Wednesday, November 25, 2015

Collapsing currency and oil prices bleeding Colombia dry

Colombian Finance Minister Mauricio Cárdenas spoke with the press on Wednesday, telling them that Colombia’s current account deficit ballooned from 5.2% of GDP to 6.2% of GDP so far in this year, or approximately $18 billion. Minister Cárdenas called this deficit level “unsustainable,” and blamed the problem on the disappearance of oil revenue and the devaluation of the Colombian peso. He explained, “There's a series of factors, mostly external, in which we have to use all our policy tools.”

On Tuesday, Colombian think tank Fedesarrollo published an investigation warning that barring a significant discovery of new oil in Colombia, the country’s reserves be will exhausted within 7 years if the current production levels are maintained. Such a quick transition to becoming a net oil importer would be disastrous for the country’s finances and for the average Colombian consumer.

Even worse, exploration activity in Colombia has almost completely ground to a halt, with only 28 exploratory wells drilled so far in 2015. Fedesarrollo mostly blamed the lack of new oil exploration on the collapse in oil prices, which has dissuaded oil companies from investing in exploration.


Colombian state oil company Ecopetrol is not standing idly in this oil crisis. Ecopetrol shook up its executive team, naming a new executive vice president and a new corporate director for internal audits. In addition, Ecopetrol announced that it had explored four new areas in the Gulf of Mexico. These oil blocks however are American, not Colombian.

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