OPEC Explained: Part 2 - History and Present Day Status  - podcast episode cover

OPEC Explained: Part 2 - History and Present Day Status

Sep 06, 20249 minSeason 15Ep. 334
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Episode description

OPEC, the Organization of Petroleum Exporting Countries, has played a central role in the global oil market for over six decades. From the 1973 Oil Embargo to the rise of U.S. shale production, OPEC’s influence has evolved as the energy landscape has changed. Despite challenges, the organization continues to be a key player in determining global oil prices today.

In this second part of their two-part series on OPEC, Skip Montreux and Dez Morgan examine key moments in the history of the Organization of Petroleum Exporting Countries. They revisit the 1973 Oil Embargo, which drastically increased oil prices and led to a global recession, and the 1986 oil price crash caused by Saudi Arabia’s decision to raise production. Skip and Dez also discuss the current state of OPEC’s influence, with competition from U.S. shale production and the impact of China’s economic slowdown putting pressure on the organization’s ability to control oil prices.

Listeners looking to enhance their business English, Skip and Dez's discussion offers valuable insights into both OPEC and business English. Key points include:

  1. The 1973 Oil Embargo and its effect on the global economy.
  2. The 1986 oil price crash, which resulted from overproduction by OPEC members.
  3. How alternative energy sources have reduced global reliance on OPEC oil.
  4. OPEC’s current strategy of production limits to maintain higher oil prices.


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Transcript

Announcer

From Tokyo, Japan and Changsha, China – this is Down to Business English. With your hosts Skip Montreux and Dez Morgan.

Skip

Look who's back … Dez Morgan!

Dez

Hi Skip. Yes, I’m back in China after spending two weeks in rainy old Scotland.

Skip

Not the greatest weather for you?

Dez

Not the greatest, no.

Skip

Hey, you were there for the UK election, weren't you?

Dez

No, I wasn’t actually. That happened just before my visit, in early July.

Skip

Ah. But there … there is a new government I see . Dez: Yes, indeed there is. The Labour party, which is left of center, scored a landslide victory over the right of center Conservatives. Oh, a landslide?

Dez

Labour won 412 seats to the Conservatives 124. So, yes I would call that a landslide.

Skip

Yeah, that is a major wipe out of Conservatives.

Dez

I don’t envy the new Prime Minister, Keir Starmer though. He and his party sure have a tough job on their hands.

Skip

Oh is that right?

Dez

By all accounts the Treasury is bankrupt, inflation and the cost of living crisis are ongoing, and now there are anti-immigration riots popping up everywhere.

Skip

I have been reading a little about those riots.

Dez

They started just as I was leaving the country. Right wing extremists are rioting over the number of immigrants entering the UK. Police cars overturned, buses set on fire, full scale riots in cities across all of England.

Skip

That is quite unsettling.

Dez

Oh, it is. It makes you ask, what's the world coming to?

Skip

So the riots are mainly in England, not in Scotland?

Dez

No, or should I say somewhat fearfully, not yet. Which is lucky as Scotland does rely on its tourism industry through the summer months. Especially Edinburgh.

Skip

Edinburgh has that famous comedy or theater festival in the summer.

Dez

The Edinburgh Fringe Festival. It's the largest arts festival in the world.

Skip

I don’t know if you caught it, but Samantha and I just reported on the topic of over tourism in Spain and Japan.

Dez

Yes, I did listen to it on the flight back to China. D2B 329. Edinburgh certainly falls into the same category. In fact, since September 2022, property owners in central Edinburgh have needed to apply to city hall for permission to offer their property as short term lets.

Skip

The same as Barcelona and Valencia.

Dez

Property prices have also risen considerably because supply is so limited as so many flats are already in the short term rental market.

Skip

Over tourism is no doubt a growing problem everywhere. So Dez, did you spend your entire vacation in Scotland? Or did you manage to go anywhere else?

Dez

As a matter of fact I drove all the way from Stirling down to Kent in England, where I am originally from.

Skip

Stirling to Kent. Is that very far?

Dez

By UK standards yes, it is far. Kent is south east of London and so from Stirling, if you’re lucky with the traffic, it's probably about nine hours by car.

