OPEC sees 20-year oil slump



Oil demand in developed economies peaked in 2005 and will fall for at least the next two decades, according to OPEC's latest long-term forecast. Mohammed Hamel, the head of OPEC's energy studies department, said in Vienna yesterday that oil demand from members of the Organisation for Economic Co-operation and Development (OECD) would fall below that from developing countries in about 2015. A drastic reduction in OECD oil consumption in the past two years, led by a big drop in North America, had forced a "major reassessment" of the group's oil demand outlook for the next five years, Mr Hamel added. By 2013, world oil demand of 87.9 million barrels per day (bpd) would be only 4 per cent higher than the 84.2 million bpd projected for this year, or 5.7 million bpd lower than OPEC expected last year. The oil exporters' organisation also cut 7.7 million bpd from its forecast of global oil demand in 2030. It now expects demand to rise by just 9 per cent over the 22-year forecast period - to 105.6 million bpd in 2030 from 85.6 million bpd last year - instead of reaching 113.3 million bpd. "Efficiency improvements are greater than previously estimated and this, together with the downward revision to the medium-term expectations due to the current global recession, has led to a significant downward revision for oil demand in the longer term," OPEC said in this year's edition of its annual World Oil Outlook, released yesterday. The high oil prices seen last year "led undoubtedly to some demand destruction", the group added. Lower economic growth is affecting oil consumption in all sectors, it said. OPEC predicted fewer vehicles on the world's roads than previously expected, rising fuel efficiency due to altered driving behaviours and the types of vehicles motorists will choose, and reductions in passengers and freight carried by airlines. In industry, manufacturing cutbacks would lead to less oil consumption than previously forecast, especially in the petrochemicals sector, while lower global trade levels would reduce fuel use by ships. Less oil would also be used to generate electricity. Over the long term, the group expected almost 80 per cent of increased oil demand to come from "developing Asia", with transport being the most important source of rising demand. But even though more people in countries such as China and India would be owning and driving cars, energy poverty in the developing world would remain a "pressing issue" over the forecast period, OPEC said. "Focusing just on oil, per capita oil use in developing countries will remain far below that of the developed world," it predicted. "For example, oil use per person in North America in 2030 will still be more than 10 times that of South Asia." Mr Hamel said: "A large share of the world's population will unfortunately lack access to basic energy services." In OPEC's view, the world still has more than enough oil to meet future demand. Reserves in OPEC countries increased last year by 75 billion barrels to more than 1 trillion barrels, easily offsetting production, said Fuad al Zayer, the head of OPEC's data services department. Mr al Zayer attributed much of that increase to the certification of heavy oil reserves in Venezuela. OPEC said: "The key issue is not related to availability but to deliverability and sustainability, as well as the uncertainties surrounding the extent to which increases in the demand for crude will actually materialise." For companies and governments facing decisions on oil development, the investment climate would remain uncertain for the next few years, the group predicted, raising supply concerns. "The risks are unquestionably high, and we must remain vigilant," Mr Hamel said. Dr Abdulla el Badri, the OPEC secretary general, predicted that "normal" growth in global oil demand would resume in 2012, and OPEC's biggest challenge would continue to be providing the world with enough oil. "Prices at this time are comfortable but they do not encourage new investment," Dr el Badri said. "They are not at the level we are really shooting for." tcarlisle@thenational.ae

Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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