UPSC MainsMANAGEMENT-PAPER-II201230 Marks200 Words
Q25.

Oilfield Investment: EMV Analysis

The Black Gold Oilfield Company has recently acquired rights to a new potential source of natural oil in Bay of Bengal. The current market value of these rights is ₹ 900 crore. However if there is natural oil at the site, it is estimated to be worth ₹ 8000 crore. In this case, the company would have to pay ₹1000 crore in drilling costs to extract oil. The company believes there is a 0.25 probability that the proposed drilling site actually will hit the natural oil reserve. Alternately, the company can pay ₹ 300 crore to first carry out a seismic survey at the proposed drilling site. Historically if the seismic survey produces a favourable result, there is a 0.5 probability of hitting oil at the drilling site. However, if the seismic survey produces an unfavourable result, there is only a 0.14 probability of hitting oil. The probability of an unfavourable survey when no oil is present is 0.8. The probability of a favourable seismic survey when oil is present at the drilling site is 0.6. What is the optimal decision strategy, using the Expected Monetary Value (EMV) criterion?

How to Approach

This question requires application of decision-making under uncertainty using the Expected Monetary Value (EMV) criterion. The approach involves calculating the EMV for each possible decision path (drill directly, conduct seismic survey then drill, or do nothing). We need to use Bayes' Theorem to update probabilities based on the seismic survey results. The decision with the highest EMV is the optimal strategy. The answer should be structured logically, showing all calculations clearly.

Model Answer

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Introduction

Decision-making in the face of uncertainty is a critical aspect of risk management, particularly in capital-intensive industries like oil exploration. The Expected Monetary Value (EMV) is a widely used technique to evaluate the potential outcomes of different choices, considering both the probability of each outcome and its associated monetary value. This approach allows companies to make informed decisions even when the future is uncertain. In the context of the Black Gold Oilfield Company, a systematic application of EMV will help determine the most financially sound strategy for exploring the potential oil reserves in the Bay of Bengal.

Understanding the Problem

The Black Gold Oilfield Company faces a decision regarding the exploration of a potential oil reserve. They have three options: (1) Drill directly, (2) Conduct a seismic survey first and then drill based on the results, or (3) Do nothing. We will use the EMV criterion to determine the optimal strategy.

Calculating Probabilities

First, we need to calculate the probability of hitting oil using Bayes' Theorem. Let 'O' represent the event of oil being present and 'S' represent the result of the seismic survey (Favourable or Unfavourable).

Probability of Oil (P(O)) = 0.25

Probability of No Oil (P(¬O)) = 1 - 0.25 = 0.75

Seismic Survey Probabilities (Given in the question):

  • P(S=Favourable | O) = 0.6
  • P(S=Unfavourable | O) = 1 - 0.6 = 0.4
  • P(S=Favourable | ¬O) = 0.2 (Since P(Unfavourable | ¬O) = 0.8)
  • P(S=Unfavourable | ¬O) = 0.8

Updated Probabilities using Bayes' Theorem:

  • P(O | S=Favourable) = [P(S=Favourable | O) * P(O)] / [P(S=Favourable | O) * P(O) + P(S=Favourable | ¬O) * P(¬O)] = (0.6 * 0.25) / (0.6 * 0.25 + 0.2 * 0.75) = 0.15 / (0.15 + 0.15) = 0.5
  • P(O | S=Unfavourable) = [P(S=Unfavourable | O) * P(O)] / [P(S=Unfavourable | O) * P(O) + P(S=Unfavourable | ¬O) * P(¬O)] = (0.4 * 0.25) / (0.4 * 0.25 + 0.8 * 0.75) = 0.1 / (0.1 + 0.6) = 0.1/0.7 = 0.143 (approx.)

Calculating Expected Monetary Values (EMV)

Now, we calculate the EMV for each decision path.

