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HomeMy WebLinkAboutAPA8140 n D J D 0 0 0 J J u J j u D HD 242.5 .A4 U5 no. 18 '- ~ l!." "IT A 1 cz:~t PRC.fBcr )Lj . .'. D t.OND A. ,(. ivRAGE, ~.LASKA 91J.5?~ Technical Report Number 18 ~~ Alaska OCS Socioeconomic ~ Studies Program -Sponsor : Bureau of Land Management Alaska Outer Continental Shelf r tl~. Office ~ -~"" ~ ~~ ..A:~ ~~t ~ 1 . Beaufort Sea Petroleum Development Scenarios Economic and Demographic Impacts I Ill The United States Department of the Interior was designated by the Outer Continental Shelf (OCS) Lands Act of 1953 to carry out the majority of the Act's provisions for administering the mineral leasing and develop- ment of off-shore areas of the United States under federal jurisdiction. Within the Department, the Bureau of Land Management (BLM) has the responsibility to meet requirements of the National Environmental Policy Act of 1969 (NEPA) as well as other legislation and regulations dealing with the effects of off-shore development. In Alaska, unique cultural differences and climatic conditions create a need for developing addi- tional socioeconomic and environmental information to improve OCS decision making at all governmental levels. In fulfillment of its federal responsibilities and with an awareness of these additional information needs, the BLM has initiated several investigative programs, one of which is the Alaska OCS Socioeconomic Studies Program. The Alaska OCS Socioeconomic Studies Program is a multi-year research effort which attempts to predict and evaluate the effects of Alaska OCS Petroleum Development upon the physical, social, and economic environ- ments within the state. The analysis addresses the differing effects among various geographic units: the State of Alaska as a whole, the several regions within which oil and gas development is likely to take place, and within these regions, the local communities. The overall research method is multidisciplinary in nature and is based on the preparation of three research components. In the first research component, the internal nature, structure, and essential processes of these various geographic units and interactions among them are documented. In the second research component, alternative sets of assumptions regard- ing the location, nature, and timing of future OCS petroleum development events and related activities are prepared. In the third research com- ponent, future oil and gas development events are translated into quan- tities and forces acting on the various geographic units. The predicted consequences of these events are evaluated in relation to present goals, values, and expectations . In general, program products are sequentially arranged in accordance with BLM's proposed OCS lease sale schedule, so that information is timely to decision making. In addition to making reports available through the National Technical Information Service, the BLM is provid- ing an information service through the Alaska OCS Office. Inquiries for information should be directed to: Program Director, Socioeconomic Studies Program, Alaska OCS Office, P. 0. Box 1159, Anchorage, Alaska 99510. fl 1 ll fl l 1 fj 0 u u u u ~ I ~' I I l ___ __ TECHNICAL REPORT NO. T3 CONTRACT NO. AA550-CT6-61 ALASKA OCS SOCIOECONOMIC STUDIES PROGRAM BEAUFORT SEA PETROLEUM DEVELOPMENT SCENARIOS: ECONOMIC AND DEMOGRAPHIC IMPACTS PREPARED FOR BUREAU OF LAND MANAGEMENT ALASKA OUTER CONTINENTAL SHELF OFFICE DOCUMENT IS AVAILABLE TO THE PUBLIC THROUGH THE NATIONAL TECHNICAL INFORMATION SERVICE 5285 PORT ROYAL ROAD SPRINGFIELD, VIRGINIA 22161 III NOTICE This document is disseminated under the sponsorship of the U.S. Department of The Interior, Bureau of Land Management, Alaska Outer Continental Shelf Office in the interest of information exchange. The United States Government assumes no liability for its content or use thereof. ALASKA OCS SOCIOECONOMIC STUDIES PROGRAM BEAUFORT SEA PETROLEUM DEVELOPMENT SCENARIOS: ECONOMIC AND DEMOGRAPHIC IMPACTS Prepared by INSTITUTE OF SOCIAL AND ECONOMIC RESEARCH UNIVERSITY OF ALASKA IV [ [ [ ,-. c [ p L [ [ c c [ E [ [ [ r . L -, [ [ 1. Report No. 2. Technical Report No. 1~ 4. Title aod Subtitle Alaska OCS Socioeconomic Studies Program Beaufort Sea Petroleum Development Scenarios: Economic and Demogra~hic Impacts 7. Author(s) 9, Performing Organization Name and Address Institute of Social and Economic Research REPORT DOCUMENTATION PAGE 3. Recipient's Accession No. 5. Report Date 6, 8. Performing Organization Report No, 10. Project/Task/Work Unit No. 11. contract or Grant No. 12. Sponsoring Organi~ation Nam~ and Address 707 A Street, Suite 206 AA550-CT6-61 ~-A_n_c_h_o_r_a_g_e_,_A_K_9_9_5_o_l ________________ --t 13. Type of Report Bureau of Land Management Alaska Outer Continental Shelf Office P. 0. Box 1159 Anchorage, AK 99510 15. Supplementary Nctes 16. Abstract 14. Using the model of the Alaskan economy and population developed in the Man-in-the- Arctic Program of the Institute of Social and Economic Research, forecasts of the economic, fiscal, and population effects of four alternative petroleum development scenarios were made. The impacts of each of these scenarios is described in terms of change in aggregate indicators, causes of this change, the fiscal sector of the state, structure of the economy, composition of population, and the effect on three regions of the state. 17. Originator's Key Words OCS Development, Socioeconomic Forecast, Petroleum Development Scenarios, Alaska 18. Availability Statement National Technical Information Service 5285 Port Royal Road Springfield, VA 22161 19. U. S. Security C1aosif. of the Report I 20, U, S, Security Claaaif. of Thia Paae 121. No. of Pages J22. Price l Unclassified Unclassified I v ·. VI [ [ l [ [ [~ [ n L [ [ c~ c [ L [ L L ·r L r~ I I_ , [ [ c B L L [ b [ f ; I-Li LIST OF FIGURES. LIST OF TABLES INTRODUCTION • . TABLE OF CONTENTS Background . . . . . • • . . . The Structure of the Analysis. NON-OCS BASE CASE. . • • • . • Introduction • . . . • • • • • • •.••• General Development Pattern. . •.•• The Base Base. . . . . . • • • • • • . . . • • Characteristics of Growth ••••..••. Growth of the Regional Economies .•••.••• . . VI II IX 1 1 3 13 . . . . . . 13 14 27 32 53 THE IMPACTS OF OFFSHORE DEVELOPMENT IN THE BEAUFORT SEA. . 75 The Development Scenarios ••..••..••••. Economic Impacts of Beaufort Sea OCS Development • Prudhoe High Scenario. • . . . . • • . •.•. Regional Impacts ....•• ·. • • • ••• 75 97 99 115 . . 132 Summary and Assessment of Impacts. Prudhoe Low Scenario • • . . . • • Regional Impacts ~ ..••.•..•• Summary and Assessment of Impacts •. Camden-Canning Scenario .•••••• Regional Impacts •..•..•.. • • • . . 134 . . . . . . . . . 150 . • . . . . . . . .-163 Summary and Assessment of Impacts. ·Cape Ha 1 kett Scenar1 o. • • • • . • Regional Impacts ....••.•.•••. Summary and Assessments of Impacts • SENSITIVITY ANALYSIS •.•.••.. Sensitivity to the Choice of Development Plan. Sensitivity to State Expenditure Policy. Sensitivity to Revenue Assumptions ••.••. Sensitivity to Migration Response. SUMMARY AND CONCLUSIONS .•..•• APPENDIX A: METHODOLOGY AND ASSUMPTIONS OF MAP MODEL APPENDIX B: BASE CASE ASSUMPTIONS -1977-2000 •.. APPENDIX C: STATE REVENUE AND EXPENDITURE DETAIL REFERENCES . . . • . • • . • • . VII . . . 165 . • • . . . 179 . • . . . . 193 . • • . . . 195 . . . . . . . . 208 • . 222 . 225 . . . 225 . . . 229 . . . 239 ••. 242 . 245 . . 269 .. 279 291 LIST OF FIGURES 1 .1 MAN-IN-THE-ARCTIC PROGRAM REGIONS .• A.1 STRUCTURE OF THE MAP ECONOMIC MODEL .. A.2 STRUCTURE OF THE MAP ECONOMIC MODEL A.3 MAP STATE GOVERNMENT MODEL STRUCTURE •. A.4 MAJOR LINKAGES BETWEEN MAP MODEL COMPONENTS . A.5 MAN-IN-THE-ARCTIC PROGRAM REGIONS ..... . VIII 6 . . 255 . . . 257 . 259 . 263 . 265 [ [ [ [ [ [ [ r-L, [ [ F- e [~, ---; _ _; L: [ L L I • I • L c [ [ [ [ ~~ ,_ [ ~ ~ [ [ u 6 c [j [ [ L r~ ,.___ C LIST OF TABLES 2.1 STATEWIDE MINING INDUSTRY EMPLOYMENT-BASE CASE ...•.... 17 2.2 STATEWIDE EXOGENOUS CONSTRUCTION EMPLOYMENT, BY PROJECT -BASE CASE . • . • . . • • . . . . -. 2.3 OIL AND GAS PROPERTY TAX PAYMENTS -BASE CASE . 2.4 STATE ROYALTY REVENUES ... BASE CASE. ..• 2.5 STATE SEVERANCE TAX REVENUES -BASE CASE .. 2.6 AGGREGATE INDICATORS OF BASE CASE GROWTH - STATE OF ALASKA. . • • . . • • . . . . . 2.7 BASE CASE INCOME VARIABLES -STATE OF ALASKA. 2.8 BASE CASE GROWTH OF THE FISCAL SECTOR - STATE OF ALASKA. . . . . • . . • • . • 2.9 BASE CASE STRUCTURE OF THE ALASKA ECONOMY •. 2.10 HISTORICAL RATES OF POPULATION TO EMPLOYMENT- 1970-1975 -STATE OF ALASKA. . • • . • 2.11 ALASKA EMPLOYMENT SEASONALITY BY INDUSTRY .•.. 2.12 AGE-SEX STRUCTURE OF THE POPULATION-BASE CASE .. 2.13 BASE CASE GROWTH OF THE ALASKAN POPULATION. 2.14 BASE CASE GROWTH OF THE ANCHORAGE ECONOMY .. 2.15 STRUCTURE OF THE ANCHORAGE ECONOMY-BASE CASE. 2.16 ASSUMED CAPITAL IMPROVEMENT PROGRAM OF THE NORTH SLOPE BOROUGH. . . . . . .• 2.17 BASE CASE GROWTH OF NORTH SLOPE ECONOMY ••. 2.18 STRUCTURE OF THE NORTH SLOPE ECONOMY -BASE CASE. 2.19 BASE CASE GROWTH OF FAIRBANKS ECONOMY ..... 2.20 STRUCTURE OF THE FAIRBANKS ECONOMY -BASE CASE. ' 3.1 ASSUMED RECOVERABLE RESERVE LEVELS ..•..... . . . . . . . . . . . . 18 20 23 24 28 33 37 46 48 49 52 54 58 59 64 66 67 71 72 79 3.2 DIRECT EMPLOYMENT REQUIREMENTS -PRUDHOE HIGH SCENARIO. . 80 IX 3.3 PRODUCTION SCHEDULE -PRUDHOE HIGH SCENARIO . . . . . . . • . . 82 3.4 DIRECT EFFECTS ON STATE PETROLEUM REVENUES - PRUDHOE HIGH SCENARIO. . . . . • . . . . . • . . 83 3.5 DIRECT EMPLOYMENT REQUIREMENTS -PRUDHOE LOW SCENARIO . 3.6 PRODUCTION SCHEDULE -PRUDHOE LOW SCENARIO .. 3.7 DIRECT EFFECTS ON STATE PETROLEUM REVENUES - PRUDHOE LOW SCENARIO . . • . . . • • . • 3.8 DIRECT EMPLOYMENT REQUIREMENTS -CAMDEN-CANNING SCENARIO .. 3.9 PRODUCTION SCHEDULE -CAMDEN-CANNING SCENARIO . 3.10 DIRECT EFFECTS ON STATE PETROLEUM REVENUES- CAMDEN-CANNING SCENARIO. . • . . . . •.. 3.11 DIRECT EMPLOYMENT REQUIREMENTS-CAPE HALKETT . 3.12 PRODUCTION SCHEDULE-CAPE HALKETI SCENARIO . 3.13 DIRECT EFFECTS ON STATE PETROLEUM REVENUES- 85 86 88 89 90 92 93 95 CAPE HALKETI SCENARI 0. . . . . . • . . . . . . . . . . 96 3.14 PRUDHOE HIGH SCENARIO IMPACT ON AGGREGATE INDICATORS -STATE OF ALASKA . • . . 3.15 IMPACT ON THE STATE FISCAL SECTOR OF THE· PRUDHOE HIGH SCENARIO -STATE OF ALASKA. 3.16 INCOME IMPACTS OF PRUDHOE HIGH DEVELOPMENT- STATE OF ALASKA. . . . . . . • • . . . 3.17 INDUSTRIAL DISTRIBUTION OF THE PRUDHOE HIGH EMPLOYMENT IMPACT -ALASKA . . • 3.18 AGE-SEX STRUCTION OF THE POPULATION - PRUDHOE HIGH SCENARIO .•.•.. . . -. . 3.19 PRUDHOE HIGH SCENARIO TOTAL ECONOMIC IMPACT- NORTH SLOPE REGION . • . . . . • . . . . . . . . . • . • . 3.20 INDUSTRIAL DISTRIBUTION OF THE PRUDHOE HIGH EMPLOYMENT IMPACT -NORTH SLOPE REGION . 3.21 PRUDHOE HIGH SCENARIO TOTAL ECONOMIC IMPACT - ANCHORAGE. . • . • . . . . . . . . • . • 3.22 INDUSTRIAL DISTRIBUTION OF THE PRUDHOE HIGH EMPLOYMENT IMPACT -ANCHORAGE. . . . . • X 100 105 110 112 116 119 120 126 127 [ [ [ [ [ [ [ r~ L~ [ [ L L [ L [ L r: L [ [ [ [ [ [ r~ L_.< [ ~ u B t L [ L L ~- ._, 3.23 PRUDHOE HIGH SCENARIO TOTAL ECONOMIC IMPACT - FAIRBANKS. • • . • .. . • . • . . . . . . 3.24 INDUSTRIAL DISTRIBUTION OF THE PRUDHOE HIGH EMPLOYMENT IMPACT -FAIRBANKS ••.. 3.25 PRUDHOE LOW SCENARIO IMPACT ON AGGREGATE INDICATORS -STATE OF ALASKA • • • • 3.26 IMPACT ON THE STATE FISCAL SECTOR OF THE PRUDHOE LOW SCENARIO -STATE OF ALASKA . . . . . • • . 3.27 PERSONAL INCOME IMPACT OF PRUDHOE LOW DEVELOPMENT - 129 130 135 140 STATE OF ALASKA .••••.•.••••••.•.•••.. 144 3.28 INDUSTRIAL DISTRIBUTION OF THE PRUDHOE LOW EMPLOYMENT IMPACT -ALASKA . . . • • . . • . . . . . 146 3.29 AGE-SEX STRUCTURE OF THE POPULATION - PRUDHOE LOW SCENARIO . . • . . • 149 3.30 PRUDHOE LOW SCENARIO TOTAL ECONOMIC IMPACT - NORTH SLOPE REGION . • • . • • • • • • • . . . . . • . . . 151 3.31 INDUSTRIAL DISTRIBUTION OF THE PRUDHOE LOW EMPLOYMENT IMPACT -NORTH SLOPE REGION ••...••... 152 3.32 PRUDHOE LOW SCENARIO TOTAL ECONOMIC IMPACT - ANCHORAGE. • • • • • . . . • • . • • • • 3.33 INDUSTRIAL ·DISTRIBUTION OF THE PRUDHOE LOW EMPLOYMENT IMPACT -ANCHORAGE. • • • • 3.34 PRUDHOE LOW SCENARIO TOTAL ECONOMIC IMPACT -FAIRBANKS. 3.35 INDUSTRIAL DISTRIBUTION OF THE PRUDHOE LOW 158 159 . . 161 EMPLOYMENT IMPACT -FAIRBANKS .•.••••••••..•. 162 3.36 CAMDEN-CANNING SCENARIO IMPACT ON AGGREGATE INDICATORS -STATE OF ALASKA • . • • . • 3.37 IMPACT ON THE STATE FISCAL SECTOR OF THE CAMDEN-CANNING SCENARIO -STATE OF ALASKA . • . • • • • • • . . . 3.38 PERSONAL INCOME IMPACT OF CAMDEN-CANNING DEVELOPMENT -STATE OF ALASKA. . • . 3.39 INDUSTRIAL DISTRIBUTION OF CAMDEN-CANNING .... 166 170 174 EMPLOYMENT IMPACT -ALASKA • • . • •.•..•.•.. 176 3.40 AGE-SEX STRUCTURE OF THE POPULATION - CAMDEN-CANNING SCENARIO. • • . • XI . . . . . . -. . . . . . . 180 3.41 CAMDEN-CANNING SCENARIO TOTAL ECONOMIC IMPACT - NORTH SLOPE. . . . . . . . . . . . . . 3.42 INDUSTRIAL DISTRIBUTION OF CAMDEN-CANNING EMPLOYMENT IMPACT -NORTH SLOPE REGION 3.43 CAMDEN-CANNING SCENARIO TOTAL ECONOMIC IMPACT -ANCHORAGE . . . . . . . . . . 3.44 INDUSTRIAL DISTRIBUTION OF CAMDEN-CANNING EMPLOYMENT IMPACT -ANCHORAGE ..... 3.45 CAMDEN-CANNING SCENARIO TOTAL ECONOMIC IMPACT - FAIRBANKS. . . . . . . . . • . • . . • 3.46 INDUSTRIAL DISTRIBUTION OF CAMDEN-CANNING EMPLOYMENT IMPACT -FAIRBANKS ..•. 3.47 CAPE HALKETT SCENARIO IMPACT ON AGGREGATE INDICATORS -STATE OF ALASKA . . . . 3.48 IMPACT ON THE STATE FISCAL SECTOR OF THE CAPE HALKETT SCENARIO -STATE OF ALASKA . 3.49 PERSONAL INCOME IMPACT OF CAPE HALKETT . . . . . . . . 181 182 . . . . . . . 187 188 190 . . . . . 191 196 200 DEVELOPMENT -STATE OF ALASKA. . . . . . . . . . . . . . . . 203 3.50 INDUSTRIAL DISTRIBUTION OF CAPE HALKET EMPLOYMENT IMPACT -ALASKA . . . . 3.51 AGE-SEX STRUCTURE OF THE POPULATION - CAPE HALKETT SCENARIO. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.52 CAPE HALKETT SCENARIO TOTAL ECONOMIC IMPACT .~ 205 209 NORTH SLOPE. • . . . . . . . . . . . • • . . . . . . . . . 211 3.53 INDUSTRIAL DISTRIBUTION OF CAPE HALKETT EMPLOYMENT IMPACT -NORTH SLOPE REGION ......•... 212 3.54 CAPE HALKETT SCENARIO TOTAL ECONOMIC IMPACT - ANCHORAGE. . • . • . . . . . . . . . 3.55 INDUSTRIAL DISTRIBUTION OF CAPE HALKETT EMPLOYMENT IMPACT -ANCHORAGE .... 3.56 CAPE HALKETT SCENARIO TOTAL ECONOMIC IMPACT - FAIRBANKS. • . . . . . . . . . . . . 3.57 INDUSTRIAL DISTRIBUTION OF CAPE HALKETT EMPLOYMENT IMPACT -FAIRBANKS .•.. XII 216 217 219 220 [ [ [ [ [ [ [ r L .. [ [ b [ L c [ [ L ~~ L [ ['~ [ [ [ [ [ [ c [ c L [' [ [ r ~ I. ~ 4.1 EFFECT OF BEAUFORT SEA DEVELOPMENT ON VALUES OF KEY VARIABLES IN THE YEAR 2000. . . . 4.2 DIRECT EMPLOYMENT REQUIREMENTS -EXPLORATION ONLY SCENARIO ...........•... 4.3 IMPACT OF 11 EXPLORATION ONLY 11 SCENARIO ON MAJOR 228 230 ECONOMIC VARIABLES (1980-2000) ...•........•. 231 4.4 IMPACTS OF OCS DEVELOPMENT (PRUDHOE LOW SCENARIO) UNDER ALTERNATIVE EXPENDITURE RULES ...•...•.... 233 4.5 MEASUREMENT OF COMPONENT OF TOTAL IMPACTS DUE TO CHANGES IN STATE GOVERNMENT EXPENDITURE. 4.6 SENSITIVITY OF MEASURED IMPACTS TO ERRORS IN PETROLEUM REVENUE ESTIMATES ...•... 4.7 IMPACT OF PRUDHOE LOW DEVELOPMENT ON STATE POPULATION UNDER ALTERNATIVE MIGRATORY RESPONSES TO DIRECT EMPLOYMENT IN CONSTRUCTION AND PETROLEUM . 5.1 SUMMARY OF·LONG RUN IMPACTS OF ALTERNATIVE DEVELOPMENT SCENARIOS .....••... 5.2 SUMMARY OF DISTRIBUTION OF IMPACTS BY REGION. A.1 INDUSTRIAL CLASSIFICATIONS, MAP STATEWIDE MODEL A.2 REGIONAL MODEL INDUSTRIAL CLASSIFICATION. . . . . B.1 NORTH SLOPE MINING INDUSTRY EMPLOYMENT-BASE CASE. B.2 ANCHORAGE MINING INDUSTRY EMPLOYMENT -BASE CASE. B.3 FAIRBANKS MINING INDUSTRY EMPLOYMENT -BASE CASE. B.4 NORTH SLOPE EXOGENOUS CONSTRUCTION EMPLOYMENT, BY PROJECT -BASE CASE . • • . . • . . • B.5 ANCHORAGE EXOGENOUS CONSTRUCTION EMPLOYMENT, BY PROJECT -BASE CASE . . . . . . • • . B.6 FAIRBANKS EXOGENOUS CONSTRUCTION EMPLOYMENT, BY PROJECT -BASE CASE . . . . . . . . . B.7 OIL AND GAS PRODUCTION FROM PRUDHOE AND VICINITY - BASE CASE. . . . . . . . • . . . . • • . . B.8 WELLHEAD VALUE OF OIL AND GAS PRODUCTION FROM 236 . . . . . 241 243 . . . . 247 . . . . 249 . 253 .. 266 . . 270 . 271 272 273 274 275 276 PRUDHOE AND VICINITY -BASE CASE . . . . . . . . . . . . . 277 XIII C.1 STATE REVENUE DETAIL-BASE CASE. o o C.2 STATE EXPENDITURE DETAIL -BASE CASE. o C.3 STATE REVENUE IMPACTS -PRUDHOE HIGH, 1977-2000 o o Co4 STATE EXPENDITURE IMPACTS -PRUDHOE HIGH, 1977-2000 .. C.5 STATE REVENUE IMPACTS -PRUDHOE LOW, 1977-2000 .... C.6 STATE EXPENDITURE IMPACTS -PRUDHOE LOW, 1977-20000 C.7 STATE REVENUE IMPACTS -CAMDEN-CANNING, 1977-2000 . o C.8 STATE EXPENDITURE IMPACTS -CAMDEN-CANNING, 1977-2000 . C.9 STATE REVENUE IMPACTS -CAPE HALKETT, 1977-2000 . o . C.lO STATE EXPENDITURE IMPACTS -CAPE HALKETT, 1977-2000 . XIV . . . . . . . . . . . . . . . . r 280 L 281 [ 282 283 r, 284 285 [ 286 [ 287 288 [ 289 r L_, [ L B . c [ 6 [ L L ~- l_j L I I [ ~~ L. [ [ [ [ [ L ~ L f " I- '--' I. INTRODUCTION Background The progressive depletion of U.S. domestic petroleum reserves and in- creased concern over the reliability of foreign supplies have led to an increasing concern in the United States about future energy sources. The federal government has begun to establish policies aimed at increas- ing domestic energy supplies. The U.S. Outer Continental Shelf (OCS) has drawn considerable attention as a future source of petroleum supplies. These areas, because of their high potential as a source of oil and gas, figure importantly in the future energy program of the United States. Historically, the role of Alaska in supplying energy has been small; total cumulative production in Alaska through 1974 was less than 1 percent of the U.S. total. Alaska has played a more important part in OCS produc- tion; petroleum production in the Upper Cook Inlet accounted for about 7 percent of cumulative U.S. Outer Continental Shelf oil production by the end of 1974 (U.S. Geological Survey, 1975). In the future, Alaska will be a much more important source of U.S. energy supplies. Production of oil at Prudhoe Bay and the potential oil and gas reserves in Alaska's OCS will increase its importance as a source of future U.S. energy re- sources. Alaska accounts for over one-fourth of the identified oil and gas re- serves in the U.S. The search for new domestic reserves will center im- portantly on Alaska, since it is estimated that more than one-third of 1 all undiscovered recoverable domestic oil reserves are in the state. Alaska•s importance in the OCS program is a result of the fact that over 60 percent of the undiscovered OCS reserves are in the Alaska OCS {U.S. Geological Survey, 1975). Projections estimate that by 1985 as much as 25 percent of total domestic crude oil production could be from Alaska {Federal Energy Administration, 1976). Alaska•s new role as a major U.S. energy supplier has already brought significaht changes to the Alaska economy and society. The prospect of even further transformation looms large in the state•s future as planned development extends to Alaska coastal waters. The first steps toward development of Alaska•s coastal resources have already been taken with recent federal lease sales in the Northern Gulf of Alaska and Lower Cook Inlet. The next planned step involves the opening of the Beaufort Sea area to oil and gas development with a joint federal/state lease sale. Changes produced by past petroleum development in the state have been major. The rapid changes in the Alaska economy and population associa- ted with development in Upper Cook Inlet and Prudhoe Bay have created strains on the Alaska society and environment. At the same time, these petroleum developments generated the most prosperous economic period in the state•s history and produced prospects of continued prosperity throughout the next decade. The nature of the changes induced by prospective new developments, how- ever, will not necessarily resemble those characteristic of developments 2 [ [ [ L [ L [ r L-' [ [ b L c [ L L l, [ [-, L__J [ L, [ E [ L [ [ [ r: L...> [ of the recent past. The technology, resource levels, and institutional arrangements surround.ing the Beaufort development are subject to a wide range of uncertainty. Consequently, the implications of Beaufort Sea development for Alaskan economic and demographic processes can be accu- rately assessed only by an analysis which incorporates both these unique institutional and technological features, as well as the uncertainty surrounding them. The objective of this report is to provide the information needed to anticipate the major dimensions of the economic and social impacts of proposed oil and gas developments in the Beaufort Sea. The Institute of Social and Economic Research, as part of the Bureau of Land Management•s OCS Studies Program, has provided a series of economic and population forecasts through the year 2000 under several alternative scenarios for Beaufort Sea petroleum development. By contrasting these forecasts with a base case forecast, which does not include the proposed developments, it is possible to assess four major dimensions of the impacts of OCS development~-population, employment, income, and state government fiscal impacts. This report will provide an assessment of these impacts. The Structure of the Analysis THE ROLE OF SOCIOECONOMIC FORECASTS The uncertainty of the future, though it may increase the problems asso- ciated with making forecasts, increases the importance of these forecasts. Decision makers in both the public and private sectors need information about the future in order to plan their actions. The more uncertain the 3 future events, the more important is some forecast of them. Forecasts serve two important purposes--they serve as a means of determining future demands and needs for services and they allow policy makers to test the alternative effects of various policies. Two factors are important for making forecasts--knowledge of the forces affecting growth (exogenous variables) and knowledge of the rela- tionship between these forces and growth. The description of these rela- tionships is referred to as a model. Once the model is determined .and a certain growth pattern for the exogenous variables is assumed, a forecast of the future levels of important variables can be made. Forecasts of the level of population and employment have been used to estimate the future needs for many public services, such as transportation and parks. Models are also used to test the relative efficiency of alternative policy choices. When forecasting models explicitly include policy variables, such as tax rates, or variables directly affected by policy, such as the level of petroleum employment, they can be used to test the effects of policies described by these variables. By making separate forecasts under various assumptions about policy choices, the effects on important variables, such as population or employment, can be compared. Alternative policy choices can be compared in terms of their relative costs and benefits. Forecasts used in the ways described above are useful for policy makers. They increase the information available to decision makers for making 4 [ [ [ [ [ r [' r L [ [ E c [ -L [ [ L l" [ [ [ [J E [ L [ [ [ policy choices. Many present policy choices have important future impli- cations which must be considered by policy makers. For example, current policy decisions regarding Beaufort Sea petroleum development will have their major effect in the middle of the next decade. By providing de- scriptions of the most probable future levels of important variables, socioeconomic forecasts serve as a framework for making policy choices. METHODOLOGY The methodology used to assess the impacts of alternative petroleum de- velopment scenarios in the Beaufort Sea OCS involves contrasting alterna- tive forecasts of Alaska economic activity. An econometric model of the Alaska economy developed by the Man-in-the-Arctic Program (MAP) currently being conducted by the University of Alaska's Institute of Social and Economic Research is used to provide the analysis for the state and three of its regions--Anchorage, Fairbanks, and the North Slope. The MAP model is an econometric model which describes the economy of the state and seven regions, shown in Figure 1.1 (Kresge, 1976). The model forecasts both economic and population variables. An econometric model is a mathematical representation of the important economic and demographic relationships. The mathematical expressions chosen for the model are those which best describe past historical relations. Use of an econo- metric model for making forecasts reduces the number of factors about which assumptions are required. Those factors not described by the model are known as the external, or exogenous, factors; assumptions about these factors drive the model. 5 I North Slope 1· Central 6 FIGURE 1.1 ~~N-IN-THE-ARCTIC PROGRAM REGIONS lJ ---, . J I~ I [ __ ,-, l --' "< -~ r: I -l,- Three models were developed for the Man-in-the-Arctic Program--an economic model, a fiscal model, and a demographic model; the output of the economic model is input to the demographic model. The models provide information for seven regions of the state. The model simultaneously estimates in- dustrial output, employment, wages and salaries, and real disposable income. A key element of the model is the determination of industrial output, and determining relationships differ from one industry to another. The most important difference is whether output is determined by factors internal or external to the model. Assumptions about the external factors are needed input to the model. The assumptions used in this report de- scribe a scenario. Once output is determined for each industry, employ- ment is projected as a function of output. The three components of population change are births, death, and migra- tion; the demographic model treats each of these components differently. Estimates of births and deaths are derived from information about the population age and sex distribution, fertility rates, and mortality rates. Net migration is determined as a function of employment and real per capita income relative to the U.S. real per capita income. This rela- ' tionship is statistically derived from historical information. The net sum of these components is used to determine state civilian population. State population total is allocated to the regions as function of re- gional employment. Total regional population is found by adding an estimate of the level of military in each region. 7 Because of the central role of the federal, state, and local government sectors in the determination of the overall level of economic activity, and consequently state migration, in Alaska, the third component of the MAP statewide model is devoted to an explicit modeling of the behavior of the government sectors in Alaska. The functions of the fiscal model within the larger MAP model are threefold: first, to calculate personal tax payments in order to derive disposable personal income from personal income; second, to provide a framework for the analysis of alternative choices for explicitly modeled policy variables; and finally, to provide the basis for estimates of state and local government employment which result from such policy choices. {A complete description of the MAP model is found in Appendix A.) The use of models derived statistically from historical information to forecast future activity relies on some important assumptions. Most important of these assumptions is that past relationships will continue to hold in the future. This means that the model must be specified to account for any assumed structural changes which may occur. Models pro- vide estimates of the level of activity but, because of their statistical nature, should not be considered to project exact levels of variables. USE OF MAP MODEL FOR BEAUFORT SEA ANALYSIS For the analysis of the proposed Beaufort Sea developments, five cases will be run using the statewide MAP model. In this section, we examine the sets of assumptions required for each case, or scenario, and the general methodology to be employed in the analysis of each scenario. 8 L L ,~ L [ [ [ [ [ [ L f_j ,~ [ Assumptions Constituting a Development Scenario A development scenario consists of a consistent set of hypothetical exogenous data assumptions which are used as input to the state model in order to test the consequences of hypothetical developments on the struc- ture and performance of the Alaska economy. A development scenario consists of three major sets of assumptions--those related to exogenous employment, those related to exogenous revenues, and those related to state fiscal policy. Exogenous Employment Assumptions. The first set of assumptions in- volves estimates of employment in the exogenous sectors of the statewide model. For petroleum and gas development scenarios, this usually is limited to direct employment in the mining (petroleum) sector and related employment engaged in facility construction. However, certain types of developments may require exogenous components of employment to be added to other exogenous, or even endogenous, sectors. Normally, however, data requirements consist of direct construction and petro]eym sector employ- ment by year for the life of the field. Exogenous Revenue Assumptions. The second set of assumptions neces- sary for the construction of a development scenario deals with the exogenous components of state and local revenues. For petroleum and gas developments such as those to be examined in the Beaufort Sea, these assumptions consist of annual series of field production estimates, severance tax rates, value of field equipment and facilities, and distri- bution of reserveownership among the state, federal, and Native owners. 