The Evolution of the Petroleum Industry

Apr 28, 2025

Lecture Notes: The Petrol Past

Introduction

  • The world consumes approximately 90 million barrels of petroleum daily.
  • A barrel equals 42 US gallons or 159 liters.

Historical Context of Petroleum

  • Petroleum is a recent significant commodity.
  • Known since ancient times, used as flammable substance.
  • 1840s-1850s: Experiments in Europe and America as a replacement for whale oil.

Development of Petroleum Industry

  • Kerosene distilled from petroleum - cleaner and cheaper than whale oil.
  • Sparked a revolution similar to a second Industrial Revolution in Europe and America.
  • By the 1860s-1870s, commercial petroleum extraction began.

The Rise of Oil in America

  • Early 20th century: Petroleum boom in the US.
  • US was the top oil producer in the first half of the 20th century.
  • Mass production of internal combustion engines and automobiles increased oil demand.

The Role of the Middle East in Oil

  • Early oil exploration in the Middle East began in the 1920s.
  • Massive discoveries, like the Ghawar oilfield in Saudi Arabia (1948).
  • By the 1970s, the Middle East became a primary region for oil export.

The Seven Sisters

  • Seven dominant oil companies controlled 85% of the world’s oil production pre-1970s.
  • Composed of Anglo-Persian (BP), Gulf Oil, SoCal (Chevron), Texaco, Royal Dutch Shell (Shell), Standard Oil of New Jersey (Exxon), and Standard Oil Company of New York (Mobil).

Decline of the Seven Sisters

  • 1970s: Shift in control to national companies and OPEC.
  • Declining reserves in Western countries.
  • Rise of supertankers reduced transport costs.
  • Nationalization of oil in developing countries.

Formation and Influence of OPEC

  • OPEC formed in 1960, has grown in power since.
  • Shift from Western domination to Middle Eastern control.
  • Modern day: OPEC controls about 88% of global oil and gas reserves.

Conclusion

  • Shift from "westernized" to "arabised" oil control from 1900-1950 to 1970s-present.
  • Understanding the present petroleum power dynamics requires understanding OPEC's role.