Balancing Petroleum Policy

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as guarantees) from what was expected at the time of the budget or other forecast (Allen and Vani 2013; Cebotari and others 2009; Petrie 2013­). Government and business plans often focus on a particular outcome (the plan, or central scenario), and other possible outcomes are “deviations” from that ­scenario. General fiscal risks arise from the volatility of macroeconomic variables—such as the growth rate, inflation, the exchange rate, interest rates, and (notably in RRCs) resource revenues—and other large exogenous ­events. For example, the growth rate may affect revenues and expenditures; the public debt may be affected by the depreciation of the currency or by increases in interest r­ ates. Specific risks are narrower and bear on public finance through more specific ­channels. For example, debt guarantees may require the government to pay if specific events ­occur. Resource Revenue Dependence and General Fiscal Risks Fiscal policy in RRCs must consider the enormous volatility and uncertainty of resource ­revenue. These factors are a key fiscal risk affecting public finances in countries dependent on resource ­revenues. Yet in many countries, the shortterm horizons of annual budgets do not give adequate weight to resource revenue risks in the medium term and sometimes even in the short t­ erm. This factor contributes to the procyclical expenditure patterns described in the previous section, which in turn exacerbate fiscal vulnerabilities to downturns, that is, to the risk of a fiscal ­crisis. During booms, spending often adjusts to available current revenue without a full understanding of the risks g­ enerated. In particular, some expenditure programs, once created or increased, are difficult to reverse ­(hysteresis). These programs include entitlement programs, public sector wages and employment, and multiyear capital projects that give rise to future recurrent e­ xpenditures. As spending grows, the probability of large and costly fiscal adjustments in the future ­increases. This is because the nonresource fiscal position becomes more exposed to shocks as a result of both the increase in spending during the boom and the future increases in spending needed to operate the new ­investments. Annual budgets that ignore risk and uncertainty—and that are not linked to medium- and long-term policies and plans—can create additional spending hysteresis and new multiyear spending c­ ommitments. These factors can entrench rigidities, exacerbate fiscal risks, and ultimately undermine fiscal ­discipline. As a practical matter, fiscal vulnerability to resource shocks increased during the long resource price boom of 2004–14 in a number of RRCs, despite the surge in resource ­prices. This increase was mainly due to large expenditure ­increases. Additional factors that may have played a role, depending on the country, include the appreciation of the currency in real terms, which reduced the domestic purchasing power of resource revenue, and a low responsiveness of nonresource revenue to rising nonresource GDP, which would contribute to the deterioration of ­NRBs. Between 2004 and 2014, the fiscal positions of many countries became more exposed to oil price downturns, and a number of countries were ill prepared to withstand the oil price shock of 2014–15. By 2014, many oil-exporting countries were running fiscal deficits despite elevated oil p ­ rices. Specifically, the median 108

Balancing Petroleum Policy


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