Is this a win?

Foreign Firms Bow to Bolivia Energy Nationalization

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By REUTERS
Published: October 29, 2006


LA PAZ, Bolivia ( Reuters) - Bolivia's leftist president, Evo Morales, took a 
key
step forward in his bold plan to nationalize the country's gas and oil 
industries on
Sunday after foreign energy companies agreed to operate in the country under 
state
control.

Major energy firms including Petrobras and Repsol YPF ended months of talks 
with the
government with last-minute agreements before a deadline set for midnight 
Saturday,
agreeing to new contracts handing over a larger share of their profits to the
Bolivian state.

The deals amounted to a political boost for Morales, the country's first 
indigenous
leader, who has faced criticism for months that the process had been 
slow-moving and
clouded with uncertainty.

``With these new contracts we want to generate more economic resources to solve 
the
economic and social problems of our country. That's our great wish,'' Morales 
said
during a signing ceremony attended by company executives.

A nationalization decree issued by Morales on May 1 gave foreign companies six 
months
to negotiate new contracts handing over a majority stake in their Bolivian 
operations
or abandon the country.

Brazil's Petrobras (PETR4.SA)(PBR.N) and Spain's Repsol YPF (REP.MC) are the 
biggest
investors in Bolivia's oil and gas industry, controlling 47.3 percent and 26.7
percent of the proven and probable natural gas reserves in the country.

Petrobras, Brazil's state-owned oil company, also pledged to invest $1.5 
billion in
Bolivia's energy industry after agreeing to operate in the country under state
control, Juan Carlos Ortiz, the head of Bolivia's state-owned energy company 
YPFB,
told Reuters.

On Friday night, France's Total (TOTF.PA) and U.S-based Vintage became the first
companies to comply with the nationalization.

Although specific details of the new contracts have not been revealed, the 
government
has said they are designed to give YPFB more control over production and
commercialization of oil and gas products.

The government has also said new contracts would contain a clause requiring 
energy
multinationals to invest part of their profits in the country's energy sector.

According to the new deals, the companies will now operate as service providers 
to
Bolivia's YPFB in exchange for between 18 to 50 percent of the revenue.

Morales, wearing his trademark striped sweater, said the agreements will 
quadruple
Bolivia's energy revenues over the next four years from a current $1 billion. 
He also
sought to assure companies their operations would be protected by the law.

``What we are doing here is to exercise our property rights, as Bolivians, over 
our
natural resources, without evicting any one, without confiscating,'' he said.

The Bolivian leader insists he wants to use the energy revenue to help alleviate
poverty in South America's poorest country.

NEW CONTRACTS

Some energy companies with smaller interests in Bolivia, including British gas 
and
oil producer BG Group Plc (BG.L), Amoco, which is controlled by British 
Petroleum
(BP.L), and the Argentine companies Pluspetrol and Matpetrol also signed new
contracts.

A major campaign pledge by Morales, the drive to assert greater state control 
over
Bolivia's gas and oil fields has suffered a series of setbacks in recent months,
including resignations of key officials, prompting analysts to say the
nationalization was flailing.

A lack of technical expertise and funds at YPFB also slowed the government's 
efforts
to take over Bolivia's natural gas reserves, the second largest in South America
after Venezuela's.

The government had been locked in arduous talks for months ahead of the 
deadline,
particularly with Petrobras.

Brazil is the biggest buyer of Bolivian natural gas and Petrobras has invested 
more
than $1.5 billion in oil and gas exploration and exploitation in recent years.

The nationalization ``has assured significant investments, put the most 
important is
the recovery of our sovereignty over our natural resources,'' YPFB President 
Juan
Carlos Ortiz said.



--
Michael Perelman
Economics Department
California State University
Chico, CA 95929

Tel. 530-898-5321
E-Mail michael at ecst.csuchico.edu
michaelperelman.wordpress.com

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