Zukunft Der Weltweiten Erdölversorgung

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Zukunft Der Weltweiten Erdölversorgung Supported by Ludwig Böl kow Stiftung Zukunft der weltweiten Erdölversorgung Überarbeitete, deutschsprachige Ausgabe, Mai 2008, mit freundlicher Unterstützung des Club Niederösterreich (www.clubnoe.at) Autoren: Dipl.-Kfm. Jörg Schindler Dr. Werner Zittel Ludwig-Bölkow-Systemtechnik GmbH, Ottobrunn/Deutschland Wissenschaftlicher und parlamentarischer Beirat: siehe unter www.energywatchgroup.org © Energy Watch Group / Ludwig-Bölkow-Stiftung Zitieren und auszugsweiser Abdruck bei ausführlicher Quellenangabe und gegen Belegexemplare erlaubt. Energy Watch Group Zukunft der weltweiten Erdölversorgung Mai 2008 Über die Energy Watch Group Energiepolitik braucht objektive Informationen. Die Energy Watch Group ist ein internationales Netzwerk von Wissenschaftlern und Parlamentariern. Träger ist die Ludwig-Bölkow- Stiftung. In diesem Projekt werden unabhängig von Regierungs- oder Unternehmensinteressen Studien erarbeitet über die Verknappung der fossilen und atomaren Energieressourcen, Ausbauszenarien für die Regenerativ-Energien sowie daraus abzuleitende Strategien für eine langfristig sichere Energieversorgung zu bezahlbaren Preisen. Die Wissenschaftler erheben und analysieren nicht nur ökologische, sondern vor allem geologische, technologische und ökonomische Zusammenhänge. Die Ergebnisse dieser Untersuchungen werden in die Parlamente und in die politisch interessierte Öffentlichkeit transportiert. Objektive Informationen brauchen unabhängige Finanzierung. Ein großer Teil der Arbeit im Netzwerk geschieht ehrenamtlich. Darüber hinaus finanziert sich die Energy Watch Group ausschließlich aus (steuerbegünstigten) Spenden und Zuwendungen, die der Ludwig-Bölkow- Stiftung für diesen Zweck zufließen. Näheres erfahren Sie auf unserer Internetseite und direkt hier: Energy Watch Group Zinnowitzer Straße 1 10115 Berlin Telefon +49 (0)30 3988 9664 [email protected] www.energywatchgroup.org 2 Inhaltsverzeichnis Inhaltsverzeichnis .............................................................................3 Zusammenfassung ............................................................................5 Methodik .......................................................................................6 Bestimmende Faktoren der zukünftigen Ölversorgung ......................7 Die wichtigsten Erkenntnisse.......................................................12 OECD Europa ............................................................................14 OECD Nordamerika ....................................................................15 Mittlerer Osten ..........................................................................16 Schlussfolgerung .......................................................................17 Einführung .....................................................................................18 Aufbau der Studie......................................................................19 Gegenstand, Ziel und Methodik .........................................................20 Verschiedene Arten von Öl.............................................................20 Konventionelles Öl .....................................................................20 Flüssiggas (NGL) .......................................................................21 Teersande.................................................................................21 Ölschiefer .................................................................................22 Ziel der Studie und Methodik .........................................................22 Unterschiede zu anderen Studien hinsichtlich Rahmen und Methodik...24 ASPO .......................................................................................24 Robelius ...................................................................................25 Internationale Energieagentur (IEA).............................................25 Beurteilung der künftigen Ölversorgung .............................................26 Grundlegende Konzepte für das Verständnis der künftigen Ölversorgung ..................................................................................................26 Reserven ..................................................................................26 Ölfunde ....................................................................................35 Schätzungen der maximalen Ölfördermenge .................................39 Muster der Ölförderung ..............................................................41 Peak Oil ist „jetzt“......................................................................46 Position der IEA und der Industrie ..................................................52 Szenario zur zukünftigen Ölversorgung ..............................................55 Regionale Szenarien .....................................................................55 Energy Watch Group Zukunft der weltweiten Erdölversorgung Mai 2008 Naher Osten..............................................................................56 OECD Nordamerika ....................................................................59 Transformationsländer................................................................63 Afrika .......................................................................................65 Lateinamerika ...........................................................................66 OECD Europa ............................................................................66 China .......................................................................................67 Ostasien ...................................................................................68 Südasien ..................................................................................68 OECD Pazifik .............................................................................69 Weltszenario ................................................................................69 EWG-Szenario ...........................................................................69 Vergleich der Ergebnisse des EWG-Szenarios mit anderen Projektionen ...............................................................................................70 Schlussfolgerungen.......................................................................73 Anhang ..........................................................................................75 Anhang 1: US-Ölförderung in Alaska und im Golf von Mexiko .............75 Alaska ......................................................................................75 Golf von Mexiko.........................................................................76 Anhang 2: Kritik an den Projektionen zur Ölversorgung durch USGS, EIA und IEA.......................................................................................77 US Geological Survey (USGS)......................................................77 US-Behörde „Energy Information Administration“ (EIA) ..................81 Internationale Energieagentur (IEA).............................................84 Schlussbemerkung.....................................................................94 Anhang 3: Nicht-konventionelles Erdöl ............................................94 Kanadische Teersande und Ölschiefer – Hoffnung oder Alptraum .....94 Anhang 4: Internationale Ölgesellschaften.......................................99 Literatur .................................................................................... 103 4 Energy Watch Group Zukunft der weltweiten Erdölversorgung Mai 2008 Zusammenfassung Die Hauptabsicht der vorliegenden Studie besteht darin, die künftige Verfügbarkeit von Erdöl bis ins Jahr 2030 zu ermitteln. Da Erdöl weltweit gesehen den wichtigsten Energieträger darstellt und da sämtliche Transportsysteme stark vom Öl abhängen, ist die künftige Verfügbarkeit von Erdöl von immenser Wichtigkeit. Zum gegenwärtigen Zeitpunkt existieren mehrere, stark voneinander abweichende Prognosen, aus denen vollkommen unterschiedliche Handlungsweisen für Politik, Wirtschaft und jeden Einzelnen abgeleitet werden können. Diese Prognosen decken einen ähnlichen Bereich ab, wie der von der Internationalen Energieagentur (IEA) herausgegebene Weltenergieausblick (World Energy Outlook). Es werden jedoch keine Annahmen oder Prognosen hinsichtlich des Ölpreises abgegeben. Die vorliegende Studie beschreibt ein Szenario für die weltweite Ölversorgung, das auf der Zusammenfassung der einzelnen Szenarien für zehn Weltregionen beruht. Um Vergleichbarkeit herzustellen, entspricht die Definition dieser Weltregionen den Vorgaben der Internationalen Energieagentur (IEA): OECD Nordamerika: Kanada, Mexiko und die USA; OECD Europa: Belgien, Deutschland, Dänemark, Finnland, Frankreich, Griechenland, Großbritannien, Irland, Island, Italien, Luxemburg, Niederlande, Norwegen, Österreich, Polen, Schweden, Schweiz, Slowakische Republik, Spanien, Tschechische Republik, Türkei und Ungarn; OECD Pazifik: – OECD Ozeanien mit Australien und Neuseeland, – OECD Asien mit Japan und Korea; Transformationsländer: Albanien, Armenien, Aserbaidschan, Belarus, Bosnien-Herzegowina, Bulgarien, Estland, Georgien, Jugoslawien, Kasachstan, Kirgisistan, Kroatien, Lettland, Litauen, Malta, Mazedonien, Moldawien, Rumänien, Russland, Slowenien, Tadschikistan, Turkmenistan, Ukraine, Usbekistan und Zypern; China mit Hongkong; Ostasien: Afghanistan, Bhutan, Brunei, Fidschi-Inseln, Indonesien, Kiribati, Demokratische Republik Korea, Malaysia, Malediven, Myanmar, Neukaledonien, Papua-Neuguinea, Philippinen,
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