Skip

Not exactly a short trip, but by Canadian standards not exactly a long trip either.

Dez

I didn’t realize Canada was quite that big.

Skip

Hey, it’s the second largest country in the world by area. The UK could fit into it something like 40 times.

Dez

Wow, a road trip must cost you a mint in petrol!

Skip

Fortunately gas prices, or petrol as you Brits call it, are considerably lower in Canada.

Dez

Makes sense as Canada is a major oil producer after all.

Skip

Yes, Canada is indeed a major oil producer. But I don’t think that is the reason gas prices are lower.

Dez

No?

Skip

No. I think it has more to do with higher taxes in the UK. In fact, Canada exports the majority of its oil to the US and China and imports its oil from many of the same countries as the UK does.

Dez

On the surface, that doesn’t seem to make a lot of sense.

Skip

I agree, on the surface it doesn’t. But the energy industry is complicated and there are many reasons for it being the way it is.

Dez

I'm starting to get the feeling that our report today might have something to do with Canada, oil, or maybe even both.

Skip

Nothing to do with Canada. But our report is indeed about oil. Today’s Down to Business English is part one of a two-part report on the Organization of Petroleum Exporting Countries, better known as OPEC.

Dez

A two-part report on OPEC — great stuff! Let’s do it.

Skip

Yes. Let’s get D2B … Down to Business with OPEC Explained: Part 1 – Origins and Strategic Purpose.

Dez

The Organization of Petroleum Exporting Countries — OPEC. It's a great sounding name, that’s for sure.

Skip

Yes, it does have a ring to it.

Dez

So, let’s start right from the beginning. What exactly is OPEC?

Skip

Well I think the name speaks for itself. OPEC is an organization of countries who export oil.

Dez

So, not only is it a great sounding name, it’s also very efficient. It tells you exactly what they are about.

Skip

Yeah, that it does.

Dez

When was OPEC established? And more importantly, why was it established?

Skip

OPEC was founded in 1960 and its first meeting was held on September 14 that year in Bagdad, Iraq.

Dez

64 years ago?! Wow, that’s even older than me.

Skip

That’s something you don’t get to say very often.

Dez

Very funny.

Skip

The five founding member countries were Iran, Iraq, Kuwait, Saudi Arabia, and Venezuela. At that time, these countries together produced roughly 80% of the world’s oil supply.

Dez

80% of the oil supply — talk about having a corner on the market.

Skip

You know, you would think so, but until the formation of OPEC, these countries didn’t actually have that much of an influence on world oil prices.

Dez

They didn’t? That’s a little surprising.

Skip

It is. Throughout the 1950s, the international oil market was dominated by what was known as the Seven Sisters.

Dez

The Seven Sisters? Sounds like a Heavy Metal Rock band.

Skip

Not Twisted Sister, Dez. The Seven Sisters. This was a group of seven multinational oil companies: Anglo-Iranian Oil, Gulf Oil, Dutch Shell, Texaco, Standard Oil out of New York, Standard Oil out of New Jersey, and Standard Oil out of California.

Dez

I don’t think many people today know those names. Anglo-Iranian Oil is now BP, Royal Dutch Shell is still around but goes just by the name of Shell. But what about the others?

Skip

Gulf Oil, Standard Oil out of California, and Texaco are now part of Chevron and the two Standard Oils out of New Jersey and New York, they are now ExxonMobil.

Dez

Chevron and ExxonMobil, all household names today.

Skip

Well, in the 1950s these seven companies, these Seven Sisters, had significant control over oil prices and production. Much more control and influence than the countries who were actually producing the oil.

Dez

Thus the impetus for creating OPEC.

Skip

Exactly. OPEC’s founding countries wanted to assert more control over their natural resources and secure a more equitable share of the oil market.

Dez

They wanted to make sure they were getting their fair share of the pie.

Skip

Absolutely. OPEC also came at a time when there was a trend towards national sovereignty over natural resources and a move away from the dominance of Western oil companies.

Dez

I suppose that makes a lot of sense.

Skip

From day one, OPEC’s mandate has been to coordinate petroleum policies among member countries, secure stable and fair prices globally, provide a return on investment for oil investors, and to ensure there is a steady supply of oil to consuming nations.