9 They result in estimates of ~tate and Native royalty payments, bonus payments, and severance taxes, which are then used as input to the fiscal model. State Expenditure Policy. The final set of assumptions necessary for a development scenario are concerned with the expenditure rules adopted by the state government. These rules consist of a savings rate or a spending rule, as well as an annual capital expenditures series in addition to a set of tax cut variables where appropriate. General Methodology for OCS Analysis The general approach to be pursued in the analysis of OCS impacts will be as follows: Initially, a scenario will be developed containing no Beaufort Sea OCS development. This scenario will be run using the MAP model for purposes of comparison with each of the OCS scenarios. Each . of the four Beaufort deve 1 opment scenarios will then be run. Each run will then be compared with the base r~n, examinfng the impact of the hypothetical development on four dimensions of the Alaska growth process-- population, incomes, employment, and state and local government fiscal position. Overview The remainder of this report will describe the use of this econometric model to estimate the impacts of various alternative Beaufort Sea develop- ment scenarios. Part II presents the forecasts of economic activity in a base case which includes no offshore activity in the Beaufort Sea. Part 10 [ L r L [ [ L r L f' [ E [ [ L [ L L (' l..c [ [ [ [ [ [ f~ [ [ L c c c { -, j [ l~ t III then turns to a description of the alternative scenarios for Beaufort Sea development and the impact of these scenarios on each of the four dimensions presented earlier. Part IV then attempts to capture the uncer- tainty attached to these estimated impacts by examining the sensitivity of the conclusions of Part III to several of the most uncertain elements in the scenarios. Finally, Part V summarizes our major findings. 11 [ [ [ [ [ [ [ r L [ [ lJ c [ L~ [ [ r: L~ II. NON-OCS BASE CASE Introduction Development of the petroleum resources in the Beaufort Sea will result in changes to the Alaska economy. Petroleum development will affect both the structure and size of the economy. Changes in the level of economic activity which result from the development of the Beaufort Sea OCS can be defined as an impact of this development. Beaufort Sea petroleum de- velopment will impact the Alaska economy in two ways. First, the direct effect of OCS development occurs because of increases in construction and petroleum employment. Increases in employment and incomes lead to in- creased demand for goods and services and labor, leading to growth in the economy. Secondly, OCS development indirectly leads to growth by in- creasing the revenues to the state government. However the state govern- ment chooses to spend these extra revenues will lead to growth in the economy. State expenditures increase employment and incomes and lead to growth in much the same way as changes in mining employmP.nt. ThP sum of these changes, both direct and indirect, which results from OCS activity is the impact of development. The impa.ct of OCS deve 1 opment must be described as changes from a certain pattern of economic growth which would occur without this development. The purpose of this chapter is to describe the base case from which the impacts of OCS development will be measured. The impact of Beaufort Sea OCS development will be examined for a forecast period between 1977 and 2000. 13 The base case scenario consists of three major components--assumptions regarding levels of employment in the petroleum sector, the exogenous component of the construction sector, and other exogenous sectors, assump- tions regarding oil and gas revenues to state and local governments, and an assumed rule for the determination of state and local government ex- penditures. This chapter begins with a description of these assumptionsr which define the scenario. The growth of the Alaska economy and popula- tion which results because of these base case assumptions is described in the last section of the chapter. General Development Pattern The basic premise on which the base case scenario depends is that very little oil and gas or other mineral development beyond that implied by current commitments occurs in Alaska. These current commitments include Prudhoe Bay and several fields surrounding Prudhoe, Upper Cook Inlet, Northern Gulf of Alaska OCS, and Lower Cook Inlet OCS, as well as exis- ting coal and other mineral development. At Prudhoe Bay, it is assumed that currently proven reserves are augmented by discoveries in the Lisburne and Kuparuk formations. This production is assumed to lead to a / maximum flow of 1.785 million barrels of oil a day through the TAPS line in 1985 (Dames and Moore, 1978). No significant new reserves are dis- covered in the Upper Cook Inlet, so that production there continues to decline over the forecast period. In the Norther~ Gulf of Alaska, it is assumed that resource discoveries are minimal, although in Lower Cook Inlet it is assumed that the mean levels of estimated recoverable reserves are in fact discovered and produced. 14 r L [ [~ b [ E L [ [ f' L " I ' ! ' b I: L, f~ L, Exploration of NPR-4 is assumed to result in no commercial discoveries, and other mineral development activity is assumed to remain at current levels. With regard to major construction projects during the forecast period, it is assumed that work on the TAPS line is completed on schedule and that the Alcan gas pipeline is constructed between 1979 and 1983. This scenario, while representing a consistent and plausible development pattern, should not be construed in any senseas a 11 best guess 11 of de- velopement likely to occur in Alaska during the forecast period. The actual pattern likely to occur is subject to an enormous amount of uncer- tainty concerned with technology, market prices, federal policies, and so on. To forecast any specific development path as most likely would at this point be little more than idle speculation. Rather, the MAP model is designed to permit the formulation of ranges of scenarios which encom- pass these uncertainties in order to trace out the range of possible out- comes from alternative developments and policies. This base case should be regarded as a very conservative development pattern which includes only activities to which current commitments have been made. EXOGENOUS EMPLOYMENT The exogenous sectors of the Alaska economy are the petroleum sector, a portion of the construction sector, the manufacturing sector, federal gov- ernment, and the agriculture, forestry, and fisheries sector. Employment in each of these sectors is determined outside ~f the model. Exogenous employment estimates for mining and construction will vary by development 15 scenario and will be discussed in this section. Employment in both of these sectors is influenced by the general development pattern discussed above. Table 2.1 shows the yearly assumed level of mining employment by project. (The regional distribution of this employment is shown in Tables B.l-B.3 in Appendix B.) Fairly high levels of exogenous mining employment are maintained throughout the forecast period. Mining employment reaches a peak of 6,548 in 1981 and declines slowly until 1990, when it stabilizes at 4,471. This level is maintaineduntil 2000. These initial high levels of employment result from the staggered developmentof fields in the Northern Gulf, Lower Cook Inlet, and the Lisburne and Kuparuk fields near Prudhoe. The exogenous construction employment is shown in Table 2.2. (The re- gional distribution of this employment is shown in Tables B.4-B.6 in Appendix B.) The major employment impacts of the TAPS line are over after 1977, when employment drops from 5,775 to 900 in 1978. Construction of facilities associated with petroleum development and production in the Northern Gulf and lower Cook Inlet add small amounts of employment throughout the 1980s; the maximum level of construction employment for these projects is 551, which occurs in 1981. The major event influencing the level of exogenous construction is the construction of the Alcan gas line between 1979 and 1982. At its peak, construction employment on this project reaches 8,942 in 1980. 16 [ r~ L r L [ f~ L c E L L L r: L: L I I, I I TABLE 2 .1. STATEWIDE MINING INDUSTRY EMPLOYMENT l_,, -BASE CASE- ~~ (Thousands of Persons) I l_-1 Upper Cook Prudh~e Other N. Gulf L. Co~k Other ~-, Inlet1 ALCAN5 Mining6 Total I Year Bay TAPS2 Prudhoe3 OCS ocs I l ...• 1977 .575 1.500 .000 .055 .740 .000 .000 1.694 4.564 ,., 1978 .575 1.100 .300 .055 1. 283 .255 .000 1.694 5.262 I 1979 .575 .900 .300 .874 1.298 .638 .000 1.694 6.279 •---1980 .575 .600 .300 .923 .799 1.107 .096 1.694 6.094 [ 1981 .575 .600 .300 1.619 .534 1.130 .096 1.694 6.548 1982 .575 .600 .300 1. 710 .429 .732 .096 1.694 6.136 1983 .575 .500 .300 1.801 .355 .562 .096 1.694 5.883 [ 1984 .575 .500 .300 1.892 .319 .623 .096 1.694 5.999 1985 .575 .450 .300 1. 983 .207 .604 .096 1.694 5.909 1986 .575 .450 .300 2.074 .211 .545 .096 1.694 5.945 ~ 1987 .575 .450 .300 1.814 .211 .411 .096 1.694 5.551 I 1988 .575 .450 .300 .948 . 211 .417 .096 1.694 4.691 I 1989 .575 .450 .300 • 728 . 211 .417 .096 1.694 4.471 1990 .575 .450 .300 .728 .211 .417 .096 1. 694 4.471 ~--- 1991 .575 .450 .300 .728 .211 .417 .096 1.694 4.471 ', 1992 .575 .450 .300 .728 .211 .417 .096 1.694. 4.471 1993 .575 .450 .300 .728 .211 .417 .096 1. 694 4.471 I, 1994 .575 .450 .300 .728 .211 .417 .096 1.694 4.471 1995 .575 .450 .300 .728 . 211 .417 .096 1. 694 4.471 1996 .575 .450 .300 .728 .211 .417 .096 l. 694 4.471 I • 1997 .575 .450 .300 .728 .211 .417 .096 1.694 4.471 ._ __ , 1998 .575 .450 .300 .728 .211 .417 .096 1.694 4.471 1999 .575 .450 .300 .728 .211 .417 .096 1.694 4.471 ~" 2000 .575 .450 .300 .728 .211 .417 .096 1. 694 4.471 =-:1 I lAuthor•s estimate based on existing mining employment. 2Based on estimates in Issues in Alaska•s Development (Kresge, et al), ~' Table B-1. r--.. I 3Author•s estimates based on reserves and development schedules in --~ 11 Developing Production and Price Estimates for Northern Alaska Oil and Gas Supplies .. (Resource Planning Associates, 1975). 4Based on low scenario of Northern Gulf and moderate scenario for Lower Cook in 11 The Economic Impact of Federal Energy Development on the State of Alaska 11 (Porter, 1977}. 5Author•s estimate based on 11 Application of Alcan Pipeline for Certificate of Public Convenience and Necessity .. to the Federal Power I Commission, July 1976. I -6Residual in statewide mining employment in 1976, L __ ..J assumed to remain --constant through 2000. I ! - F-~ 17 't ·-~ [ TABLE.2.2. STATEWIDE EXOGENOUS CONSTRUCTION EMPLOYMENT, BY PROJECT [ -BASE CASE- (Thousands of Persons) [ TAPS 1 ALCAN 2 N. Gu1f L. Cook [ Year ocs ocs3 Total 1977 5.775 .000 .000 .000 5. 775 r~ 1978 .900 .000 .017 .000 .917 1979 .300 3.271 .077 .000 3.648 1980 .000 8.942 .1 07 .027 9.076 [ 1981 .000 7.482 .257 .294 8.033 1982 .000 .390 .192 .365 .947 r· 1983 .000 .000 .022 .284 .306 1984 .000 .000 .011 .099 . 110 1985 .000 .000 .000 .444 .444 r 1986 .000 .000 .000 .426 .426 L 1987 .000 .000 .000 .000 .000 1988 .000 .000 .000 .000 .000 [ 1989 .000 .000 .000 .000 .000 1990 .000 .000 .000 .000 .000 1991 .000 .000 .000 .000 .000 [ 1992 .000 .000 .000 .000 .000 1993 .000 .000 .000 .000 .000 E: 1994 .000 .000 .000 .000 .000 1995 .000 .000 .000 .000 .000 1996 .000 .000 .000 .000 .000 t lYY/ .uuu .uou .000 .000 .000 1998 .000 .000 .000 .000 .000 1999 .000 .000 .000 .000 .000 [ 2000 .000 .000 .000 .000 .000 [ -_.. lAuthor's estimate. L 2Author's estimate based on .. Application of Alcan Pipeline for Certificate of Public Convenience and Necessity .. to the Federal Power Commission, July 1976. L 3Based on scenarios in 11 The Economic Impact of Federal Development on the State of Alaska 11 (Porter, 1977). Energy L L L 18 [ ! L, [ [ [ [ [ [ [ [ [ L [ r~ I- L__, [ OIL AND GAS REVENUES For oil and gas developments on state lands and in coastal waters within three miles of shore, oil and gas production generates four types of state revenues--bonuses, property taxes, royalties, and severance taxes. Bonuses are initial lump sum payments for drilling and production rights on state property. Bonuses are determined by the bids of oil companies and reflect their assumptions about the present value of the field. Inasmuch as all state-owned developments in the base case occur on tracts already leased, no new bonuses are paid during the forecast period. Property taxes are based on the value of real property in oil and gas production, such as production and transportation facilities. Table 2.3 presents the amounts of property tax payments, assumed for the base case. Property tax revenues begin to decline in 1985 because production at Prudhoe and the value of the property begin to decline. Royalties and severance taxes reflect the production value of a field. Royalties are the state's share of production, which is fixed in the terms of the lease. Severance taxes are taxes set by the state on the com- panies' portion of production. Both royalties and severance taxes are based on the wellhead value of oil and gas production on state properties, where wellhead value is defined as refinery price less transport costs. Thus, before estimating either royalties or severance taxes, it is neces- sary to make several assumptions to determine the appropriate wellhead values and production quantities on which taxes are levied. The oil and 19 TABLE 2.3. OIL AND GAS PROPERTY TAX PAYMENTS -BASE CASE- (Millions of Dollars) Year Total 1977 122.0 1978 168.3 1979 170.6 1980 193.2 1981 226.7 1982 251.8 1983 257.0 1984 261.4 1985 295.9 1986 281.1 1987 267.0 1988 253.7 1989 241.0 1990 229.0 1991 217.5 1992 206.6 1993 196.3 1994 186.5 1995 177.2 1996 168.3 1997 159.9 1998 151.9 l YYY 144.3 2000 137.1 SOURCE: Alaska Department of Revenue, internal memorandum, December 1977. 20 [ [ [ [ [ L [ f' L. [ [ E c c u L L L [ I '-' gas production totals from state lands and coastal waters assumed for the base case are shown, by site, in Table B.7 in Appendix B. The assumed wellhead values for North Slope oil and gas are presented in Table B.8 in Appendix B. Royalty payments are set at 12.5 percent of the wellhead value of oil and gas produced on state property. Royalty payments for the base case are presented, by site, in Table 2.4. Severance taxes are set at a maximum of 12.25 percent of the wellhead value of non-royalty oil and 10 percent of the wellhead value of non- royalty gas. Base case estimates of severance tax revenues, by site, are presented in Table 2.5. STATE EXPENDITURE POLICY Because of the central role of state and local government in the Alaska economy and because the behavior of thP.sP. governmental units depends largely on policy choices to be made over the next several years within a framework far different from that of the past, the treatment of ex- penditures by state and local governments is a central feature of any development scenario to be considered. Over the forecast period, state government will receive revenues from oil development which far exceed current levels of expenditures. The rate at which state government chooses to spend these revenues and the composi- tion of these expenditures will serve to determine not only direct 21 employment in the government sector, but, through the multiplier effects of such expenditure, will have impacts on all of the endogenous sectors, affecting the growth of employment, incomes, and prices and also serving to induce or retard new irmnigration into the state. · Two factors determine the current framework in which state expenditure policy will be determined. First, the revenues from the state will in- crease tremendously with the completion of construction of the Trans- Alaska Oil Pipeline. State revenues will be increased by both royalties and severance taxes from the Prudhoe oil fields (see Tables 2.4 and 2.5). Secondly, the establishment of the Permanent Fund will place new con- straints oil the use of certain petroleum revenue. In 1976 Alaska adopted a constitutional amendment which established the Permanent Fund. The relevant section of the constitution is Article IX, Section 15, which reads: Section 15. ALASKA PERMANENT FUND. At least twenty-five per- cent of all mineral lease rentals, royalties, royalty sale proceeds, federal mineral revenue sharing payments, and bonuses received by the State shall be placed in a permanent fund, the principal of which shall be used only for those income pro- ducing investments specifically designated by law as eligible for permanent fund investments. All income from the permanent fund shall be deposited in the general fund unless otherwise provided by law. The establishment of the permanent fund removes a minimum amount of cer- tain petroleum revenues from state spending. These changes in the structure of state spending limit the usefulness of past spending policies in determining the spending rules to be used. 22 [ [ [ [ [' r-· l [ r L [ [ [ L ,~ L [ ' ..._ __ ,; r~ ! L_, [ r l_; [ [ p Li G c u [ [ r-'= b r I L [ . Year 1977 1978 .· 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 TABLE 2.4. STATE ROYALTY REVENUES -BASE CASE- (Millions of Dollars} Site UEEer Cook Inletl Prudhoe Bay and Vicinit~2 Gas Oil Gas Oi 1 4.0 36.0 .09 60.1 4.4 33.1 .13 210.0 5.4 31.3 • 15 368.5 6.9 29.5 . 16 439.7 8.3 27.9 .88 500.0 9.0 26.4 1.35 544.9 9.1 24.6 24.30 638.8 9.3 22.9 25.90 794.1 9.4 21.2 27.20 884.4 9.4 19.9 27.20 842.2 9.4 18.7 27.20 814.1 9.4 17.6 27.20 859.4 8.5 16.5 27.20 806.6 T.7 15.5 27.20 732.3 6.9 14.6 27.20 749.1 6.2 13.7 27.20 748.0 5.6 12.9 27.20 767.9 5.0 12.0 27.20 606.1 4.5 11.4 27.20 704.7 4.1 10.7 23.10 665.9 3.7 10.0 19.60 685.9 3.3 9.4 16.60 645.9 3.0 8.9 14.10 676.0 2.6 8.3 12.00 628.1 Total 100.2 247.6 405.4 476.3 537.1 581.7 696.8 852.2 942.2 898.7 869.4 913.6 858.8 782.7 797.8 795.1 813.6 650.3 747.8 703.8 719.2 675.2 702.0 651.0 1From 11 The Permanent Fund and the Growth of the Alaskan Economy 11 (Goldsmith, 1977}, Table C.3. 2Based on a rate of 10.5 percent of the wellhead value of production until the $500 million is contributed to ANCSA, then a rate of 12.5 per- cent of the wellhead value of production. 23 Year 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 . TABLE 2.5. STATE SEVERANCE TAX REVENUES -BASE CASE- (Millions of Dollars) Site Prudhoe Bay and UEEer Cook Inlet Gasl Oi12 Vicinitl Gas3 Qi14 2.0 36.0 . 15 72.2 2.3 33.1 • 21 240.7 2.8 31.3 • 25 400.4 3.6 29.5 • 27 439.7 4.4 27.9 1.47 500.0 4.6 26.4 2.27 544.9 4.7 24.6 40.82 615.3 4.8 22.9 43.51 667.1 4.9 21.2 45.61 742.9 4.9 19.9 45.61 707.5 4.9 18.7 45.61 677.4 4.9 17.6 45.61 708.2 4.4 16.5 45.61 658.2 3.9 15.5 45.61 591.7 3.5 14.6 45.61 605.3 3.2 13.7 45.61 604.4 2.9 12.9 45.61 620.5 2.6 12.0 45.61 489.7 2.3 11.4 45.61 569.4 2.1 10.7 38.85 538.0 1.9 10.0 32.97 548.7 1.7 9.4 27.93 516.7 1.5 8.9 23.73 540.8 1.4 8.3 20.16 502.4 Total 110.4 276.3 434.8 473.1 533.8 578.2 685.4 738.3 814.6 777.9 746.6 776.3 724.7 656.7 669.0 666.9 681.9 549.9 628.7 589.7 593.6 555.7 574.9 532.3 lFrom 11 The Permanent Fund and the Growth of the Alaskan Economy .. (Goldsmith, 1977), Table C.3. 2Author•s estimate assumed equal to royalties with inclusion of federal revenue sharing from production of federal properties. 3Author•s estimate based on assumed gas severance tax of 6¢ per mcf. 4Author•s estimate based on assumed severance tax of 11.5 percent of wellhead value to 1979 with it rises to 12 percent; after 1987 severance tax is assumed to fall until it reaches 11.4 percent of wellhead value by 2000. 24 ~ [ [ [ [ [ [ [ [ L [ [ c [ L L [ [~ [ [ [ [ I L [ I b [ [ ,~ L [ However, examination of past spending provides some help in assessing a general pattern of response of state spending to increased revenues. Be- tween 1960 and 1977 total state expenditures increased from $37 million to $893 million. The average annual growth rate in expenditures has been 25 percent after the receipt of Prudhoe Bay bonuses in 1969, while before the sale the rate of increase was 17 percent. Extremes have ranged from 2 percent between 1963 and 1964 to 59 percent between 1970 and 1971 . The . ratio of real per capita expenditures to real per capita income has also experienced rapid increases. This ratio had increased to 12 percent by 1969. After the Prudhoe lease sale, the ratio increased to 20 percent between 1969 and 1971. Since 1971 this ratio has remained close to 20 percent (Goldsmith, 1977). These spending patterns point to two possible conclusions. First, expenditures increase dramatically in response to large increases in revenues. Second, the level of real per capita expenditures once raised tends to remain at the new higher level. The rate of state expenditures, because it is a matter of policy choice to be made within a framework far different from past experience, cannot be modeled simply from past relationships. Rather, it must be deter- mined by a hypothetical expenditure "rule" which captures both the short- and long-run features of expenditure determination in the state. First, in the short-run, the establishment of a permanent fund into which a portion of royalty and bonus revenue will be deposited sets the framework for an expenditure rule which sets current expenditures equal to total revenues less permanent fund contributions. Under such a rule, the per- manent fund contribution may vary between 25 percent and 100 percent of 25 royalties and bonuses, but even if the rate approached lOOpercent, the increased petroleum revenues due to severance and property taxes from Prudhoe Bay would result in substantial expenditure increases by the late 1970s and early 1980s, inducing employment growth. To sustain the levels of per capita expenditures implied by such a policy in the long-run as petroleum resources are depleted, however, will require eventually either the consumption of any accumulated balances or the imposition of substantial new tax programs, or both. The expenditure rule utilized for the present analysis attempts to capture both features of state expendi- ture policy--a fixed savings rate as petroleum revenues grow and an adjust- ment to such policy as revenues decline. As petroleum· revenues grow, it is assumed that bonuses and 60 percent of royalties are deposited in the permanent fund and that current expenditures equal the remainder of current revenues. This represents a middle level of savings--between the extremes of 25 percent and 100 percent. As petroleum revenues eventually decline, it is assumed that the state maintains per capita expenditure levels by gradually reducing the savings rate to zero and eventually consuming the accumulated balance. Such a program would be sustainable into the early 2000s under the assumptions of the base case. Local governments are more constrained by revenues than is the state government. Local government expenditures are assumed to equal revenues in most cases. The only exceptions are those governments in which some petroleum property is located. Alaska Statutes, Section 29.53.04~, TAX ON OIL AND GAS PRODUCTION AND PIPELINE limits the rate municipalities can tax petroleum property to $1,500 for each resident. This rules is 26 [ [ [ E [ b [ L L r L [ -------·-------~-----·--···~ ~---~---~----------------~--------·--··-·------------·--------·--------------·----·-·--·------···-----·-··-·-------·---------------------------·-------------·--------- [ [ [ [ [ r L [ [ E c [ [ [ explicitly modeled for the North Slope Borough where it is assumed, based on the short historical period, that 75 percent of these revenues are spent on current expenditures.* Admittedly, these expenditure rules are highly speculative, but they must remain so to adequately reflect the extremely wide range of policy choices open to state government as a consequence of new oil revenues. Rather than attempt to predict a specific expenditure path, the methodology used here is to assume this hypothetical path tentatively for the base case, measure impacts of OCS development from this base case, then test the sen~itivity of these impact measurements to variations in this somewhat arbitrary expenditure pattern. This will be done in Chapter IV. The Base Case AGGREGATE INDICATORS This section summarizes the growth of four aggregate indicators of eco- nomic activity--population, employment, personal income, and state expen- ditures--during the forecast period, 1977-2000. The 1977 levels in all tables are projections and will not necessarily agree with actual levels. They are shown in Table 2.6. Projections are based on average historical relationships between the projected variable and important exogenous variables. There are two reasons why projects in any year may differ from the actual levels. First, estimates of the level of important exogenous *During the course of this study, the borough and the state agreed on an .alternative formula allowed under this statute. See Alaska Statutes, Section 29.53.045{c). 27 ---------~-----~- [ TABLE 2.6. AGGREGATE INDICATORS OF BASE CASE GROWTH [ STATE OF ALASKA 1977-2000 r Total Total Personal .Total State [ Year PoEulation Em lo ent Income ExEenditures . (Thousands Thousands (Millions (Mi 11 ions of Persons) of Wage of $) of $) [ Earners) 19771 399,968 190,988 4,128.73 980.65 [ 1978 402,357 187,828 3,947.64 1,231.14 1979 419,124 198,614 4,522.77 1,335.50 1980 449,203 218,532 5,561.03 1,562.77 f' 1981 466,927 226,705 6,052.76 1,766.84 L. 1982 463,198 218,665 5,709.98 1,987.56 1983 470,099 221,273 6,009.95 2,218.53 r 1984 479,525 226,057 6,440.03 2,434.07 L, 1985 491,934 233,677 7,031.58 2,661.16 1986 500,022 237,789 7,506.67 2,803.24 [ 1987 503,990 238,965 . 7,831.86 2,905.72 1988 504,373 237,918 8,066.80 2,983.78 r 1989 508,403 240,470 8,509.24 3,096.86 1990 512,526 243,351 9,008.42 3,215.68 L 1991 . 518,104 247,590 9,603.92 3,353.03 E 1992 522,414 250,882 ]0,186.70 3,483.52 1993 528,300 255,556 10,872.60 3,634.20 1994 533,322 259,544 ll ,56L30 3,782.37 lJ 1995 539,760 264,729 12,358.10 3,950.65 1996 545,167 269,062 13,151.70 4, 114.77 [ 1997 552,447 274,925 14,085.00 4,304.71 1998 558,855 280,025 15,026.30 4,493.02 1999 567,344 286,779 16,134.70 4,711.63 2000 575,574 293,209 17,289.00 4,935.70 lJ [ L lProjected value may differ from actual 1977 estimate. SOURCE: MAP Statewide Model [ [ L 28 [ [ [ r [ [ [ [ [ [ [ c c [J [ I' L r: L [ variables may differ from the actual levels. Second, the relation between these variables may differ in any year from the historical average. In using such models for making projections, it is assumed that these relations, while they may not predict actual levels in any particu- lar year, describe the general trend of future growth. These indicators, shown in Table 2.6, illustrate economic growth throughout the period 1977-2000, which is less rapid than recent Alaska experience. Population growth averages approximately 1.6 percent annually throughout the period. This is moderate population growth when compared with the 6 percent annual population growth the state experienced between 1970 and 1975 (Alaska Labor Department, 1970-1975). Between 1977 and 2000, the base case shows a growth of 175,606 in population. More than half of this growth occurs before 1990. The moderate rate of population growth can be attributed to a relatively slow increase in employment. Total employment grows at an annual average rate of 1.9 percent throughout the period. This rate is closer to that of the entire country, which averaged approximately 1.5 percent per year between 1955 and 1972, than to recent Alaska experience (U.S. Department of Labor, 1975). During the period between 1970 and 1975, employment in Alaska grew at a rate of 11.8 percent per year; between 1965 and 1970, employment grew approximately 6 percent per year (Alaska Department of Labor). In the base case, the state economy is importantly influenced by two events, the construction of the gas line route from Prudhoe Bay in 1979 and the decrease in petroleum-related employment after it peaks in 29 1980. These two events influence employment growth through the early part of the base.case period. Employment increases to a peak of 226,705 by 1981, then falls about 3.5 percent in the following year with the winding down of the gas line project. It takes three years for the eco- nomy to pass this 1981 employment peak. The growth during the gas line construction period is more than a third of the total growth in employment during the base period. After 1984 the growth in employment is at an annual rate of 1.6 percent. The level of personal income in the state determines the demand for goods and services, which affects the level of overall economic activity. In nominal dollars, which are not corrected for inflation, personal income increases by a factor of four by the year 2000. On average, personal income increases at a rate of approximately 6.4 percent a year throughout the period. The other major determinant of economic growth is state spending. Be- cause of the state expenditure rule assumed, state expenditures are governed by increases in state revenues. This is reflected by the rapid increase in expenditures in the early portion of the study period as the level of petroleum revenues increases. State expenditures increase at an average annual rate of 9.6 percent between 1977 and 1990; this rate slows to 4.4 percent annually for the remainder of the period. Nominal state expenditures increase by $3.96 billion between 1977 and 2000; the effect of inflation is to reduce the impact of these expenditures on the Alaska economy. 