF TOTAL STATE MINING EMPLOYMENT 41 Fig. 12 LOUISIANA AIRPORTS AND HELIPORTS USED BY OFFSHORE OPERATORS 49 Fig. 13 LOUISIANA HIGHWAYS USED BY OFFSHORE OPERATORS 50 Fig. 14 LOUISIANA PORTS AND WATERWAYS USED BY OFFSHORE OPERATORS 51 V INTRODUCTION INTRODUCTION Since the late 1940s, the development of petroleum resources in the U.S. outer continental shelf (OCS) region has increased, until today, this area accounts for more than 12 percent of total U.S. petroleum production. The major portion of this development and production has been offshore from Louisiana, although it is believed that important supplies of petroleum are located beneath the OCS regions adjacent to other states, as well. These resources willbe developed as the demand for petroleum continues to increase and as the need to develop new supplies in order to maintain a domestic base for petroleum consumption becomes even more pressing. The development of petroleum resources from OCS regions produces both economic benefits and costs for adjacent coastal states. One of the major benefits is increased employment and associated incomes for people in the region, while the primary cost of such development stems from the increased demand for governmental facilities and services. The development of these petroleum resources is of particular concern because the activity is beyond the taxing authority of both state and local governments. Although corporations engaged in OCS activity must pay bonuses and royalties to the federal government, these benefits are not automatically shared with that state where the demand for state and local governmental service occurs. As a result, the increased demand for governmental facilities and services from local governments is made more severe by the inability to reach all of those responsible for the increased costs. This study evaluates the impact of OCS activity on state and local governments in contiguous coastal states. The situation in Louisiana is examined in detail in order to determine the cost of governmental services associated with the large amount of activity in the OCS region and to indicate what other coastal states might experience 1 as their OCS regions are developed. This is done in the context of an understanding of the physical relationship of the OCS to the coastal areas, the petroleum potential of various OCS regions, and the national energy crisis. 2 SUMMARY SUMMARY It is believed that large amounts of oil and gas are available for potential development in offshore regions of the United States. At the present time, the United States has the right, according to international guidelines, to mine resources from the outer continental shelf (OCS) region out to the point where the water is approximately 200 meters deep. The distance from shore at which the 200-meter depth is encountered varies from one coastal area of the United States to another. In the case of the Gulf, Atlantic, and Alaskan coasts, it extends far beyond the territorial boundaries of the nation. Although most of the OCS petroleum production and development to date has been in the OCS region offshore from Louisiana, Texas, and California, there is an indication that significant reserves occur in other regions, as well. The continued development of domestic petroleum resources both inland and offshore is made especially critical by the fact that the nation is now facing an energy crisis which already has required the importation of large amounts of petroleum from foreign countries. Since these importations and continued U.S. dependency on foreign sources have grave implications in terms of the U.S. balance of payments and national security, increased emphasis will undoubtedly be placed on future development of the OCS region, as well as inland sites. This new emphasis was expressed in the President's Special Energy Message in the spring of 1973. The development of offshore petroleum resources is beneficial to adjacent states and local governments in that it increases the number and types of jobs and leads to higher income levels. This benefit is offset, to a degree, by the costs of increased governmental facilities and services brought about by the influx of population and industry. Although environmental considerations are of importance in this matter, this report does not include these considerations, since it is believed that they can be handled better by one of the several federal governmental agencies specifically concerned with such matters. New techniques, 3 surveillance, and regulation standards have substantially reduced the potential of environmental damage. Furthermore, the artificial reef effect of offshore platforms appears to have contributed favorably to commercial and recreational fishing activities. The costs imposed on state and local governments as a result of OCS activities is of special concern since these governments are prohibited from taxing those activities which occur more than three nautical miles from the coast. The only exceptions are in the case of Texas and Florida, where the boundary is defined as being three leagues from shore (approximately 10.5 nautical miles). In the case of Louisiana, more than $267 million in income, sales, use, ad valorem, and severance taxes were foregone in 1972 because of this lack of taxing authority. The cost of governmental services can be related to employment and population associated with OCS development. In Louisiana, for example, OCS production directly induces employment in the areas of mining, manufacturing, construction, chemicals production, and refining. These employees, in turn, induce employment in a wide range of service and trade industries. In all, it is estimated that the total employ- ment impact of OCS activities in Louisiana is approximately 124,400 employees. When the families of these workers are included, the population impact is estimated to be approximately 391,000. In order to cover the increased governmental expenditures stemming from this additional population, the state and the local governments involved would have to collect more than $265 million in taxes from these individuals and the firms for which they work. At the present time, the only taxes available to pay for these governmental services are collected by the state from inland operations and employees. Although the companies directly involved in OCS production pay large sums to the federal government in the form of bonuses and royalties, these are not shared with the states providing the services and facilities used. There is presently no equivalent sharing of revenues from federal OCS activities as the 37-1/2 percent shared from mining operations on federal lands within 4 state boundaries. In 1972 approximately $336 million in royalties was paid to the federal government by firms operating beyond the three-mile boundary offshore Louisiana. This report supports the contention that some of the revenues collected by the federal government from OCS activities need to be shared with contiguous coastal states to compensate state and local governments for services provided to offshore operators and to encourage coastal states to provide for the orderly development of the OCS. 5 THE OUTER CONTINENTAL SHELF AND ITS PETROLEUM POTENTIAL THE OUTER CONTINENTAL SHELF AND ITS PETROLEUM POTENTIAL As a first step in considering the impact of the development of the outer continental shelf, it is necessary to understand the location and general boundaries of this region and its petroleum potential. Both of these aspects are discussed in this section. Definition of the Outer Continental Shelf The problems associated with defining the various subparts of offshore areas are rooted in the politico-economic problems associated with the use of the resources that can be exploited, the distribution of the revenue obtained by the development of these resources, and the impact of the development on other activities involving the sea, the land beneath it, and the air above it. Geographically, the outer continental shelf is a subpart of the continental margin, a zone separating the submerged part of the continent from the deep-sea bottom. The other subparts are the continental slope and the continental rise. The continental shelf is the area between the mean low water line and the change in the inclination of the ocean floor, from out one eighth of one degree to more than three degrees, that marks the beginning of the continental slope. This occurs at various depths, usually between 130 and 200 meters, but it can occur as shallow as 50 meters and as deep as 500 meters. The continental shelf ranges in width from zero to 1500 km. 1 For purposes of defining the area where nation-states have the right to explore for and exploit natural resources, the 1958 Geneva Convention on the Continental Shelf defined continental shelf as referring 1 International Law Association, The Hague Conference (1970), Deep-Sea Mining, Report of the Committee, Annex A, Geological Aspects and Technical Developments, as appearing in the Outer Continental Shelf Report by the Subcommittee on Outer Continental Shelf to the Committee on Interior and Insular Affairs, United States Senate, December 21, 1970, p. 137. 6 (a) to the sea bed and subsoil of the submarine adjacent to the coast but outside the area of the territorial sea, to a depth of 200 meters or, beyond that limit, to where the depth of the superadjacent waters admits of the exploitation of the natural resources of the said areas; (b) to the sea bed and subsoil of similar areas adjacent to the coasts of islands.² This definition is imprecise, however, because of the "exploitability" clause. As a consequence, there is no precise legal definition of the boundary of the outer continental shelf from an international point of view. 3 Fig. 1 is a diagrammatic profile of the continental margin. SHELF EDGE LAND OCEAN AVERAGE DEPTH,200 METERS CONTINENTAL SHELF SLOPE DEPTH, 1,400-3,200 METERS DEPTH, 4,000 METERS CONTINENTAL TERRACE CONTINENTAL RISE DEEP SEA BED CONTINENTAL MARGIN Fig. 1 DIAGRAMMATIC PROFILE OF CONTINENTAL MARGIN 2 Ibid. (but not in Annex), p. 109. 3 Ibid. 7 This problem is lessened for purposes of this report since the focus of the report is on the impact of the development of resources from the outer continental shelf to which the United States has a right. Attention is focused on the impact that this development has or will have on coastal states of the United States. This is not to imply that the problem of international agreement is unimportant to the states. On the contrary, there will be both direct and indirect impact on the well-being of all in the United States associated with such agreement. For purposes of this report, the outer continental shelf is defined as that area off the coast beyond the three-nautical mile territorial limit boundary and seaward to wherever the internationally agreed boundary shall be. In the special cases of Texas and the Gulf side of Florida, the territorial boundary has been established at three leagues (approximately 10.5 nautical miles), rather than three nautical miles. This definition does not automatically resolve all problems. There may be disagreements between state governments and the federal government concerning the location of the three-nautical-mile line separating the territorial water from the outer continental shelf. This is currently the situation with respect to Louisiana and the federal government. Other boundary disputes exist between the federal government and the states of Maine, New Hampshire, Massachusetts, Rhode Island, New York, New Jersey, Delaware, Maryland, Virginia, North Carolina, South Carolina, Georgia, Florida, California, and Alaska. Delineation of the U.S. Outer Continental Shelf Figure 2 shows the boundaries of the continental shelf for the continental United States, except Alaska, to the 200-meter depth. Figure 3 shows the profiles of the U.S. continental margin offshore of various cities. Table I shows the area of parts of the continental margin offshore the United States. As can be seen in these figures, there are large areas that are accessible for exploration and potential production of petroleum resources. 