We Need a National Energy Policy    Matt Kobin
SPEECH #3, June
24, 2004

You know what drives me crazy?

Most powerful country in the world, <10% worlds population, use 45% of its petroleum.

All without national energy policy

At least not one that I can articulate

Given how important energy is to our economy and national security, shouldn’t we have a 10, 25, 50 year energy plan in place?

Analogy – city growing…. City plan w/water comparison, sewage even…

What is our national plan for gasoline?

Given petroleum demand in this country is rising, not to mention competitor nations like China vying for world oil, how can we not have a long term plan to address supply?

Tonight want to discuss – why frustrated, present several ideas get America on the right path

Let’s review recent history

Earliest recollections / Does anyone in the room remember the gas crisis’s of the 70’s

There were two main causes:

OPEC causing supply problems, and automobile efficiency at the time.

Let’s talk about OPEC first.

By the early 1970’s, Middle East oil exporters had actually created a monopoly.

Controlled 75% of worlds oil, and raised prices.

At that time, average American car weighed 4,000 pounds / 10MPG

That confluence caused a spike that in today’s dollars $3.50 gallon

Then an amazing series of events occurred.

America got wise! Better decision making happened.

All of the sudden, MPG was an important feature of the automobile window sticker

Cars got more efficient, we lowered highway speed limits, and gasoline usage plummeted.

Auto weight went consistently down and by 1981 the average car weighed 3,202 pounds!

As demand lessened, OPEC lost its stranglehold on pricing.

We had actually solved the energy crisis, and by July 1986 – oil selling at $7 barrel

We were on the right path and the cure all wasn’t regulation or government intervention, but rather the most powerful force in the modern world - market forces.

Gas prices had come down, and that was our doom.

Problem is we had no follow through to this great circumstance we created.

Soon enough Americans got used to low gas prices, and the manufacturers obliged

Now the average car is back up to 4,000 pounds

At the same time US oil production has dropped 25% since 1986.

And today, oil is at $41 a barrel.

Americans have every right to shop for groceries in vehicles built for hunting elephants, but we have no right to whine about the inevitable oil crunch that follows.

We had a golden moment and let it pass.

Today, we’re right back where we were 30 years ago, depending on foreign countries to supply our voracious energy appetite.

And I might add, these are not friendly Switzerland type countries.

Biggest single region for oil production still the middle east.

Excepting Iraq, every country is single party monarchy or dictatorship with no shortage of contempt for America.

Our inability to get US energy policy under control finances the entire middle east region.

And because of this dependence, we look the other way when it comes to human rights abuses, environmental degradation, and until 9/11, middle eastern terrorism.

Yes, our dependence on middle east oil is a security problem.

What should we do today to address this problem?

In short, the solution is to Tax and Drill.

One party won’t allow drilling, and no politician ever got elected running on higher gas taxes.

Let me make my case by elaborating on each of those concepts.

Here’s how taxing would work (and I say this as a registered republican…)

Establish a floor price for gasoline, say $3.00 a gallon.

If world prices cause gas to rise above that amount, tax would be zero.

If gas prices drop below $3 a gallon, which they will due to that smart behavior and market force I mentioned before, tax up to $3.00 a gallon.

But the idea here is to KEEP THE TAX.

As higher prices and reduced demand cause gas to drop below $3 a gallon, gas stays at $3.00 a gallon, and we cycle that money back to consumers by corresponding cuts in say payroll taxes or income taxes.

Now since America consumes 45% of the world’s gasoline, a significant reduction in our demand will bring down the world price even further.

Increasing revenues for domestic use rather than directing revenues to Saudi Arabia, Yemen, and other less than friendly places.

Let’s talk about the drilling side of the equation.

US oil production has decreased 25% since 1986

While demand has risen almost the same amount.

What kind of energy plan is that?

One of the world’s largest untapped petroleum reserves is in the United States - Alaska.

Environmentalists say “We can’t drill in Alaska, it’s special land”

Here’s what I think is presumptuous about that statement.

Why is our land more precious than land in Saudi Arabia, Venezuela, or Russia?

Isn’t a butterfly species that gets decimated in Venezuela just as much of a loss to mother nature as Alaskan butterflies?

In fact, with our first world technology and industry regulations, less butterflies will be killed under American drilling than foreign unregulated drilling.

The point here is we can’t have it both ways.

If we’re going to drive 4,000 pound cars, we’re foolish not to develop our own energy independence.

In fact, if we’re going to drive 4,000 pound cars, the increased pollution from those cars is already killing plenty of butterflies, no matter where the drilling is happening.

So let’s stop being hypocritical.

Raise gas taxes, or open up Alaska to sensible drilling.

We can’t be irresponsible on both dimensions.

Well, if anything I hope I’ve stirred this topic up enough to get you thinking about it.

You may not agree with my propositions or you may find my logic flawed.

But that’s the idea – to think about the issue, and more importantly, act on it.

I encourage all of you to demand that your representatives develop an energy policy, no matter what that methodology is.

You know where I stand, and why I’ve taken these positions.

Now it’s your turn to make your voice heard.

          

Madame Toastmaster??

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