30 [ [ r r [ [ [ r L [ F t1 0 L B [ [ [ [ [ [ [ [ [ [ [ r L [ [ c c c D r~ L [ [ f' L [ CAUSES OF GROWTH The growth of the Alaska economy is influenced by three separate but interrelated factors, changes in the level of employment in the exogenous sectors of the economy, changes in the level of personal income, and changes in the level of state spending. Economic growth is directly affected by the employment created in the exogenous sector. The source of this growth is external to the Alaska economy; the most obvious recent example of this is the construction employment associated with construc- tion of the Trans-Alaska Pipeline. The second major cause of growth is an increase in real disposable personal income. Increases in real disposable personal income increase the demand for goods and services which is reflected by increases in employment in the state economy. Personal income is affected by the growth of wage rates and the growth in number of wage earners. Because of this relation, personal income both affects and is affected by the growth of the economy. The third major cause of growth is state expenditures. State expenditures affect state growth in two ways-~through capital expenditures on projects such as highways and ports, which increase the output of the construction in.:.. dustry, and through state government employment, which, because it in- creases wages and salaries, leads to increased demand and employment. Each of these forces has a period in the base case in which it is impor- tant. Until 1982 growth of employment in the exogenous sectors of mining and construction plays an important role. The construction of the Alcan gas line and increased mining outside of Prudhoe Bay are important deter- minants of economic growth. Between 1977 and 1986 state expenditures are 31 also expanding rapidly and importantly affect growth. After 1986 real per capita state expenditures are maintained at a constant level~ The increase in revenues is no longer sufficient to support increases in the level of real per capita expenditures, so real state expenditures in- crease only with increases in population. After 1986 the main cause of growth is the continued expansion of personal income. The effects of each of these will be described in the following section. Characteristics of Growth INCOME CHARACTERISTICS Growth in personal income increases the demand for the goods and services produced in the economy and is an important factor in determining the growth of the Alaska economy. Throughout the base period, personal in- come is projected to increase approximately four times, at an annual average rate of over 6 percent. The full force of this growth in personal income is not translated through to the economy because of two factors. First, both federal and state taxes reduce the amount of income people can spend. Second, rising price levels reduce the impact of an extra dollar of income by reducing the amount of goods and services which it can buy. Table 2.7 shows the increase in income-related variables. Progressive federal and state income tax schedules are assumed throughout the base period; taxes increase their share of personal income, from 23 percent to 28 percent, as personal income rises. This slight increase in the tax take reduces the rate of growth in disposable personal income to slightly below the rate of personal income. Price level increases are 32 [ [ r [ [ [ [ [ [ [ t c [ [ [ [ ( ' L [ [ [ [ [ [ r L~ [ r L [ [ 0 G c [ [ [ c r L [ --~ ------------~----~~-------------------------------------~---~-----. ·-~-~~--------·--~-·--------·------ TABLE 2.7. BASE CASE INCOME VARIABLES STATE OF ALASKA 1977-2000 Real Disposable Disposable Real Disposable Personal Income Year Personal Income Personal Income Per Capita (Mi 11 ions of $) (Millions of $) 1977 1 3,347.62 1,323.03 3,307.83 1978 3,215.15 1,234.09 3,067.14 1979 3,663.80 1,350.42 3,222.01 1980 4,483.11 1 ,571. 33 3,498.04 1981 4,864.54 1,645.07 3,523.18 1982 4,616.80 1,532.92 3,309.43 1983 4,847.43 1,562.74 3,324.27 1984 5,191.75 1 ,621. 30 3,381.06 1985 5,662.76 1,707.73 3,471.45 1986 6,026.91 1,762.13 3,524.10. 1987 6,296.02 1,789.97 3,551. 61 1988 6,474.25 1,793.85 3,556.60 1989 6,832.09 1,838.45 3,616.13 1990 7 ,211. 29 1,883.95 3,675.80 1991 7,684.48 1,946.28 3,756.54 1992 8,125.40 1,997.35 3,823.30 1993 8,666.30 2,064.98 3,908.74 1994 9,185.54 2,122.95 3,980.63 1995 9,808.64 2' 196. 61 4,069.60 1996 10,404.40 2,259.50· 4,144.59 1997 11 '128.20 2,340.90 4,237.33 1998 11,832.10 2,412.31 4,316.52 1999 12,684.70 2,503.60 4,412.85 2000 13,544.30 2,588.93 4,497.99 1Projected value may differ from actual 1977 estimate. SOURCE: MAP Statewide Model 33 more important in reducing the impact of personal income on growth. The real price level rises at an annual average rate of 3.2 percent for the period as a whole. Because of the slow growth in the Alaska economy, this increase is mostly a reflection of U.S. price increases. The in- crease in the price level has the effect of reducing the growth in dis- posable real personal income to less than half the rate of growth of disposable personal income. Real disposable personal income grows faster than does population, so that real per capita disposable personal income- grows at an average annual rate of 2.9 percent throughout the period. Real disposable personal income (OPIR) increases with increases in the average real income per worker and with increases in the number of workers. Average real income per worker is substantially made up of wages and sal- aries, so it reflects changes in the real wage rate. The real wage rate is affected by changes in the general wage rate because of price changes and overall changes in outside wages. The average real wage will also be affected by changes in,the structure of employment; as high wage sectors such as construction and petroleum, increase their proportion of employ- ment, the average real wage will rise. Throughout the forecast period, OPIR is affected by each of these factors. Changes in the level of OPIR in the period 1977..;1981 illustrate the impor- tance of the high wage exogenous sectors; growth of OPIR is importantly affected by changes in the level of exogenous employment. OPI~ falls by $89 million after 1977, when the TAPS line is completed. It rises at an average rate of 5.6 percent per year between 1978 and 1981, primarily as 34 [ [ [ c [ [ [ [ [ E 8 [ [ [ L L [' L [ -----~------------- [ [ [ [ [ [ [ [ [ u 0 c D [ L c [ [ a result of increases in exogenous employment. Because of the construc- tion of the Alcan gas line, exogenous employment increases by about 8,000 during this period. The effect on DPIR is more than proportional because these employees are-in the high wage construction sector. The effect of these high wages can be seen by looking at real per capita disposable personal income, which rises to a peak of $3,523 with the peak in gas line employment. During this same period, increasing state expenditures are leading to expansion of state employment and construction employment. This effect maintains the growth in DPIR. After 1985 real state expendi- tures are increasing at a rate equal to population growth, and exogenous mining employment continues to fall; both of these have dampening effects on the growth of DPIR, which grows at an annual rate of 2.6 percent during the period 1985-1990. Exogenous mining employment stabilizes in 1990; growth during the remainder of the forecast period is at an average rate of 3.2 percent annually. Growth in DPIR is a result of increases in em- ployment and the wage rate. This leads to growth in DPIR, which is greater than proportional to increases in employment. Real wage rates increase after 1990 as a result of increases in the U.S. real wages. The U.S. labor markets affect the real wage rate in Alaska because of the small size of the Alaska labor market and the mobility of Alaska workers. These factors lead to outmigration as the equilibrating factor, which maintains the relation between Alaska and U.S. real wages. The slowing of the Alaska economy leads to outmigration and a reduction in the supply of labor and not to a reduction in the relative Alaska wage differential. 35 --~---·-~--~~~~~---~----------~---------------~----------·---··---------~---------~----------------------~---------- FISCAL CHARACTERISTICS Revenues Revenues, expenditures, and fund balances are shown in Table 2.8. Total revenues rise throughout the base period until 1989, when they peak, then fall by $55.59 million and begin to rise again. The rise in total reve- nues is rapid throughout the 1980s because of the revenues generated from the petroleum sector and interest earned on the unspent general and per- manent fund balances. By 1986 petroleum revenues have peaked, and they decline throughout the remainder of the period. After 1988 earnings from the general fund also begin to decrease. Overall, revenues follow two periods: prior to the peak in 1989, revenues grow at an annual average of 9.3 percent a year; after this peak, they increase at less than 1 percent annually. The most important sources of revenue are non-petroleum taxes, petroleum revenues, and interest from the fund balances. Taxes fall in the second year of the base case with the completion of the TAPS line because of the general decline in economic activity and the decline in personal income. They rise to peak at $257.08 million prior to the end of the gas line con- struction in 1981. After that, they grow approximately 5.6 percent each year. These cycles associated with increases in high wage exogenous sectors show the importance of fluctuations in personal income to taxes. The composition of taxes changes slightly through the period, with per- sonal income taxes averaging around 55 percent of total taxes throughout and corporate taxes growing from 11 percent to 16 percent of total by 2000. Petroleum royalty revenues from oil and gas reach a peak in 1986 36 r )~ I f" L [ [ c G [ L L L [ r L [ [ [ r r, 'i . ~ [ [ r· r l~ r [ [ e [ [j [ [ l I' L TABLE 2.8. BASE CASE GROWTH OF THE FISCAL SECTOR STATE OF ALASKA 1977-2000 (Millions of Dollars) Total General Permanent Total Year Revenues Fund Balance Fund Balance Ex~enditures 1977 1 1~133.54 695.948 42.99 980.65 1978 1~225.48 695.948 147.33 1 ~231. 14 1979 1~391.29 674.967 343.23 1~335.50 1980 1~693.45 674.968 607.74 1~562.77 1981 1~926.87 674.969 911.75 1~766.84 1982 2~ 177.69 674.967 1~247.40 1~987.56 1983 2~450.06 674.967 1~630.95 2~218.53 1984 2,738.78 674.967 2,095.65 2~434.07 1985 3~029.67 674.968 2~633.97 2~661. 16 1986 3~177.57 674.968 3~186.24 2~803.24 1987 3~180.16 603.385 3~716.67 2~905.72 1988 3~245.69 519.749 4~251. 57 2~983.78 1989 3~290.81 378.468 4~783.29 3~096.86 1990 3~235.22 109.545 5~275.73 3~215.68 1991 3~241.97 0.000 5~486.85 3~353.03 1992 3~316.03 0.000 5~ 540.21 3~483.52 1993 3~394.13 0.000 5~530.45 3~634.20 1994 3~330.05 0.000 5,317.78 3~782.37 1995 3,328.75 0.000 4~946. 10 3,950.65 1996 3,430.28 0.000 4,522.14 4,114.77 1997 3,455.98 0.000 3,945.86 4,304. 7l 1998 3,482.01 0.000 3,219.12 4,493.02 1999 3,518.72 0.000 2,324.17 4, 711.63 2000 3,551.04 0.000 1 ~251.49 4,935.70 1Projected value may differ from actual 1977 estimate. SOURCE: MAP Statewide Model 37 as production in the Prudhoe area begins to decline. Petroleum revenues make up a continually changing portion of total revenues, rising from 44 percent in 1977 to 63 percent at its peak and falling to 39 percent by the end of the period. Revenues from the interest on the general and permanent fund balances account for 11 percent of total revenues in 1990. By the end of the period, they account for qnly 4.6 percent of revenues. The decrease in this source of revenues results from the state drawing down these balances to maintain state spending at the constant real per capita levels. The state begins using the general fund in 1987 and the permanent fund in 1993 as a source of funds. As revenues from fund balance interest and petroleum decline, the increase in total revenues comes as a result of increases in taxes and other revenues. Other reve- nues include federal transfers and fees for state services, which increase as the population of the state grows. {Appendix C shows a breakdown of revenues and expenditures.) Expenditures Expenditures grow at an annual average growth rate of 13.3 percent prior to 1986 and 4.1 percent between 1986 and 2000. The slowdown in expendi- tures results from maintenance of constant real per capita expenditure after 1985; this per capita level is maintained because revenue increases are not fast enough to allow increases in real per capita expenditures. Expenditures increase only with inflation and population after 1985. Real per capita expenditures can be considered a measure of the level of state services received by an individual. Real per capita state 38 n L [ [ r L [ F [ [ L [; L [ [ [ p L [ [ [ L L b r L [ expenditures grow 69 percent until 1986, after which time they remain constant. The proportion of state spending on capital is reduced about one-third during the base period, from 30 percent of total expenditures to 20 percent, although yearly capital expenditures increase more than three times during the forecast period. This growth in state expenditures repeats over a much longer period the experience of the state after the Prudhoe Bay lease sale. Rapid increases in revenues led to increases in expenditures; expenditures by the state increased by 59 percent between 1969 and 1970. This Prudhoe Bay expe- rience may provide an indication of how the state will expand services in the future. Despite the rapid growth of expenditures during the his- torical period, the functional distribution of expenditure remained fairly stable. We may be able to infer that the state will continue to distribute increased expenditure between the nine functional categories (education, social services, health, natural resources, public protection, justice, development, transportation, and general government) as in the past (Goldsmith, 1977). The increases in expenditure are of two types, providing additional services and providing the same level of services to an increased popula- tion. Increases in services occur only in the period prior to 1985. After 1985 expenditures increase only to provide the same level of services to a bigger population. During the period between 1977 and 1985, per capita real expenditures rise $662, which is a 68 percent increase in the level of services. This rise is less than that experienced after the Prudhoe 39 -------------~-------~---------------------~-----------------·------·-----------·-------------~----------~ -----------·----------·----------- lease sale, when between 1969 and 1973 real per capita expenditures rose 118 percent (Goldsmith, 1977). Balances The expenditure policy pursued by the state in the base case forces the state to draw down its fund balances before the end of the forecast period. The general fund balance has been completely depleted by 1990, and only $1.25 billion is left by 2000 in the permanent fund. This remaining amount is only 23 percent of the peak of $5,540.21 million, which was reached in 1992. This depletion of the funds results from the policy of maintaining real per capita expenditures in the face of de- clining revenues. The decline in petroleum revenues after 1986 results in a reduction in the rate of increase in total revenues. The general fund must be drawn on after 1986 to maintain real per capita state expenditures. By 1991 expenditures are greater than revenues and the portion contributed to the permanent fund is reduced. By 1992 the permanent fund must be drawn down. This has implications for any future spending pattern the state develops which is tied to petroleum revenues. The cyclical nature of the petroleum revenues and their importance as a part of total state revenues means that expenditure policies which are tied to revenues will eventually lead to spending in excess of revenues. The massive jumps in services cannot be supported by normal revenues, and fund balances must be drawn on. Changes in the rate of spending out of increased 40 [ [ r f.' [ 1: [ r· L [ [ [-, ~' __ ; [ L l L L [ [ [ r: L [ --------------------------------~ revenues will only affect the timing of this occurrence, not its even- tuality (Goldsmith, 1977). EMPLOYMENT CHARACTERISTICS Increased demand for industrial output results in the growth of Alaska employment. Depending on the source, growth will affect employment dif- ferently in different industries. The source of growth for exogenous sectors is external to the Alaska economy, while the growth of the endo- genous sectors is influenced by the state economy. For the endogenous sectors, employment is determined from the demand for labor needed to produce a desired level of output. The demand for output is a function of real disposable personal income. Increases in the level of real disposable personal income lead to increases in the demand for goods and services, and this increased demand is translated into an increase in the demand for labor to be used as a factor of production. The state government sector influences employment in a different manner, which should be highlighted. First, state capital expenditures directly affect the output of the construction sector and the demand for labor. in that sector. Second, the state spends directly on employment. The Exogenous Sectors Five sectors can be considered all or partly exogenous; they are mining, manufacturing, federal government, construction, and agriculture, fish- eries, and forestries. Construction is a mixed sector, with both exo- genous and endogenous components. By the end of the base period, mining has 93 fewer workers than at the beginning. Over the entire period, 41 mining rises to a peak of 6,548 workers in 1981, then drops as a result of entering the production phase in various projects. Mining's share of total employment drops from 2.4 percent in 1977 to 1.5 percent by 2000. Manufacturing grows by approximately 4,600 workers in the period, which is an increase of about 40 percent. Manufacturing's share of total em- ployment drops from 6.7 percent in 1977 to 5.7 percent by 2000. The level of federal government employment remains constant throughout the base period. The level of total federal government employment in Alaska has remained fairly constant in recent history because of decreases in military, which balanced increases in civilian employment. Because of this·, its share of employment falls by almost 8 percent, to 14.5 percent of total employment by 2000. Agriculture, forestry, and fisheries grows approximately 36 percent during the period; its share of total employment falls by approximately .1 percent, to .65 percent of total employment. Exogenous construction employment is associated with major resource de- velopment projects. Major growth in this sector is limited to the early years of the period. The last major year of TAPS construction is 1977; exogenous construction employment drops from 5,775 in 1977 to 900 in 1978. The construction of the Alcan gas line is the next major project. Alcan construction begins in 1979, and employment increases to a peak of 9,000 by 1980. After 1981 and completion of the major Alcan work, exogenous construction grows because of OCS development on the Northern Gulf and Lower Cook Inlet but never reaches more than 1,000 employees. 42 )' L r~ \ L c E [ L !' L L r· L [ ---------------··----~~-··------·---· ---------.. ·-----~---~------------- L [ [ f' [ [ [ r L [ [ h '-' n [ b [ [ L f' L_, [ Total exogenous employment decreases in importance throughout the base period. By 2000 the exogenous sector is approximately the same size as in 1977, so its share of total employment has decreased. The exogenous sector impacts the growth of employment in two ways, it directly adds to employment and, by increasing the demand for local goods and services, increases employment in the local serving sector. The decrease in exo- genous employment during the 1980s has a dampening effect on the Alaska economy. By 1990 the fall in exogenous construction and mining has stopped, and these sectors remain stable. Two factors reduce the impact of this on the economy. First, the dynamic nature of the state economy means that one-time major increases in e,mployment will have long-term effects. Changes in person~l incomes and population which occur during impact periods affect growth beyond this period. Second, wage rate in- creases throughout the period decrease the impact of the decline in em- ployment and lead to increases in personal income with a stable employ- ment level. The State Government Sector Growth of state and local government employment in the base case occurs as a response to increases in state revenues. A part of increases in state expenditures is reflected as increases in wages and salaries in state government. The other determinant of state employment is the wage rate. Once state wages and salaries expenditures are determined, the wage rate determines the maximum amount of employment. 43 State and local government employment increases to a peak of 40,783 in 1985, which is a growth of 10,367 employees for an annual average rate of growth of 3.7 percent. After 1985 real per capita state expenditures are maintained at a constant level. After. 1985 state and local government employment falls until in 2000 there are 35,394 employees, which is approximately the same level as in 1981. This reduction in employment can be explained as a reaction of the state government when faced with rising real wages and a constraint on the increase in expenditures. The decrease is much less rapid than the increase to the peak, with employ- ment falling at an average of .9 percent a year after the peak in 1985. The Endogenous Sector The majority of growth in the Alaskan economy in the base case occurs in the endogenous sector. Growth in this sector results because of in- creased demand for goods and services. Increases in real disposable personal income lead to increases in demand. As we have seen, real dis- posable personal income increases consistently throughout the period. A greater than proportional increase in endogenous employment is a typical observation in small developing economies. The Alaskan economy throughout the base period is still relatively small, and this growth in the endoge- nous sector is a continuation of the trend observed throughout the recent economic history of the state. The fastest growing sectors of Alaska's economy are finance, services, and trade. Each of these sectors grows at an annual average rate greater than twice the rate of the whole economy. Trade employment increases to 44 r L r~ L [ [ [ 20.4 percent of total employment by 2000. Finance increases to 4.9 per- cent and services to 19.3 percent in the same period. Comparison with the national average and other similar states shows that Alaska is par- ticularly underserved in trade and services. The U.S. average is 20 percent of employment in trade and 24 percent in services (U.S. Depart- ment of Labor, 1977). The growth of these sectors results as Alaska provides a more normal share of its own goods and services. Other en- dogenous sectors also experience a healthy growth throughout the period. Transportation increases 67 percent during the base period. Endogenous construction grows at an annual average rate of approximately 3 percent. Table 2.9 details employment growth and structural change by sector for the base case. The differential industrial growth rates lead to changes in the structure of the Alaska economy. Limited growth in the exogenous sector has decreased its importance. Trade, services, and other local ser- vice sectors which are growing in response to rising personal incomes increase their importance. Unemployment Examining the rates of growth of total employment and population provides an indication of the possible impact on unemployment of base case growth. Throughout the base case period, population grows at an average annual rate of 1.6 percent, while employment grows at 1.9 percent. This slight difference in the rate of growth reduces the ratio of population to employment from 2.09 in 1977 to 1.96 by the year 2000. 45 TABLE 2.9. BASE CASE STRUCTURE OF THE ALASKA ECONOMY 1980, 1990' 2000 1980 1990 # % # % # Mining 6,094 2.8 4,471 1.8 4,471 Construction 22,869 10.5 17' 187 7.1 22,547 Manufacturing 13,831 6.3 16,370 6.7 16,662 Transportation 9,965 4.6 11,760 4.8 14,763 Trade 32,003 14.6 41,636 17.1 59,759 Finane~ 7,279 3.3 9,681 4.0 14,323 Service 28,476 13.0 37,575 15.4. 56,538 Agriculgure, Fisheries, Forestry 1,500 .7 1,700 .7 1,900 Federal Government 42,500 19.4 42,500 17.5 42,500 State and Local Government 33,659 15.4 38,693 15.9 35,394 Other* 20,356 9.3 21,778 8.9 24,352 *Includes Public Utilities, Communication, and Other. SOURCE: MAP Statewide Model 46 2000 % 1.5 7.7 5.7 5.0 20.4 4.9 19.3 .6 14.5 12. 1 8.3 L [ [2 [ r: L [ L L I L.i I l ' [ [ [ [ [ [ [ c r~ '---' u [ L L [ L [ This reduction in the population to employment ratio could be assumed to infer a decrease in unemployment, since there will be fewer people per available job. However, the historical period will not support this conclusion. Table 2.10 shows that since 1970 the ratio of population to employment has decreased with little real effect on unemployment. However, this decrease was in a period of rapid growth connected with the construction of the Trans-Alaska Pipeline. This period was one of rapid growth in employment in which the labor force participation rate also rose. In periods of lesser growth, as in the base case, the labor force participation rates may go down. If this happens, a decrease in the ratio of popu1ation to employment could mean a decrease in unemploy- ment. Seasonality Employment seasonality is a traditional problem of the Alaskan economy. Table 2.11 shows a measure of the seasonality of Alaska industry. Seasonality is examined by looking at the difference in peak and low month employment from the average. The farther the spread between high and low months, the more seasonal is the industry. Highly seasonal in- dustries in 1975 are mining and construction; government, trade, and services are industries with low seasonal components. Seasonality de- fined in this way has decreased since 1950. Two probable causes of the reduction are changing technology, which allows production through all seasons, and a changing industrial structure, which makes less seasonal industries more important to the economy. 47 TABLE 2.10. HISTORICAL RATES OF POPULATION TO EMPLOYMENT 1970-1975 STATE OF ALASKA Civil ian PoEulation* Unemployment Year Employment Population Employment Rate 1970 98,500 302,400 3.07 9.0 1971 103.800 311 ,000 2.99 10.4 1972 110,000 . 322,100 2.93 10.5 1973 115,600 330,400 2.86 10.7 1974 134,000 351,200 2.62 10.0 1975 164,100 404,600 2.47 8.1 *Differences from model results because employment in the model includes military. SOURCE: MAP Statewide Model 48 [ [ [ [ [ [ L L [ [ L r--r. \.,, ,,i j TABLE 2. 11. ALASKA EMPLOYMENT SEASONALITY BY INDUSTRY % of % of % of % of 1950 Average 1965 Average 1970 Average 1975 Average Total high 55,400 1.320 81,500 1.156 103,400 1.119 182,000 1.128 low 30,500 .730 60,000 .851 82,400 .892 130,100 .807 average 41,800 70,500 92,400 161,300 Mining high 2,700 1.421 1,300 1.182 3,500 1.167 4,500 1.184 low 1,100 .579 700 .636 2,500 .833 3,300 .868 average 1,900 1,100 3,000 3,800 Construction high 9,700 1. 540 9,400 1.469 9,300 1.348 35,900 1.386 low 2,500 .397 3,500 .547 4,500 .652 12,800 .494 average 6,300 6,400 6,900 25,900 Manufacturing high 13,000 2.281 11,000 1.746 13,600 1.744 14,300 1.490 low 1,500 .263 3,700 .587 5,200 .667 6,300 .656 average 5,700 6,300 7,800 9,600 Transportation, Conmunication and Public Utilities high 4,700 1. 