8 200 METERS 200 MI Fig. 2 OUTER CONTINENTAL SHELF BOUNDARIES TO THE 200-METER DEPTH FOR THE CONTINENTAL UNITED STATES, EXCEPT ALASKA Feet LONG BEACH COOK INLET CAPE KENNEDY NEW YORK Meters 0 NEW ORLEANS -1000 -5,000 -2000 -10,000 3000 -4000 -15,000 -5000 0 50 100 150 200 250 300 350 400 450 Mautical Miles Fig. 3 PROFILES OF U.S. CONTINENTAL MARGINS 9 Table I U.S. OFFSHORE AREA BEYOND STATE BOUNDARIES Number of Square Number of Square Miles Between Miles Between State or Area 3.5 Statute-Mile 200 Meter and Limit and 200- 2500 Meter Contours Meter Contour* Hawaii 400 3,600 Alaska 560,000 212,200 Washington, Oregon, and California coast 15,400 76,200 Gulf coast 107,500 84,200 Atlantic coast 122,000 102,500 Total 805,300 478,700 *10.5 nautical miles for Texas and Florida. Source: McKelvey, et al., writing for U.S. Geological Survey, Department of Interior, Potential Mineral Resources of the U.S. Outer Continental Shelf. (March 11, 1968). Printed in Appendix 1 of Hearings, Pursuant to S. Res. 45 Part I, p. 174. McKelvey, et al., points out that there is mineral potential beyond the 200-meter contour and that successful experimental drilling has occurred at a depth of 11,700 feet. Thus, they show the area to the 2500-meter contour, saying that For practical purposes in the waters bordering the United States, the continental shelves as they would be defined bathymetrically lie largely within the 2500-meter contour and conversely not much of the ocean floor and continental rise extend coastward beyond this same contour.4 4 McKelvey, et al., writing for U.S. Geological Survey, Department of Interior, Potential Mineral Resources of the U.S. Outer Continental Shelf. (March 11, 1968). Printed in Appendix 1 of Hearings, Pursuant to S. Res. 45 Part I, p. 174. 10 Evaluation of the Mineral Potential of the U.S. Outer Continental Shelf The mineral potential of the U.S. outer continental shelf cannot be estimated with precision. Considerably less is known about mineral potential in this area than inland areas because in most cases there has been only limited exploration or production in the outer continental shelf areas. (See Appendix A.) Estimates that are available, therefore, are based largely on knowledge about past production and on the geological characteristics of submerged lands. Perhaps because of the speculative nature of forming estimates of outer continental shelf resources potentials, there has not been an abundance of these estimates, and in the estimates that are available, there is a wide range of values. Most attention has been focused on the availability of petroleum resources from these areas, although other minerals may be present which can someday be recovered. Writing in 1968, McKelvey et al. said: Oil, natural gas, and natural gas liquids are by far the most valuable resources now produced from the continental shelves, and they are the resources that have the greatest prospective value for the future as well. 5 At that time, the production of petroleum from the outer continental shelf beyond that over which the states have jurisdiction had occurred only in the Gulf of Mexico. Since then, production has occurred off the California coast on federally leased offshore lands. The appraisal of the potential of the shelves by McKelvey et al. was that 5 Ibid., p. 187. 11 Although petroleum from the outer shelves has only been produced thus far from the Gulf of Mexico, each of the other shelves, except the Hawaiian shelf, has extensive areas that are broadly favorable for petroleum. Parts of the Arctic Ocean, Bering Sea, and Pacific Ocean shelves of Alaska, for example, are contiguous with known petroliferous areas; seismic surveys already have identified extensive areas broadly favorable for petroleum in each of them, and the rich discoveries already made on state lands in Cook Inlet support the speculation that offshore Alaska has a large petroleum potential. Onshore production and preliminary exploration on state and federal leases offshore Washington and Oregon are not so encouraging but large broadly favorable areas identified from seismic surveys remain to be tested [Several areas offshore California have promising potential for petroleum. ] The production already coming from the Gulf OCS speaks for its potential As yet there has been no production on the Atlantic coastal plain, but offshore seismic studies and drilling indicate a thicker sedimentary section [than the Gulf OCS] and several major structures that are favorable for the occurrence of petroleum in several large areas between southern Florida and Georges Bank In short, the favorable area for the presence of petroleum on the U.S. shelves is large. In fact, it appears to be nearly 55 percent as large as the area of favorable ground on land and to contain a volume of sediments that is about 90 percent as large as that in which petroleum occurs on land. 6 A recent report of the Committee on U.S. Energy Outlook of the National Petroleum Council also suggests that there are substantial petroleum resources in offshore areas. Table II indicates the oil- in-place resources, as presented in the committee's report. Table III shows the recoverable gas supply for the United States, as presented in the same report, and Fig. 4 shows the geographic location of these resources for the continental United States, excluding Alaska. 6 Ibid., PP. 187, 189. 12 Table II U.S. OIL-IN-PLACE RESOURCES, BY REGION (1971) Ultimate Oil-in-Place Remaining Discoverable* Discoverable* Discovered Oil-in-Place Region Oil-in-Place to 1/1/71 Billion Percent of (Billion (Billion Barrels Ultimate Barrels) Barrels) Lower 48 States--Onshore 2 Pacific Coast 101.9 80.0 21.9 21.5 3 Western Rocky Mountains 43.6 5.8 37.8 86.7 4 Eastern Rocky Mountains 52.4 23.9 28.5 54.3 5 West Texas Area 151.6 106.4 45.2 29.8 6 Western Gulf Coast Basin 109.0 79.7 29.3 26.9 7 Midcontinent 63.0 58.4 4.6 7.3 8-10 Michigan, Eastern Interior, and Appalachians 36.5 30.5 6.0 16.4 11 Atlantic Coast 3.8 0.2 3.6 94.7 Total 561.8 384.9 176.9 31.5 Offshore and South Alaska 1 South Alaska including offshore 26.0 2.9 23.1 88.8 2A Pacific Ocean 49.6 1.9 47.7 96.2 6A Gulf of Mexico 38.6 11.5 27.1 70.0 11A Atlantic Ocean 14.4 0.0 14.4 100.0 Total 128.6 16.3 112.3 87.3 Total United States (Excluding North Slope) 690.4 401.2 289.2 41.9 Alaskan North Slope Onshore 72.1 24.0 48.1 66.7 Offshore 47.9 0.0 47.9 100.0 Total 120.0 24.0 96.0 80.0 Total United States 810.4 425.2 385.2 47.5 *The term "ultimate discoverable" means the amount of resource before any was extracted, and "remaining discoverable" equals ultimate discoverable less the amount extracted. Source: U.S. Energy Outlook, A Report of the National Petroleum Council's Committee on U.S. Energy Outlook, December 1972, p. 72. 13 Table III U.S. RECOVERABLE GAS SUPPLY, BY REGION (1971) Ultimate Gas Remaining Discoverable* Discoverable* Discovered Trillion Percent of Region Gas to 1/1/71 Cubic Ultimate Trillion Trillion Feet Cubic Feet Cubic Feet Non-Associated Lower 48 States--Onshore 2 Pacific Coast 25.7 8.1 17.6 68.5 3 Western Rocky Mountains 50.1 17.9 32.2 64.3 4 Eastern Rocky Mountains 51.6 10.0 41.6 80.6 5 West Texas Area 101.5 27.2 74.3 73.2 6 Western Gulf Coast Basin 397.9 211.7 186.2 46.8 7 Midcontinent 223.3 104.8 118.5 53.1 8-9 Michigan, Eastern Interior 12.5 0.4 12.1 96.8 10 Appalachians 95.9 33.0 62.9 65.6 11 Atlantic Coast 4.6 0.01 4.6 99.8 Total 963.1 413.1 550.0 57.1 Lower 48 States--Offshore 2A Pacific Ocean 3.8 0.5 3.3 86.8 6A Gulf of Mexico 201.8 45.4 156.4 77.5 11A Atlantic Ocean 54.5 -- 54.5 100.0 Total 260.1 45.9 214.2 82.4 Total United States (Excluding Alaska) 1,223.2 459.0 764.2 62.5 Alaska 277.4 5.1 272.3 98.2 Total United States 1,500.6 464.1 1,036.5 69.1 Associated-Dissolved Total United States 356.7 215.2 141.5 39.7 Non-Associated and Associated Dissolved Total United States 1,857.3 679.3 1,178.0 63.4 *The term "ultimate discoverable" means the amount of resource before any was extracted, and the "remaining discoverable" equals ultimate discoverable less the amount extracted. Source: U.S. Energy Outlook, A Report of the National Petroleum Council's Committee on U.S. Energy Outlook, December 1972, p. 91. 14 3.3 14.4 47.7 54.5 200 METERS 5 27.1 156.4 200 METERS Oil-in-Place |Billion Barrels Gas |Trillion Cubic Feet| Fig. 4 REMAINING DISCOVERABLE PETROLEUM RESOURCES, OFFSHORE CONTINENTAL UNITED STATES, EXCLUDING ALASKA The relative importance of offshore areas for potential petroleum production is made evident by examining some relationships in tables II and III. For example, the offshore areas are relatively less developed than the onshore areas: about 87 percent of the ultimate discoverable oil-in-place is in the remaining discoverable category for the offshore areas, and about 82 percent of the ultimate discoverable gas is in the remaining discoverable category. In contrast, the onshore relationships for the lower 48 states are about 32 percent and 57 percent, respectively, for the same variables. Another interesting relationship can be derived from these tables that may portend significant impact on coastal states. Approximately 23 percent of the estimated total remaining discoverable oil-in- place for all the United States is offshore states in the lower 48 states. Approximately 18 percent of the estimated remaining discoverable gas is estimated to be in the same area. Also, as can be seen in the tables, the offshore Alaska area is very significant. 15 The above relationships are based on one set of estimates of potential petroleum resources, and of course there are others. Regardless of the source of the estimate, the continental shelves are estimated to contain substantial reserves and can be expected to be a significant portion of the total available to the United States. 16 THE NATIONAL ENERGY CRISIS THE NATIONAL ENERGY CRISIS It is nationally recognized that the United States is currently faced with a serious energy problem. The demand for oil and natural gas, for example, is continually spiraling upward while the supply of such fuels is increasing less rapidly. This situation has resulted, in recent years, in an unprecedented amount of oil imports. Besides the increasing scarcity of oil and natural gas, there is a pronounced nationwide lag in the production of nuclear power. The mining of coal is being increasingly criticized on an ecological basis, thereby limiting the supply of this important energy source. In the area of synthetic fuels, the United States is decades away from mass production. All of these facts emphasize the scope and nature of the present energy crisis and are generally indicative of an increased scarcity of such resources in the future. This scarcity will have a significant impact upon not only the economic growth of the nation, but also national security and the overall standard of living. At the present time, the five primary sources of U.S. energy supplies are petroleum, natural gas, coal, nuclear energy, and hydro- power. Of these, petroleum is foremost, in that it satisfies as much as 75 percent of the U.S. energy requirements for all purposes. Domestic production of petroleum, however, is insufficient to meet current needs, and all indications are that the deficit will become even worse in the future. In order to decrease this deficit, the United States has recently begun to import petroleum from foreign sources. Although this has proved to be a short-range solution to the problem, there are long-range problems because of uncertainties regarding price, availability, dependability, and reliability. Also, as imports increase, there is a corresponding increase in balance-of-trade problems which have serious effects upon U.S. monetary and foreign policies. 17 The balance of payments implications associated with importing large amounts of petroleum on a permanent basis can be unfavorable, and these implications are, at best, difficult to trace. It is not appropriate to analyze the impact of importing petroleum by simply taking the volume times the unit price. Consideration must be given to the probable use of the dollar earnings including the purchases of U.S. goods and services and third country return flow. Estimates of the size of the balance of payments burden over time vary. One set prepared by the U.S. Department of the Interior shows that the net deficit associated with the importation of petroleum will be approximately $2.9 billion in 1975 and $6.6 billion in 1980. 