Monday, 24 December 2012

Petronas Rejection Casts Doubt on Cnooc $15.1 Billion Bid (Personal WriteUp)


Article Summary


The big idea that arises from this article is whether or not the Canadian government is allowing foreign takeovers. The problem in this article first arises in Malaysia. Malaysia is currently suffering from diminishing energy reserves as they are experiencing a gas supply shortage. From this year’s forecasts it is expected that the nation’s underground gas reserves should last 37 years. This is a 2 year drop from last year’s reporting’s, though there has been a 3.6% increase in the reserves. Moreover, the natural gas output has declined 5.3% in the past year. In summary, Malaysia’s energy reserves and future prospects are not in mint condition.

But in order to solve such an ordeal, Malaysia’s State Oil Company, has looked towards foreign investments, in particular a strategic takeover of Canadian Oil Companies. It has recently offered to takeover Progress Energy Resource Corp., a Calgary-based Oil and Gas company for $5.23 Billion CAD. But under the Investment Canada Act, any company takeover valued over $330 Million, must be reviewed and accepted by the national government. In this case, the Harper administration shockingly rejected the offer, as it did not meet “Net Benefit”. With such a rejection, this casts Canada in a large concern in the investment world as investors now believe that Canada is not open for business. With this denial, Canada might be setting itself in great international business concerns as it is closing its borders to globalization.

How it Relates to the Course


The content demonstrated within the article heavily relates the content of the course. This can be demonstrated through the following examples:

In this course, we have heavily focused on the concepts and theories of Supply and Demand. This article demonstrates this in the beginning passages regarding the problem seen in Malaysia. Malaysia as highlighted is currently having issues with their gas supplies as they have a shortage. This means that there is a greater demand than there is supply, causing the prices to peak over the market equilibrium price.

 

In addition, it is shown that Gas is a tangible resource that falls under the heading of land, a resource belonging to the government/corporations. But what is interesting about gas along with other tangible assets is their scarcity. Gas cannot currently be synthetically created to meet demands at low and productive costs, as it is a limited natural resource, making it a scare asset, a topic that we highlighted in class.

 

 This returns to the Economic Problem that we discussed, where humans have unlimited needs and wants but limited supply to satisfy them. This is the case in this scenario, where humans have an unlimited demand for gas as they need it for daily activities, but we only have certain supply of it to satisfy the wants.

 

And it is how we satisfy these wants that determine our economy. This in turn leads to the topic of types of governments that was discussed in class. We went over a variety of different types, from communism to mainstream capitalism.  This article highlights how the Canadian Economy is leading into a more Socialist platform. If it was just pure capitalism, the government would not intervene in such matters, and leave the companies as a separate entity from the nation, but in fact the Canadian Government is intervening in such transactions, taking over the business world by a storm, fixating it for the greater good of the people.  It is more concerned about the majority of the population and other small businesses than it cares about the good of the elite, making the national priority the greater good of the majority of the people, opposed to the high-class elite running such major corporations.

 

This article also demonstrates a variety of different Economic methods. It demonstrates different examples of positive and normative statements. Examples include the following:

 

Positive Economics (Descriptive Statement – facts portraying things as they are in the present or have been in the past): “Shares of Nexen dropped 4.5 percent to $24.01 at 12.04 p.m. in New York, about 13 percent below Cnooc’s $27.50 offer price. Progress Energy shares plunged 10 percent to C$19.40 in Toronto, 12 percent below the C$22 per share offered by Petronas”. 

This is a clear demonstration of a descriptive statement as it simple portrays stats as they were, perfectly meeting the definition.

This article also demonstrated a variety of different fallacies. Examples include the following:

 

Fallacy of Composition (mistaken beliefs that what is good for the economy as a whole is good for individuals): “Foreign investment, generally speaking, is of benefit to the Canadian economy, and as a general rule, we obviously welcome interest in the Canadian economy,” Harper said.

 

Foreign investment is good for the economy as a whole but may harm smaller financial units as they can no longer compete with these international corporations. In addition, if such large companies begin to monopolize nations, they will be given unlimited power and they may do whatever they please, which can greatly harm the standard of living if they decide for example to eliminate minimum wage.

 

Fallacy of Single Causation (a single factor caused a particular event when in fact there may have been other contributing factors): Shares of Nexen dropped 4.5 percent to $24.01 at 12.04 p.m. in New York, about 13 percent below Cnooc’s $27.50 offer price. Progress Energy shares plunged 10 percent to C$19.40 in Toronto, 12 percent below the C$22 per share offered by Petronas”. 

 

It states that the share prices dropped because of the rejection by the Canadian Government when in fact there may have been other contributing factors which could have led to the downfall.

 

The reason in which the Canadian Government rejected the takeover was because it failed to meet the requirements by Industry Canada as a net benefit. As stated before, the requirements were the following:  employment; the degree of participation of Canadians in the business; the impact on productivity and technology development; the effect on competition; the compatibility of the investment with “national industrial, economic and cultural policies”; and the contribution to Canada’s ability to compete globally. This is specifically a majority of the Canadian Economic goals we studied in class, as these are the business goals that the Canadian Government strives to achieve, and so they can guarantee their fulfillment by controlling business transactions, in this case business takeovers.

 Comments


There is much to be said regarding this article. The reason I have personally decided to select this article is because of its relation to my interests. For the last several months, I have been in deep interest with Canadian energy companies. I believe that there is great potential in this nation’s energy reserves, especially as a long term prospect. I believe that these Oil companies, will either witness great development themselves, or will be taken over as apart of foreign investment. If major corporations takeover these Canadian oil companies due to their potential, there will be large gains. I am personally on the verge of deciding whether or not to investment my personal funds into small corporations like Alberta Oil Sands. Foreign takeovers is a great concern for such a matter as it demonstrates the potential and strength of the industry and corporation. Therefore I did much research into the topic. That is when I stumbled upon the article, and decided to select it for this assignment.

This article was of great importance to my decision regarding my investment. It demonstrated that the Canadian government has rejected many propositions made by foreign private and crown corporations. This would not be great news for my investment, as I would have relied on foreign aid to help ever expand or takeover the company, as I aimed at companies such as PetroChina and ExxonMobil for foreign inquisitions. However, if the Canadian Government is to deny such foreign takeovers, this would be catastrophic news for the industry, and would be a bad personal investment for me.  Therefore, this article was of great significance to me, due to my personal interests in the field.

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