270 8,200 1.139 10,000 1.099 18,200 1.103 ~ low 2,900 .784 6,300 .875 8,400 .923 13,800 .836 1.0 ·average 3,700 7,200 9,100 16,500 Trade high 5,700 1.163 10,900 1.090 16,300 1.065 28,400 1.084 low 4,100 .837 8,900 .890 13,900 .908 22,500 .859 average 4,900 10,000 15,300 26,200 Finance, Insurance and Real Estate high 500 1.250 2,300 1.045 3,500 1.129 6,700 1.117 low 400 1.000 2,000 .909 2,700 .871 5,100 .850 average 400 2,200 3,100 6,000 Services high 3,200 1.067 8,000 1.067 12,000 1.053 26,800 1.068 low 2,700 .900 6,700 .893 10,800 .947 21,400 .853 average 3,000 7,500 11,400 25,100 Government high 16,400 1.045 32,000 1.077 37,000 1.039 49,200 1.042 low 15,000 .955 27,900 .939 33,700 .947 44,300 .939 average 15,700 29,700 35,600 47,200 Miscellaneous high 300 1.500 200 2.000 400 2.000 2,000 2.000 low 100 .500 0 0.000 100 .050 300 .300 average 200 100 200 1,000 SOURCE: Alaska Department of Labor, "Alaska Labor Force Estimate by Area" annual and "\-/orkforce Estimates for Alaska" annual. The base case described above projects tremendous growth in services, trade, finance, and transportation. These industries were, except for government, the least seasonal in 1975. Because of this change in indus- trial structure, it can be assumed that the seasonality of Alaska industry will decline throughout the period regardless of changes in technology. POPULATION CHARACTERISTICS Population increases at an average annual rate of 1.6 percent during the base case period. There are two distinct periods of population growth. Population peaks with employment at 466,927 when ALCAN con- struction peaks in 1981. Prior to 1981, there is an annual growth rate of 3.9 percent per year. After this peak, population drops by almost 4,000 people and grows at an annual rate of 1.2 percent until 2000. Population growth closely parallels the growth in employment. The state experience since 1970 has been a much faster population growth; average annual growth between 1970 and 1976 was 5.4 percent. Population growth is a result of natural increase and migration. In the recent past migration has been an important cause of growth. Population growth is affected by outmigration in the forecast period; for over half the period, there is outmigration. Migration is determined by the relative economic opportunities available in Alaska. Changes in employ- ment opportunities or the relative per capita income in Alaska will affect migration. Small increases in employment result in net outmigra- tion, since jobs are taken up by the natural increase in the Alaska labor force. Migration in the early years of the forecast period is affected 50 [ r [ [ [ r [ [ [ G F b [_~ L L r· L L ,.,. I I I l __ l I L~ [ [ L [ by changes in exogenous construction associated with the TAPS and Alcan pipelines. Migration is as high as 5 percent of total population during this period. After the completion of the Alcan, there is a short period of net inmigration; growth in the state government sector and in the local serving sector is primarily responsible. After 1985 when the rate of growth in state expenditures is decreased and large decreases in mining occur, the state experiences net outmigration until 1998. During this period, outmigration is never a very large component of population change; at its largest, migration is 1.5 percent of total population. Migration has considerable effect on the age-sex distribution. Table 2.12 shows the changes in this distribution in three periods. The most noticeable trend is toward a general aging of the population. By 2000 the proportion of the population in the age groups over forty have in- creased. This increase is a result of the migration process. Migration, which is economically determined, affects primarily the age groups less than forty. Migration after forty is a response to other factors, such as retirement and the high cost of living (Seiver, 1975). Because of this, the outmigration during the forecast period affects the younger age groups. Table 2.12 shows the importance of this effect on the age structure. By 2000, the proportion of the population in the 40 and older age group is 20 percent greater than in 1990, which may be considered a more normal year than 1980. This trend actually brings the Alaska age distribution closer to the national norm. 51 TABLE 2.12. AGE-SEX STRUCTURE OF THE POPULATION BASE CASE (% of total population) 1980 1990 2000 Ma 1 e--Fema 1 e Male--Female Ma 1 e--Fema 1 e 0 - 1 1.19 1.19 1.05 1. 06 1.02 1.02 1 -4 4.49 4.09 4.23 4.00 3.78 3.59 5 -9 4.75 4.20 5.14 4.95 4.64 4.47 10 -14 4.33 4.22 4.54 4.38 4.42 4.25 15 -19 4.93 4.10 4.04 3.82 4.27 3.97 20 -24 8.55 5.68 5.40 3.72 5.52 4.02 25 -29 6.01 ·. 5.24 4.36 3.73 3.68 3.45 30 -34 4.67 4.49 4.57 4.08 3.40 3.26 35 -39 3.61 3.22 4.45 3.79 3.56 3.12 40 -44 2.54 2. 41 3.62 3.35 3.42 3.15 45 -49 2.04 1.84 2.81 2.64 3.19 2.94 50 -54 1.78 1.57 2.18 2.09 2.80 2.65 55 -59 1.49 1. 31 1.69 1.64 2.25 2.22 60 -64 1.19 1.06 1.35 1.34 1. 75 1.83 65 + 1.97 1.84 2.84 3.14 3.70 4.66 SOURCE: MAP Statewide Model 52 L [ L [J [ [ [ L L [' L L ~ ! l. [ [ Native population increases at an annual average rate of about 2 percent. This rate reflects natural rates of increase from the historical period. This is slightly larger than historical rates of growth found by Rogers between 1960 and 1970; according to the Census between 1960 and 1970~ the average annual growth rate was 1.8 percent (Rogers, 1971). Because Native population is growing faster than total population, it increases from 17 percent of total population in 1977 to 19 percent in 2000. Table 2.13 details the population characteristics of growth. Growth of the Regional Economies State economic growth does not occur uniformly throughout the state but varies by region. Regional growth depends on the factors causing growth. Factors which have a similar influence on state growth may affect the growth in each region differently. For example, equal growth in state government employment and exogenous employment, although they may affect state growth the same, will differ in their regional impacts, depending on the concentration of exogenous employment and the dispersion of state government expenditures. The causes of regional growth are the same as those at the state level-- increases in exogenous employment, increases in personal income, and in- creases in state expenditures. Growth of any of these factors within the region will lead to growth in the region. Regions will also be influenced by other factors; most importantly, the increase in state revenues and ex- penditures will lead to growth in regions which do not include exogenous growth. Changes in wage rates which result from employment growth will 53 TABLE 2.13 BASE CASE GROWTH OF THE ALASKAN POPULATION 1977 -2000 Year Total Po~ulation Net Migration Native Po~ulation 19771 399,968 -25,997 67,917 1978 402,357 -5,456 69,275 1979 419,124 9,277 70,661 1980 449,203 22' 177 72,074 1981 466,927 8,780 73,515 1982 . 463,198 -12,983 74,985 1983 470,099 -1,553 76,485 1984 479,525 1,148 78,015 1985 491,935 4,159 79,575 1986 500,022 -293 81 '166 1987 503,990 -4,329 82,790 1988 504,373 -7,641 84,446 1989 508,403 -3,581 86,134 1990 512,526 -3,316 87,857 1991 518,104 -1 '727 89,614 1992 522,414. -2,962 91,406 1993 528,300 -1,307 93,234 1994 533,322 -2,193 95,099 1995 539,760 -763 97,001 1996 545,167 -1,863 98,941 . 1997 552,447 ..;4 100,920 1998 588,855 -989 102,939 1999 567,344 1,032 104,997 2000 575,574 613 107,097 lProjected value may differ from actual 1977 estimate. SOURCE: Map Statewide Model 54 [ c L: L [ L [ L L I , L r~ I I L._ [ [ [ B [ u [ [ l [ lead to increased personal income in a region not directly affected by exogenous growth. Growth in regional centers, such as Anchorage and Fairbanks, is also influenced by growth in other regions of the state. The economies of Alaskan regions are not independent, but are interde- pendent. Because of this, growth in one region will affect growth in other regions .. Four processes reflect this interaction; the strength of the interdependence of the Alaskan regional economies depends on the strength of these processes. First, government spending works to distrib- ute growth between the regions. Increases in state revenues which result from growth in one region will be translated into growth in other regions through the distribution of state expenditures. State expenditures are distributed to a region in relation to its population. However, govern- ment centers such as Anchorage and Juheau receive a greater than proper- tionate share of state expenditures because of the administrative and headquarters functions they serve. Second, changes in state wage rates wi 11 affect growth in the regions. Increases in wage rates increase personal incomes in each region and the demand for goods and services in each region. Wage rate increases throughout the state can result from rapid increases in construction employment in one region. Third, regions which serve as regional centers will reflect growth in other regions, since they provide goods and services to other regions. The growth of Anchorage, which serves as the financial, distributional, and adminis- trative center of the state, is the most obvious example of this, al- though smaller centers such as Fairbanks also experience this type of relation. Finally, migration between regions illustrates interaction of 55 the regional economies. Residents of one region respond to employment opportunities in another region by migrating to it, so that employment growth in one region determines the population of other regions. This section will describe the distribution of state growth in the base case between three regions of the state--the North Slope Borough, Anchorage, and Fairbanks. Anchorage is the largest urban center in the state which serves as the financial, administrative, and distribution center for most of the state. Because of this role, growth in most of the state is re- flected in growth in Anchorage. Fairbanks is a smaller regional center which recently experienced tremendous growth because of its role as operations center for the pipeline. The North Slope region is basically rural but is unique because of the tremendous petroleum activity which occurs within its boundaries •. Petroleum activity at Pruchoe Bay, National Petroleum Reserve, and possible activity in_ the Arctic Wildlife Refuge and the Beaufort Sea all occur within the borough boundaries. ANCHORAGE Employment Employment in Anchorage more than doubles during the base period, in- creasing from 82,752 in 1977 to 168,310 by 2000. Rapid growth is expe- rienced during the construction of the ALCAN gas line; from 1978 until 1981 when the peak employment on the ALCAN is reached, the average annual growth of total employment is 5.7 percent, which is almost twice the average annual growth rate for the whole forecast period. Direct Alcan 56 [ [ I [ r· [ [ I L_ [ [ [ [~ ·' L [ [ L L r , L [ u [ [ t r: L [ employment is only 626 at its Anchorage peak in 1980; this is only .7 percent of the total Anchorage employment. Growth in Anchorage is a result of increasing personal income and in- creasing demand for local products. Throughout the base period, growth of employment in Anchorage averages 3.1 percent per year. This is more than a percent higher than the growth of state employment. Because Anchorage is growing faster than the rest of the state, employment is being concentrated in the state's main metropolitan center. The scale of the Anchorage economy and its role as the financial, distributional, and administrative center for the rest of the state account for both the continued concentration of the state's employment in Anchorage and the healthy growth Anchorage maintains in a period of only moderate growth for the remainder of the state. Because of its size, more of the demands for goods and services can be met in Anchorage. This means that greater growth results from equal increases in personal income than in the smaller regions of the state. Anchorage's role as the financial, distributional, and administrative center of the state means that this region will provide goods and services to other regions of the state. Increases in personal income in other regions will, therefore, lead to increased demand for goods and services in Anchorage and growth in Anchorage. Because of this function, growth in the rest of the state leads to growth in Anchorage. These two effects account for the faster growth in Anchorage. Tables 2.14 and 2.15 summarize the changes in Anchorage employment. 57 TABLE 2.14. BASE CASE GROWTH OF ANCHORAGE ECONOMY 1977 -2000 Total Personal Year Population Employment Income {millions of $) 1977 1 169,704 82,752 1,568.56 1978 178,166 83,200 1,626.21 1979 -183,832 86,742 1,790.62 . 1980 194,636 94,178 2,093.61 1981 205,468 98,363 2,308.42 1982 212,561 97,299 2,350.92 1983 218,881 99,726 2,520.34 1984 226,590 102,963 2,730.33 1985 234,393 106,942 2,986.72 1986 240,447 109,817 3,212.04 1987 244,764 111 ,484 3,395.37 1988 246,582 112,553 3,560.22 1989 250,617 114,733 3,787.27 1990 254,910 117,490 4,050.72 1991 260,327 120,833 4,360.86 1992 265,097 124,059 4,676.54 1993 271,092 128,139 5,055.18 1994 276,490 132,138 5,445.28 1995 283,070 136,744 5,891. 92 1996 289,277 141,555 6,369.37 1997 296,892 .147,193 6,923.64 1998 304,282 153,216 7,525.87 1999 313,361 160,346 8,233.04 2000 322,608 168,310 9,026.04 1Projected value may differ from actual 1977 estimate. SOURCE: MAP Regional Model 58 [ ~ [ [_ [ [ [ [ I l.j [' -' [ L [ L [ r· L [ [ [ L [ [ [ [ [ c B [ c [ [ [ r u TABLE 2.15. STRUCTURE OF THE ANCHORAGE ECONOMY -BASE CASE - 1980, 1990, 2000 1980 1990 2000 # % 1 % #-% Mining 1,009 1.1 1,009 .9 1,009 .6 Construction 5,971 6.3 7 '1 01 6.0 10,392 6.2 Manufacturing 1,895 2.0 2,100 1.8 2,100 1.2 Transportation 5 '182 5.5 5,896 5.0 8,772 5.2 Trade 18,733 19.9 25,511 21.7 41,490 24.7 Finance 4,405 4.7 7,013 6.0 13,084 7.8 Service 14,416 15.3 23,598 20.1 45,847 27.2 State & Local Govt. 11,981 12.7 13,882 11.8 12,738 7.6 Federal Govt. 22 '100 23.5 22 '1 00 18.8 22,100 13. 1 Other* 8,486 9.0 9,280 7.9 10,778 6.4 *Includes Agriculture, Communications, Public Utilities, and Other. SOURCE: MAP Regional Model 59 The fastest growing sectors in the Anchorage economy are services and finance. The service sector grows at an annual average rate of 6.2 per- cent throughout the period, while finance grows at a rate of 5.8 percent. As in the state, the endogenous sector in Anchorage experiences the most rapid growth; this is accentuated in Anchorage, because it provides many of the services associated with the finance, trade, service, and transpor- tation sectors for the rest of the state. Employment in the transporta- tion sector more than doubles during the base period in Anchorage, as does trade sector employment. State and local government employment follows the same pattern in Anchorage as in the rest of the state. Employment rises rapidly until 1985, aver- aging 4.0 percent per year, after which it begins to fall. The fall in employment is a result of the slowdown in the growth of state expenditures which results from the tightening of revenues in the later years of the period. The reduction in state and local government employment is at a much slower rate than its growth, averaging less than 1 percent a year. The reduction in employment does not necessarily reduce the impact of state expenditures on the local economy, since wage rates increase throughout the period. The structure of the Anchorage economy has prevented seasonality from becoming as important a problem in Anchorage as in the remainder of the state. Peak employment was only 7 percent greater than the annual aver- age in 1970 and 9 percent greater in 1975. The importance of trade, services, and finance in the Anchorage economy is responsible for this. 60 r I l' [ I L [ L [ L t L [ L L L [ r: I. u Since the base case projects an increase in the importance of these industries, seasonality can be expected to remain a small problem in the Anchorage economy. Population During the base period, population growth is, like employment growth, centered in Anchorage. Anchorage increases its share of total state popu- lation from 42 percent in 1977 to 56 percent in 2000. Anchorage popula- tion ·grows smoothly throughout the period. Prior to 1990, the growth rate in Anchorage is an annual average of 3.3 percent a year. This falls to 2.4 percent after 1990, but population continues to rise throughout the period. Because Anchorage growth results primarily from the expan- sion in the support sector, it is not subject to major fluctuations in population as are the other regions. Anchorage population growth is shown in Table 2.14. · Personal Income Changes in personal income in a region are as important to its economic growth as changes in state spending and exogenous employment. Increases in personal income lead to increases in demand and to increased employ- ment. Anchorage experiences the fastest growth in personal income of any region. Personal income grows at an annualaverage rate of 8.1 per- cent throughout the period. Table 2.14 shows the growth in personal income. 61 THE NORTH SLOPE Employment Total employment in the North Slope region experiences considerable fluc- tuation during the base period. Total employment falls in 1978 with the completion of the TAPS line. From 1978 to 1981 employment increases by 3,841 as a result of increases in construction employment related to the Alcan line and increases in mining employment on state leases near Prudhoe Bay. Reductions in employment at Prudhoe Bay and on the Alcan result in a drop of employment, from 8,879 in 1981 to 5,644 by 1983. Employment at other Prudhoe fields increases until 1986, when they account for the major- ity of the mining employment in the North Slope. After 1990 the economy continues to grow with a stable exogenous sector. Employment increases at an average rate of 2.7 per year after 1990. The North Slope economy is effectively two sectors, a local economy and an enclave petroleum eco- nomy. Although some enclave sector jobs are 1n transportation and non- pipeline construction, the percentage of total employment in mining and pipeline construction gives some indication of the distribution between local sector and enclave sector jobs. Over one-third of the jobs in the borough are connected with the enclave sector in the early part of the period. Once employment levels in this sector stabilize, its share of total borough employment is reduced. By 2000 enclave employment accounts for only 19 percent of the borough total. A second major influence on the growth of employment in the North Slope is expenditures by the borough. Borough expenditures take two forms-- capital expenditures and current expenditures. Capital expenditures are 62 [ [ ~~ r l : [ [ I L~ L L [ D L [ [ L l L L [ [ [ [ [ [ [ L: c [ L [ [ t [ assumed to remain at the levels shown in Table 2.16. The levels assumed are intermediate between those suggested in the borough's 1977 CIP (North Slope Borough, 1977) and the CIP which could be undertaken if 25 percent of the borough's revenues were spent on the CIP. The Capital Improvement Program maintains employment at 127 until the 1977 program is completed in 1990. After this, CIP-related employment drops to that which could be financed by 25 percent of the borough's revenues. Current expenditures by the borough provide a direct link between the production at Prudhoe Bay and the local economy. According to state law (Alaska Statutes, Section 29.53.045), the borough is allowed to tax oil-related property at a rate of $1500 for each person in theborough.* Increased employment at Prudhoe Bay increases the borough's population, and this increases its revenues. Increased revenues lead to greater expenditure on local government employ- ment. As on the state level, wage rates in the state and local government s~c­ tor are influenced by wage rate changes outside the region. Increases in the wage rate lead to decreased employment in the state and local govern- ment sector even with increased expenditure on employment. State and local government employment increases to a peak of 855 in 1983 and de- creases during the remainder of the period. Decreases are a result of increases in revenues and expenditures at both the state and local govern- ment not keeping up with wage rate increases. *During the course of this study, the borough and the state agreed on an alternative formula allowed under this statute. See Alaska Statutes, Section 29.53.045(c). 63 TABLE 2.16. ASSUMED CAPITAL IMPROVEMENT PROGRAM OF THE NORTH SLOPE BOROUGH CIP Average Annual Year ExEenditure CIP EmEloyment 1977 $4,730,000 ' 70 1978 8,540,000 127 1979 8,540,000 127 1980 8,540,000 127 1981 8,540,000 127 1982 8,540,000 127 1983 8,540,000 127 1984 8,540,000 127 1985 8,540,000 127 1986 8;540,000 127 1987 8,540,000 127 1988 8,540,000 127 1989 5,921,000 88 1990 3,124,000 47 1991 3,189,000 48 1992 3,257,000 49 1993 3,326,000 50 1994 3,398,000 51 1995 3,472,000 52 1996 3,548,000 53 1997 3,626,000 54 1998 3,707,000 55 1999 3,789,000 56 2000 3,875,000 58 SOURCE: Estimated from North Slope Borough, Capital Improvement Program, 1977. 64 [ [ [ c [ L L L L J : L [ r-, I [ [ [ [ r L [ [ [ L [ u [ [ L [ Total employment by 2000 is 50 percent higher than it was in 1978 after completion of the Trans-Alaska Pipeline. North Slope total employment experiences two peaks during the base period, one in 1981 resulting from construction of the gas line and a second smaller peak in 1986 which results from increased petroleum activity on other state leases near Prudhoe Bay. At each of these peaks, mining and pipeline construction em- ployment are approximately 40 percent of the borough total. Total employ- ment falls until 1990, when exogenous employment stabilizes at 1,414. After 1990 total employment grows at an annual average rate of 2.7 percent per year as a result of income increases in the local economy. The fastest growing industrial sector in the North Slope is transportation which more than doubles during the period. Transportation serves both the exogenous sector and the local economy. Since most goods are imported in- to the region, increased demand for goods resulting from increasing incomes leads to increased demand for transportation services. Finance and services increase by about 60 percent in the base period. The trade sector grows slightly faster than total employment; it grows about 52 percent over the base period. The expansion of these sectors is a response to increases in incomes in the region. The expansion of the local support sector is an expected trend in the growth of a small region. Tables 2.17 and 2.18 detail the employment growth and structural change in the regional economy. Between 1970 and 1975, the seasonality in the North Slope was importantly reduced. Peak employment in 1970 was 44 percent greater than the annual average, while in 1975 it was only 17 percent greater. Measured by these 65 TABLE 2.17. BASE CASE GROWTH OF NORTH SLOPE ECONOMY 1977 -2000 Total Personal Year Population Employment Income (mi 11 ions of $} 1977 1 9,322 6,489 285.891 1978 7' 168 5,036 195.759 1979 8,515 6,605 292.150 1980 9,979 8,307 422.479 1981 10,678 8,878 476.940 1982 8,384 6,754 334.252 1983 . 8,190 6,743 345.954 1984 . 8,251 6,906 375.278 1985 8,273 7,042 406.686 1986 8,477 7,256 442.805 1987 8,258 7,013 440.614 1988 7,286 6,066 383.678 1989 7,079 5,785 377.085 1990 7' 110 5,768 392.798 1991 7,300 5,902 426.389 1992 7,448 6,015 458.188 1993 7,641 6,181 499.886 1994 7,796 6,321 539.225 1995 7,983 6,483 583.955 1996 8,157 6,650 631.854 1997 8,365 6,843 686.665 1998 8,561 7,045 745.823 1999 8,795 7,278. 813.812 2000 9,020 7,532 888.973 1Projected value may differ from actual 1977 estimate. SOURCE: MAP Regional Model 66 [ r r r [ [' L r u [ [ [ L [ L [ L L r L [ [ ~~ I' I. [ D [ u [ r~ L t r: L [ TABLE 2.18 STRUCTURE OF THE NORTH SLOPE ECONOMY -BASE CASE - 1980, 1990, 2000 1980 1990 2000 #-% # % #-% Mining 1,759 21.2 1,414 24.5 1,414 18.8 Construction 3,857 46.4 1,492 25.9 2,783 36.9 Transportation 341 4.1 384 6.7 610 8.1 Trade 164 2.0 180 3.1 230 3.1 Finance 79 0.9 83 1.4 112 1.5 Service 536 6.5 584 9.5 757 10.0 State & Local Govt. 714 8.6 789 13.7 711 9.4 Federal Govt. 425 5. 1 425 7.4 425 5.6 Other* 433 5.2 418 7.2 491 6.5 *Includes Communications, Public Utilities, and Other. SOURCE: MAP Regional Model 67 peaks, seasonality was greater than in the state as a whole. One impor- tant reason for this is the growth of government employment which is less seasonal than employment in other sectors. In the base case, the local support sector is projected to grow in importance. Because this sector is less seasonal, seasonality should be reduced even more. Population In the North Slope, population decreases and increases dramatically with changes in the exogenous employment associated with natural resource development. Population in the North Slope increases to a peak of 10,678 with construction of the Alcan and falls, then rises to 8,477 in 1986 with increases in mining employment. By 1990 exogenous employment has reached a plateau which it maintains throughout the remainder of the period. After this period, population increases at an annual rate·of 2.2 percent a year. Employment in the enclave sector (mining and pipe- line construction) merely works in the borough but does not require services. The enclave population is 23 percent of the total in 1977; by 1981 when population peaks at 10,678, the enclave sector accounts for 34 percent of total population. At the end of the period in 2000, after ten years of stable enclave sector employment, enclave population accounts for 16 percent of total population. The share of the state population in the North Slope falls from 2.3 percent in 1977 to 1.6 percent by 2000 (see Table 2.17). 68 [ [ [ L [ [ L L r~ L ~, I I [ [ [ n u [ [ B u E c L [ L [' L [ Personal Income Personal income in the North Slope grows at an average rate of 7.1 per- cent per year. This growth is significantly influenced by the growth of the enclave sector. Prior to 1990, personal income on the North Slope rises and falls with changes in the level of exogenous employment. After 1990 when North Slope exogenous employment stabilizes, personal income grows at an average rate of 8.5 percent per year (see Table 2.17). FAIRBANKS Employment Total employment increases only slightly throughout the base period; total employment increases by only 3,520 between 1977 and 2000. The most important factors affecting the growth of Fairbanks are changes in the exogenous sector of the economy. Employment falls in the first year of the base period from 33,867 in 1977 to 28,347 in 1978. This fall is a result of the completion of the Trans-Alaska Pipeline construction. Em- ployment rises about 10,000 in the next two years because construction of the Alcan gas line begins in 1979. With the completion of this construc- tion, total employment falls by about 8,400, which is more than twice the drop in direct construction employment of 3,191. After 1983 the Fairbanks economy begins to grow; throughout the remainder of the period employment grows at an average rate of 1.05 percent per year. Growth in state and local government expenditures and personal income are responsible for this growth. 69 Like Anchorage and the North Slope, Fairbanks experiences an increase during the period of the local support sector. After the completion of the Alcan line, employment in transportation, services, finance, and trade all in- crease at more than twice the rate of growth of total employment. As in the North Slope, the fastest growing sector is transportation. Employment in transportation increases at an annual average rate of 3 percent afte·r the end of the gas line construction. As incomes increase in small regions, the demand for goods and services cannot be fully met within the region, which results in an increased demand for transportation to import goods and services. This explains the different structural changes in the small regions, Fairbanks and the North Slope, and the larger region, Anchorage. In larger regions, more of the increased demand for goods and services can be met within the region. Tables 2.19 and 2.20 detail changes in employment in the Fairbanks region. The importance of trans-Alaska pipeline construction in Fairbanks in 1975 led to an increase in the seasonality of employment from 1970. In 1970 employment in Fairbanks in the peak month was 6 percent greater than the annual average. In 1975 peak employment was 15 percent greater. Because the TAPS project is not typical, it can be assumed that seasonality is less of a problem in Fairbanks than in the remainder of the state. The local support sector, which is not as seasonal as construction, will increase in the base case. This will reduce the importance of seasonality. 70 [ fJ [ L c L L [ [ [ r~ [ [ [ L f' L [ [ E tJ [ u L [ L I' L< [ TABLE 2. 19. BASE CASE GROWTH OF FAIRBANKS ECONOMY 1977 -2000 Total Personal ·Year Population Employment Income (mi 11 ions of $} 1977 1 70,015 33,867 811.354 1978 61,549 28,346 607.406 1979 68,212 32,081 766.243 1980 81,159 39,790 1 ,099. 960. 1981 81,018 39,238 1,128.070 1982 67,337 30,804 812.263 1983 67,734 30,797 843.960 1984 69,126 31,359 905.077 1985 70,234 32,000 975.649 1986 70,944 32,385 1,036.940 1987 71 ,416 32,564 1,085.760 1988 70,753 32,433 1 '119. 580 1989 70,670 32,574 1 '174. 080 1990 70,636 32,835 1,239.070 1991 70' 717 33,153 1,313.340 1992 70,638 33,431 1,386.890 1993 70,651 33,804 1,472.240 1994 70,509 34,137 1,557.430 1995 70,500 34,525 1,651.970 1996 70,315 34,898 1 '749. 180 1997 70,243 35,333 1 ,857. 