7 Another estimate by Dr. Arlon R. Tussing, prepared at the request of U.S. Senator Henry M. Jackson, suggests that net outflows may be as high as $10 billion by 1980. 8 A study by the Chase Manhattan Bank indicates that the balance of payments deficit associated with importation of 9 petroleum could reach $25 billion by 1985. The balance of payments problems are perhaps not so troublesome as the implications associated with importing petroleum from relatively unpopulated countries. These nations will accumulate large liquid balances which could cause problems in the international money markets. One way of mitigating these problems would be to encourage these countries to invest in American businesses, but there is no way to 10 force this and that alternative is not without problems of its own. 7 Questions and Policy Issues Related to Oversight Hearings on the Administration of the Outer Continental Shelf Lands Act Held by the Senate Committee on Interior and Insular Affairs, Pursuant to S. Res. 45 (March 23, 1972), p. 91. 8 Toward a Rational Policy for Oil and Gas Imports, Committee on Interior and Insular Affairs, U.S. Senate, Pursuant to S. Res. 45 (1973), p. 5. 9 John G Winger, et al., Outlook for Energy in the United States to 1985, Chase Manhattan Bank (June 1972), p. 51. 10 Toward a Rational Policy for Oil and Gas Imports, op. cit. 18 The United States currently has a potential coal resource base of nearly 800 billion tons. At the present rate of consumption, this supply is adequate to meet demands for the next 1,000 years. Despite this vast reserve, however, the United States is on the threshold of a national coal shortage. This is due to a number of economic and political factors. Clearly, if the required funds are to be raised to generate increased capacity, the price of coal will have to be raised substantially. The last two sources of energy (nuclear and hydropower) are both used primarily to generate electricity; and, consequently, are not considered primary forms of energy. Projections are that in the future nuclear power will be the major input utilized to produce electricity. Although this will ease the demand on other areas in many respects, it is not a total solution to the energy problem. Hydroelectric projects in 1970 accounted for nearly 15 percent of the electricity produced in that year. This figure is expected to decrease, however, to approximately eight percent by 1985. The present energy crisis is due, in part, to the high per capita consumption of energy in the United States. Although the United States contains less than six percent of the world population, it is by far the largest consumer of energy, with a daily requirement of nearly 400 million BTUs. On a per capita basis, this is eight times as much energy as that used by the rest of the world combined. In 1971, the United States used a total of 69 quadrillion BTUs of energy, according to the U.S. Department of the Interior. The consumption, by source, is shown in Fig. 5 for the year 1971 and is projected for the years 1980 and 2000. It can be seen that although the percentage of oil and gas consumed is projected to decrease through the years, the absolute value consumed will increase from 54 quadrillion BTUs in 1971 to 105.4 quadrillion BTUs in 2000. Despite the current energy crisis, the U.S. Department of the Interior states that there is still an abundance of basic energy resources: Our Nation has been bountifully endowed with a large resource base of fuel minerals, which includes petroleum, natural gas, coal, oil shale, uranium and thorium. The energy content of known resources of these fuel minerals amounts to 13,100 quadrillion BTUs, enough to last 190 years at the rate of consumption in 1970. 19 200 191.9* Legend: Coal 16.3% 31.28* Petroleum Natural Gas Nuclear Power 150 Hydro Power 37.2% 71.39* QUADRILLION BTUs 100 96.0* 16.8% 16.13* 69.0* 17.7% 33.97* 18.2% 12.56* 43.9% 42.14* 50 44.2% 30.50* 25.7% 49.32* 28.1% 26.98* 32.9% 22.70* 7.0% 6.72* 6% .41* 4.2% 4.03* 1% 5.95* 4.1% 2.83* 1971 1980 2000 *In Quadrillion BTUs. Source: U.S. Energy Through the Year 2000, U.S. Department of the Interior, December 1972. Fig. 5 U.S. ENERGY CONSUMPTION, BY SOURCE (1971-2000) 20 The potential resources of fuel minerals that are on the verge of use but await technologic advance will last 16,500 years at the rate of energy use in 1970. A major national objective, then, is to identify and delineate these resources and to develop the technology for utilizing them as they are needed. 11 In view of this potential, the energy crisis is apparently not al- together due to a lack of availability, but rather to a lack of recovery. In other words, the reserves are not being found or developed at the rate required to keep pace with the rapid increase in energy demands. As indicated in Fig. 6, exploratory drilling in the United States has declined steadily since 1956. This decline stems primarily from the lack of economic incentives and technological capabilities; namely, (1) diminishing economic incentives for petroleum development; (2) federal regulation of natural gas prices at the wellhead; (3) declining real price of domestic crude; (4) increasing environmental pressures; and (5) rising costs within the industry as a whole. The National Petroleum Council in 1972 projected that energy demands will increase 4.2 percent annually between 1970 and 1985. The significant determinants involved in this long-range projection were (1) economic activity measured by the gross national product; (2) cost of energy; (3) population; and (4) environmental controls. (Table IV contains an estimate of energy demanded by certain consuming sectors, through the year 1985.) 11 U.S. Department of the Interior, Reprint from Sun Oil Company's Petroleum and the Capital Crunch, P. 6, December 1972. 21 17,000 170 16 000 160 Total Exploratory 15 000 wells Drilled 150 (Left Scale) 14 000 140 13 000 130 12,000 120 11,000 110 10,000 100 9,000 90 8,000 80 7,000 70 6,000 60 5 000 50 4,000 40 3,000 30 Barrels of 011 Reserves 2,000 20 Discovered Per Foot of Exploratory 1,000 Wells Dritted 10 (Right Scale) 0 0 1946 48 50 52 54 56 58 60 62 64 66 68 70 72 * Consists of extensions, new field discoveries, and new reservoir discoveries in old fields (exclusive of North Slope) Fig. 6 EXPLORATORY DRILLING AND RESULTS IN THE UNITED STATES (1946-1972) Source: U.S. Department of the Interior. 22 Table IV PROJECTIONS OF U.S. ENERGY DEMAND BY MAJOR CONSUMING SECTOR Demand Volume (Quadrillion BTUs) Sector Estimated Estimated Actual Intermediate Intermediate 1970 1980 1985 Residential/Commercial 15.8 22.4 26.6 Industrial 20.0 26.8 30.9 Transportation 16.3 23.9 28.3 Electric Conversion 11.6 22.8 30.2 Non-Energy 4.1 6.7 8.9 TOTAL 67.8 102.6 136.0 Source: U.S. Energy Outlook, National Petroleum Council, December 1972. In summary, the current shortage of primary energy supplies is projected to become increasingly worse in the near future. This situation will occur despite corrective actions now being taken, since it will be some time before the effect of these actions is felt. In the meantime, it is essential that all interests--both public and private--cooperate in making and supporting necessary policy changes affecting the consumption of these resources. The President's Special Message on Energy has gone a long way toward finding solutions to the energy crisis. The President noted that the increase in domestic energy production depends in large measure on how quickly the OCS can be developed. To encourage this development, he has asked the Interior Department to triple annual acreage offerings on the OCS by 1979 and has recommended removal of the Federal Power Commission's control of wellhead prices of natural gas to be dedicated to interstate sales. These recommendations have already led the Interior Department to 23 announce plans to lease up to one million acres in January, May, and September of each year starting in 1974. Furthermore, nominations were accepted for new tracts between 200- and 600-meter depths off Louisiana in June 1973. This will be the first sale of mineral leases outside the continental shelf. Nominations have also been received for tracts contiguous to Mississippi, Alabama, and Florida. Additional sales of leases are planned for offshore California and Alaska. 24 IMPACT OF OUTER CONTINENTAL SHELF ACTIVITIES ON U.S. COASTAL REGIONS IMPACT OF OUTER CONTINENTAL SHELF ACTIVITIES ON U.S. COASTAL REGIONS Introduction Offshore mining activity must have contact with certain land-based operations and activities, beginning with the initial explorations and extending through the drilling and production stages. Boats need harbors; rigs must be constructed; and when the resource is produced, it must be brought to land for processing and consumption. This report focuses on the economic impact of OCS activity on a local-regional area. Specifically, it is concerned with the cost of governmental services which are demanded as a result of OCS activity. Ecological Impact The impact of offshore mining activities on the ecological system has been widely publicized in recent years and has been discussed at length in the news media and government hearings. Attention has been focused on the short- and long-term implications of possible oil spills; the impact of developing channels, laying pipelines, building rigs, and disposing of waste materials; and the effects of these activities on marsh land and on fish and wildlife habitats, on the competing uses for land used in connection with the development of these resources; and on the aesthetic appearance of the coastal regions. These environmental considerations involve economic issues, such as the onshore loss of land caused by the channelization of rivers and marshes. This factor may be significant economically for many coastal states and, if the marshes are not adequately protected, could endanger a vital link in the food chain. At the same time, it should be recognized that offshore platforms and associated facilities provide a man-made reef which attracts and provides protection for smaller fish. It is believed that the offshore platforms have contributed to the increasing yields of commercial fishing off the Louisiana coast. Table V presents a comparison of Louisiana fish catch with that of other Gulf states and the United States. The data indicates that Louisiana's fish catch has increased in relative importance over the past two decades during the period of active offshore exploration. 25 Table V LOUISIANA FISH CATCH COMPARED WITH THAT OF OTHER GULF STATES AND THE UNITED STATES 1950 1960 1970 Louisiana Quantity (thousands of pounds) 307,366 566,411 1,107,251 Value (thousands of dollars) 21,575 25,949 61,072 Percent of Gulf States Quantity 53.9 44.7 65.2 Value 42.8 30.4 36.7 Percent of United States Quantity 6.3 11.5 22.6 Value 6.2 7.3 10.0 Source: U.S. National Oceanic and Atmospheric Administration, Fishery Statistics of the United States. 26 Ecological or environmental impact, including the aesthetic and economic aspects of the problem, should not be minimized in considering how and/or if to proceed with the development of offshore resources in various areas. To do otherwise could have grave implications for the nation. This report, however, focuses on the economic impact of the outer continental shelf activity on a local-regional area, and is concerned primarily with the costs generated by that activity where the generators are, in part, beyond the taxing reach of state and local governments. Economic Impact There is an on-going economic impact associated with outer continental shelf activity, not only as it relates to the supplying of fuel for the nation, but also as it affects the coastal regions. The impact is on individual port facilities, roads, and the myriad public services provided to the individuals and firms associated with outer continental shelf activity, such as education and police protection. As is the case with most types of economic development, there are both positive and negative aspects associated with outer continental shelf activities. The positive aspects are similar to those associated with the development of the same natural resources on land. In short, these activities result in employment opportunities, both directly and indirectly; and they foster the development of supporting and complementary businesses. All of this results in a better economic climate. On the other hand, there is a significant difference between on-land activities or offshore activities within the three-mile limit and the outer continental shelf activities. State and local governmental units are not able to tax firms engaging in outer continental shelf activity, although these firms have a direct and indirect impact on the services required in the coastal region municipalities, parishes or counties, and the state. These impacts have a bearing not only on the need for port facilities, schools, medical facilities, and environ- mental management services, but also on the whole range of governmental activities. 