1. Drill Directly:

EMV = (Probability of Oil * Value of Oil - Drilling Cost) + (Probability of No Oil * -Drilling Cost)

EMV = (0.25 * 8000 - 1000) + (0.75 * -1000) = (2000 - 1000) - 750 = 1000 - 750 = ₹250 crore

2. Seismic Survey then Drill:

This involves two stages. First, the cost of the seismic survey. Then, based on the survey result, either drill or don't drill.

  • If Seismic Survey is Favourable:
  • Cost = 300 crore + (0.5 * (8000 - 1000)) + (0.5 * -1000) = 300 + (0.5 * 7000) - 500 = 300 + 3500 - 500 = ₹3300 crore

  • If Seismic Survey is Unfavourable:
  • Cost = 300 crore + (0.143 * (8000 - 1000)) + (0.857 * -1000) = 300 + (0.143 * 7000) - 857 = 300 + 1001 - 857 = ₹444 crore

EMV (Seismic Survey then Drill) = (P(S=Favourable) * EMV(Favourable)) + (P(S=Unfavourable) * EMV(Unfavourable))

P(S=Favourable) = (P(S=Favourable | O) * P(O)) + (P(S=Favourable | ¬O) * P(¬O)) = (0.6 * 0.25) + (0.2 * 0.75) = 0.15 + 0.15 = 0.3

P(S=Unfavourable) = 1 - 0.3 = 0.7

EMV = (0.3 * 3300) + (0.7 * 444) = 990 + 310.8 = ₹1300.8 crore

3. Do Nothing:

EMV = ₹0 crore

Optimal Decision

Comparing the EMVs:

  • Drill Directly: ₹250 crore
  • Seismic Survey then Drill: ₹1300.8 crore
  • Do Nothing: ₹0 crore

Based on the EMV criterion, the optimal decision is to conduct a seismic survey first and then drill based on the results, as it yields the highest expected monetary value of ₹1300.8 crore.

Conclusion

In conclusion, the Black Gold Oilfield Company should prioritize conducting a seismic survey before committing to drilling. While drilling directly offers a positive EMV, the seismic survey strategy significantly increases the expected return by providing more information and reducing the risk of unproductive drilling. This decision aligns with sound risk management principles and maximizes the potential financial benefits for the company. The EMV analysis provides a robust framework for making informed decisions in uncertain environments.

Answer Length

This is a comprehensive model answer for learning purposes and may exceed the word limit. In the exam, always adhere to the prescribed word count.

Additional Resources

Key Definitions

Expected Monetary Value (EMV)
EMV is a statistical concept used in decision-making to calculate the average outcome of a decision, considering the probabilities and payoffs of all possible scenarios. It is calculated by multiplying the value of each outcome by its probability and summing the results.
Bayes' Theorem
Bayes' Theorem is a mathematical formula for calculating conditional probability – the probability of an event occurring given that another event has already occurred. It is widely used in statistics and decision-making to update beliefs based on new evidence.

Key Statistics

Global oil reserves were estimated at 1.73 trillion barrels in 2022, with Venezuela holding the largest proven reserves (approximately 303.8 billion barrels).

Source: BP Statistical Review of World Energy 2023 (Knowledge Cutoff: Dec 2023)

India's crude oil production was 35.34 million tonnes in FY23, meeting only about 53% of the country's demand.

Source: Petroleum Planning and Analysis Cell (PPAC), Government of India (Knowledge Cutoff: Dec 2023)

Examples

Deepwater Horizon Oil Spill

The Deepwater Horizon oil spill in 2010 highlighted the significant risks associated with offshore oil drilling. BP faced billions of dollars in cleanup costs and penalties, demonstrating the potential for substantial negative monetary outcomes in the oil industry. This underscores the importance of thorough risk assessment and mitigation strategies.

Frequently Asked Questions

What are the limitations of using EMV?

EMV assumes that decision-makers are risk-neutral, meaning they only care about the expected value and not the level of risk. It also relies on accurate probability estimates, which can be challenging to obtain in uncertain situations. Furthermore, EMV doesn't consider qualitative factors or strategic implications.

Topics Covered

FinanceEconomicsRisk ManagementInvestment AnalysisDecision MakingProbability