590 1998 69,992 35,761 1,970.030 1999 69,831 36,256 2,095.590 2000 69,474 36,763 2,228.010 1Projected value may not agree with actual 1977 estimates. SOURCE: MAP Regional Model 71 TABLE 2.20. STRUCTURE OF THE FAIRBANKS ECONOMY -BASE CASE - 1980' 1990' 2000 1980 1990 2000 # % # % # % Mining 309 .8 309 .9 309 .8 Construction 5,828 14.6 1,678 5.1 1 ,816 4.9 Manufacturing 635 1.6 712 2.2 712 1.9 Transportation 2,216 5.6 1,816 5.5 2,553 6.9 Trade 6,985 17.6 5,505 16.8 7,117 19.4 Finance 1,384 3.5 1,169 3.6 1,560 4.2 Service 5,486 13.8 4,014 12.2 5,309 14.4 State & Local Govt. 5,143 12.9 5,700 17.4 5,139 14.0 Federal Govt. 8,713 21.9 8,713 26.5 8,713 23.7 Other* 3,091 7.8 3,219 9.8 3,535 9.6 *Includes Agriculture, Communications, Public Utilities, and Other. SOURCE: MAP Regional Model 72 [ [ [· L r [ r r L_ [ [ [ L [ L [ L L f " L [ r, l' L, [ Population As indicated in Table 2.19, the population of Fairbanks is also impor- tantly influenced by exogenous employment. Fairbanks• population in- creases to a peak of 81,159 with Alcan construction, then drops to 67,338, which is an increase of 9.4 percent over the low point following the construction of the TAPS line. After 1982 population increases at a rate of 1.2 percent a year until 1987, at which time it begins to fall. Over the remaining thirteen years in the base period, population falls by approximately 2,000 people. This fall in population is a result of faster growth in other regions, which attracts Fairbanks residents. Personal Income During the base period, personal income in Fairbanks grows at a rate of 6.1 percent per year. Personal income falls with the end of the Alcan construction in 1981. After 1981 personal income grows at an average rate of 5.8 percent per year (see Table 2.19}. 73 p [ [ [ [ L [ [ L r: L III. THE IMPACTS OF OFFSHORE DEVELOPMENT IN THE BEAUFORT SEA In order to capture the important dimensions of the uncertainty surround- ing oil and gas development in the Beaufort Sea, the development patterns implied by four alternative resource discovery scenarios were examined and contrasted with the base case projections presented above. The sce- narios were designed to capture differences in resource quantities, transport requirements, technology, and resource ownership, all of which will affect the impacts of any developments which actually occur. This section examines the assumptions which form the basis of the scenarios to be examined and the next section presents the economic impacts implied by each of these scenarios. The Development Scenarios Four offshore development scenarios were examined, based o·n geological, technical, and employment data prepared by Dames and Moore (Dames and Moore, 1978}. Three of these scenarios describe development associated with the joint federal/state lease sale tentatively scheduled for 1979. A fourth development scenario describes activities associated with a currently unscheduled federal lease sale in the area of Cape Halkett, west of Prudhoe Bay. In this part, we outline the major assumptions contained in each of these scenarios. ASSUMPTIONS COMMON TO ALL SCENARlOS Five assumptions are incorporated into all four development scenarios: 75 First, it is assumed that any discoveries falling on properties whose ownership is currently in dispute will eventually fall under federal, rather than state, jurisdiction. Second, it is assumed that all tracts leased in the joint federal/state sale will be leased according to a conventional scheme of bonus bidding with fixed royalty rates. The total bonus bid in the joint federal/ state sale is assumed to be $500 million, half of which goes to the state. The royalty rate is assumed fixed at the federal rate of l/6 of ~ellhead value for all tracts, both federal and state. Third, it is assumed that any discoveries of oil and gas on state-owned properties will be subject to state production taxes at current rates. Fourth, it is assumed that the state government spends incremental reve- nues from offshore development according to the same expenditure rule assumed in the base case. Finally, it is assumed that all oil and gas production from the Beaufort Sea area is transported via the TAPS and ALCAN pipelines rather than by new pipelines or alternate modes such as ice breaking tankers. Obviously, these assumptions are highly speculative. The state may win its jurisdictional dispute with the federal government, alternative leasing schemes such as royalty bidding are a distinct possibility, and the production tax rate may well vary over time. The state's adjustment 76 L [' H E F [_ t L F L f' L [ [ c [ L [ L L r : L [ to changes in its fiscal position may differ from the process assumed here, and alternative transport modes have been suggested as feasible. As in the selection of a base case, the measured impacts are not insen- sitive to these variations from our assumptions, and the effects of such variations are taken up in the sensitivity analysis in Chapter IV. SCENARIO SPECIFIC ASSUMPTIONS Each development scenario consists of four sets of related assumptions which describe a consistent development plan for each of the selected areas. The first set of assumptions describes the estimated levels of recoverable resources at each site. The second set of assumptions con- sists of the direct employment requirements implied by a set of activi- ties designed to explore, develop, and eventually bring the field into production. The third set of assumptions relates to the timetable of resource production implied by the development plan at each site. Finally, a fourth set of assumptions describes the direct effects of the development on state petroleum revenues. Four scenarios were examined. The first three represent activities sur- rounding the development of fields in the area of the joint federal/state lease sale. Of these, two scenarios describe development of an offshore field north of the existing onshore discoveries at Prudhoe Bay. The first of these represents a high level of resource discovery and the second a much smaller discovery. A third scenario describes the develop- ment of a field offshore in the Camden Bay area to the east of Prudhoe, also within the area of the joint sale. A fourth scenario describes 77 activities associated with the sale of tracts in a federal lease sale in the Cape Halkett area west of Prudhoe, assumed to be held in 1984. We now turn to the specific assumptions characterizing each of these scenarios. Offshore Prudhoe Bay (High Discovery Case) The first Prudhoe scenario examined represents activity surrounding dis- coveries on tracts leased in the joint federal/state sale, assumed held in 1979. As shown in Table 3.1, it is assumed that 1.9 billion barrels of oil and 4.75 trillion cubic feet of gas are discovered. Exploration activity in this scenario begins in-1979, with facility con- struction commencing one year later. Construction employment peaks at over 1600 workers by 1986 but drops sharply in 1988 to a nominal crew of 5 workers as production commences. As construction declines, petroleum employment in development and production activities peak at over 1200 in 1988, gradually declining to a permanent production work force of 935. Over 800 of this permanent work force is located in the North Slope Borough, with a small contingent of administrative personnel gradually expanding in Anchorage as the development proceeds. The full schedule of direct employment requirements implied by this scenario, by industry and region, is presented in Table 3.2. 78 r· L f' L L L [-, .. ' [--... _, [ c: c: [ l r: f" L [ [ [ [ L [ [ f' L r L [ [ E t1 r u L [ L r L [ TABLE 3.1. ASSUMED RECOVERABLE RESERVE LEVELS Scenario Oil Gas (Bill ion (Trillion Barrels) Cubic Ft.) Prudhoe (High) 1.9 4.75 Prudhoe (Low) 0.8 1.6 Camden-Canning 1.3 3.25 Cape Halkett 0.8 0 SOURCE: Dames and Moore, 1978 79 ex:> 0 TABLE 3.2. Petroleum Sector Year Region 1 19791 60 1980 108 1981 92 1982 33 19832 33 1984 33 1985 16 1986 165 1987 3 264 1988 1096 1989 1096 1990 1096 1991 1096 1992 976 1993 936 1994 831 1995 816 1996 816 1997 816 1998 816 1999 816 2000 816 ~Exploration begins Development begins 3Production begins Region 5 6 11 11 11 11 11 11 26 36 119 119 119 119 119 119 119 119 119 119 119 119 119 SOURCE: Dames and Moore, 1978 r--- l ' State 66 119 103 44 44 44 27 191 300 1215 1215 1215 1215 1095 1055 950 935 935 935 935 935 935 DIRECT EMPLOYMENT REQUIREMENTS -PRUDHOE (HIGH} SCENARIO- Construction Sector (Region 1 only) Region 1 0 60 18 86 86 99 240 1668 1422 5 5 5 5 5 5 5 5 5 5 5 5 5 Region 1 -North Slope Region 5 -Anchorage 1:-:-:-J (""___., ',, J 1-----, I .) 60 168 110 119 119 132 256 1833 1686 1101 1101 1101 1101 981 941 836 821 821 821 821 821 821 Total Region 5 State 6 66 11 179 11 121 11 130 11 130 11 143 11 267 26 1859 36 1722 119 1220 119 1220 119 1220 119 1220 119 1100 119 1060 119 955 119 940 119 940 119 940 119 940 119 940 119 940 ,.._._._.., . j r, L [ [ c l L L [ [ L L L [ Oil and gas production at the site begin in 1988, peaking at a level of .6472 million barrels of oil and 520 million cubic feet of gas per day by 1992. The complete production schedule is presented in Table 3.3. The new development has several effects on state petroleum revenues. First, the state will receive some share of any initial bonus payments derived from the joint sale. As mentioned above, this amount is assumed to be $250 million received in two equal shares in 1980 and 1981. Second, the state will receive increased royalty payments and production taxes from any production occurring on state-owned offshore tracts. Third, in- asmuch as all new production is assumed to flow through the TAPS and Alcan lines, the tariff decrease produced by this increased flow will increase the wellhead value of, and consequently the royalty and produc- tion taxes from, existing bas~ case production from state lands. Finally, the facilities required for the development are subject to state property taxes on oil and gas properties, so that new facility construction will generate increased property tax revenue. In this scenario, the Prudhoe development at its peak increases total annual state petroleum revenues by $958 million in 1993. Of this, ap- proximately 7 percent is due to increased property taxes, 36 percent is due to increased production taxes, and 57 percent is due to increased royalty payments. Table 3.4 presents a complete breakdown of these revenue effects. It should be mentioned that these are only the direct effects on exogenous revenues. Other revenue items, such as personal and corporate income taxes, fees, and federal grants tied to state 81 [ TABLE 3.3. PRODUCTION SCHEDULE [ -PRUDHOE (HIGH) SCENARIO- L Year Oil Gas [ (MMBD) (MMCPD) 1988 .0839 520 r 1989 .3000 520 1990 .4648 520 r 1991 .6024 520 r-. 1992 . 6472 520 1993 .6350 520 f' L 1994 .5650 520 1995 .4605 520 [ 1996 .3599 520 f' 1997 .2730 520 L 1998 .2095 520 u 1999 • 1614 520 2000 .1227 520 L r [ l L SOURCE: Dames and Moore, 1978 L -, r· L 82 L r--'1 • ' .J TABLE 3.4. DIRECT EFFECTS ON STATE PETROLEUM REVENUES*** -PRUDHOE (HIGH} SCENARIO- (Millions of$} Bonus Property Year Pa.l:ments Ro.l:a 1 t.l: Payments Production Taxes Tax Total From New* From Old** From New* From Old** Production Production Total Production Production Total 19791 0 0 0 0 0 0 0 0 0.0 1980 125 0 0 0 0 0 0 .7 125.7 1981 125 0 0 0 0 0 0 1.0 126.0 1982 0 0 0 0 0 0 0 2.2 2.2 19832 0 0 0 0 0 0 0 3.6 3.6 1984 0 0 0 0 0 0 0 5.3 5.3 1985 0 0 0 0 0 0 0 9.4 9.4 1986 0 0 0 0 0 0 0 37.9 37.9 1987 3 0 0 0 0 0 0 0 64.8 64.8 ():) 1988 0 55.3 89.5 144.8 34.0 72.9 106.9 64.8 316.5 w 1989 0 183.7 82.1 265.8 112.3 66.4 178.7 64.8 509.3 1990 0 295.0 74.2 369.2 178.7 59.6 238.3 64.8 672.3 1991 0 403.6 72.3 475.9 244.5 58.1 302.6 64.8 843.3 1992 0 464.3 69.5 533.8 281.3 55.8 337.1 64.8 935.7 1993 '0 480.4 68.1 548.5 291.0 54.6 345.6 64.8 958.9 1994 0 454.9 58.3 513.2 275.6 46.8 322.4 64.8 900.4 1995 0 395.0 60.8 455.9 239.3 48.8 288.1 64.8 808.8 1996 0 329.4 52.9 382.3 199.5 42.5 242.0 64.8 689.1 1997 0 267.3 48.1 315.4 160.4 38.5 198.9 64.8 579.1 1998 0 219.2 41.8 261.0 131.5 33.5 165.0 64.8 490.8 1999 0 180.9 38.7 219.6 108.5 30.9 139.4 64.8 423.8 2000 0 147.7 33.5 181.0 88.6 26.8 115.4 64.8 361.2 *Assumes 61 percent state ownership 1Exploration begins **Due,to pipeline tariff reduction 2Development begins ***Revenues on a calendar year basis 3production begins SOURCE: Based on production estimates, Dames and Moore, 1978. population, will all increase as a consequence of the development, al- though these effects are captured endogenously within the model. Offshore Prudhoe Bay (Low Discovery Case) The second scenario examined involves activities surrounding a smaller level of resource discoveries in the same area as assumed for the first scenario. In this case, it is assumed that .8 billion barrels of oil and 1.6 trillion cubic feet of gas are discovered in the offshore area around Prudhoe Bay. Exploration activity in this scenario begins in 1980, as does the con- struction of required facilities. Construction employment peaks in 1987 with 855 workers, declining shraply thereafter; by 1994 construction requirements amount to only 5 workers. Petroleum sector employment peaks at 737 workers in 1994, eventually declining to 497 by 1998, with 85 percent of this work force at the North Slope site and the remaining 15 percent in Anchorage. Table 3.5 presents the complete schedule of direct employment requirements. Oil and gas production in this scenario begins in 1989, with production peaking in 1996 at .193 billion barrels of oil and 220 million cubic feet of gas per year. Table 3.6 presents the complete production schedule for the scenario. Qualitatively, the impact of the Prudhoe {Low) development on state petroleum revenues is similar to the larger discovery scenario, although 84 [ [ [ f ~, ! . [ E L [ L [ r: L 00 (J'1 TABLE 3.5. Petroleum Sector Year Region 1 19791 0 1980 60 . 1981 108 . 1982 92 1983 33 . 19842 33 1985 16 1986 16 1987 148 .19883 264 1989 558 1990 558 1991 564 1992 570 1993 576 1994 662 1995 662 1996 602 1997 542 1998 542 1999 422 2000 422 1Exploration begins Development begins 3Production begins Region 5 0 6 11 11 11 11 11 11 24 36 65 65 66 66 67 75 75 75 75 75 75 75 SOURCE: Dames and Moore, 1978 State 0 66 119 103 44 44 27 27 172 300 623 623 630 636 643 737 737 677 617 617 497 497 DIRECT EMPLOYMENT REQUIREMENTS -PRUDHOE (LOW} SCENARIO- Construction Sector (Region 1 only) Region 1 0 0 61 18 86 86 67 247 855 592 264 83 83 30 83 5 5 5 5 5 5 5 Region 1 -North Slope Region 5 -Anchorage 0 60 169 110 119 119 83 263 1003 856 822 641 647 600 659 667 667 607 547 547 427 427 Total Region 5 State 0 0 6 66 11 180 11 121 11 130 11 130 11 94 11 274 24 1027 36 892 65 887 65 706 66 713 66 666 67 726 75 742 75 742 75 682 75 622 75 622 75 502 75 502 TABLE 3.6. PRODUCTION SCHEDULE -PRUDHOE (LOW) SCENARIO- Year Oil Gas (MMBD). (MMCPD) 1989 .0479 220 1990 .1064 220 1991 .1367 220 1992 .1700 220 1993 .1770 220 1994 • 1841 220 1995 .1928 220 1996 • 1930 220 1997 .1865 220 1998 . 1775 220 1999 • 1577 220 2000 • 1297 220 SOURCE: Dames and Moore, 1978 86 r··· t' I . r~ L, L [j l-· L L L r L L [ [ [ [ [ [ [ r L [ [ [ E [ ~ [ l l r: L [ the timing and magnitude of such effects vary. The maximum effect on annual state petroleum revenues occurs in 1997 with a total increase of $373 million, 13 percent from increased property taxes, 33 percent from increased production taxes, and 54 percent from royalties. Table 3.7 presents a complete schedule of these revenue effects. Camden-Canning Scenario The third scenario examined involves a discovery to the east of Prudhoe Bay in the area of Camden Bay and the Canning River. It also falls within the boundary of the joint state/federal lease sale. In this case, it is assumed that 1.3 billion barrels of oil and 3.25 trillion cubic feet of gas are discovered. Exploration and construction activities in this case do not begin until 1982. Construction employment peaks in 1988 at 1200 workers, then de- clines sharply until reaching a permanent force of 5 persons in 1998. Petroleum sector employment peaks in 1992 at 1110 workers, declining slowly to a permanent contingent of 801 by 1999, with 87 percent of this employment in the North Slope Borough and 13 percent in Anchorage. Table 3.8 presents a complete schedule of direct employment requirements. Oil and gas production begins in 1990, reaching a peak production of .3378 million barrels of oil and 360 million cubic feet of gas per day by 1995. The complete production schedule is presented in Table 3.9. 87 TABLE 3.7. DIRECT EFFECTS ON STATE PETROLEUM REVENUES*** -PRUDHOE (LOW) SCENARIO- (millions of $) Bonus Property Year Pa~ments Ro~alt~ Payments Production Taxes Tax Total From New* From Old** From New* From Old** Production Production Total Production Production Total 19791 0 0 0 0 0 0 0 0 0.0 1980 125 0 0 0 0 0 0 0 125.0 1981 125 0 0 0 0 0 0 0.7 125.7 1982 0 0 0 0 0 0 0 0.9 0.9 1983 0 0 0 0 0 0 0 2.0 2.0 1984 0 0 0 0 0 0 0 3.2 3.2 19852 0 0 0 0 0 0 0 4.2 4.2 1986 0 0 0 0 0 0 0 7.9 7.9 1987 0 0 0 0 0 0 0 20.7 20.7 co 19883 0 0 0 0 0 0 0 30.9 30.9 co 1989 0 30.7 28.7 59.4 18.8 23.1 41.9 36.6 137.9 1990 0 68~7 25.8 94.5 41.7 20.7 62.4 39.7 196.6 1991 0 93~3 25.1 118.4 56.6 20.1 76.7 43.1 238.2 1992 0 123.1 24.1 147.2 74.6 19.3 93.9 46.0 287.1 1993 0 136.2 23.5 159.7 82.6 18.9 101.5 49.9 311 . 1 1994 0 150.7 20.0 170.7 91.4 16.0 107.4 49.9 328.0 1995 0 167.8 20.9 188.7 81.5 16.8 98.3 49.9 336.9 1996 0 178.2 18.2 196.4 108.0 14.7 122.7 49.9 369.0 1997 0 183.0 16.6 199.6 109.8 13.3 123.1 49.9 372.6 1998 0 185.0 14.5 199.5 111.0 11.6 122.6 49.9 372.0 1999 0 174.7 13.4 188.1 104.9 10.8 115.7 49.9 308.7 2000 0 152.5 11.6 164.1 91.6 9.3 100.9 49.9 314.9 *Assumes 64 percent state ownership 1Exp1oration begins **From pipeline tariff reduction Development begins ***Revenues on a calendar year basis 3production begins SOURCE: Based on productiorn schedules from Dames and Moore, 1978. r--- ,, ' J ·,------, i ij ,-l TABLE 3.8. DIRECT EMPLOYMENT REQUIREMENTS -CAMDEN-CANNING SCENARIO- Petroleum Sector Construction Sector Total Year Reg10n 1 Region 5 State {Region 1 only) Region 1 Region 5 State 1979 0 0 0 0 0 0 0 1980 0 0 0 0 0 0 0 19811 0 0 0 0 0 0 0 1982 76 8 84 12 88 8 96 1983 92 9 101 . 52 144 9 153 1984 108 11 119 30 138 11 149 1985 49 11 60 61 110 11 121 1986 2 49 11 60 224 273 11 284 1987 49 11 60 649 698 11 709 1988 105 16 121 1200 305 16 321 (X) 19893 280 34 314 754 1034 34 1068 \0 1990 690 75 765 581 1271 75 1346 1991 822 88 910 303 1125 88 1213 1992 1004 106 1110 83 1087 106 1193 1993 1010 107 1117 0 1010 107 1117 1994 . 1010 107 .· 1117 83 1093 107 1200 1995 976 107 1083 113 1089 107 1196 1996 868 107 975 0 868 107 975 1997 814 107 921 83 897 107 1004 1998 754 107 861 5 759 107 866 1999 694 107 801 5 699 107 806 2000 694 107 801 5 699 107 806 1Exploration begins Region 1 -North Slope ~Development begins Region 5 -Anchorage Production begins SOURCE: Dames and Moore, 1978 TABLE 3.9. PRODUCTION SCHEDULE -CAMDEN-CANNING SCENARIO- Year Oil Gas (MMBD) (MMCPD) 1990 .0630 360 1991 .1650 360 1992 .2320 360 1993 .2887 360 1994 • 3213 360 1995 .3378 360 1996 .3356 360 1997 • 3171 360 1998 .2824 360 1999 .2419 360 2000 .2127 360 SOURCE: Dames and Moore, 1978 90 I ( . r-l: L [ [~ t [ n [ L L r L [ ~ [ [ [ [ [ [ r L [ [ c ~ [ c [ [ L r· L Although the production of oil and gas in this scenario is spread over a longer period than the large discovery Prudhoe case, so that produc- tion rates are much lower throughout the early years of production, the larger state share in the owriership of the Camden-Canning field results in revenue impacts similar to those of the Prudhoe (High} scenario. The maximum increase in annual state petroleum revenues occurs in 1996 with an increase of $875 million, 12 percent of increased property taxes, 34 percent from increased production taxes, and 54 percent from increased royalties. Table 3.10 presents a breakdown of revenue effects for the Camden-Canning scenario. Cape Halkett Scenario The final scenario examined is associated with development of an area east of Prudhoe Bay in the Cape Halkett area, within th~ boundaries of a currently unscheduled federal lease sale assumed to be held in 1984. It is assumed that .8 billion barrels of oil are discovered in the Cape Halkett area. Exploration activity is assumed to begin in 1984, with facility construc- tion commencing in 1985. Construction employm~nt peaks at 818 in 1990, declining to a nominal crew of 5 workers by 1993. Petroleum sector em- ployment peaks at 554 by 1994, declining slowly to 454 by 1999, 12 per- cent in Anchorage and 88 percent in the North Slope Borough. Table 3.11 presents the schedule of direct employment requirements. 91 ~ N TABLE 3. 10. DIRECT EFFECTS ON STATE PETROLEUM REVENUES*** -CAMDEN-CANNING SCENARIO- (mill ions of $) Bonus Year Pa.l:ments Ro.l:alt.l: Payments Production Taxes From New* From Old** From New* Production Production Total Production 1979 0 rl 0 0 0 0 1980 125 0 0 0 0 19811 125 0 0 0 0 1982 0 0 0 0 0 1983 0 0 0 0 0 1984 0 0 0 0 0 1985 0 0 0 0 0 1986 2 0 0 0 0 0 1987 0 0 0 0 0 1988 0 0 0 0 0 19893 0 0 0 0 0 1990 0 63,6 61.3 124.9 38.4 1991 0 161.5 59.6 221.1 97.8 1992 0 237.8 57.1 294.9 144.0 1993 0 312.1 55.7 367.8 189.0 1994 0 368.0 46.9 414.9 222.9 1995 0 409.9 49.2 . 459.1 248.3 1996 0 431.8 42.8 474.6 261.6 1997 0 412.9 39.4 452.3 . 247.7 1998 0 409.6 34.3 443.9 245.6 1999 0 372.5 32.0 404.5 223.4 2000 0 347.5 . 27.6 375.1 208.4 *Assumes 87 percent state ownership lExploration begins **From pipeline tariff reduction 2oevelopment begins ***Revenues on a calendar year basis 3Production begins SOURCE: Based on production estimates, Dames and Moore, 1978 r-----, l ' ' From Old** Production 0 0 0 0 0 0 0 0 0 0 0 49.3 47.9 45.9 44.8 37.7 39.5 34.5 31.5 27.4 25.6 22.1 Property Tax Total Total 0 0 0.0 0 0 125.0 0 0 125.0 0 .2 .2 0 .8 .8 0 1.3 1.3 0 2.2 2.2 0 5.8 5.8 0 16.6 16.6 0 38.0 38.0 0 53.3 53.3 87.7 67.0 279.6 145.7 75.9 442.7 189.9 81.7 566.5 233.8 85.9 687.5 260.6 91.9 767.4 287.8 99.3 846.2 296.1 104.5 875.2 279.2 111.8 843.3 273.1 111.8 828.8 249.0 111.8 765.3 230.5 111.8 717.4 [---.. "' ' __ ; 1.0 w TABLE 3. 11. Petroleum Sector Year Region 1 19841 30 1985 62 1986 79 1987 16 19882 16 1989 16 1990 66 19913 132 1992 492 1993 492 1994 498 1995 498 1996 498 1997 458 1998 458 1999 398 2000 398 lExploration begins ~Development begins Production begins Region 5 3 6 8 8 8 8 13 20 55 55 56 56 56 56 56 56 56 SOURCE: Dames and Moore, 1978 State 33 68 87 24 24 24 79 152 547 547 554 554 554 514 514 454 454 [~ DIRECT EMPLOYMENT REQUIREMENTS -CAPE HALKETT SCENARIO- Construction Sector (Region 1 only) 0 . 21 34 13 119 416 818 474 35 5 5 5 5 5 5 5 5 Region 1 -North Slope Region 5 -Anchorage Region 1 30 83 113 29 135 432 884 606 527 497 503 503 503 463 463 403 403 Total Region 5 State 3 33 6 89 8 121 8 37 8 143 8 440 13 897 20 626 55 582 55 552 56 559 56 559 56 559 56 519 56 519 56 459 56 459 Production at the site begins in 1992, peaking at .2599 million barrels per day by 1997. Table 3.12 presents the production schedule for the Cape Halkett case. Because the Halkett development occurs on exclusively federal properties, the effects on state petroleum revenues are much more limited than in theprevious scenarios. The state receives neither bonuses, royalties nor production taxes from any new production originating from an exclu- sively federal sale area. However, the state may still tax any facili- ·ties located within three miles of shore or onshore, and to the extent that such new production flows through TAPS and ALCAN, it will reduce tariffs and increase the wellhead value, and therefore royalties and production taxes, from production on state lands. This effect on the value of existing production, combined with new property taxes, amounts to an increase of as much as $60 million annually by 1996, with over 47 percent of this effect due to the property tax, 24 percent due to in- creased production taxes, and 29 percent due to increased royalties. A breakdown of the complete schedule of revenue effects is given in Table 3. 13. 94 [ [ c b [ c L L [ L [ [ [ [ [ r, [ [ r L -----------~--- [ [ ~ ~ [ L [ [ TABLE 3.12. PRODUCTION SCHEDULE -CAPE HALKETT SCENARIO- Year Oil Gas (MMBD) (MMCPD) 1992 .0538 0 1993 . 1272 0 1994 .1747 0 1995 .2272 0 1996 .2573 0 1997 .2599 0 1998 .2409 0 1999 .2074 0 2000 .1636 0 L r SOURCE: Dames and Moore, 1978 L [ 95 ~ 0'1 TABLE 3.13. DIRECT EFFECTS ON STATE PETROLEUM REVENUES*** -CAPE HALKETT SCENARIO- (mi 11 ions of $} Bonus Year Pa,tments Ro,ta 1 t,t Payments Production Taxes From New* From Old** From New* From Old** Production Production Total Production Production 1985 1 0 0 0 0 0 0 1986 0 0 0 0 .o 0 1987 2 0 0 0 0 0 0 1988 0 0 0 0 0 0 1989 0 0 0 0 0 0 1990 0 0 0 0 0 0 19913 0 0 0 0 0 0 1992 0 0 20.2 20.2 0 16.3 1993 0 0 19.4 19.4 0 15.7 1994 0 0 14.4 14.4 0 11.6 1995 0 0 15.7 15.7 0 12.7 1996 0 0 13.9 13.9 0 11.2 1997 0 0 13.5 13.5 0 10.8 1998 0 0 11.9 11.9 0 9.6 1999 0 0 11.8 11.8 0 9.4 2000 0 0 10.3 10.3 0 8.2 *No revenues from new production, since field is exclusively federal **From pipeline tariff reduction ***Revenues on a calendar year basis SOURCE: Based on production estimates, Dames and Moore, 1978 ...-----., ! J Property. Tax Total 0 .3 0 .7 0 .9 0 2.6 0 8.6 0 21.2 0 29.6 16.3 31.7 15.7 31.7 11.6 31.7 12.7 31.7 11.2 31.7 10.8 31.7 9.6 31.7 9.4 31.7 8.2 31.7 ~Exploration begins Development begins 3Production begins Total .3 .7 .9 2.6 8.6 21.2 29.6 68.2 66.8 57.7 60.1 56 .. 8 56.0 53.2 52.9 50.2 in 1984 [ [ [ [ [ [ [ c E u [ L L L L [ -----~--------------~---~----~-----------·-~--~ Economic Impacts of Beaufort Sea OCS Development OCS development in the Beaufort Sea will lead to changes in those factors which have previously been isolated as important causes of growth--exo- genous employment, personal income, and state expenditures. The change in these factors will result in changes in population, the state's fiscal picture, the structure of employment, and the regional distribution of population and employment. These changes are the economic impacts of OCS development. This section will explore the impact on the Alaska economy ofOCS development. We will examine the impact of each of the four separate development scenarios discussed above. The impact of each of these will vary, since the scenarios vary in terms of their primary employment impact, timing, and the revenues which accrue to the state. For the most part, only the impacts will be discussed. The impacts will be measured as changes from the base case described in Chapter I I. By examining only these changes, we can consider the impacts of Beaufort development as separate from the assumptions made in the base case. Impacts were estimated by making runs of the MAP model, which included the assumption of each scenario, then comparing the results to the base case. One important assumption must be made in this type of analysis. It must be assumed that the economy responds the same to employment and revenues generated by Beaufort OCS development as it did to similar changes in the past. This is the implicit assumption which underlies the 97 use of econometric models for projection and impact analysis, since these models are estimated from the past. The approach which will be taken in the following analysis is to ask six questions concerning the changes which result from OCS development in each scenario. Answers to these questions will provide a description of the economic impact of this development. The questions are as follows: 1. How is the growth of each of the aggregate indicators affected by OCS development? These indicators include employment, population, personal income, and state expenditures. 2. What are the significant causes of the changes of these indi- cators? The question will attempt to assess th~ importance of exogenous employment changes and changes in state spending on growth. 3. How do the additional revenues change the fiscal picture of the state? This question will examine whether the OCS development leads to increased services and what its affect is on fund balances. 4. Does the composition of the change in employment differ from the base case? This question will examine whether the OCS changes support base case trends in structural changes, seasonality, and unemployment. 98 r L [ lJ c [ [ L L [ r· L [ [ [ [ [ 1: L [ 5. Does the composition of population change? Will changes be- cause of OCS development support demographic trends in the base case? 6. What are the regional effects of these changes? This question will examine the changes in employment, population, and personal income which result in Anchorage, Fairbanks, and the North Slope be- cause of OCS development. Prudhoe High Scenario The Prudhoe High Scenario has the greatest effect on the economy of all the scenarios. Exploration begins in 1979 and lasts until 1983, with peak exploration employment in 1980. Development begins in 1984 and lasts through 1987, with peak development employment in 1986; this is also the peak in direct employment for the entire period. Production begins in 1988 and lasts through the remainder of the forecast period. AGGREGATE INDICATORS Table 3.14 shows the impacts of each of the aggregate indicators of eco- nomic activity. In each case, these indicatorsare greater than the base case and the difference grows continually throughout the period. Population is 40,156 greater by 2000 than in the base case. Each stage of OCS activity affects population growth differently. By the end of the exploration phase in 1983, 4.1 percent of the total population impact has been achieved. By 1987, when the development stage ends, 27 percent of the total impact has been reached. The major population impact occurs in the production phase. Population growth rates differ from the base 99 ------------------·--------- r TABLE 3 .14. PRUDHOE HIGH SCENARIO IMPACT ON [ AGGREGATE INDICATORS (Measured as Changes from the Base) f" STATE OF ALASKA 1979-2000 Total Personal Total State L Year PoEulation EmEloyment Income Ex enditures r ' (millions millions of $) of $) 19791 289 221 8.738 1. 