27 In setting up a tax structure to support the expenditures deemed necessary and desirable in a society, government seldom attempts to draw precise one-for-one relationships between taxes paid and benefits received. For example, persons pay property taxes which are used, in turn, to support education. The taxes are not based on how many children are in a household; rather, it is reasoned that there is social benefit from having education available for all children. Even in cases where there are more directly traceable benefits between taxes and services, as in the case of highway use taxes, the tax is based on such variables as fuel consumption and weight--neither of which may be directly related to the benefit the user sees in being able to use the highway system. So it is with nearly all taxes. The revenues from a whole array of taxes are needed to finance the nation's collective expenditures. If people in various parts of the nation are to consume collectively such benefits as schools, sewer and water systems, civic and recreational facilities, and transportation facilities, they obviously must pay for them. Of course, they do so through a variety of taxing methods. In an industrialized area, industry will pay a portion of the taxes needed to provide services. The consumers or users of the products of these industries may, in turn, pay a price that reflects this tax need at the point of production. Just as the consumers of the products are in a sense causing the demands on public services in a particular area, so they may be in a sense paying some of the taxes. The production of petroleum from the outer continental shelf does and will generate social costs, regardless of where the area is. The magnitude of the impact of service-using outer continental shelf activities on coastal regions will vary, depending upon how the tax structure of the region is set up and the relative importance of the outer continental shelf activity to other economic activities. Regardless of the tax or economic structure, however, someone must subsidize the supplying of service to outer continental shelf users relative to what would be the case if taxing powers were present. 28 The groups paying for the facilities and services used, but not paid for by outer continental shelf activity, will be, in the main, the residents and other firms in the coastal region. Indeed, the employees of the outer continental shelf firms themselves will be among those doing the subsidizing. There is no equivalent sharing of revenues from federal lands offshore to the 37-1/2 percent mineral revenue sharing on federal property within state boundaries. It should be pointed out that the firms engaged in outer continental shelf activity may be paying a significant amount of federal "taxes" in the form of bonuses, rentals, and royalties. It is not within the scope of this report to analyze the question of whether these payments are too large, too small, or just right. The question, instead, is related to the distribution of these receipts and costs of state and local government services. Economic Impact in Louisiana An analysis of the impact of OCS petroleum development on Louisiana may be beneficial in planning for the increased demand for services induced by the development of OCS resources in other areas, and it may also help in evaluating various ways of distributing the revenues produced. Although much of the outer continental shelf off the Louisiana coast has been developed, this is not the case in other coastal regions. If the nation tries to develop more of its domestic petroleum resources, other coastal states will experience the positive and negative impacts associated with the development. The impact of the OCS petroleum development on Louisiana can be viewed in several ways. One is to examine the nature and relative importance of OCS production. A second is to estimate the number of persons employed in directly and indirectly related activities associated with OCS development. A third is to determine the taxes foregone because of a lack of territorial jurisdiction. A fourth is to assess the impact on governmental services caused by the development of OCS resources. 29 Production Louisiana historically has been a leader among U.S. petroleum- producing states in the exploration, drilling, and recovery of oil and natural gas, and is today strengthening this position of leadership, as indicated by the number of producing oil and gas wells in the state and by increases in the volume of production from these wells. In 1970, for example, the state had 28,278 oil wells in production, which is more than twice the 1950 figure of 11,860 (Table VI). The number of producing gas wells more than quadrupled during the same period--from 2,550 in 1950 to 10,343 in 1970. These increases in the number of wells have been accompanied with corresponding increases in the volume of oil and gas liquids and gas, as indicated by the data in Table VII. Between 1950 and 1970, the volume of oil and gas liquids in the state increased from 240,174 thousands of barrels to 1,156,500 thousands of barrels. During the same period, the volume of gas production in the state soared--from 1,140,693 millions of cubic feet to 7,965,236 millions of cubic feet. Similarly large increases occurred in the federal outer continental shelf and the state offshore regions. Table VI NUMBER OF PRODUCING OIL AND GAS WELLS IN LOUISIANA (1950-1970) Number of Federal Total Number Offshore Number of State Offshore Total Number in Louisiana Outer Continental Shelf Year Gas Wells Oil Wells Gas Wells Oil Wells Gas Wells Oil Wells Gas Wells 011 Wells 1950 11,860 2,550 70 1 21 1 49 0 1960 24,682 6,479 2,229 311 960 223 1,269 88 1970 28,278 10,343 4,785 1,635 3,614 1,303 1,171 332 Source: Summarized by GSRI from the Oil and Gas Compact Bulletin, Vol. XXX, No. 2, December 1971. 30 Table VII ANNUAL VOLUME OF PRODUCTION FROM OIL AND GAS WELLS IN LOUISIANA (1950-1970) State Federal Outer Continental Shelf Louisiana Offshore Year Oil and Gas Liquid Gas Oil and Gas Liquid Gas Oil and Gas Liquid Gas (Thousands of Barrels) (Millions of (Thousands of Barrels) (Millions of (Thousands of Barrels) (Millions of Cubic Feet) Cubic Feet) Cubic Feet) 1950 240,174 1,140,693 722 645 3,593 2,268 1960 429,911 2,994,862 45,788 287,442 42,334 120,945 1970 1,156,500 7,965,236 338,423 2,299,889 72,657 615,968 Source: Summarized by GSRI from Oil and Gas Compact Bulletin, Vol. XXX, No. 2, December 1971. The location of producing oil and gas wells in Louisiana is shown in Figure 7 and Figure 8, respectively. As indicated, the greatest number of Louisiana wells are located on-shore. Of offshore wells, the greatest number is located within the federal outer continental shelf area, rather than the state offshore area. The number of oil wells in the federal OCS increased from 30 percent of the offshore total in 1950 to 75 percent in 1970. The number of gas wells is arrayed in a similar manner. Although Louisiana production of oil and gas has increased significantly in recent years, the balance of production has shifted noticeably from Louisiana-controlled areas to the federal OCS areas. Table VIII indicates production statistics for the two areas as a percentage of state totals, for the period 1950-1970. As shown, the amount of oil production in the federal OCS increased from 0.3 percent of the state total in 1950 to 29.3 percent in 1970, while the amount in state-controlled offshore regions only increased from 1.5 percent to 6.8 percent. By the same token, natural gas production increased in the federal OCS from 0.1 percent to 28.9 percent of the state total, in contrast to an increase of only 0.2 percent to 7.7 percent in the state-controlled offshore. These figures clearly indicate that the major portion of the state's increased production is taking place in areas outside the taxing jurisdiction of the state. 31 CADDO BOSSIER WEBSTER CLAIBORNE UNION MOREHOUSE CARROLL WEST CARROLL LINCOLN BIENVILLE QUACHITA RICHLAND MADISON JACKSON FRANKLIN CALDWELL RED RIVER TENSAS DE SOTO WINN NATCHITOCHES LA SALLE CATAHOULA SABINE GRANT CONCORDIA RAPIDES VERNON AVOYELLES WEST FELICIANA EAST ST. WASHINGTON FELICIANA HELENA BEAUREGARD ALLEN EVANGELINE ST. LANDRY POINT COUSE TANGIPAHOA EAST BATON ROUGE LIVINGSTON ST. TAMMANY On Shore WEST BATON ROUGE IDERVILLE EFFERSON DAVIS CALCASIEU 23,493 ST. MARTIN ASCENSION LAFAYETTE T. OREANS JOHN ST. THE JAMES BAPTIST CAMERON VERMILION IBERIA ASSUMPTION St. ST. CHARLES BERNARD PART OF ST REFERSON ST. MARY'MARTIN LAFOURCHE PLAQUEMINES TERREBONNE State Offshore 1,171 Federal OCS 3,614 Fig. 7 NUMBER AND GENERAL LOCATION OF PRODUCING OIL WELLS IN LOUISIANA, 1970 32 CADDO BOSSIER WEBSTER CLAIBORNE UNION MOREHOUSE RASPO ARROL WEST CARROLL INCOLN INVILLE DUACHITA RICHLAND MADISON JACKSON FRANKLIN CALDWELL RED RIVER TENSAS DE SOTO WINN NATCHITOCHES LA SALLE CATAHOURA SABINE GRANT CONCORDIA RAPIDES VERNON AVOYELLES WEST FELICIANA EAST ST. WASHINGTON FELICIANA HELENA BEAUREGARD ALLEN EVANGELINE ST. LANDRY POINTE COUPEE TANGIPANOA EAST BATON ROUGE ST. TAMMANY LIVINGSTON WEST BATON - ROUGE ACADIA EFFERSON DAVIS CALCASHU Land Wells ASCENSION LAFAYETTE 8,708 SL ORLEANS JOHN $1. THE JAMES BAPTIST CAMERON VERMILION IBERIA ASSUMPTION Sr. ST. CHAILES BERNARD PART OF ST REFFERSON ST. MARY' MARTIN LAFOURCHE PLAQUEMINES TERREBONNE State Offshore 322 Federal OCS 1,303 Fig. 8 NUMBER AND GENERAL LOCATION OF PRODUCING GAS WELLS IN LOUISIANA, 1970 33 Table VIII STATE OFFSHORE AND FEDERAL OCS PRODUCTION OF OIL AND GAS, (As Percent of the Louisiana Total) Federal OCS State Offshore Year Oil Gas Oil Gas 1950 .3 .1 1.5 .2 1960 10.6 9.6 9.9 4.0 1970 29.3 28.9 6.8 7.7 Source: Gulf South Research Institute. Table IX indicates the dramatic increase in the amount of petroleum production in the Gulf of Mexico offshore from Louisiana during recent years. As indicated by these data, the major portion of this increase has been in federal outer continental shelf areas. Prior to 1954, for example, 98 percent of the oil and condensate and 78 percent of the gas produced offshore from Louisiana were derived from state-controlled areas. By 1960, however, these figures had dropped to 44 percent and 33 percent, respectively. By 1971, only 14 percent of the oil and condensate and 17 percent of the gas came from Louisiana-controlled areas. Moreover, the absolute number of barrels of oil and condensate produced increased until 1968 when their production leveled off and began to decline--a fact which might indicate that most of the resources within the state's jurisdiction may have already been extracted (Fig. 9). This shift in production from state to federal lands has a major impact on the revenue structure of Louisiana. Other states currently involved in petroleum production on the outer continental shelf are Texas and California. Table X illustrates the magnitude of the Louisiana OCS operations in relation to production in Texas and California. The production figures are separated into oil, condensate, and natural gas. Louisiana is ranked first in all three areas, producing 91.8 percent of the oil, 96.6 percent of the condensate, and 94.8 percent of the gas in the OCS areas. Louisiana's OCS oil production exceeded 358 million barrels, while second-ranked California produced only 31 million barrels. Texas ranked second to Louisiana, in barrels of condensate produced and in millions of cubic feet of natural gas. 34 Table IX TOTAL PRODUCTION OF GAS AND OIL AND CONDENSATE IN LOUISIANA (State Offshore and Federal Outer Continental Shelf) Gas Oil and Condensate Year Millions of Percent Thousands Percent Cubic Feet State OCS of Barrels State OCS Prior 91,675 78 22 54,803 98 2 1954 81,325 31 69 15,926 79 21 1955 121,279 33 67 25,731 74 26 1956 136,527 39 61 40,906 73 27 1957 160,472 49 51 52,835 70 30 1958 233,967 45 55 57,381 57 43 1959 329,280 37 63 72,793 51 49 1960 408,388 33 67 88,122 44 56 1961 458,481 31 69 103,197 38 62 1962 588,361 23 77 126,801 29 71 1963 706,545 20 80 149,087 30 70 1964 783,474 21 79 173,709 29 71 1965 871,124 26 74 199,293 27 73 1966 1,265,899 24 76 243,080 23 77 1967 1,655,223 34 66 284,033 23 77 1968 2,057,291 31 69 329,922 20 80 1969 2,478,745 26 74 365,691 18 82 1970 2,800,104 19 81 398,378 16 84 1971 3,176,740 17 83 448,772 14 86 Source: Louisiana Department of Conservation and U.S. Department of Interior. 