Dez

Those are some pretty lofty objectives. How exactly do they go about doing all that?

Skip

Twice a year OPEC holds Ministerial Meetings. These are attended by high level government officials from each of the member countries. At those meetings they discuss and decide on the production levels each member country will abide by.

Dez

So they don’t directly set the price for oil.

Skip

No, not directly. The market does that. But by controlling how much crude oil enters the marketplace, well that directly impacts global oil supplies, obviously.

Dez

Which has a major influence on the market price of a barrel of oil.

Skip

Exactly.

Dez

And these Ministerial Meetings happen twice a year. Is that how often they adjust production levels?

Skip

Not necessarily. Another part of the OPEC structure is the JMMC, or the Joint Ministerial Meeting Committee. These meetings are attended by lower level government officials from OPEC countries. The JMMC meets on a more regular basis — I think typically every two months.

Dez

And what happens at these JMMC meetings?

Skip

The committee evaluates crude oil production data from recent months and makes sure all members and non-members are honoring their production quotas.

Dez

Members and non-members? What do you mean by ‘a non-member’?

Skip

Well as I mentioned, OPEC first started with five member countries. That has grown to 12 members today. But in addition to those 12 countries, there are also 10 more who, although they don’t belong to OPEC, have signed a Declaration of Cooperation, or DoC agreement with OPEC.

Dez

So really, for all intents and purposes, OPEC is made up of 22 countries.

Skip

That’s right. This larger combined group of member and non-member countries is informally known as OPEC+.

Dez

Just how much of the world’s oil supply then is produced by OPEC+ countries?

Skip

Well in 2022, OPEC+ countries accounted for 59% of world oil production.

Dez

And if they all stick together, that’s a lot of power.

Skip

It certainly is. The most recent Ministerial Meeting took place on June 3rd this year where they agreed to extend the production cuts that were put in place last year. But they also agreed to restore some production as early as October this year and gradually phase out the rest of the cuts over the next 12 months.

Dez

And they are doing all of this in an attempt to keep oil prices stable and profitable?

Skip

Yes. But it is a very difficult balancing act setting production quotas.

Dez

There must be so many things to take into account.

Skip

Yes, there are. Global demand for oil for example, oil supply coming from non-OPEC+ countries, economic conditions in OPEC and non-OPEC countries, geopolitical issues … and the list goes on.

Dez

Yeah, many things to consider. So just to recap — OPEC was founded in 1960. It started out as a group of five member countries. Over the years it’s grown to include 12 member countries and 10 non-member countries.

Skip

That’s right.

Dez

And their objective is basically to unify oil production levels in an attempt to influence or even control the price of oil.

Skip

Yes Dez, that is a good recap. Now, in part two of our report on OPEC, we will look closer at some of the key moments in OPEC’s history and talk about recent developments involving OPEC+.

Dez

Well, I look forward to that. But for now it’s time for us to get D2V … Down to Vocabulary.

Skip

Let’s kick off today’s D2V with the phrase ‘a landslide victory.’ A landslide victory is when someone wins a game or competition by a very large amount. Their score far exceeds their competitors' score.

Dez

In the introduction to today’s episode, I mentioned that the Labour Party won the UK election with a landslide victory. By using ‘landslide victory’ I was emphasizing that Labour didn’t just win the election, they won by a lot.

Skip

You often hear this phrase in politics or sport, where one side wins by a significant amount.

Dez

How would you use this phrase in a business context, Skip?

Skip

Recently, the accounting department in my company informed everyone that we had some extra money in the budget and that we should spend it by the end of this fiscal year.

Dez

Well, that’s always nice.

Skip

So my coworkers and I have been thinking about how best to spend it. We came up with a list of three options.

Dez

‘kay. What were they?

Skip

We thought we should spend the money on either new office chairs, some really expensive plants for the lobby, or dinner out for everyone and their partners.

Dez

I bet I know which option you went with.

Skip

Well, we took a vote and … a dinner out for everyone won by a landslide victory.

Dez

I thought as much.

Skip

What’s our next word?