293 [ 1980 746 536 23.918 1. 629 1981 1 ,080 718 29. 101 11.881 L 1982 1,465 942 38.453 22.173 19832 1,664 997 42.378 24.114 1984 1,887 1 ,071 48.019 26.162 I 1985 2,458 1,410 71.015 30.213 L 1986 8,618 6,002 355.926 65.931 19873 10,881 6,947 407.227 83.734 [ 1988 13 '189 7,910 434.594 118.031 1989 17,086 10,140 563.926 221.092 1990 19,186 10,838 625.918 244.208 r 1991 21,426 11,646 698.113 270.910 L,, 1992 24,198 12,872 790.125 353.839 1993 26,167 13,460 858.676 382.667 [ 1994 27,469 13,571 896.637 405.757 1995 29,403 14,250 980.512 437.683 1996 31 ,290 14,921 1,070.750 470.207 E 1997 33,328 15 '721 1 '177 .310 507.098 1998 35,426 16,580 1,294.410 546.090 [ 1999 37,782 17,635 1,435.880 591.312 2000 40,156 18,696 1,587.780 638.793 L [ L ~Exploration begins Development begins 3Production begins L SOURCE: MAP Statewide Model r L 100 [ r~ L [ [ c 0 c u L L L [ [ case. During the exploration phase, growth is approximately the same rate as in the base. Population grows about 22 percent faster in the development phase than during the same period for the base case. The growth rate in the production phase is 40 percent higher than during the same period in the base case. By 2000 population is 7 percent greater than in the base case. Employment experiences the same type of growth pattern, being higher than the base case by 18,696 jobs, or 6.4 percent, by the end of the period. Approximately 6 percent of the impact has been reached by the end of the exploration phase; 37 percent has been reached by the end of development. From 1978, the year before exploration begins, employment grows at an average annual rate of 2.3 percent. This is 19 percent greater than the growth rate in the same period in the base case. Unlike population, the greatest difference is in the development phase, when the growth rate is 2.6 percent compared to 1.9 percent in the base case. The growth rate in the exploration phase is 3 percent greater than for the same period in the base case, and the production phase experiences a growth rate 20 percent greater than in the base case. Personal income is $1.59 billion higher by 2000 because of the Prudhoe High development. This is 9.2 percent greater than in the base case. Of this impact, 3 percent is achieved during the exploration phase and 23 percent in the development stage. Growth during the entire period averages 7.4 percent per year, which is approximately 7 percent faster 101 than the annual average growth of 6.9 percent during the period 1978-2000 in the base case. State expenditures are $.639 billion higher by 2000 than in the base case. Total state expenditures are $5.57 bfllion, compared to $4.94 billion in the base case. Over 86.9 percent of this impact occurs in the production phase of activity, compared with 3.8 percent in exploration and 9.3 per- cent in development. The annual rate of growth of state expenditures in the production phase is 4.9 percent, which is 17 percent greater than in the base case during the same period. CAUSES OF GROWTH The discussion in Chapter II isolated changes in exogenous employment, changes in personal income, and changes in state expenditures as the major causes of growth. Changes in these same variables are responsible for generating impacts over the base case. The most important causes of the changes discussed above are changes in exogenous construction and mining employment, which result from the Beaufort deve1opment, and changes in state expenditures. Each of these effects is dominant in different periods of the analysis. The importance of the level of Beaufort OCS employment and the associated changes in personal income are more impor- tant during the exploration and development stages. At its peak in the third year of development, exogenous employment accounts for 31 percent of the total employment impact. By 2000, although Beaufort OCS employment is still high at 940, it accounts for only 5 percent of total employment. 102 r L [ [ [ L [ E [ [ L [ [ [ [ [ [ [ [ [ [ [ B w c 0 [ t L r: L [ State expenditures are greater than in the base case from the beginning of exploration work in 1978. Expenditures increase for two reasons. First~ increases in population will lead to increased expenditures as state services are extended to this new population. Second~ state expen- ditures increase as additional revenues are earned from petroleum develop- ment. The same spending rule operates in the OCS scenarios as in the base case: 60 percent of petroleum royalties and 100 percent of bonuses are saved and all other revenues are spent; the savings rate is reduced or dissavings takes place in order to maintain the level of real per capita expenditures. The importance of this rule is that it presents another way in which OCS development affects state growth. OCS develop- ment produces revenues which increase state spending, which in turn affects economic growth. The importance of this effect lasts throughout the pe- riod because revenue increases generate permanent increases in per capita state expenditures. The expenditure impact is much greater in the pro- duction period when the flow of oil, which produces both royalties and severance taxes~ begins and provides large increases in revenues over the base period. These revenue increases cause expansion of the level of services provided by the state and~ therefore, expenditures. During this same period~ exogenous Beaufort Sea production emp1oyment is reduced. These two effects make the expenditure impact more important. The overall proportion of impact which results from either of these causes is hard to determine. Interaction between these state expendi- tures and employment and the dynamic nature of the economy prevent sepa- ration. One way to estimate the proportion of impact caused by each 103 factor is to examine what would happen to the major variables if state expenditures remained as in the base case. This is not a description of what will happen, because state expenditures, as we have shown, will. undoubtedly respond to increases in revenues. This test allows us to see in some sense the direct impact of development following the Prudhoe High Scenario. The sensitivity analysis in Chapter IV was undertaken to show this. By 2000 private development is responsible for 38 percent of the population impact, 32 percent of the employment impact, and 36 per- cent of the impact on incomes. Slightly less than two-thirds of the Prudhoe High impact on all aggregate indicators is a result of increased state expenditures. FISCAL IMPACTS Table 3.15 illustrates the changes in the state fiscal posture. The development of the Beaufort OCS according to the Prudhoe High Scenario improves the overall state fiscal position during the forecast period. By 2000 there is $7.7 billion more in the permanent fund than in the base case. One reason for this is that after production begins in 1988 the change in revenues resulting from Beaufort development exceeds the change in expenditure. The change in total revenues because of OCS development is importantly affected by production. Prior to the production stage, the increase in revenues results from three sources, increases in the property taxes, increases in non-petroleum taxes, and bonuses paid to the state for leases in the state•s portion of the OCS area. The first major increase 104 r L~ [ [ p [\ [ L [~ [ L r L; [ _j I I ---' -, ~~ I __ j ~ ~, p r; E ""'! C 6 r, L-..~' [ ,-.., L r: u H L TABLE 3.15. IMPACT ON THE STATE FISCAL SECTOR OF THE PRUDHOE HIGH SCENARIO (Measured as Changes from the Base) (in Millions of Dollars) STATE OF ALASKA 1979-2000 General Permanent Total Fund Fund Total Year Revenues Balance Balance ExEenditures 19791 0.257 -0.925 0.000 1. 293 1980 126.338 -0.925 125.000 1.629 1981 136.453 -0.924 250.000 11.881 1982 21.580 -0.923 250.000 22.173 19832 23.431 -0.923 250.000 24.114 1984 25.373 -0.923 250.000 26.162 1985 29.149 -0.923 250.000 .30.213 1986 53.469 -9.343 250.000 65.931 19873 93.841 5.903 250.000 83.734 1988 238.795 89.540 293.441 118.031 1989 477.152 230.821 416.621 221.092 1990 682.060 487.773 607.121 244.208 1991 886.073 597.322 1,123.690 270.910 1992 1,068.580 597.324 1 ,851. 100 353.839 1993 1,184.520 596.135 2,668.160 382.667 1994 1,229.420 464.466 3,638.510 405.757 1995 1,218.210 179.654 4,720.350 437.683 1996 1,175.870 0.000 5,623.700 470.207 1997 1,119.900 0.000 6,256.240 507.098 1998 1,074.530 0.000 6,806.270 546.090 1999 1,046.020 0.000 7,284.710 591.312 2000 1,027.050 0.000 7,698.950 638.793 1Exploration begins 2oevelopment begins 3Production begins SOURCE: MAP Statewide Model 105 in revenues results from the bonuses paid in 1980 and 1981. These reve- nues, according to the state's expenditure policy, go into the permanent fund; however, interest on these funds generates useable revenues. By the end of exploration in 1983, property tax revenues increase to $2.9 million because of additional equipment and facilities required in ex- ploration. The greatest proportion of increased revenues during explora- tion results from interest earned on the permanent fund balance; only 12.4 percent of the change in total revenues by the end of the explora- tion period is because of increased petroleum activity. At this time revenues are only about 1 percent greater than in the base case. The development of the fields which occurs from 1984 to 1987 increases property tax revenues to $51.3 million over the end of the exploration phase. Revenues from petroleum development have increased to approxi- mately 55 percent of the increase in total revenues by the end of develop- ment in 1987. Petroleum revenues increase dramatically once production begins. Petroleum revenues directly associated with the Beaufort OCS development rise to a peak of $947.3 million in 1993, the year following the peak in production; at their peak, petroleum revenues from the Beaufort account for 80 percent of the increase in revenues. The share of petroleum revenues in the Beaufort-induced total revenues falls through the remainder of the period; by 2000 it accounts for only 38 percent of the total. As petroleum production declines, petroleum revenues fa 11 from a peak of $958.9 mi 11 ion to $392. 5 mi 11 ion by 2000. {Appendix C has detailed revenue source information.) 106 [ L [' f' [ [ t f' L. r~ L [ [ L L [ [ r L r- 1 L I l_. ~ [ [ [' [ r L [ [ c [ L L [ The development of the Beaufort OCS according t~ the Prudhoe High Scenario has two separate impacts on the fiscal posture of the state. First, as discussed above, it increases revenues. Second, it will affect state expenditures. As new population is drawn into the state because of this development, expenditures will be increased to provide a given level of services to the increased population. The increased revenues may also lead to increases in the level of services provided, which will increase expenditures greater than the proportionate increase in population. Until the final year of the development stage,·when property tax revenues in- crease substantially, the increase in expenditures caused by OCS develop- ment exceeds the increased revenues. In the first year of exploration (1979), the increase in population is greater than the increase in reve- nues, and the general fund must be drawn down to maintain per capita expenditures. Until 1986 revenue growth exceeds population enough to maintain modest increases in the real per capita level of services without drawing down the fund balances. The population increases, associated with the final years of development when direct Beaufort employment increases more than sixfold, lead to an approximate $9 million drawdown of the general fund. After production begins, the revenue increase exceeds ex- penditure increases throughout the remainder of the period. This slows the rate of decrease in the general fund and allows a build-up of the permanent fund. What is the overall effect of Prudhoe High development on the Alaska state government fiscal position? First, development allows an expansion of services provided residents. Real per capita state expenditures are $66 107 greater by the end of the period than in the base case. The major in- crease in services comes in the second year of production when the level of per capita expenditures increases to $43 over the base case. In 1992, the peak production year, real per capita expenditure increases to $66 over the base. By 2000 the level of services is greater than in the base case; real per capita expenditures are $1,705 per person, which is about 4 percent more than in the base case. More importantly, the extra Beau- fort revenues have postponed the period when expenditures exceed revenues, until 1997, which is six years later than in the base case. After 1997 expenditures once again are greater than revenues. What is important here is that the eventuality of the drawdown of the fund balances as expendi- tures exceed revenues has only been postponed, not eliminated. The prob- lem is the same as in the base case--the cyclical nature of petroleum revenues and expenditure responses to increases in revenues. INCOME The increase in personal income due to Beaufort OCS development can have two effects. First, higher levels of personal income will increase the demand for goods and services and lead to growth in the economy. In- crease in personal income will have a greater impact on those industries which serve local markets. Second, Beaufort OCS development could lead to welfare increases. Personal income can increase because of increases in the number of workers with the same wage or increasing wages for workers. To the extent the second effect dominates, welfare will be in- creased. The extent to which these personal income changes will have 108 ,~ 1., r~ L [ t c [ L [ L r· l r· L L these effects will be determined by the increased taxes paid and the increase in prices, which reduces the amount of goods and services an extra dollar of income can buy. Table 3.16 shows the effect of taxes and prices on the increase in per- sonal income generated by OCS development. By 2000 personal income would be $1.59 billio.n higher with Beaufort OCS development following the Prudhoe High Scenario than in the base case. Progressive taxation at both the state and federal levels would be expected to increase the tax share because of higher incomes. Taxes take almost 25 percent of this incremental income. Prices have a much larger effect on income available to the population. Price increases resulting from Beaufort development affect not only the additional income, but all income. To the extent prices rise because of OCS development, the effect of the added income will be reduced, and there will be a general decrease in the buying power of all income. By 2000 the impact on disposable personal income is reduced by 16 percent because of price increases. Welfare, as measured by the increase in real per capita disposable in- comes (DIRPA), increases because of OCS development. By 2000 DIRPA is about $12 greater than in the base case. The maximum difference during the period is in 1986, when DIRPA is $75 greater. The change in this difference has a great deal to do with the composition of employment. The greatest differences are achieved during the development stage, when high wage construction and petroleum employment in the Beaufort rise to 109 TABLE 3.16. INCOME IMPACTS OF PRUDHOE HIGH DEVELOPMENT (Measured as Changes from the Base) Per Capita Real Year Disposable Income 19791 2.854 1980 6.449 1981 5.341 1982 7.407 19832 7.077 1984 6.995 1985 11.133 1986 75.497 1987 3 72.615 1988 59.786 1989 67.859 1990 64.263 1991 60.186 1992 56.255 1993 49.294 1994 38.269 1995 32.775 1996 28.226 1997 23.695 1998 19.640 1999 15.695 2000 11 . 746 ~Exploration begins Development begins 3Production begins SOURCE: MAP Statewide Model STATE OF ALASKA 1979-2000 Disposable Real Disposable Personal Income Personal Income (Millions of $) (Millions of$) 6.799 2.130 18.523 5.511 22.527 6.305 29.886 8.292 32.906 8.873 37.281 9.750 54.968 14.037 273.340 68.774 313.277 76.033 334.703 77.852 434.344 97.444 481.328 104.694 536.785 112.960 606.324 123.270 658.777 129.614 686.637 130.808 750.332 138.315 817.184 145.957 897.453 155.105 983.723 164.593 1,089.460 176.226 1,200.650 187.856 110 [ [ [ f ~ r ' [ L [, r· L [ r [ [ G [ [ r, L r~ L (. l 1,859. The importance of this employment can be seen by examining the changes which result from decreasing the level of this employment. Each time employment in the Beaufort is reduced, the difference in per capita income over the base falls. The general decline in the difference by 2000 is a result of a reduction in the importance of this high wage employment sector after the beginning of petroleum production. EMPLOYMENT While the primary employment levels associated with OCS development have substantial effects, they also generate significant secondary impacts throughout the state economy. The increase in the demand for goods and services, which results because of changes in the level of personal in- come, lead to increases in employment in other sectors of the economy. State expenditures, which rise because of the increased revenues available from OCS development, also generate demand for goods and services and increases in employment. The effect on total employment has been dis- cussed above; an equally important effect is on the growth of separate sectors. The change which results will affect the structure of employ- ment. Table 3.17 shows the ·distribution of this employment between indus- trial sectors. In the base case, the general trend in the structure of employment which was observed was an increase in the proportion of total employment in the local serving sector, particularly trade and services. The extra employment which results from OCS development in the Prudhoe High Scenario supports this base case trend. We will examine the struc- ture of this increased employment at three points in time, the end of the forecast period, the end of the exploration, and the end of the 111 TABLE 3.17. INDUSTRIAL DISTRIBUTION OF THE PRUDHOE HIGH EMPLOYMENT IMPACT (measured as changes from the base) ALASKA 1983 1987 2000 Employment % Employment % Employment Mining and Beaufort OCS Construction 130 13.0 l ,722 24.8 900 Other Construction 64 6.4 405 5.8 l ,546 Trade 196 19.7 l ,531 22.0 4,952 Services 194 19.5 1,553 22.4 5,333 Finance 49 4.9 385 5.5 l ,291 Transportation 38 3.8 276 4.0 758 State and Local Govt. 280 28.1 752 10.8 3,056 Other* 46 4.6 323 4.6 861 *Includes Public Utilities, Communications, and Other SOURCE: MAP Statewide Model 112 % 4.8 8.3 26.5 28.5 6.9 4. l 16.3 4.6 r L [ L [ [ [ L [ I, L f' L L [ l ( ' L r L development period. The distribution of employment in 2000 supports the overall trend found in the base case. Trade, services, and finance make up 62 percent of the increased employment, mining and exogenous construc- tion account for only 5 percent, while state and local government account for 16 percent. These percentages are fairly stable during all stages of petroleum activity. The major change is the declining proportion of employment change accounted for by direct Beaufort employment. The other . major change is the growth in the importance of state and local govern- ment. After an initial period during exploration when it is dominant, state government is only 11 percent of the increase in employment by the end of the development stage. In the production stage, large increases in petroleum revenues increase state expenditures. By the year 2000, state and local government is 16 percent of the total change in employment. By the end of the production phase, the structure of employment found in the base case is reinforced by the OCS development. This should mean that the reduction in seasonality will take place as discussed in the base case. The increased proportion of employment in non-seasonal in- dustries should reduce the overall seasonality in the economy. Direct employment in the OCS development does have a seasonal component (Dames and Moore, 1978). This should dampen the effect, but not prevent the decrease in seasonality. Even in its peak year, over 50 percent of the increased employment is in non-seasonal industries. 113 Will OCS development increase or decrease unemployment? In the base case a possible trend toward a reduction in unemployment was assumed because of the decrease in the ratio of population to employment. Although this does not guarantee a reduction, it indicates the possibility of a de- crease. The OCS development will support this trend if the ratio of change in population to change in employment falls. This ratio initially rises throughout the exploration phase, then falls when peak employment is reached. It rises throughout the production phase until it reaches 2.14 in 2000; this is higher than the ratio found in 1977. This indicates the impact employment leads to greater increases in population and a pos- sible increase in unemployment. POPULATION By 2000 population is 7 percent higher because of development in the Beaufort OCS. The greatest increase in population occurs in 1986, when the extra population increases 6,000 as a result of peak increases in direct OCS employment. The major factor changing this is the greater levels of migration experienced because of OCS. Since migration is a response to increased employment opportunities and income, the increase in migration is not surprising. Inmigration resulting from OCS develop- ment is not large enough to eliminate the general outmigration which occurs throughout the period. The effect of OCS development is to re- duce outmigration. In the period between 1986 and 1998, which is domi- nated by outmigration in the base period, increased employment oppor- tunities associated with OCS developement lead to inmigration in only 114 [ t L [ [j [ L r L I , L L i I I I I l,_, [ [ r~ L [ [ [j [ L r " L (' L [ four years. Only in 1986 is this substantial, with an inmigration of approximately 5,800. The reduction in the outmigration is responsible for the increased population. Since migration is not assumed to affect Native population, one impact of this increase is a reduction in the share of Native population in the total. By 2000 Native population is 17 percent of the total, compared .to 19 percent in the base case; this is approximately the same as the Native share of total population in 1977. The structure of population will be changed in the OCS case. Migration response to changing economic opportunities most importantly affects the young. The reduction in outmigration would be assumed to dampen the aging in the population structure found in the base case. Table 3.18 shows the proportion of each age-sex classification in the total popu- lation in 1980, 1990, and 2000. By 2000 the age structure has still undergone aging, although not quite as rapid as in the base case. By 2000 the proportion of population which is greater than forty is 4 percent less than in the base case. This age cohort, although it increases, in- creases at a slower rate than the total population. Region a 1 Impacts This section will examine the impact of OCS development on three regions, the North Slope, Anchorage, and Fairbanks. The impacts of OCS develop- ment will be measured as changes in the population, employment, and personal income growth in each region from the base case discussed in 115 TABLE 3. 18. AGE-SEX STRUCTURE OF THE POPULATION PRUDHOE HIGH SCENARIO (% of total population) 1980 1990 . Male Female Male Female Male 0 - 1 l. 19 l. 19 1.08 1.08 1.03 1 -4 4.28 4.09 4.23 4.02 3.84 5 -9 4.74 4.64 5.05 4.91 4.65 10 -14 4.32 4.22 4.46 4. 31 4.37 15 -19 4. 93 4.11 4.10 3.80 4.25 20 -24 8.58 5. 70 5.76 3.97 5.63 25 -29 6.01 5.24 4.63 3.97 3.95 30 -34 4.67 4.27 4.63 4.13 3.65 35 -39 3.60 3.21 4.38 3. 76 3.70 40 -44 2.54 2. 41 3.52 3.27 3.44 45 -49 2.04 l. 84 2.71 2.55 3.11 50 -54 l. 78 l. 57 2.10 2.01 2.68 55 -59 1.48 l. 31 1.63 l. 58 2.13 60 -64 l. 18 1.06 l. 30 l. 29 1.65 65 + l. 96 1.84 2.74 3.03 3.46 SOURCE: MAP Statewide Model 116 2000 Female 1.03 3.65 4.50 4.21 3.91 4.11 3.64 3.43 3.24 3.16 2.87 2.53 2.10 1.72 4.36 [ L b [ [ L [ r - L L [ [ [ [ f> l ' [ [ [ [ l [ c [ L f' L f' L [ Chapter II. OCS development in the Beaufort Sea affects all regions of the state. The impact in any one region which results from OCS develop- ment will be determined by the location of exogenous employment, the strength of a region•s interaction with directly-impacted regions, and the size of the local economy. Both the North Slope and Anchorage will be directly affected by Beaufort OCS development. Since development occurs in the North Slope region, the increase in exogenous employment will have an important direct effect. The assumed enclave nature of this development will minimize the effect on the local North Slope economy. More important to the growth of all of these regions are those processes of regional interaction previously described, distribution of state expenditures, the effect on wage rates, importance as a trade center, and interregional migration. The distribution of state and .local employment is directly related to the distribution of state ex- penditures. State expenditures are an important source of growth in regions where the direct employment does not occur, such as Fairbanks. The relation between the increased employment in state and local govern- ment and the total impact employment is a proxy for the relation between the distribution of state and local expenditures and total impact re- sulting from the Beaufort OCS development. Growth of construction and mining on the North Slope affects wage rates in all other regions. This increase in wage rates leads to increased personal incomes and demand for goods and services in the region. Both Fairbanks and Anchorage are regional centers which are affected by growth in other regions. Growth in the North Slope affects the Fairbanks economy as it provides goods and services to this region. Anchorage; which serves as the administrative, 117 trade, and financial center for the state, reflects the growth of all regions. Migrati6n has an important effect on the smaller economies; as Anchorage expands rapidly, it attracts population from other areas of the state. The size of the local economy will determine the extent to which any of these factors leads to induced expansion of the economy. Because of scale effects, larger economies will have larger induced growth. This is important for the growth of Anchorage which provides more of the increased demand for goods and services than in smaller regions. These factors are responsible for regional growth and are not changed by OCS development. NORTH SLOPE REGION Employment Tables 3.19 and 3.20 show the changes in North Slope employment over the base case and the industrial distribution of this change. The increase over the base case does not grow smoothly throughout the period, but experiences several small peaks and one large peak. By 2000 total employ- mentis 1,575 greater than in the base, which is about 21 percent higher than the base. When direct employment at the OCS site peaks in the development phase, total employment is 4,464, or 62 percent higher. By the end of the exploration phase in 1983, total employment is only 4 per- cent higher than in the base. Employment increases on the North Slope are of two kinds. First, petro- leum and construction employment located at Prudhoe Bay are part of the enclave sector which increases with OCS development. This increase has 118 f [ [ [ r . [ [ [ L c [ L: L [ r. L [ [ [ [ L [' [ r L f' L L L c C [ [ L f' L c TABLE 3.19. Year 19791 1980 1981 1982 19832 1984 1985 1986 1987 3 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 ~Exploration begins Development begins 3Production begins PRUDHOE HIGH SCENARIO TOTAL ECONOMIC IMPACT (measured as change from the base) NORTH SLOPE REGION 1979-2000 Total Personal Population Employment Income (mi 11 ions of $) 69 67 3.687 256 249 15.570 146 159 10.204 281 248 17.210 299 254 18.544 349 292 22.575 725 620 51.597 5,012 4,464 401.792 4,813 4,087 375.017 1,700 1,450 123.754 1,577 1,509 134.243 1,514 1,533 143.062 1,488 1,568 154.769 1,329 1,466 152.033 1,309 1 ,451 159.115 1 '197 1 ,341 154.758 1,219 1,356 164.879 1,263 1,389 178.019 1,308 1,426 192.884 1,348 1,470 209.398 1,393 1,520 228.351 1,436 1,575 249.198 SOURCE: MAP Regional Model 119 TABLE 3.20. INDUSTRIAL DISTRIBUTION OF THE PRUDHOE HIGH EMPLOYMENT IMPACT (measured as changes from the base) NORTH SLOPE REGION 1983 1987 2000 Employment % Employment % Employment Mining and Beaufort OCS Construction 119 46.7 1,686 41.3 Other Construction 105 41.2 2,045 50.0 Trade 2 .8 25 .6 Services 10 3.9 134 3.3 Finance 1 .4 19 .5 Transportation 9 3.5 128 3.1 State and Local Govt. 8 3.1 44 1.1 Other* 1 .4 6 . 