35 100 95 90 85 80 75 Oil and Condensate 70 State 65 Federal Percent of Offshore 60 OCS 55 50 45 40 35 30 25 20 15 10 5 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 Year Fig. 9 NUMBER OF BARRELS OF OIL AND CONDENSATE PRODUCED IN LOUISIANA (1954-1971) 36 Table X OCS PETROLEUM PRODUCTION, 1972 Gas Oil Barrels Condensate Barrels (millions of cubic feet) State Percent Percent Percent Number Number Number of Total of Total of Total California 31,103,548 8.0 -- 0.0 15,671,479 0.6 Louisiana 358,366,080 91.8 27,394,271 96.6 2,634,014,031 94.8 Texas 710,463 0.2 974,584 3.4 127,357,908 4.6 Total 390,180,091 100.0 28,368,855 100.0 2,777,043,418 100.0 Source: U.S. Department of the Interior, Bureau of Land Management. TableXI shows the 1967 to 1972 values of petroleum production from federal OCS areas offshore from Louisiana and the amount of royalties associated with the production. Royalty payments alone more than doubled during the period--from $149 million in 1967 to $336 million in 1972. In addition, bonuses and rentals have been received on the areas producing this petroleum. Coupled with the depletion of resources within the Louisiana three-mile limit, these rapidly increasing figures represent grave problems for the State of Louisiana. Table XI VALUE OF PRODUCTION OF PETROLEUM FROM THE OUTER CONTINENTAL SHELF BEYOND THE JURISDICTION OF LOUISIANA AND CORRESPONDING ROYALTY PAYMENTS BY YEAR Year Value Royalty 1967 $ 883,852,538 $149,073,159 1968 1,093,049,920 190,904,928 1969 1,322,256,575 225,285,281 1970 1,527,370,429 259,135,087 1971 1,902,431,031 319,150,988 1972* 2,013,382,419 336,203,550 *Includes both disputed and undisputed area. Source: U.S. Geological Survey, 1973. 37 Employment In 1971, a total of 49,685 persons were employed in mining in Louisiana (almost all of which was petroleum mining). Of this number, 39,397 (or 79 percent) were in the 38 southern parishes of the state. The importance of mining employment can be seen in Table XII. Statewide, mining accounts for approximately 6.8 percent of the employment subject to the Louisiana Employment Security Law. As can be noted, the impact varies from parish to parish. In some coastal parishes, such as St. Mary and Cameron, mining employment has a much larger direct impact on employment. The relative importance is shown in figures 10 and 11 for the southern parishes of the state. The number of persons employed in mining associated with OCS activity is estimated to be at least 15,000. This estimate was determined by analyzing the results of a mail questionnaire, interviews, and petroleum production statistics. A discussion of the methodology underlying this estimate and those for other employment categories is contained in Appendix B. In addition to those employed in mining, there are many persons employed in other activities that are related to or dependent upon OCS activity in various ways. A large number of persons are engaged in manufacturing and constructing rigs and platforms, service boats, and other equipment. A significant portion of the employment in the production of chemicals and allied products, as well as that in refining petroleum, is related to OCS production. All of these employees generate other employment because they and their families need housing, goods, and services. 38 Table XII PERCENTAGE DISTRIBUTION OF LOUISIANA EMPLOYMENT, BY PARISH* (1971) Transportation, Wholesale Finance, Services Contract Parish Mining Manufacturing Communication, and Retail Insurance, and Construction Public Utilities Trade Real Estate Miscellaneous STATEWIDE 6.8 9.7 23.4 11.2 30.1 5.8 13.0 Acadia 8.3 6.6 24.7 9.7 37.4 3.9 9.3 Allen 3.2 3.7 60.0 6.6 17.2 3.4 5.9 Ascension 1.8 15.3 39.5 9.2 23.6 3.2 7.4 Assumption 5.9 3.3 70.4 1.6 12.1 3.2 3.5 Avoyelles 1.6 8.5 28.8 8.3 28.3 9.8 14.7 Beauregard 3.6 3.4 37.4 11.2 33.8 3.2 7.3 Calcasieu 4.7 14.4 33.2 8.7 25.6 3.9 9.5 Cameron 42.3 5.2 17.6 16.8 5.0 1.4 11.7 East Baton Rouge 0.7 15.1 24.4 6.7 30.1 7.1 15.9 East Feliciana 1.6 17.7 39.7 5.3 22.2 4.4 9.1 Evangeline 4.8 5.5 15.2 9.9 31.2 4.4 28.9 Iberia 22.0 6.8 19.9 10.3 29.1 3.5 8.4 Iberville 3.5 29.0 32.8 4.6 15.6 1.9 12.6 Jefferson 7.1 9.5 29.0 9.2 33.0 2.5 9.7 Jefferson Davis 13.1 6.6 17.8 10.4 33.1 4.7 14.3 Lafayette 19.3 8.4 7.9 11.7 34.3 4.0 14.4 Lafourche 15.4 4.1 20.1 22.6 26.8 3.4 7.6 Livingston 0.9 17.6 29.4 4.0 32.5 4.7 11.0 Orleans 4.0 7.1 13.9 16.5 31.7 9.4 17.4 Plaquemines 35.6 13.8 12.8 16.3 10.3 0.8 10.4 Pointe Coupee 15.6 11.1 18.0 5.4 39.1 4.7 6.1 Rapides 1.5 9.9 23.0 7.0 35.9 7.0 15.7 St. Bernard 1.6 8.2 54.5 4.8 21.5 2.9 6.6 St. Charles 3.0 15.9 45.1 14.9 13.4 2.0 5.7 St. Helena 8.5 17.6 35.8 14.0 19.0 2.8 2.2 St. James 6.7 11.1 63.7 2.3 12.6 1.5 2.1 St. John 0.6 3.8 50.0 11.3 22.8 2.7 8.8 St. Landry 11.8 7.4 16.2 6.5 41.9 5.2 11.0 St. Martin 14.8 16.0 26.0 1.7 28.9 4.4 8.2 St. Mary 20.8 8.3 19.6 15.5 22.8 2.1 10.9 St. Tammany 3.0 11.4 26.5 6.6 34.4 4.9 15.7 Tangipahoa 0.8 5.4 26.8 4.2 48.6 4.3 9.8 Terrebonne 22.1 5.9 18.6 11.6 29.4 2.5 9.8 Vermilion 17.1 6.5 18.5 11.9 30.9 3.7 11.4 Vernon 0.4 6.5 9.1 15.3 44.6 5.2 18.9 Washington 1.9 4.2 52.8 5.1 24.4 5.5 6.1 West Baton Rouge 0.0 6.6 12.2 56.5 18.6 1.9 4.2 West Feliciana 1.3 11.5 78.1 0.1 7.1 0.7 1.2 *Includes employment categories covered by the Louisiana Employment Security Act. Source: Employment Wages, Louisiana Department of Employment Security, August 1972. 39 CADDO BOSSIER WEBSTER CLAIBORNE UNION MOREHOUSE CARROLI WEST CARROLL LINCOLN MENVILLE QUACHITA RICHLAND LEGEND MADISON JACKSON FRANKLIN CALDWELL RED RIVER 2 20 and above TENSAS DE SOTO WINN NATCHITOCHES LA SALLE 10-20 CATAHOURA SABINE GRANT CONCORDIA 5-70 RAPIDES VERNON <5 1.5 AVOYELLES 0.4 1.6 WEST FELICIANA EAST St. WASHINGTON FELICIANA HELENA BEAUREGARD ALLEN EVANGELINE 1.3 LANDRY POINTE 1.6 1.9 8.5 TANGIPAHO 3.6 3.2 4.8 EAST 15.6 BATON BOUGL ST. TAMMANY 11.8 LIVINGSTON .8 WEST BATONY .7 3.0 ACADIA OVBERVILLE ROUGE 0 .9 EFFERSON DAVIS CALCASIEU MARVI 13.1 8.3 4.7 19.3 14.8 3.5 ASCENSION LAFAYETTE 1.8 DILEANS JOHN RSI. THE JAMES BAPTIST 4.0 CAMERON VERMILION® IBERIAL ASSUMPTION 6.7 EST ST. 22.0 CHARLES BERNARD PART OF 42.3 ST 5.9 17.1 ST. MARY MARTIN 3.0 REFERSON LAFOURCHE 1.6 PLAQUEMINES 20.8 TERREBONNE 15.4 35.6 22.1 Fig. 10 PERCENTAGE MINING EMPLOYMENT OF TOTAL PARISH EMPLOYMENT 40 CADDO BOSSIER WEBSTER CLAIBORNE UNION MOREHOUSE EAST CARROLI WEST CARROLL LINCOLN MENVILLE QUACHITA RICHLAND LEGEND MADISON JACKSON FRANKLIN CALDWELL above 5 RED RIVER TENSAS DE soro WINN NATCHITOCHES LA SALLE 3-5 CATAHOULA SABINE GRANT CONCORDIA 1-3 RAPIDES VERNON .5 AVOYELLES < 1 .0 .1 WEST FELICIANA EAST ST. WASHINGTON FELICIANA HELENA BEAUREGARD ALLEN EVANGELINE .1 ST. LANDRY POINTE .0 .1 .3 COUPEE TANGIPAMOA .2 .2 .2 EAST 1.9 .4 BATON_ROUGE LIVINGSTON .1 ST. TAMMANY WEST BATON 1.0 ROUGE X ACADIA BERVILLE .0 .7 EFFERSON DAVIS CALCASIEU ST MARTH .9 .9 10.1 .6 2.7 .4 SCENSION AFAYETTE .2 OILEANSO JOHN ST. THE 15.9 JAMES BAPTIST AMERON) VERMILION IBERIA ASSUMPTION ST 5 0 CHARLES BERNARD 4.5 PART OF 1.8 ST .3 SI,MARY,MARTIN 4 REFERSON LAFOUICHE 1.5 9.8 .2 PLAQUEMINES 6.4 TERREBONNE 3.1 6.1 7.9 Fig. 11 PERCENTAGE MINING EMPLOYMENT OF PARISH OF TOTAL STATE MINING EMPLOYMENT 41 The estimated number of persons employed in these various categories are shown in the following tabulation: Estimate of Number Employment Category Employed as a Result of OCS Activity Mining 15,000 Manufacturing 10,500 Construction 4,700 Chemicals and allied products 7,300 Refining 2,800 Subtotal 40,300 Supporting employment 84,100 Total 124,400 Taxes Foregone Louisiana, like other coastal states, cannot tax the activity conducted on the outer continental shelf beyond the three-mile limit (three leagues for Texas and the Gulf side of Florida). Although the impact of these activities is reflected in the demand for services, as discussed previously, the state must forego the tax revenues that it would collect if it had complete control over the outer continental shelf activity. The taxes foregone in the case of Louisiana include (1) severance, (2) income, (3) corporate franchise, (4) sales and use, (5) occupational license, (6) ad valorem, and (7) miscellaneous, which includes primarily power use taxes and a small amount of natural gas franchise tax. The various sections of the Louisiana Department of Revenue estimate that the taxes foregone for 1972 would have amounted to $183,488,000. The following tabulation indicates the amounts of state taxes foregone, by category. 42 Tax Category Amount Foregone Severance $ 127,210,000 Income 17,059,000 Corporate Franchise 11,968,000 Sales and Use 10,000,000 Occupational License 100,000 Ad Valorem 9,811,000 Miscellaneous 7,340,000 Total $ 183,488,000 It can be noted that even without the severance tax, the amount foregone would have been $56,278,000. These amounts are annual, and could be expected at least to remain at these levels and probably to increase. In addition, it should be noted that the sales tax collections included in the total represents only that portion which would be collected for the state. It does not include foregone sales tax collections for individual parishes and municipalities. The annual amounts of taxes foregone by the state since 1965 for the severance, ad valorem, and miscellaneous tax categories are shown in Table XIII. Where available, the amounts collected from offshore activity within the three-mile limit are shown for purposes of comparison. The much greater level of activity beyond the three- mile limit is reflected in these data. Like the state, parishes and municipalities from which the companies operate also forego tax revenues because of a lack of jurisdiction. Most of the taxes foregone at the local level are in the sales and ad valorem tax categories. On the assumption that the estimate of state sales tax foregone is reasonable, an estimate can be made of the amounts of parish and municipal sales taxes foregone. The rate of municipal and parish sales taxes ranges from one percent to three percent, and the amount foregone depends upon the distribution of sales by locality for each year. However, if two percent represents a good estimate of the average rate that would be applied, the parish and 43 Table XIII SELECTED TAXES COLLECTED FROM OFFSHORE AND FOREGONE FROM OUTER CONTINENTAL SHELF (1965-1972) Severance Taxes Ad Valorem Taxes Miscellaneous Taxes Year Collected Foregone Collected Foregone Collected Foregone 1965 $ 13,489,160 $ 50,157,750 $ 1,131,875 $ 3,332,561 NA* $ 4,840,000 1966 15,758,691 63,103,993 1,267,709 3,849,400 NA 5,252,000 1967 18,458,854 74,343,831 1,386,771 4,163,106 NA 5,960,000 NA 6,256,000 44 1968 21,798,110 90,350,636 1,397,230 4,497,553 1969 23,039,837 105,102,868 1,515,070 5,396,734 NA 6,600,000 1970 25,617,228 123,515,864 1,834,345 8,286,711 NA 6,944,000 1971 25,679,138 131,728,474 1,811,754 9,513,196 NA 7,100,000 1972 30,963,365 127,209,836 1,841,572 9,811,094 NA 7,340,000 *NA = Not available. Most taxpayers do not separate inland and offshore sources of tax in their reports. Source: State of Louisiana, Department of Revenue, February 1973. municipal governments are foregoing approximately $6.7 million in sales taxes per year. The ad valorem tax represents an even larger opportunity loss. For every dollar of state ad valorem taxes collected in Louisiana, approximately $7.86 is collected on the local level, according to Bureau of Census data related to governmental finances in 1969-1970. Assuming that this relationship is relatively stable and recalling that the state is foregoing $9,811,000 of ad valorem taxes, the local governments are foregoing $77,100,000. Thus, the total foregone by local governments in Louisiana is $83.8 million. The total amount of taxes foregone by both the state government and the parish and municipal governments because of a lack of jurisdiction over the outer continental shelf offshore Louisiana is summarized as follows: State taxes foregone $183,488,000 Parish and municipal taxes foregone 83,800,000 Total $267,288,000 Cost of Governmental Services The cost of governmental services associated with OCS petroleum activity is, in large part, related to the population associated with it. This in turn is dependent upon the number of persons employed in the OCS activity, related major industry employment, supporting employment, and the dependents of all these employees. As shown in Table XIV, the estimated cost of governmental services arising as a result of OCS activity is $265,044,000. This estimate is based on (1) employment data taken from Appendix B, as discussed previously; (2) 1970 census data, which indicates that there are 2.14 persons for every employed individual; and (3) Bureau of the Census data, which shows that expenditures by state and local governments in 12 Louisiana were $677.88 per capita for fiscal year 1970-1971. 