In the 8th August edition of the magazine The Week I read the following (note my bold text)
BP’s North Sea Exit: a watershed moment for British energy
When BP started its first North Sea oilfield in November 1975, it was an event so momentous that the late Queen Elizabeth travelled to Aberdeen “to press the button that let the crude flow”, “, said Emily Gosden in The Times. Now, the oil and gas major is pulling out of the North Sea completely, having judged it uneconomical to continue there when there are “brighter opportunities elsewhere” – including at Bumerangue, off the coast of Brazil, where it made its biggest discovery in 25 years. As CEO Meg O’Neill told CNBC (while announcing a doubling of quarterly profits to $5.73bn), the North Sea “just doesn’t compete for capital”.
All oil and gas fields eventually enter a period of natural decline. BP’s five remaining rigs in the North Sea, are worth just £2bn – a far cry trom valuations during the 1980s bonanza that made Britain a net exporter of oil, said Jonathan Leake in The Daily Telegraph. Nonetheless, the exit of the last heavyweight ” deals a hammer blow” to hopes of a “revival”. What really fuels the anger in Aberdeen is that BP’s decision was driven not just by geology, but by “a disastrous mix of energy and tax policies” that have inflicted an effective 78% tax rate on North Sea drillers – and which culminated in former energy secretary Ed Miliband’s ban on new oil and gas exploration.
BP hopes to find buyers. But pressure is now growing on Andy Burnham to reduce the windfall tax, lift the ban on new licences and approve the Jackdaw and Rosebank oil and gas projects that have been in limbo since Labour came to power. The North Sea will never reclaim its heyday, said Bloomberg, but it could still generate value and jobs, improve energy resilience and “buy time while the energy transition continues”. Those are gains that should not be sniffed at.
How Could That Be?
How could that be: “a disastrous mix of energy and tax policies” that have inflicted an effective 78% tax rate on North Sea drillers”
How could that be when not that long ago, newspapers were screaming for a windfall tax on the oil companies and complaining the oil companies were not being made subject to a windfall tax?
In Britain, most businesses are taxed at 25%, while banks are taxed at 28%. Gambling businesses have part of their profits taxed at 40-50% on top of the normal 25% rate. That leaves electricity generators that have a 55% levy on ‘exceptional receipts’ in addition to the standard 25% corporation tax.
For the oil and gas industry, HM Treasury expressly describes the current combination as producing a 78% headline tax rate on upstream oil and gas activities.
Upstream means finding and extracting oil and gas. That is distinct from midstream, which is transporting it from its first landfall and storing it, and downstream, which means refining and processing it and selling it on.
Midstream and downstream are taxed at the usual 25% corporation tax rate.
Upstream tax is made up of:
30% Ring Fence Corporation Tax
10% Supplementary Charge
38% Energy Profits Levy
The ‘ring-fence’ means that companies cannot offset losses or expenses elsewhere in their business to shelter North Sea profits.
The 10% Supplementary Charge is imposed specifically on profits from UK oil and gas extraction. It was introduced by the Labour government in 2002 at 10%. It was increased as high as 32% between 2011 and 2014, and back to its present rate of 10% in 2016.
The Energy Profits Levy was introduced precisely because of pressure for a windfall tax that came out of the huge increase in energy prices and profits in 2021–22 as a result of Russia’s invasion of Ukraine.
Rishi Sunak, the then Chancellor under Boris Johnson, therefore introduced a completely new tax, the Energy Profit Levy (EPL) in 2022 and set it as 25%. Jeremy Hunt as Chancellor under Rishi Sunak raised it to 35% in 2023, and Rachel Reeves raised it to 38% in 2024.
So the windfall tax has solidified into a year-on-year tax of 78%.
Internationally, it compares with Norway, for example, which also has a 78% petroleum tax rate.
If Government wanted to increase tax then there could be opportunities or wiggle room to look at midstream or downstream revenues. Whether that is worth doing depends on how much income is brought in from midstream and downstream.
What are the numbers?
For midstream, there is nothing really. For downstream, there are now only four major UK refineries: Fawley, Stanlow, Pembroke and Humber, and profitability is low, less than 2%. So extra tax would produce millions but not billions.
The retailers who sell at the pump make between 9 and 11p per litre, so they could be taxed but there would have to be price controls as well to stop the retailers simply passing that on to consumers.
Overall it is upstream where the money is and at 78% there is not much wiggle room to increase tax.
And all of this is against the backdrop of the political will to continue or curb the use of fossil fuels.