1 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 120 821 454 19 91 13 104 61 12 % 52.1 28.8 1.2 5.8 .8 6.6 3.9 .8 [ [ c [ L L [ r L f L ---, LJ r 6 r , l p L only minimal impact on the local economy. Second, increases in employment at Prudhoe Bay lead to increases in the local economy because local and state government revenues and expenditures will increase, which will lead to increases in the local economy. Personal incomes will also rise in the local economy because of a general expansion in wage rates, which results from OCS development. The importance of growth in the local economy can be separated from total . growth by examining the distribution of employment between these sectors on the North Slope. The enclave sector actually includes a portionof construction which is not directly related to development, as well as other industries such as transportation. Because this proportion cannot easily be separated, this analysis may overstate the growth of the local· economy. During the exploration phase, there is very little effect on the local economy. Of the 255 extra employees in 1983, 47 percent are .-, directly associated with OCS petroleum activity. The local sector of the North Slope economy in the base case consists of 4,200 employees in 1983, so during exploration the local sector increases by 3 percent. By the end of the development phase in 1987, the total impact is 4,087; of this 1,833 is in the petroleum enclave sector. At this time in the base case, the local sector is 4,513 employees. The largest impact on the local economy occurs in this development stage with approximately 50 percent increase in the local sector. During production, direct OCS impact employment stabilizes at 821, which is its level in 2000, and is 52 per- cent of the total employment impact. In the base case, the local sector 121 is about 6,061 in 2000, so that impact increases the local sector employ- ment approximately 12 percent. The overall distribution of this impact could either reinforce or impede the trend toward increasing importance ·in the local support sector found in the base case. By far the largest expanding industry is construction, which ranges from 50 percent of the impact at the end of the development stage to 29 percent at the end of the period. The share of the impact in trade, services, and finance increases throughout the period, which supports the trend found in the base case. After construction, trans- portation is the most important sector in the local economy, which in- creases its importance throughout the period as in the base case. Over- all, though, the importance of exogenous employment in the employment impact impedes the trend toward the increased importance of the local serving sectors found in the base case. The growth caused by Beaufort development may limit the reduction in seasonality suggested by the structural change forecast in the base case. However, much of the em- ployment in the highly seasonal construction and mining industries is in the enclave sector; Beaufort development may reduce seasonality in the local sector since the local support sector is seen to grow. Population Table 3.19 shows the population impact in the three study regions. By 2000 the North Slope Borough population has increased by 1,437 over the base case. This total will not have as large an impact on the local population, since over half of this increase is the extra employment in 122 [ [ [ [ [ [ [ [ I L [ t [ [ [ [ [ I' L r· L L r L' [ [ ~ [ ~ [ [ r L L~ n c c c [ L r , L r, t c the enclave sector. The total population in the local sector is only increased by 616 above the base levels; this is an 8 percent increase in population. The population impact by the end of the exploration phase is 181, which is 3.3 higher than the base. The effect on total population is more important in the development stage. By the end of development, the local population is 3,127, or 56 percent higher than in the base. These population increases have two effects on the North Slope Borough. First, the growth in the economy has the effect of reducing the outmigra- tion of local residents, which has been found to be a past trend in vil- lage and rural Alaska (Alonso, 1976}. Second, the increase in population at Prudhoe leads to welfare increases by increasing the revenues available to the borough. This increase in revenues can be considered an overall increase in welfare, since, assuming the enclave nature of development, there is no proportional increase in the demand for services. Personal Income By 2000 personal income is $249.2 million higher in the North Slope be- cause of Beaufort OCS development. The impact is highest in the second year of construction when incomes are 91 percent higher than in the base case. By the end of exploration, personal income is 5.3 percent higher than the base case. The peak during development shows the importance of the high incomes of construction workers associated with Beaufort develop- ment. 123 ANCHORAGE Employment Anchorage has in the past served as the Alaska headquarters for petro- leum and petroleum support firms. Because of this past relation, it is assumed that increased petroleum activity on the North Slope will lead to increased support activity in Anchorage. This provides a direct link between the level of OCS development and Anchorage economic _growth. Additionally, Anchorage growth is affected by increases in demand for goods and services, which result from increases in the personal income of the region and increased state expenditures. Anchorage serves as a supply source for many goods and services for the rest of the state; because of this, Anchorage will experience growth as demand in the rest of the state increases. Total employment in Anchorage is 14,201 greater than in the base case by 2000; this is an 8.4 percent increase in employment over the base. By the end of the exploration phase in 1983, employment in Anchorage is 485, or .5 percent higher than in the base, and by the end of development, employment is 3,616, or 3.2 percent higher. The importance of impact-associated employment increases throughout the period. The development of the Beaufort OCS according to the Prudhoe High Scenario increases the growth rate from 3.1 percent in the base case to 3.5 percent per year between 1977 and 2000. The relation between the growth rates in the base case and with Beaufort development is consistent throughout the 124 [ [ r [ [ L [ [ r L [ L c [ ~ [ [ ,-. L r· L [ [ [ [ r L forecast period. Average annual growth of total employment averages about 12 percent more in both the exploration-development and production phases. The composition of the extra employment which results from OCS develop- ment supports the structural changes found in the base case. Between 1977 and 2000 the base case saw an expansion of the importance of the Anchorage local service sector, particularly trade and services. By examining the structural component of this extra employment, we can see this trend is supported. In all phases, exploration, production, and development, trade, services, and finance are more than 50 percent of the impact. Tables 3.2land 3.22 show the employment trends in Anchorage. The Beau~ fort impact should also support the reduction in seasonality of the Anchorage economy suggested by the structural change in the base case. Population The development of the Beaufort OCS according to the Prudhoe High Scenario increases the concentration of population in Anchorage. By 2000 popula- tion is 28,097 higher in Anchorage than in the base case; this is almost 9 percent greater than in the base case. The majority of this impact occurs in the production period. By the end of exploration, population is less than 1 percent higher than in the base case. Population is 2.3 percent higher than in the base case because of OCS development by the end of the development phase in 1987. By 2000 the population impact in Anchorage is 70 percent of the total impact in the state; this is greater than the 56 percent of total state population in Anchorage in 2000 in 125 TABLE 3.21. Year 1979 1 1980 1981 1982 19832 1984 1985 1986 1987 19883 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 1Exploration begins 2oevelopment begins 3Production begins PRUDHOE HIGH SCENARIO TOTAL ECONOMIC IMPACT (measured as change from the base) ANCHORAGE 1979-2000 Total Personal Population Employment Income (millions of $) 150 73 2.426 353 175 5.994 570 292 9.675 758 446 14.867 866 484 16.844 987 531 19.308 1~255 729 27.799 4~219 3~ 115 125.919 5,554 3~616 152.142 7,890 3~780 169.753 10,274 5,025 230.582 11,635 5,477 260.485 13' 136 6,100 300.098 14,942 7,058 356.410 16~332 7,626 399.121 17,312 8,018 433.242 18,775 8, 722 488.266 20,255 9,427 547.160 21,929 10,259 617.637 23,731 11,316 704.891 25,838 12,631 814.355 28,097 14,201 945.973 SOURCE: MAP Regional Model 126 [ [ I' [ [ r, [ [ f" L r L L c [ [ L [ rc L [ l [ F L TABLE 3.22. INDUSTRIAL DISTRIBUTION OF THE PRUDHOE HIGH EMPLOYMENT IMPACT (measured as changes from the base) ANCHORAGE 1983 . 1987 2000 Employment % Employment % Employment Mining 11 2.3 36 1.0 119 Construction 25 5.2 195 5.4 706 Trade 129 26.7 1,182 32.7 3,917 Services 125 25.8 1,084 30.0 5,567 Finance 36 7.4 304 8.4 1,486 Transportation 38 7.9 407 11.3 881 State and Local Govt. 100 20.7 262 7.2 1 '1 05 Other* 20 4.1 146 4.0 402 *Includes P.ublic Utilities, Co!T!!lunications, and Other SOURCE: MAP Regional Model 127 % .8 5.0 27.6 39.2 10.5 6.2 7.8 3.0 the base case. The effect of this will be to increase the population concentration in Anchorage (see Table 3.21)~ Personal Income By 2000 Anchorage personal income is $946 million higher than in the base case. By the end of the exploration phase, personal income is .67 percent higher than in the base case. It is 4.8 percent higher by the end of the development phase. FAIRBANKS Employment Tables 3.23 and 3.24 illustrate the growth of employment in Fairbanks. Fairbanks has the smallest proportionate employment impact of any of the three regions described in this section. By 2000 employment is only 4.4 percent higher than in the base case. From 1978 to 2000 employment grows at an average annual rate of 1.3 percent, compared to 1.2 percent in the base case. The impact in Fairbanks is greatest during the production phase. At the end of the exploration phase, employment is .2 percent greater than in the base case; after production, employment is 1.4 per- cent greater. The importance of state and local government expansion as a result of OCS development is the reason for the growth in the production phase. Since Fairbanks has only minimal connection with oil development, increases in state and local expenditures resulting from revenue increases are the major way the Fairbanks economy is impacted by OCS development. Unlike the construction of the TAPS and Alcan projects, there is no direct employment associated with Beaufort development which is located in 128 r [ [ L L r: [ [ [ L [ [ [ [ L f ' L r· L [ ~· L" TABLE 3.23. PRUDHOE HIGH SCENARIO TOTAL ECONOMIC IMPACT (measured as change from the base) [ FAIRBANKS 1979-2000 ~ Total Personal Year PoEulation EmElo~ment Income L (millions of $) 1979 1 59 23 1.177 [ 1980 127 51 3.032 J 1981 162 70 3.603 [ 1982 150 85 3.874 19832 169 90 4.285 1984 186 95 4. 775 [ 1985 166 107 6.115 1986 15 319 24.273 1987 3 398 444 31. 991 r· 1988 1,739 725 48.756 L 1989 2,300 968 64.392 1990 2,586 1,023 70.667 [ 1991 2,846 1,100 78.767 1992 3,102 1,230 89.136 1993 3,260 1,274 96.086 L 1994 3,322 1,282 99.832 1995 3,438 1,333 108.139 [J 1996 3,540 1,373 116.480 1997 3,632 1,413 125.584 1998 3,701 1,471 136.452 [ 1999 3,753 1,537 148.945 2000 3,764 1,605 162.407 [ [ L lExploration begins 2oevelopment begins L 3production begins SOURCE: MAP Regional Model (' L [ 129 TABLE 3.24. INDUSTRIAL DISTRIBUTION OF THE PRUDHOE HIGH . EMPLOYMENT IMPACT (measured as changes from the base) FAIRBANKS 1983 1987 2000 Employment % Employment % Employment Construction 5 5.5 36 8.1 136 Trade 16 17.6 103 23.1 357 Services 13 14.3 89 20.0 305 Finance 4 4.4 27 6. 1 92 Transportation 7 7.7 48 10.8 180 State and Local Govt. 39 42.9 100 22.4 431 Other* 7 7.7 42 9.4 101 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 130 % 8.5 22.2 19.0 5.7 1L2 26.8 6.5 [ F b [ [ l L f ' L (' L L [ [ [' [ I L_ L ,. L I' L p L Fairbanks. The impact associated with this development is entirely through the interaction with the North Slope region and the induced re- gional growth. This factor minimizes the impact of Beaufort development on the Fairbanks economy. The structural change shown in Table 3.24 reinforces the trend found in the base case; The local support sector increases in importance because of the Beaufort OCS development; over half of·the impact employment by 2000 is in trade, services, and state and local government. Since these industries have been shown to be the least seasonal of Alaskan industries, the OCS impact wili support the reduction in seasonality found in the base case. Population The population impact in Fairbanks has the effect of reducing the decline in population .found in the base case after 1987. Between 1987 and 2000 population experiences a positive though low rate of growth instead of a negative rate as in the base case; population has increased by 1,424 during this period. The production phase is most important for providing this additional growth; approximately 90 percent of the additional popu- lation is achieved in this period. In both the exploration and production phases of this development, the population impact is less than 1 percent of base case population. Because of the small size of this population impact, it has only minimal effect on the population decline associated with the end of the construction of the Alcan pipeline (see Table 3.23). 131 Personal Income By 2000 personal income in Fairbanks is $162.4 million greater than in the base case. By the end of exploration, Fairbanks personal income has increased only .5 percent over the base case. By 1987, at the end of the development phase, personal income is 2.9 percent greater. Summary and Assessment of Impacts Relatively small impacts should result from development of the Beaufort Sea OCS according to the Prudhoe High Scenario. While this scenario has the largest impact of all those studied, compared to the recent Alaska experience, the effects on all the aggregate indicators is relatively small. The total population impact by 2000 is approximately 40,000. According to estimates of the Alaska Department of Labor, the Alaska population increased from 302,000 in 1970 to 405,000 in 1975. This is an increase of over 100,000 in only five years; the extra 40,000 popula- tion resulting from Beaufort OCS development is a twenty-year increase. The largest one year population increase as a result of Prudhoe High development is 6,000 between 1985 and 1986; this can be compared with the estimated 50,000 population increase between 1974 and 1975. Though the increase by 2000 over the base case is not minimal for any of the aggregate indicators (7 percent for population, 6.4 percent for employ- ment, 9.2 percent for personal income, and 13 percent for state expendi- tures), the twenty-year period minimizes the overall impact. Base case trends in the employment sector were, for the most part, sup- ported by this development. Beaufort OCS development leads to increased 132 [ t [ r [ L L r~ , L r , L L ,~ I i I' I I [ [' f: L ... importance of the local serving sectors. Those industries, trade, ser- vice, transportation, which increased their shares of total employment in the base case were an important part of the employment increase associated with Beaufort development. The large share of these local support sectors in the Beaufort-induced employment means that the trend toward reduced seasonality is also supported by this development. The increased impor- tance of those industries which are the least seasonal in the economy will reduce the overall seasonality of employment. Beaufort development in- duces a population increase which is greater than the induced employment increase. Because of this, the overall population toemployment ratio will increase; this will mean there are more people per job and a possible increase in .unemployment. The aging of the population will be slowed by Beaufort development. The major reason for this is that the increased economic opportunities will decrease the outmigration of young people. Another population trend which will be reversed by Beaufort development concerns the Native share of popu- lation which increased in the base case. Because of OCS development, the share of population which is Native will remain approximately the same as at the beginning of the period. The revenues which flow to the state as a result of Beaufort development have two significant impacts. First, they allow an expansion of the ser- vices of state government. Real per capita state expenditures increase about 4 percent over the base case. Second, the increased state revenues delay the fiscal crisis, which occurs when expenditures exceed revenues 133 and the permanent and general funds must be drawn down to support ex- penditures. Because of the expenditure response to these increased revenues, Beaufort development only delays this crisis; it does not eliminate it. The regional concentration found in the base case continues with Beaufort OCS development. Anchorage experiences the greatest proportion of the impact in both employment and population. Major direct impacts take place in the North Slope region, since the development is located there. Almost 52 percent of the total employment impact on the North Slope is direct Beaufort OCS development. Because there are no direct ties be- tween Fairbanks and the OCS activity and it does not possess the economic scale of Anchorage, Fairbanks is only minimally impacted by OCS develop- ment. Employment is only 1.4 percent greater than in the base case. Prudhoe Low Scenario The Prudhoe Low Scenario has the third greatest effect on the economy of all the scenarios. Exploration begins in 1980 and lasts until 1984, with peak exploration employment in 1981. Development begins in 1985 and lasts through 1988, with peak development employment in 1987; this is also the peak in direct employment for the entire period. Production begins in 1989 and lasts through the remainder of the forecast period. AGGREGATE INDICATORS Table 3.25 shows the impacts of each of the aggregate indicators of eco- nomic activity. In each case, these indicators are greater than the base 134 [ t b r~ L [ r . l_, r- L r· L L TABLE 3.25. PRUDHOE LOW SCENARIO IMPACT ON AGGREGATE INDICATORS (measured as changes from the base) STATE OF ALASKA 1979-2000 Total State Year Population Employment Personal Income Ex~enditures {mill ions of $) (mi 11 ions of $) 1979 0 0 0.000 0.000 19801 260 199 8.738 0.346 r---r 1981 1,075 793 33.965 10.895 I I 1982 1,446 985 39.164 21.613 1983 1,550 962 41.066 22.694 .-·--., 19842 1,714 991 44.254 24.101 I 1985 1,743 920 41.996 25.379 ! L._. 1986 2,431 1,377 73.398 28. 818' [~ 1987 6,069 4,040 238.059 58.656 . I I 1988 7,333 4,527 263.109 69.253 -~ 19893 9,116 5,412 316.207 85.080 ~~ 1990 9,493 5,167 306.012 89.275 I I _, 1991 10,580 5,556 341.137 100.491 L 1992 11,329 5,688 360.770 109.041 1993 12,609 6,260 415.887 123.372 1994 14,071 6,952 477.543 140.114 1995 15,326 7,459 532.250 155.702 ~~ 1996 15,999 7,515 555.422 165.875 ~=i 1997 16,565 7,529 577.074 175.723 L 1998 17,526 7,900 630.621 190.551 1999 17,482 7,493 617.180 194.793 2000 18,212 7,774 668.340 208.641 r-· I' = l_j r-, b lExploration begins [. 2oevelopment begins lj 3Production begins SOURCE: MAP Statewide Model [' l; r 135 L case. Population is 18,212 greater by 2000 than in the base case. By the end of the exploration in 1984, 9.4 percent of the total population im- pact has been achieved. By 1988, when the development stage ends, 40 percent of the total impact has been reached; the population impact is more evenly spread than in the Prudhod High Scenario. Population growth rates differ from the base case. During the exploration phase, growth is approximately 6 percent faster than for the same period in the base. Population grows about 5o percent faster in the development phase than during the same period for the base case. The growth rate in the pro- duction phase is 9 percent higher than during the same period in the base case. By 2000 population is 3 percent greater·than in the base case. Employment experiences the same type of growth pattern, being higher than the base case by 7,774 jobs, or 2.7 percent, by the end of the period. Approximately 13 percent of the impact has been reached by the end of the exploration phase; 58 percent has been reached by the end of development. From 197~, the year before exploration begins, employment grows at an average annual rate of 1.9 percent. This is slightly greater than the growth rate in the same period in the base case. The greatest difference is in the development phase, when the growth rate is 1.7 percent compared to 1.2 percent in the base case. The growth rate in the exploration phase is 4 percent greater than for the same period in the base case, and the production phase experiences a growth rate similar to the base case. 136 r· L L L b [ [ L l: L [ l~ [ [ r [ [ r~ l~ r L [~ [ [ [ [ [ L C' L {' t [ Personal income is $668.3 million higher by 2000 because of the Prudhoe Low development. This is 3.9 percent greater than in the base case. Of this impact, 7 percent is achieved during the exploration phase and 32 percent in the development stage. Growth during the entire period averages 7.1 percent per year, which is approximately 3 percent faster than the annual average growth of 6.9 percent during the period 1978-2000 in the base case. State expenditures are $208.6 million higher by 2000 than in the base case. Total state expenditures are $5.14 billion, compared to $4.94 billion in the base case. Over 66.8 percent of this impact occurs in the production phase of activity, compared with 12 percent in exploration and 33.2 per- cent in development. The annual rate of growth of state expenditures in the production phase is 4.4 percent, which is 5 percent greater than in the base case during the same period. CAUSES OF GROWTH The discussion in Chapter II isolated changes in exogenous employment, changes in personal income, and changes in state expenditures as the major causes of growth. Changes in these same variables are responsible for generating impacts over the base case. The most important causes of the changes discussed above are changes in exogenous construction and mining employment, which result from the Beaufort development, and changes in state expenditures. The level of Beaufort OCS employment and the asso- ciated changes in personal income are more important during the explora- tion and development stages prior to the rapid increase in state revenues. 137 At its peak in 1987 exogenous employment accounts for 25 percent of the total employment impact. By 2000 Beaufort OCS employment accounts for only 6.5 percent of total employment. State expenditures are greater than in the base case throughout the forecast period from the beginning of exploration work. The importance of the state spending rule (see Chapter II) is that it presents another way in which OCS development affects state growth. OCS development pro- duces revenues which increase state spending, which in turn affects economic growth. The expenditure impact is much greater in the production period than in either exploration or development because the flow of oil produces both royalties and severance taxes, which provide large increases in revenues over the base period. These revenue increases cause expansion of services provided by the state and, therefore, expenditures. During production, direct Beaufort Sea employment is reduced from 887 to 502. The reduction in direct employment and the increase in revenues and ex- penditures after production begins make the expenditure impact a more important cause of growth. The overall proportion of impact which results from either of these causes is hard to determine. One way to estimate the proportion of impact caused by each factor is to examine what would happen to the major variables if state expenditures remained as in the base case. This is not a descrip- tion of what will happen, because state expenditures, as we have shown, will undoubtedly respond to increases in revenues. This testallows us to see in some sense the direct impact of development at Prudhoe Low. 138 [' L_ [ t [ [ [ [_ L: r· L L I l_. [ I L.~ [ The sensitivity analysis in Chapter IV was undertaken to show this. By 2000 private development is responsible for 49 percent of the population impact, 41 percent of the employment impact, and 45 percent of the impact on incomes. The level of petroleum revenues available from Prudhoe Low is less than in Prudhoe High; this increases the importance of private development in the impact. FISCAL IMPACTS Table 3.26 illustrates the changes in the state fiscal position. (Discus- sions in this section refer to fiscal years.) The development of the Beaufort OCS according to the Prudhoe Low Scenario improves the overall state fiscal position during the forecast period. By 2000 there is $3.7 billion more in the permanent fund than in the base case. One reason for this is that after production begins in 1989 the change in revenues re- sulting from Beaufort development exceeds the change in expenditure. The change in total revenues because of OCS development is importantly affected by production. Prior to the production stage, the increase in revenues results from three sources, increases in the property taxes, increases in non-petroleum taxes, and bonuses paid to the state for leases in the state•s portion of the OCS area. The first major increase in revenues results from the bonuses paid in 1980 and 1981. The interest from bonuses provides revenues to the state, even though the bonuses go into the permanent fund. During exploration; property tax revenues in- crease to $2.6 million because of additional equipment and facilities required in exploration. The greatest proportion of increased revenues 139 TABLE 3.26. Total Year · Revenues 19791 0.000 1980 125.243 1981 135.456 1982 21.019 1983 22.052 19842 23.381 1985 24.638 1986 27.736 1987 . 41.429 1988 59.789 19893 121.324 1990 210.137 1991 270.267 1992 330.437 1993 385.664 1994 429.596 1995 468.312 1996 515.194 1997 593.367 1998 627.918 1999 597.507 2000 599.341 1Exploration begins 2oeve1opment begins 3Production begins IMPACT ON THE STATE FISCAL SECTOR OF THE PRUDHOE LOW SCENARIO (measured as changes from the base) (in millions of dollars) STATE OF ALASKA 1979-2000 General Permanent Fund Fund Total Balance Balance ExEenditures 0.000 0.000 0.000 0.000 125.000 0.346 0.000 250.000 10.895 0.001 250.000 21 • 612 0.001 250.000 22.693 0.001 250.000 24. 101 0.001 . 