12 Governmental Finances in 1970-71, U.S. Bureau of the Census, U.S. Government Printing Office, Washington, D. C., p. 45. Approximately 20.4 percent of these funds represents federal government transfers. 45 Table XIV COST OF GOVERNMENTAL SERVICES ARISING AS A RESULT OF EMPLOYMENT ASSOCIATED WITH OCS ACTIVITY Taxes Needed To Provide Number of Employees Governmental Services Employment Category Related to OCS Number of Employees and Dependents To Be Paid By To Be Paid By Activity Total Individuals Corporations Mining 15,000 47,150 $ 31,962,000 $ 12,785,000 $ 19,177,000 Manufacturing 10,500 33,000 22,370,000 8,948,000 13,422,000 Construction 4,700 14,770 10,012,000 4,005,000 6,007,000 46 Chemicals and Allied Products 7,300 22,940 15,551,000 6,220,000 9,331,000 Refining 2,800 8,800 5,965,000 2,386,000 3,579,000 Supporting Employment 84,100 264,330 179,184,000 71,674,000 107,510,000 Total 124,400 390,990 $265,044,000 $106,018,000 $159,026,000 NOTE: Employment X 3.1431 = Employees + Dependents. (Employees + Dependents) X $677.88 = Taxes needed to pay for governmental services. Source: Gulf South Research Institute. The estimated costs are based on employment and population and thus take into account the interrelationship of employment in basic industries, supporting activities, and mining. They are not intended to be precise measures of the benefits received by groups. They do show that there is a substantial cost generated by the OCS activity. Some of the cost of governmental services is paid for by individuals and some by corporations. Based on an analysis of tax categories for both the state and local governmental units, it is estimated that approximately 40 percent of total taxes are paid by individuals and 60 percent by corporations. Therefore, as shown in Table XIV, the corporate share of the cost associated with the OCS activity is estimated to be $159,026,000. Attention is focused on the corporate-borne cost because the OCS activity is beyond the taxing authority of the state and local govern- ments. While the tax burden as a whole is borne by individuals and corporations, a part of one of these groups is incurring and initiating demands for state and local governmental services, but is not participating in the paying of the state and local taxes. Some of the cost of services that should be paid for by corporations is not being paid. Many of the firms whose activity is dependent in part on OCS activity are paying taxes for their operations which are located on land and within state and local taxing jurisdictions, but do not pay taxes on that portion of business attributed to the OCS. Of companies which are physically operating in the OCS region, some are paying "taxes" in the form of higher royalty and bonus payments to the federal government because they are not within a state's boundaries, but the state and local governmental units are not receiving their share of this money. It is estimated that the net cost associated with OCS activities is $38,000,000 or approximately 24 percent of the total corporate share. This estimate is based on the following assumptions: 47 1. Ninety percent of the cost of governmental services provided mining corporation operating in the OCS are uncompensated for due to the tax jurisdiction $17,259,300 2. Fifty percent of the cost of governmental services provided manufacturing firms serving the OCS are uncompensated 6,711,000 3. Fifty percent of the cost of governmental services provided construction firms serving the OCS are uncompensated 3,003,500 4. Ten percent of the cost of governmental services provided supporting firms serving the OCS are uncompensated 10,751,000 TOTAL $37,724,800 These percentage allocations are based on information contained in the questionnaires and information supplied by the Department of Revenue. It is important to note that these figures apply only to those firms which are engaged in OCS activities and make no allowances for taxes paid for onshore activities by the same firms except those which support OCS activities. The cost of governmental services that should be paid by corporations and is not being paid to state and local governmental units may be greater than that associated with the estimated 15,000 persons employed in mining. The OCS petroleum mining is relatively capital-intensive when compared with other activities in the state which arise because of it--that is, there is more machinery, plant, and equipment per employee than in other activities. This means that as the mining activity adds employment, relatively more employees will be hired by firms that use less capital per employee. The demand for such things as ports, highways, airports, and other facilities is probably higher for the capital-intensive. In a survey of offshore operations and support firms, extensive use of Louisiana airports, highways, ports and waterways was reported. These facilities are depicted in figures 12, 13, and 14. 48 Mississipp RYAN Baton Rouge DOWNTOWN Lafayette Lake Charles River Lake LAFAYETTE Pontchartrain 49 New Orleans LAKEFRONT ACADIANA REGIONAL AIRPORT NEW ORLEANS INTERNATIONAL (MOISANT FIELD) WESTWEGO B THIBODAUX PATTERSON AMELIA 71n HOUMA-TERREBONNE NORTH 0 30 40 GULF "I 10 20 DULAC-HELICOPTER Scale In Miles OF AIRPORTS MEXICO Fig. 12 LOUISIANA AIRPORTS AND HELIPORTS USED BY OFFSHORE OPERATIONS Mississippi US US 61 La 13 167 US 190 Baton Rouge US 190 59 Lake Charles I-10 Lafayette River Lake 90 a US 90 La Pontchartrain 27 La 14 La 35 US 167 31 US 61 New Orleans 86 50 87 46 La 308 La 82. La 83 la US 90 39: 11. NORTH 315 sLa 24 56 0 10 20 30 40 GULF 57 o Scale In Miles OF MEXICO Fig. 13 LOUISIANA HIGHWAYS USED BY OFFSHORE OPERATIONS Mississippi RITY Chen nais drus) leg Baton Rouge Lafayette Lake Charles River Lake LAKE CHARLES Pontchartrain Lake Charles- Cameron Channel Vermilion River New Orleans PORT OF NEW IBERIA Intracoastal Industrial Canal NEW ORLEANS 51 AVERY ISLAND GRAND CHENIERE Rever BERWICK MORGAN CITY Harvey Canal INTRACOASTAL CITY CAMERONMermentau Waterway AMELIA ter Freshwater Bayou HOUMA Atchai Lower River falaya Atchafalaya Bayou Boeuf Houma NORTH Navigation DULAC GULF Canal 0 10 20 30 40 Bayou Terrebonne Bayou Lower Bar BATBLATTE Mississipping SUPHUR PHUR waterway EMPIRE EMP River BURAS we VENICE Scale In Miles OF LEEVILLE GRAND ISLE MEXICO Grand Ca Southment Pas N PORTS Fig. 14 LOUISIANA PORTS AND WATERWAYS USED BY OFFSHORE OPERATIONS An important aspect of the cost of providing governmental services in OCS area arises from the location of the demand. In many cases, these services are more expensive to provide in coastal regions than in other areas because of certain unique characteristics. Along the Gulf coast, for example, hurricanes, tropical storms, and tropical depressions are especially damaging between May and October. Many of these bring only brief, gusty winds and locally heavy rainfall. Others, like hurricanes Betsy and Camille, are accompanied with violent winds in excess of 100 miles per hour, massive inundations of shoreline 10 to 15 feet above mean Gulf level, and rainfalls of 10-20 inches in 24 hours. These conditions require expenditures not only for hurricane protection, but also for adequate means of evacuation and for repairs to damaged property and materials. In many instances, highways must be constructed especially for use during flooding conditions. The cost of highway construction is also increased in many cases because the proposed route crosses a marsh region where extensive preparation is required in advance of construction. In addition to the fact that current offshore operations require shoreline governmental services, there is uncertainty over the future economic base of the area. Much of the expansion of public facilities and services has been based on the rapid growth and needs of the offshore oil and gas operations. However, in 1972 over 38 percent of the offshore area adjacent to Louisiana was already under lease. As to what happens to this area when the oil and gas reserves are depleted, one cannot say. This added uncertainty is a cost to state and local government which cannot be quantified at this time. Nevertheless, the cost must be recognized and steps taken to prevent an Appalachia from developing in the coastal zone. Implications for Other Coastal States The development of petroleum resources from the OCS region offshore any coastal state generates demand for governmental facilities and services. The magnitude and timing of this demand depend upon the rate of exploration, the success in finding reserves, the productivity of the wells, and the rate of development of reserves. 52 Other factors influence the induced impact of such development upon a region. These include, among others, the willingness of states and localities to construct and operate refineries and petrochemical plants. One way of estimating the possible impact of the demand for governmental services is to relate the projected additions in petroleum reserves to employment. The following analysis focuses on the possible magnitude of the cost of governmental services stemming from development of resources offshore the United States in the Pacific Ocean, the Atlantic Ocean, and the Gulf of Mexico. The Committee on the U.S. Energy Outlook of the National Petroleum Council recently published estimates of petroleum potential for various regions of the United States. These estimates of remaining discoverable resources were presented previously in tables II and III. The committee also forecast additions to reserves under varying assumptions with respect to drilling rates and finding rates. The estimates for regions offshore the lower 48 states are shown in tables XV and XVI for two of the assumptions. Table XV PROJECTED REGIONAL NON-ASSOCIATED GAS RESERVES ADDED DURING THE PERIOD 1971-1985 (Cumulative in Thousands of Cubic Feet) High Finding Rate Low Finding Rate Region and Medium Drilling and Medium Drilling Rate Rate Atlantic Ocean 11.4 7.6 Pacific Ocean 0.3 0.3 Gulf of Mexico 95.6 63.3 Source: U.S. Energy Outlook: A Report of the National Petroleum Council's Committee on U.S. Energy Outlook, December 1972, P. 103. 