Monday, October 20, 2014

Colombian Oil Alternatives_October 20, 2014

The largest state-owned oil company in Colombia, Pacific Rubiales, announced that it has signed a three-year memorandum of understanding with Petróleos Mexicanos (Pemex), to cooperate on “exploration, deep-water projects, revitalization of mature fields, heavy and extra-heavy oil onshore and offshore fields, high water production fields and other upstream activities.” 

Mexico recently opened up its oil industry to foreign investment, and given the dwindling oil reserves in Colombia, it’s important that Pacific Rubiales start looking abroad for other investment opportunities.

José Salazar emphasized the dire straits facing the Colombian oil industry, warning that if Colombia is unable to find new reserves in the country, the consequences to the country could be catastrophic. Petroleum products represent more than 65% of Colombia’s exports, and if the country were to go from oil exporter to oil importer, that source of revenue would need to be replaced.


Unfortunately, the investment in exploration to discover new reserves in Colombia isn’t occurring at the necessary pace. Fracking will likely be a part of the solution, but investors remain wary about the impact that the ongoing armed conflict in Colombia has on the country’s infrastructure. Just this weekend, there was an attack on the Transandino pipeline in the Putumayo department, causing an oil spill of 300,000 barrels. The peace negotiations with the FARC in Havana are just part of the solution. 

Investors and oil services companies would be wise to invest in strengthening their relationships with local communities in these rural parts of Colombia, and in improving their communication strategy. There aren’t enough soldiers to guard the whole length of the pipeline in Colombia – an outside-the-box approach is need, an approach that Grupo Leo can provide.

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