Dez

Next on our D2B list is the idiom ‘to have a corner on the market’. When a business has the corner on the market, they have a significant or controlling share of that market. So much so that it's difficult for competitors to be able to succeed.

Skip

The best location to open a new shop is on the corner of two streets. By being on the corner, you get more foot traffic, more customers walking into your store because the location is convenient for them.

Dez

That’s a really good way to visualize this idiom. In today’s episode, when Skip told me that the founding OPEC nations produced 80% of the world’s oil supply, I commented that they had a corner on the market.

Skip

In other words, Dez thought they had such a significant share of the oil market that it was difficult for their competitors to succeed.

Dez

Exactly. When I hear this idiom, I always think of De Beers.

Skip

De Beers? The diamond company based in South Africa?

Dez

Yes. Although it may not be quite the case today, for the entirety of the 20th century, De Beers had the corner on the diamond market. They controlled all the diamond mines, distribution, and the price of diamonds globally.

Skip

That sounds like an interesting topic for a future D2B episode.

Dez

It does. I don’t think we’ve ever reported on the diamond industry before. You know what, I'll look into it. What's our next word?

Skip

Our next and final word for D2V today is the noun mandate. When you have a mandate to do something, you have been given the authority to carry out a policy or take a course of action on behalf of someone.

Dez

This is a high frequency financial term. Money managers are given a mandate from their clients to invest their money in hedge funds or stock indexes.

Skip

Very true. You often hear this in the financial world. But in today’s report I mentioned that from its very beginning, OPEC’s mandate was to coordinate petroleum policies, stabilize prices, and ensure a steady oil supply to consuming nations.

Dez

In other words, OPEC had the authority to do those things on behalf of all of their member countries.

Skip

Precisely. OPEC’s mandate gave it the power to take specific actions to influence the global oil market. Can you give us another example of mandate from the business world Dez?

Dez

You know who Bob Iger is don’t you?

Skip

Bob Iger? Sure. He is the CEO of Disney.

Dez

That’s right, and he has had a very interesting career with Disney. He first served as Disney’s CEO from 2005 - 2020. After stepping down in 2020 he handed the position over to Bob Chapek. But Chapek only held on to the job a very short time and Disney brought Iger back in 2022.

Skip

Disney could not live without him?

Dez

It is a long story. But the bottom line is to get Iger to return, the Board of Directors at Disney had to give him a mandate to do whatever he wanted with the company.

Skip

That sounds like another great topic for us to cover on Down to Business English in the future.

Dez

I agree. Skip, I give you the mandate to research that topic for an upcoming show.

Announcer

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Skip

And that brings us to the end of D2B 332 - OPEC Explained - part one of our two part report on the Organization of Petroleum Exporting Countries. Stay tuned for part two where we will explore key events in OPEC’s history as well as recent news the organization is making.

Dez

D2B Members and Apple Podcast subscribers, the Bonus vocabulary for today’s D2B episode is in the works and will be released very shortly.

Skip

Apple Podcast subscribers, you will see it in the Apple Podcast app as soon as the episode drops. And D2B Members, it will be in your Members only RSS feed on whichever podcast app you use to subscribe to your Members only feed. So make sure that you are subscribed to that.

Dez

If you haven’t already subscribed to your Members-only feed, just go to your Member account page on the D2B website and copy and paste the RSS Feed into the podcast app of your choice.

Skip

The words and phrases we will focus on in the Bonus D2V episode will be — to do something full scale, the noun impetus, a share of the pie, sovereignty, and to abide by.

Dez

Thanks to all of our D2B members and Apple subscribers for your support. We could not do this show without you.

Skip

And if you are not a D2B member or Apple Subscriber, do consider becoming one. They are both great ways to support Down to Business English. To become a D2B member directly through our website, just go to d2benglish.com/membership and sign up today.

Dez

And to become an Apple Podcast subscriber, just visit the Down to Business English show page in the Apple Podcast app and click on the subscribe button.

Skip

Thanks for listening everyone. See you next time.

Dez

Bye bye.

Announcer

Have a comment or question about today’s show? Don’t be shy… visit the D2B website or Facebook page, and post any comments or questions there. Skip, Dez, or Samantha will be sure to leave a reply. Down to Business English ... Business News, to improve your Business English.

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