53 Table XVI PROJECTED REGIONAL CRUDE OIL RESERVE ADDITIONS DURING THE PERIOD 1971-1985 (In Billions of Barrels) High Finding Rate Low Finding Rate Region and Medium Drilling and Medium Drilling Rate Rate Atlantic Ocean 0.5 0.4 Pacific Ocean 4.2 3.1 Gulf of Mexico 6.4 4.6 Source: U.S. Energy Outlook: A Report of the National Petroleum Council's Committee on U.S. Energy Outlook, December 1972, P. 84. The estimates shown in tables XV and XVI were used in conjunction with historical relationships for Louisiana to obtain estimates of the magnitude of governmental costs. For the period 1956-1970, the additions to reserves for natural gas and oil for the Gulf of Mexico were 42.1 thousands of cubic feet and 5.0 billion barrels, respectively. Based on the earlier estimate of 15,000 persons being employed in the OCS offshore Louisiana and the fact that about 85 percent of offshore production comes from federal areas, it is estimated that approximately 17,650 are engaged in all offshore activity. This number was used as the employment level necessary to develop the additions to reserves in the Gulf of Mexico for the 1956-1970 period. This number may be low because in recent years approximately 10 percent of the oil produced from the OCS came from offshore Texas. The 17,650 employees were then allocated to oil and gas on the basis of the number of producing wells of each type--25 percent gas and 75 percent oil. The estimates of the mining employment needed to develop the additions to reserves for the various areas were then developed, using the following relationship: Allocated Louisiana Estimated Regional Mining Employment = Mining Employment Additions to Reserves Estimated Additions for the Period 1956-1970 to Reserves 54 To estimate the additional employment in other activites such as manufacturing, construction, refining, and chemicals and allied products, the relationship that currently holds for Louisiana was used. There are 1.687 persons employed in these categories for each mining employee. In addition, supporting employment was estimated in the same way it was earlier in the report for Louisiana--for every employee in the basic industries discussed above, it was assumed that there were approximately 2.087 persons in supporting employment opportunities. The estimates for employment by region under both the assumption of high finding and low finding rates coupled with a medium drilling rate, are shown in Table XVII. Table XVII ESTIMATED REGIONAL EMPLOYMENT ASSOCIATED WITH THE DEVELOPMENT OF OFFSHORE OIL AND GAS Other Basic Supporting Mining Total Region Industry Activity Employment Employment Employment Employment Assumption I: High Finding Rate and Medium Drilling Rate Atlantic Ocean 2,520 4,250 14,130 20,900 Pacific Ocean 11,150 18,810 62,520 92,480 Gulf of Mexico 26,960 45,490 151,190 223,640 Assumption II: Low Finding Rate and Medium Drilling Rate Atlantic Ocean 1,860 3,130 10,410 15,400 Pacific Ocean 8,240 13,900 46,200 68,340 Gulf of Mexico 18,810 31,730 105,470 156,010 55 The cost of governmental services was estimated using the current relationships between employment and population for Louisiana and the current cost per capita for governmental services. The total population is 3.1431 times as large as total employment, and governmental expenditures were $677.88 per capita, as shown in Table XVIII. Table XVIII IMPACT ON DEMAND FOR GOVERNMENTAL SERVICES ASSOCIATED WITH DEVELOPMENT OF REGIONAL OFFSHORE PETROLEUM Annual Cost of Region Employment Population Governmental Services Assumption I: High Finding Rate and Medium Drilling Rate Atlantic Ocean 20,900 65,690 $ 44,529,900 Pacific Ocean 92,480 290,670 197,039,400 Gulf of Mexico 223,640 702,920 476,495,400 Assumption II: Low Finding Rate and Medium Drilling Rate Atlantic Ocean 15,400 48,400 $ 32,809,400 Pacific Ocean 68,340 214,800 145,608,600 Gulf of Mexico 156,010 490,360 332,405,000 These estimates of costs for governmental services are only rough indications of the potential magnitude of such costs. In reality, many factors enter the situation. The cost of governmental service will vary from region to region and probably can be expected to rise for all regions. The employment relationships currently applicable in the Louisiana situation may not hold for other areas now or in the future. Moreover, the productivity of the petroleum fields themselves can be expected to vary from region to region. 56 In view of all these factors, it is useful to consider the magnitude of the potential costs and to consider the direction of potential errors in these estimates. Two factors may suggest that the costs can be even higher than that estimated. These factors are (1) that the Louisiana offshore fields have been very productive and other regions may experience less productivity; and (2) the costs of governmental services have steadily risen for all regions in the country. The estimates previously discussed deal with all of the offshore areas because estimates of additions to reserves are not broken down into state and federal areas. The proportion of development taking place in federal areas and state areas will vary from region to region. 57 MINERAL LEASING ON FEDERAL AND OFFSHORE AREAS MINERAL LEASING ON FEDERAL AND OFFSHORE AREAS Onshore Lands The Mineral Leasing Act of February 25, 1920 (41 Stat. 436, 30 U.S.C. 181 seq.) provides for the sharing of mineral leasing revenues from federal lands with the state within which the federal lands are located. 37-1/2 per centum of the amounts derived from such bonuses, royalties, and rentals shall be paid by the Secretary of the Treasury after the expiration of each fiscal year to the State within the boundaries of which the leased lands or deposits are or were located, said monies to be used by such State or subdivisions thereof for the construction and maintenance of public roads or for the support of public schools or other public educational institutions, as the legislature of the State may direct The apparent intent of the rebate provision of the Mineral Leasing Act of 1920 was it "gives the States a certain portion ,13 of the revenues to partly reimburse them for their losses in taxes. Today each state receives 37.5 percent of the bonuses, royalties and rentals collected by the federal government except Alaska which receives 90 percent of mineral leasing revenues. The distribution of funds under the Mineral Leasing Act of 1920 is presented in Table XIX. Offshore Water Bottoms The following paragraphs contain a brief summary of the historical legal status of offshore lands and the current practices now in effect in regard to the leasing of such lands. Legal Status The controversy over ownership of coastal submerged lands began in 14 the 1920s. California was the first state to issue oil and gas lease 13 Mr. Mondel, Congressional Record (October 28, 1919), P. 7649. 14 This description of legal status is drawn from L. K. Weaver, C. J. Jirik, and H. T. Pierce, Impact of Petroleum Development in the Gulf of Mexico (Washington: U.S. Department of the Interior, Bureau of Mines), 1969, PP. 10-14. 58 Table XIX RECEIPTS UNDER THE MINERAL LEASING ACT, FEBRUARY 25, 1920 - JUNE 30, 1972 Fiscal Year State 1920-1969 1970 Total 1971 1972 Alabama $ 355,625 $ 15,729 $ 40,676 $ 28,384 $ 440,414 Alaska 88,137,456 9,207,850 8,910,283 8,144,514 114,400,103 Arizona 6,611,169 347,808 335,750 496,926 7,791,653 Arkansas 1,444,174 55,435 51,757 44,121 1,595,487 California 224,856,230 7,542,059 8,261,400 7,028,435 247,688,124 Colorado 184,213,230 8,236,750 7,888,341 9,392,007 209,730,328 Florida 15,377 79,579 90,973 5,377 191,306 Idaho 8,691,083 558,042 419,783 587,683 10,256,591 Illinois 222 I I : 222 Indiana 240 : -- -- 240 Kansas 5,195,543 479,787 436,381 463,415 6,575,126 Louisiana 8,565,927 753,754 865,603 711,594 10,896,878 Michigan 172,121 43,229 45,028 44,307 304,685 Mississippi 320,263 42,614 32,150 26,415 421,442 Montana 93,414,992 7,508,049 6,823,400 6,685,006 114,431,447 Nebraska 301,330 6,620 4,435 4,615 317,000 Nevada 16,410,332 1,152,170 969,208 720,636 19,252,346 New Mexico 347,831,566 29,989,734 31,502,346 31,049,508 440,373,154 North Dakota 7,407,404 534,198 538,628 576,882 9,057,112 Oklahoma 3,401,720 528,580 410,649 578,929 4,919,878 Oregon 869,176 73,685 183,542 178,552 1,304,955 South Dakota 4,821,700 468,202 283,463 227,310 5,800,675 Utah 136,028,278 8,597,546 9,208,512 9,970,842 163,805,178 Washington 221,325 281 15,008 522 237,136 Wyoming 710,663,071 50,889,708 57,923,768 52,858,026 872,334,573 TOTAL $1,849,949,554 $127,111,409 $135,241,084 $129,824,006 $2,242,126,053 NOTE: Act of February 25, 1920 (41 Stat. 437, 30 U.S.C. 181 et seq.). These figures are not adjusted for refunds and other corrections. Source: U.S. Department of Interior, Bureau of Land Management, 1973. 59 rights for submerged land. With the development of offshore activity in California, the U.S. Department of the Interior began receiving applications for oil leases under the Mineral Leasing Act of 1920. During the ensuing years, attempts were made in Congress to pass legislation defining the state and federal role in the development of submerged lands. The issue remained unsettled during World War II. In September 1945, however, President Franklin D. Roosevelt issued Proclamation No. 2667 stating the federal government's jurisdiction over the seabed of the continental shelf. At the same time, he issued Executive Order No. 9633, placing the natural resources of the continental shelf under the jurisdiction of the Department of the Interior. This was followed by the landmark California Case (332 U.S. 19) in which the U.S. Supreme Court ruled that the rights of the state ended at the water's edge and that the federal government had "paramount rights" to the submerged lands adjacent to its coast. The decision of the U.S. Supreme Court aroused a great deal of opposition. A bill was introduced and passed in Congress to reverse the court's decision. The bill, however, was vetoed by President Harry S. Truman. On June 5, 1950, the U.S. Supreme Court ruled against the claims of Texas and Louisiana to the submerged waterbottoms (339 U.S. 707 and 339 U.S. 699). During the presidential campaign of 1952, General Dwight D. Eisenhower indicated that, if elected, he would support legislation establishing the state's rights to submerged land. Subsequently, the Submerged Lands Act was signed into law on May 22, 1953. The act established the seaward boundary of the states at three geographic miles from the coast- line, unless another historic boundary could be proved. In the litigation that followed, the constitutionality of the Submerged Lands Act was upheld by the Supreme Court. The Court held that the division of the continental shelf between the federal and state governments was a domestic matter and was therefore governed by Congress, which passed the act. In 1955, the federal government initiated action against Louisiana to establish its rights to the water bottoms beyond three geographic miles and to establish an accounting for money derived from the disputed area. 15 15 For a discussion of the delineation of zones 1, 2, 3, and 4, see Ibid., pp. 11-14. 60 In 1960, the Supreme Court upheld the right of Texas and Florida to submerged lands extending three leagues (or 10.5 nautical miles) into the Gulf of Mexico. The same decree ruled that Louisiana, Mississippi, and Alabama are entitled to the submerged lands extending not more than three geographic miles from their coastlines. At this time Alaska, the Atlantic coast states, and Louisiana are still engaged in tidelands disputes with the federal government. Leasing Practices The Outer Continental Shelf Lands Act, enacted on August 7, 1953, gives the Department of the Interior administrative authority over leasing of mineral rights in the outer continental shelf area. Within the Department of the Interior, the Bureau of Land Management (BLM) administers the OCS leasing provisions, and the U.S. Geological Survey (USGS) administers the OCS operating regulations. Lease sales are scheduled at the Secretary of Interior's discretion. Normally, two lease sales are scheduled each fiscal year. The President's Energy Message in April 1973, however, called for more frequent and larger lease sales on the outer continental shelf. Both the USGS and BLM advise the Secretary in planning and evaluating lease activities. Usually when interest is expressed in a certain area, a call for nominations in a specified area is made. Specific tracts to be offered for lease are selected on the basis of a combination of geological, engineering, economic and environmental data. Once the tracts are selected, a notice of lands for lease is published in the Federal Register. The notice defines the terms and conditions of lease. To date, leases have been received on the basis of a cash bonus and fixed royalty. The first year rental or minimum royalty is prescribed in notice. Royalties for OCS oil and gas have been 16-2/3 percent and, by law, cannot be less than 12.5 percent. Leases are made for five years and are maintained in force as long as production justifies the lease. The bid for a tract must be accompanied with a certified check or cashiers check, bank draft, money order, or cash equal to one-fifth the value of the bid. The remaining four-fifths of the bonus bid, plus the first year rental, is due within 30 days of the lease award. A summary of first year rentals and bonuses by contiguous states is presented in Table XX. 61 Table XX SUMMARY OF OUTER CONTINENTAL SHELF LEASE SALES, BY STATE, BY PRODUCT (1954-1972) Lease Sales Number of First Year By State Acreage Bonus By Product Leases Rental California 124 678,121 $ 636,715,849 $ 2,038,361 Florida 23 132,480 1,711,872 397,440 Louisiana 1,321 5,588,918 5,352,891,396 19,352,116 Oregon 74 425,433 27,768,772 1,276,302 Texas 264 1,099,493 695,723,597 3,298,485 Washington 27 62 155,420 7,764,928 466,260 Total 1,833 8,079,865 $6,763,764,414 $26,828,964 Oil and Gas 1,772 7,972,245 6,727,969,641 26,531,104 Salt 2 4,995 105,814 14,985 Sulfur 59 102,625 35,688,959 282,875 Total 1,833 8,079,865 $6,763,764,414 $26,828,964 Source: U.S. Department of the Interior, Bureau of Land Management. Table XX SUMMARY OF OUTER CONTINENTAL SHELF LEASE SALES, BY STATE, BY PRODUCT (1954-1972) Lease Sales Number of First Year By State Acreage Bonus By Product Leases Rental California 124 678,121 $ 636,715,849 $ 2,038,361 Florida 23 132,480 1,711,872 397,440 Louisiana 1,321 5,588,918 5,352,891,396 19,352,116 Oregon 74 425,433 27,768,772 1,276,302 Texas 264 1,099,493 695,723,597 3,298,485 Washington 27 155,420 7,764,928 466,260 62 Total 1,833 8,079,865 $6,763,764,414 $26,828,964 Oil and Gas 1,772 7,972,245 6,727,969,641 26,531,104 Salt 2 4,995 105,814 14,985 Sulfur 59 102,625 35,688,959 282,875 Total 1,833 8,079,865 $6,763,764,414 $26,828,964 Source: U.S. Department of the Interior, Bureau of Land Management. The USGS administers the rules and regulations applicable to operations conducted under a lease issued by the Department of the Interior, including the regulation of drilling and production, collection of rental and royalty, well and other structure abandonment, etc. A summary of royalty payments made from 1954 to 1972 by contiguous states is presented in Table XXI. 63 Table XXI SUMMARY OF OUTER CONTINENTAL SHELF ROYALTIES FOR ALL PRODUCTS, BY ADJACENT STATE (1954-1972) State Year Total California Florida Louisiana Oregon Texas Washington 1954 -- -- 2,748,977 -- -- -- 2,748,977 1955 -- -- 5,139,027 -- 979 -- 5,140,006 1956 -- -- 7,622,708 -- 6,675 -- 7,629,383 1957 -- -- 11,387,865 -- 3,380 -- 11,391,245 1958 -- -- 17,423,878 --- -- -- 17,423,878 1959 -- -- 26,539,836 -- 141 -- 26,539,977 1960 -- -- 37,095,254 -- 47 -- 37,095,301 1961 -- -- 47,920,332 -- -- -- 47,920,332 1962 -- -- 66,094,497 -- 1,837 -- 66,096,334 64 1963 -- -- 76,972,598 -- 26,627 -- 76,999,225 1964 -- -- 88,397,781 -- 2,449 -- 88,400,230 1965 -- | 102,860,874 -- 1,666 -- 102,862,540 1966 -- -- 135,390,922 -- 1,596,615 -- 136,987,537 1967 -- -- 153,271,258 -- 4,336,351 -- 157,607,609 1968 906,430 -- 195,553,524 -- 4,676,977 -- 201,136,931 1969 4,891,885 -- 230,198,962 -- 4,999,819 -- 240,090,666 1970 12,599,910 -- 265,953,798 -- 4,940,860 -- 283,494,568 1971 17,115,304 -- 328,279,048 -- 4,648,136 -- 350,042,488 1972 -- -- -- -- -- -- -- Total 35,513,529 -- 1,798,851,139 -- 25,242,559 -- 1,859,607,227 Source: Gulf South Research Institute. Appendix A NUMBER OF PERMITS GRANTED FOR GEOLOGICAL AND/OR GEOPHYSICAL EXPLORATION Appendix A Outer Continental Shelf NUMBER OF PERMITS GRANTED FOR GEOLOGICAL AND/OR GEOPHYSICAL EXPLORATION Gulf Coast Yearly Year Alaska Atlantic Pacific Total Alabama Florida Louisiana Mississippi Texas 1963 9 1 2 1 143 1 18 6 181 1964 5 6 2 7 110 1 85 14 230 1965 12 2 3 7 155 1 140 21 341 1966 11 10 11 30 360 6 136 27 591 1967 17 5 7 26 301 3 138 54 551 1968 27 9 13 26 188 12 95 28 398 1969 30 7 10 10 160 9 61 18 305 1970 40 4 4 13 134 5 48 5 253 1971 27 4 7 19 150 5 38 4 254 TOTAL 178 48 59 139 1,701 43 759 177 3,104 Source: "Questions and Policy Issues Related to Oversight Hearings on the Administration of the Outer Continental Shelf Lands Act to be Held by the Senate Committee on Interior and Insular Affairs, Pursuant to S. Res. 45, March 23, 1972," U.S. Department of the Interior, 1972. A-1 Appendix B EMPLOYMENT AND GOVERNMENTAL EXPENDITURES ASSOCIATED WITH OCS PETROLEUM PRODUCTION Appendix B EMPLOYMENT AND GOVERNMENTAL EXPENDITURES ASSOCIATED WITH OCS PETROLEUM PRODUCTION Employment in a basic industry such as mining can be expected to induce employment in related and supporting activities. The methodology for arriving at the estimates of the number of persons employed in mining related to OCS activity and in induced activities is discussed in this section. Employment data is summarized in the following tabulation: Employment Category Estimate of Number Employed as a Result of OCS Activity Mining 15,000 Manufacturing 10,500 Construction 4,700 Chemicals and allied products 7,300 Refining 2,800 Subtotal 40,000 Supporting employment 84,100 Subtotal 84,100 TOTAL 124,400 B-1 Mining It is estimated that 15,000 persons employed in the mining category in Louisiana are associated with outer continential shelf activity. This estimate is based on information from a mail question- naire, telephone conversations with a number of people associated with the industry, and an analysis of employment data. Discussions of the problem with persons in the industry indicate that even those intimately concerned with OCS activity have difficulty in determining how many people are engaged in activity associated with the OCS. Part of the problem is separating an individual's time into the part spent on on-shore problems and the part spent on offshore problems. Perhaps as many as 75 percent of the 50,000 persons employed in the mining category spend some time on offshore-related problems. It may be that as many as 50 percent of the people now employed in mining would not be so employed if there were no OCS activity. Analysis of data from questionnaires returned by large firms (which were verified by telephone calls) resulted in a conservative estimate that 30 percent of the employees in mining are associated with OCS activities. The number of persons reported on the questionnaires as being engaged in activity related to the OCS was related to the number of persons employed in SIC codes 131, 132, 138, according to Louisiana Employment Security data for 38 southern parishes. The results are shown in Table B-1. The number of persons associated with OCS activity can also be estimated by relating the percentage of production taking place from the OCS of total Louisiana production to employment. In 1970, 29.3 percent of the oil and 28.9 percent of the gas came from the federal OCS areas. By rounding both figures to 29 percent and multiplying total state mining employment by that figure, the following number is obtained: 49,685 X .29 = 14,409 B-2 Table B-1 RELATIONSHIP OF OCS MINING EMPLOYMENT OF TOTAL MINING EMPLOYMENT OCS Employment Employment OCS Mining Company in SIC Codes Reported on Employment, as 131, 132, 138* Questionnaire Percent of Total A 1,020 225 .22 B 1,960 493 .25 L 959 311 .32 D 184 75 .41 E 279 250 .90 *For 38 southern parishes in Louisiana. This is an estimate of only the federal OCS-related employment. Additional employment would be associated with state offshore activity. In 1970, state offshore oil and gas production was 6.8 percent and 7.7 percent of the state total, respectively. If seven percent is used as a conservative approximation of the two, employment for this activity can be estimated as 49,685 X .07 = 3,478 The total for the federal OCS and the state offshore areas, therefore, would be 17,887 persons. Employment can alternatively be estimated by using the number of producing oil and gas wells as a means of allocating total employment. The following relationships are then found: Oil Wells Total number of wells, 1970 = 28,278 Land 23,493 ÷ total = .83 State offshore 1,171 ÷ total = .04 Federal OCS 3,614 + total = .13 B-3 Gas Wells Total number of wells, 1970 = 10,333 Land 8,708 : total = .84 State offshore 322 ÷ total = .03 Federal OCS 1,303 ÷ total = .13 Related to Employment 49,685 X .13 = 6,459 " 7,949 X .03 = 1,490 " X .84 = 41,735 The last estimate does not seem realistic, according to people involved in the industry. One of the major problems associated with estimating the total number of people related to OCS activity is the manner in which govern- mental sources classify employment. For example, one firm indicated on the questionnaire that approximately 455 of its employees with Louisiana residences are associated with OCS production. These individuals, however, were not counted in the mining category in Employment Security data. Construction The number of persons in Louisiana employed in construction related to OCS petroleum production is estimated to be 4,700, on the basis of 1970 census data and the methodology described below. The four employment categories of agriculture, forestry and fisheries; mining; construction; and manufacturing were assumed to be the basic industrial employment base. It was assumed that if there were no employment in any of these four categories, there would be no other employment. The employment in the major category of construction was then allocated to the other three in relation to their relative importance. In the case of mining, the percentage of construction employment allocated was determined by dividing 46,584 (the 1970 employment in mining) by the total employment in agriculture, forestry, B-4 and fisheries; mining; and manufacturing (278,607). The resulting percentage was multiplied by employment in construction (96,600). The number obtained is the total associated with mining, and since 29 percent of the total production is obtained from the OCS, that percentage was used to obtain the final estimate of approxi- mately 4,700. Construction Calculation Total construction employment 96,609 Agriculture, forestry, and fisheries 47,999 Mining 46,584 Manufacturing 184,024 278,607 ( 46,584 278,607 (96,609) (.29) = 4,684 Manufacturing It is estimated that approximately 10,500 persons employed in manu- facturing are associated with, or dependent upon, OCS activity. This number excludes those in the subcategories of refining and chemicals and allied products. The methodology employed in obtaining this estimate was the same as that used for construction, with the exception that all of the employment in chemicals and allied products and 9,500 persons from the other nondurable goods category to account for refining employment were excluded and treated separately. Manufacturing Calculation Total Employment in Manufacturing 184,024 Less: Chemicals and Allied Products 25,223 Refining 9,500 34,723 149,301 Agriculture, Forestry, and Fisheries 47,999 Mining 465,584 Construction 96,609 191,192 ( 46,584 (149,301) (.29) = 10,549 191,192 B-5 Chemicals and Allied Products Based on the ratio of OCS production to total petroleum production, it is estimated that approximately 7,300 employees in the chemicals and allied products category are dependent upon OCS activity. Since petro- leum activity is so directly related to the manufacture of chemicals and allied products, it seems appropriate to relate the employment to pro- duction in this manner. Chemicals and Allied Products Calculation 25,223 X .29 = 7,315 Refining The number of employees in refining who are dependent upon OCS production is estimated to be approximately 2,800. This estimate was determined in the same way as that for chemicals and allied products. Refining Calculation 9,500 X .29 = 2,755 Agriculture, Forestry, and Fisheries None of the employment in the category of agriculture, forestry, and fisheries was related to the OCS petroleum production. Supporting Employment For every employee in one of the four major categories, it is estimated that there are 2.0868752 persons employed, on the average, in other categories. This figure was obtained using 1970 census data which indicated that employment in the four categories totaled 375,216, while all other employment totaled 783,029. The number of persons employed in supporting activities is estimated to be 84,100. B-6