250.000 25.378 0.001 250.000 28.818 -14.328 250.000 58.656 -20.259 250.000 69.252 2.641 267.820 85.080 82.038 313.988 89.275 0.000 571.160 100.491 0.000 798.406 109.041 0.000 1,067.390 123.372 0.000 1,364.550 140.114 0.000 1,685.750 155.702 0.000 2,044.230 165.875 0.000 2,471.590 175.723 0.000 2,919.540 190.551 0.000 3,333.030 194.793 0.000 3,735.300 208.641 SOURCE: ~~p Statewide Model 140 [ [ [ [ [ L L f L r· L L i l' r~ 1__, r~ L: [ E c [ [ [ L f" L in this period results from interest earned on the permanent fund balance; only 11.1 percent of the change in total revenues by the end of the exploration period is because of increased petroleum activity. At this time revenues are less than 1 percent greater than in the base case. The development ofthe fields which occurs from 1985 to 1988 increases property tax revenues to $25.8 million. Revenues from petroleum develop- ment have increased to approximately 43 percent of the increase in total revenues by the end of development in 1988. Petroleum revenues increase, though not as dramatically as in the Prudhoe High Scenario, once production begins. Petroleum revenues directly associated with the Beaufort OCS development rise to a peak of $405.2 million in 1998; at this time petro- leum revenues from the Beaufort account for 65 percent of the increase in revenues. Petroleum revenues decline throughout the remainder of the period, until they are $311.8 million in 2000. The development of the Beaufort OCS according to the Prudhoe Low Scenario increases revenues, and it will also affect state expenditures. As new population is drawn into the state because of this development, expendi- tures will be increased to provide a given level of services to the in- creased population. The increased revenues may also lead to increases in the level of services provided, which will increase expenditures greater than the proportionate increase in population. Until the final year of the development stage, when property tax revenues increase substantially, the increase in expenditures caused by OCS development exceeds the increased revenues. The population increases, associated with the final years of 141 development when direct Beaufort employment reaches its peak, necessitate the drawing down of the general fund to provide services. By 1988 there is $20 million less in the general fund than in the base case. After production begins, the revenue increase exceeds expenditure increases throughout the remainder of the period. Because of this, the permanent fund grows throughout the production period from 1989 to 2000. What is the overall fiscal. effect of Prudhoe Low development on the Alaska state government? First, development allows a small expansion of services provided residents. Real per capita state expenditures are $6 greater by the end of the period than in the base case. By 2000 real per capita expenditures are $1,645 per person, which is less than 1 percent more than in the base case. The extra Beaufort revenues have postponed the period when expenditures exceed revenues only slightly, until 1994, which is three years later than in the base case. The cyclical nature of petroleum revenues and increases in expenditures in response to increases in reve- nues lead to the eventuality of the necessity of drawing down fund balances to support these expenditure levels. INCOME The increase in personal income due to Beaufort OCS development can have two effects. First, higher levels of personal income will increase the demand for goods and services and lead to growth in the economy. Second, Beaufort OCS development could lead to welfare increases. To the extent personal income in~reases are a result of increasing wage rates, welfare will be increased. The extent to which these personal income changes will 142 c L, l L r~ [ E L L f ·. L f L L I . [ [ I L~ [ [ L r, L r, L [ have these effects will be determined by the increased taxes paid and the increases in prices, which reduces the amount of goods and services an extra dollar of income can buy. Table 3.27 shows the effect of taxes and prices on the increase in per- sonal income generated by OCS development. By 2000 personal income would be $668 million higher with Beaufort OCS development following the Prud- hoe Low Scenario than in the base case. Taxes take almost 25 percent of this incremental income in 2000. Prices have a much larger effect on income available to the population. To the extent prices rise because of OCS development, the effect of the added income will be reduced, and there will be a general decrease in the buying power of all income. By 2000 the change in real disposable personal income is only 16 percent of the change in disposable personal income, while at the end of exploration in 1983 it is 26 percent. Welfare, as measured by the increase in real per capita disposable in- come (DIRPA), increases during the period because of OCS development but is slightly less than in the base case by the end of the period. DIRPA has risen to as much as $45 more than in the base at the peak of exogenous employment in 1987. The influence of high wage sectors on per capita in- come limits it as a measure of welfare. By 2000 these industries are declining and they do not influence the measure as much. By 2000 DIRPA is about $3 less than in the base case. 143 TABLE 3.27. PERSONAL INCOME IMPACT OF PRUDHOE LOW DEVELOPMENT {measured as change from the base case) Per Capita Real Disposable Year Income 19791 0.00 1980 2.43 1981 7.79 1982 7.79 1983 7.31 19842 6.62 1985 4.33 1986 10.95 1987 45.21 19883 42.27 1989 43.22 1990 32.22 1991 30.31 1992 25.69 1993 26.53 1994 26.47 1995 24.44 1996 18.26 1997 11.76 1998 9.44 1999 -0.82 2000 -3.12 lExploration begins jDevelopment begins Production begins SOURCE: MAP Statewide Model STATE OF ALASKA 1979 -2000 Disposable Personal Real Disposable Income Personal Income (millions (mi 11 ions of $) of $) 0.000 0.000 6.765 2.003 26.238 7.439 30.425 8.408 31.863 8.604 34.351 8.983 32.625 8.191 56.660 14.069 183.062 44.615 202.410 47.710 243.422 55.336 235.496 51.716 262.504 55.770 277.172 57.028 319.223 63.639 365.559 70.505 407.113 75.942 423.992 76.560 440.332 76.886 479.762 81.099 469.566 76.661 506.781 80.064 144 r· l [ L [ [ L L L f' L L [~ [ [ [ l~ [ [ [ r L [ fJ C c L L L { ' L r, L [ EMPLOYMENT Primary employment levels associated with OCS development generate signi- ficant secondary impacts throughout the state economy. The increase in the demand for goods and services, which results because of changes in the level of personal income, lead to increases in employment in other sectors of the economy. State expenditures, which rise because of the increased revenues available from OCS development, also generate demand for goods and services and increases in employment. The growth of employment will affect the structure of employment. Table 3.28 shows the distribution of this Beaufort-induced employment impact between industrial sectors. In the base case, the general trend in the structure of employment which was observed was an increase in the proportion of total employment in the local serving sector, particularly trade and services. The extra employment which results from OCS development in the Prudhoe Low Scenario supports this base case trend. We will examine the structure of this increased employment at three point in time, the end of the forecast period, the exploration period, and the development period. The distri- bution of employment in 2000 supports the overall trend found in the base case. Trade, services, and finance make up 63 percent of the increased employment, mining and exogenous construction account for only 7 percent, while state and local government account for 13 percent. These percen- tages are fairly stable during all stages of petroleum activity. The major change is the declining proportion of employment change accounted for by direct Beaufort employment. 145 TABLE 3.28. INDUSTRIAL DISTRIBUTION OF THE PRUDHOE LOW EMPLOYMENT IMPACT (measured as changes from the base) ALASKA 1984 1988 2000 Employment % Employment % Employment Mining and Beaufort OCS Construction 130 13. l 892 19.7 502 Other Construction 64 6.5 277 6. l 645 Trade 200 20.2 l ,036 27.9 2, l 04 Services 199 20. l l ,051 23.2 2,259 Finance 50 5.0 260 5.7 547 Transportation 38 3.8 187 4. l 325 State and Local Govt. 264 . 26.6 608 13.4 l ,045 Other* 46 4.6 216 4.8 347 *Includes Public Utilities, Co~munications, and Other SOURCE: MAP Statewide Model 146 % 6.5 8.3 27.0 29. l 7.0 4.2 13.4 4.5 [ L: t L [ f' L L I . L L ~-, ' ' L . .:J I' I -c~ r , I ,_- L.. r , L By the end of the production phase, the structure of employment found in the base case is reinforced by the OCS development. This should mean that the reduction in seasonality will take place as discussed in the base case. The increased proportion of employment in non-seasonal in- dustries should reduce the overall seasonality in the economy. Direct employment in the OCS development does have a seasonal component, which may dampen the effect, but will not reduce the decrease in seasonality. Even in its peak year, over 50 percent of the increased employment is in non-seasonal industries. In the base case a possible trend toward a reduction in unemployment was assumed because of the decrease in the ratio of population to employment. Although this does not guarantee a reduction, it indicates the possibility of a decrease. The OCS development will support this trend if the ratio of change in population to change in employment falls. This ratio reaches 2.35 in 2000, which is higher than the ratio found in 1977. This indi- cates the impact employment leads to greater increases in population and a possible increase in unemployment. POPULATION By 2000 population is 3 percent higher because of development in the Beaufort OCS. The greatest increase in population occurs in 1987, when the extra population increases 3,640 as a result of peak increases in direct OCS employment. The major factor affecting population levels is the change in migration experienced because of OCS. Migration is a 147 response to increased employment opportunities and income. Throughout the forecast period the effect of OCS development is to reduce outmigra- tion. In the period between 1986 and 1998, which is dominated by out- migration in the base case, increased employment opportunities associated with OCS development never cause substantial inmigration, although they do reduce the level of outmigration. In 1987 this is substantial; out- migration is reduced by approximately 3,500. The reduction in the outmigration is responsible for the increased population. Since migration is not assumed to affect Native population, one impact of this increase. is a reduction in the share of Native population in the total. By 2000 Native population is 18 percent of the total, compared to 19 percent in the base case; this is a larger share of total population than in 1977. The structure of population will be changed in the OCS case. Migration response to changing economic opportunities most importantly affects the young. The reduction in outmigration would be assumed to dampen the aging in the population structure found in the base case. Table 3.29 shows the proportion of each age-sex classification in the total popu- lation at the end of development in 1980, 1990, and 2000. By 2000 the age structure has still undergone aging, although not quite as rapid as in the base case. By 2000 the proportion of population which is greater than forty is 2 percent less than in the base case. 148 [ [ ~ t: L L L [ L 0 - 1 1 -4 5 - 9 10 -14 15 -19 20 -24 25 -29 30 -34 35 -39 40 -44 r~..., 45 -49 ' I 50 -54 ~" 55 -59 60 -64 65 + ~' ! ~. : ~ '....::;:;~ ~ b I' I' w I' L i f--~ L..; [ SOURCE: 1-, lc: L p L TABLE 3.29. AGE-SEX STRUCTURE OF THE POPULATION PRUDHOE LOW SCENARIO (% of total population) 1980 1990 2000 Ma 1 e--Fema 1 e Ma 1 e--Fema 1 e Male--Female 1.19 1.19 1.07 1.07 1.02 1.02 4.29 4.09 4.23 4.01 3.81 3.63 4.75 4.62 5.10 4.93 4.65 4.47 4.32 4.22 4.50 4.34 4.40 4.23 4.93 4.11 4.06 3.81 4.25 3.94 8.56 5.69 5.56 3.84 5.52 4.03 6.01 5.24 4.50 3.85 3.80 3.53 4.67 4.27 4.60 4.11 3.53 3.35 3.60 3.22 4.42 3.77 3.64 3.19 2.54 2.41 3.57 3.32 3.44 3.17 2.04 1.84 2.76 2.60 3.16 2.91 1.78 1.57 2.14 2.05 2.75 2.60 1.49 1.31 1.66 1.61 2.20 2.17 1.18 1.06 1. 33 1.32 1. 70 1. 78 1.97 1.84 2.79 3.08 3.59 4.52 MAP Statewide Model 149 Regional Impacts This section will examine the impact of OCS development on three regions, the North Slope, Anchorage, and Fairbanks. The impacts will be measured as changes in the population, employment, and personal income growth in each region from the base case. OCS development in the Beaufort Sea im- pacts the state and regional economies by increasing exogenous employment, personal income, and state expenditures. Each region will be influenced differently by these growth factors_because of differences in the dis- tribution of state expenditures, interaction with other regions, the size of the local economy, and the location of exogenous employment. These mechanisms for growth and its transmission between regions will not be changed by OCS development but will distribute its effects to the regions. NORTH SLOPE REGION Employment Tables 3.30 and 3.31 show the changes in North Slope employment over the base case and the industrial distribution of this change. The increase over the base case does not grow smoothly throughout the period, but ex- periences several peaks. By 2000 total employment is 784 greater than in the base, which is about 10 percent higher than the base. When direct em- ployment at the OCS site peaks in the development phase in 1987, total employment is 2,379, or 34 percent, higher than the base. By the end of the exploration phase in 1983, total employment is only 3.7 percent higher than in the base. 150 r . l [ r t_. r L. [ L [ [ f: [ l~ I L [ [ l TABLE 3.30. PRUDHOE LOW SCENARIO TOTAL ECONOMIC IMPACT {measured as change from the base) [ NORTH SLOPE REGION 1979-2000 l Total Personal Year Population Employment Income (millions ~-, of $) l ~ 19791 0 0 0.000 {~ 1980 68 67 4.052 I L~ 1981 274 260 17.301 [ 1982 168 167 10.756 1983 279 253 18.466 19842 301 260 20.067 1985 242 200 16.340 I L 1986 755 650 56.748 1987 2.718 2,379 216.482 r-, 19883 2,293 1 ,941 178.271 L 1989 1,723 1,467 135.875 1990 1 '119 994 93.830 [ 1991 1,090 1,029 102.659 1992 901 899 93.275 1993 1,085 1,095 121.654 [ 1994 935 991 114.051 1995 931 1,015 123.186 p 1996 850 954 121.993 1997 779 892 120.190 1998 802 916 130.062 c 1999 643 761 113.901 2000 671 784 123.591 r: b ,..-' L L ~Exploration begins Development begins 3Production begins i ' L SOURCE: MAP Regional Model f " t 151 [ TABLE 3.31. INDUSTRIAL DISTRIBUTION OF THE PRUDHOE LOW EMPLOYMENT IMPACT (measured as changes from the base) NORTH SLOPE REGION 1984 1988 2000 Employment % Employment % Employment Mining and Beaufort OCS Construction 119 46.0 856 44.1 427 Other Construction 111 42.5 881 45.4 222 Trade 2 .7 15 .8 9 Services 10 3.8 77 4.0 44 Finance 1 .4 11 .6 6 Transportation 9 3.4 71 3.7 49 State and Local Govt. 7 2.7 26 1.3 22 Other* 1 .4 4 .2 5 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 152 % 54.5 28.3 1.1 5.6 .7 6.3 2.8 .6 [ L 6 L L [ L L f I L [ l. [ [ [ [ [ [ r L [ [ n c c [ L ( ' l I , t [ Employment increases on the North Slope are of two kinds. First, petro- leum and construction employment located at Prudhoe Bay increases with OCS development. Because of the limited interaction this sector has with the local economy, this increase has only minimal impact on the local economy. Second, increases in employment at Prudhoe Bay lead to increases local government and state government revenue and expenditures, which will lead to increases in the local economy. Personal incomes will also rise in the local economy because of a general expansion in wage rates, which results from OCS development. This will also increase local em- ployment. By removing direct petroleum and construction employment and examining changes in the remainder of the economy, we can get an indication of the effect of Beaufort development on the local economy. Elements in trans- portation and construction also serve the enclave sector. This cannot be separated, so the impact on the local economy may be overestimated. During the exploration phase, there is very little affect on the local economy. Of the 261 extra employees in 1984, 46 percent are directly associated with OCS petroleum activity. The local sector of the North Slope economy in the base case consists of 4,150 employees in 1984, so during exploration the local sector increases by 3 percent. By the end of the development phase in 1988, the total impact is 1,941; of this 856 is in the enclave sector. At this time in the base case, the local sector is 4,305 employees. The largest impact on the local economy occurs in this development stage with approximately 25·percent increase in the local sector. During production, direct OCS impact employment 153 falls to 427 by 2000, which is 54 percent of the total employment impact. In the base case, the local sector is about 6,119 in 2000; impact in- creases the local sector employment approximately 6 percent. By far the fastest expanding industry is construction, which ranges from 43 percent of the impact at the end of the development stage to 28 percent at the end of the period. The share of the impact in trade, ser- vices, and finance increases throughout the period from 5 percent to 7.4 which supports the trend found in the base case. After construction, transportation is the most important sector in the local economic impact, which increases its importance throughout the period as in the base case. Overall, though, the importance of exogenous employment in the employment impact impedes the base case trend of the reduction of the importance of this sector. Overall, the impact of OCS development may be to limit the trend toward reduction in seasonality of employment forecast in the base case. This results from the importance of construction in the impact employment. Seasonality may still be reduced in the local economy, if the expansion of construction is largely in the enclave sector. Population Table 3.30 shows the regional population impacts of Beaufort OCS develop- ment. By 2000 the North Slope Borough population has increased by 672 over the base case. This total. will not have as large an impa~t on the local population, since over 60 percent of this increase is the extra employment in the enclave sector. The total population in the local sector is only increased by 244 above the base levels; this is a 3.2 154 [ [ [" [ L' l: [ [ [ [ G [ [ [ L [ [ ~ [ ~ [ [ [ [ I L [ ~ c [ [ [ [ I. L [ percent increase in population. The effect on total population is more important in the other periods. The population impact by the end of the exploration phase is 183 higher than the base. By the end of develop- ment, the local population is 1,437, or 25 percent, higher than in the base. These population increases have two effects on the North Slope Borough. First, the growth in the economy has the effect of reducing the outmigra- tion of local residents, which has been found to be a past trend in village and rural Alaska (Alonso, 1976). Second, the increase in popula- tion at Prudhoe leads to welfare increases by increasing the revenues available to the borough. This increase in revenues can be considered an overall increase in welfare, since, assuming the enclave nature of de- velopment, there is no proportional increase in the demand for services. Personal Income By 2000 personal income is $123.6 million greater than in the base case as a result of development of the Beaufort OCS following the Prudhoe Low Scenario. By the end of exploration, personal income is 5.3 percent greater than in the base. Peak impact comes in 1987 during development when personal income is 49.1 percent greater than the base. This is pri- marily a result of the increase in the high wage construction sector. ANCHORAGE Employment Anchorage has in the past served as the Alaska headquarters for petroleum 155 and petroleum support firms. Because of this past relation, it is assumed that increased petroleum activity on the North Slope will lead to in- creased support activity in Anchorage. This provides a direct link be- tween the level of OCS development and Anchorage economic growth. Addi- tionally, Anchorage growth is affected by increases in demand for goods and services, which result from increases in the personal income of the region and increased state expenditures. Anchorage serves as a supply source for many goods and services for the rest of the state; because of this, Anchorage will experience growth if demand in the rest of the state increases. Total employment in Anchorage is 5,908 greater than in the base case by 2000; this is a 3.5 percent increase in employment over the base. The increase over the base increases throughout the period. By the end of the exploration phase in 1984, employment in Anchorage is 492 greater than in the base, and by the end of development in 1988, employment is 2,395 higher. The importance of impact-associated employment increases throughout the period. The development of the Beaufort OCS according to the Prudhoe Low Scenario increases the growth rate from 3.1 percent in the base case to 3.3 percent per year between 1977 and 2000. The composition of this extra employment which results from OCS develop- ment supports the structural changes found in the base case. Between 1977 and 2000 the base case saw an expansion of the importance of the Anchorage local service sector, particularly trade and services .. By examining the structural component of this extra employment, we can see this trend is 156 [ [ ~ r: l' l : L [ r L [ t l b L L [ L r , L [ [ [ [ [ [ [ [ [ r L [ c D [ [j [ [ I . l [ supported. In all phases, exploration, production, and development, trade, services, and finance are more than 60 percent of the impact. Tables 3.32 and 3.33 show the employment trends in Anchorage. The importance of the less seasonal support sector industries in the impact employment means that Beaufort development will reinforce the trend toward reduced seasonality found in the base case. Population The development of the Beaufort OCS according to the Prudhoe Low Scenario increases the concentration of population in Anchorage. By 2000 popula- tion is 12,734 higher in Anchorage than in the base case; this is almost 4 percent greater than in the base case. The majority of this impact (69 percent) occurs in the production period. By the end of exploration, population is less than 1 percent higher than in the base case. Popula- tion is 1.6 percent higher than in the base case because of OCS develop- ment by the end of the development phase in 1988. The population impact in Anchorage is 70 percent of total state population in Anchorage in 2000 in the base case. The effect of this will be to increase the population concentration in Anchorage. Personal Income By 2000 Anchorage personal income is increased by $394.1 million over the base case. The impact grows throughout the period but experiences greater growth in the latter part of the period. At the beginning of production in 1989, only 32 percent of the total 2000 impact has been reached. 157 [ l~ [ [ [ [' [ [ r L c c [ t L [ TABLE 3.33. INDUSTRIAL DISTRIBUTION OF THE PRUDHOE LOW EMPLOYMENT IMPACT (measured as changes from the base) ANCHORAGE 1984 1988 2000 Em[:!1o~ment % Em[:!1oyment % Em[:!1o~ment Construction 26 5.3 131 5.5 298 Trade 133 27.0 744 31.1 1661 Services 131 26.6 732 31.0 2316 Finance 37 7.5 205 8.6 620 Transportation 39 7.9 236 9.9 384 State and Local Govt. 95 19.3 215 9.0 378 Other* 31 6.3 132 5.5 251 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 159 % 5.0 28.1 39.2 10.5 6.5 6.4 4.2 ------------~--- FAIRBANKS Employment Tables 3.34 and 3.35 illustrate the growth of employment in Fairbanks. Fairbanks has the smallest proportionate employment impact of any of the three regions described in this section. By 2000 employment is only 1.7 percent higher than in the base case. From 1978 to 2000 employment grows at an average annual rate of 1.3 percent, compared to 1.2 percent in the base case. Over half of the employment impact occurs in the exploration and development phase. The size of the impact peaks in 1995, when it is 681 higher than in the base. Changes in the structure of the economy are supported by OCS development. Local service sector of trade, services, and finance is more important in the impact than in the base, accounting for 53.5 percent in 2000. One obvious difference is the importance of state and local government, which is approximately one and a half times as important as in the base case. Since the industries which are important in the impact are the least seasonal, the impact should support the reduction in seasonality suggested by the base case. The impact in Fairbanks is small for two reasons. First, there is no direct OCS employment assumed to locate in Fairbanks as there was with the construction of the trans-Alaska pipeline. Second, because Fairbanks is small, the support sector response is not as great as Anchorage for either growth within the region or growth in other regions. 160 [ [ ~ [ L L L [ r L [ u [ b u [ L [ r - L [ -·-------- r r-, L. TABLE 3.34. PRUDHOE LOW SCENARIO TOTAL ECONOMIC IMPACT (measured as change from the base) [ FAIRBANKS 1979-2000 [ Total Personal Year Population Employment Income (mi 11 ions [ of $) 1979 0 0 0.000 [ 19801 58 23 1. 326 1981 140 72 3.958 [ 1982 195 96 4.397 1983 157 86 4.132 1984 170 88 4.431 19852 178 83 4.228 [ 1986 148 100 6.138 1987 201 262 18.959 r 1988 528 358 24.842 L 19893 1,030 488 34.262 1990 1,239 485 34.523 [ 1991 1,385 526 38.714 1992 1,521 537 40.941 1993 1 ,613 576 46.136 E 1994 1,820 643 53.458 1995 1,931 681 58.762 ~ 1996 1,955 679 60. 621 1997 1,950 669 61.939 " 1998 1,979 693 66.842 1999 1,887 645 64.064 [ 2000 l ,859 658 68.324 [ [ [ 1Exploration begins 2oeve1opment begins F' 3Production begins t SOURCE: MAP Regional Model I . t 161 .-=; L TABLE 3.35. INDUSTRIAL DISTRIBUTION OF THE PRUDHOE LOW EMPLOYMENT IMPACT (measured as changes from the base) FAIRBANKS 1984 1988 2000 Em~lo~ment % Em~lo~ment % Em~lo~ment Construction 5 5.7 40 ll. l 7l Trade 16 18.2 80 22.2 152 Services 14 15.9 69 19.2 129 Finance 4 4.5 21 5.8 39 Transportation 7 8.0 37 10.3 76 State and Local Govt. 37 42.0 83 23. l 147 Other* 5 5.7 29 8. l 44 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 162 % l 0.8 23. l 19.6 5.9 11.6 22.3 6.7 [ r r r L [ [ c [ u L L [ J - L [ r L [ t E [ [ [ l L Population The population impact in Fairbanks has the effect of reducing, but not eliminating, the decline in population found in the base case after 1987. Between 1987 and 2000 population declines less than 300 people, compared to 1,942 in the base case. Population increases until after 1995. The production phase is most important for providing this additional growth; production phase is most important for providing this additional growth; approximately 70 percent of the additional population is achieved in this period. In both the exploration and production phases of this development, the population impact is less than 1 percent of base case population. Because of the small size of this population impact, it has only minimal effect on the population decline associated with the end of the construc- tion of the Alcan pipeline. Personal Income By 2000 personal income is $68.3 million greater than in the base case because of Beaufort OCS development. By the end of exploration in 1984, personal income is only .5 percent greater than in the base. It is 2.9 percent greater when production begins in 1989. Summary and Assessment of Impacts The Prudhoe Low Scenario is similar in most respects to the Prudhoe High Scenario. The impact of this development supports most of the trends found in the base case. The local serving sector of the economy is an im- portant portion of the Prudhoe Low impact as it is in the Prudhoe High; this supports the base case trend of the increasing proportion of employment in 163 these sectors. The regional concentration of both employment and popula- tion continue in Anchorage. The most important trends not supported are related to population. The aging of the population which is found in the base case is diminished somewhat by the decrease in the outmigration of the young~ which results because of the increased economic opportuni- ties associated with the induced economic growth. The other trend which is not supported is the possible decrease in unemployment found in the base case. Population induced by Beaufort OCS development is greater than the induced employment growth, which means the ratio of population to em- P 1 oyment wi 11 be raised. S i nee this is a measure of the probabi 1 i ty of finding a job~ it may mean increased unemployment. Prudhoe Low provides smaller revenues to the state than the Prudhoe High Scenario does. This has two consequences. First~ it provides only minimal increases in the level of services over the base case. Secondly~ it postpones the period when expenditures exceed revenues by only three years. The relative effects of this can be seen by comparing them to Prudhoe High~ which provides almost six times the Prudhoe Low increase in state services and postpones the fiscal crunch six years. Anchorage has the major impacts in the Prudhoe Low Scenario; by 2000 Anchorage has almost seven times the population and employment impacts in Fairbanks and the North Slope. The North Slope region experiences the greatest direct impact; at its peak, 1,003 are employed in construction and mining in connection with Beaufort development. The long-term second- ary impacts of this development are small because of the enclave nature 164 r r~ [ [ [ r [- [ r L [ L [ L L L L L r - L [ [ [ . [ I' L. [ u [ of the development; by 2000 55 percent of the North Slope impact employ- ment is directly related to Beaufort development. The impact in Fairbanks is affected importantly by the distribution of state and local government expenditures; state and local government employment accounts for over 20 percent of the employment impact in each phase of OCS development. For the most part, development of the Beaufort OCS following the Prudhoe Low Scenario will support most trends in the base case. Because of this and because of its relatively small overall effect on the level of employ- ment and population (employment is 2.7 percent and population is 3 percent greater than the base), Prudhoe Small cannot be assumed to have signifi- cant impacts on the Alaska economy. Camden-Canning Scenario The Camden-Canning Scenario has the second largest effect on the economy of the scenarios examined. Exploration begins in 1982 and lasts until 1985, with peak exploration employment in 1983. Development begins in 1986 and lasts through 1989, with peak development employment in 1989. Production begins in 1990 and lasts through the remainder of the forecast period. Peak direct employment is reached in 1990, after production begins in the Canning field; development in the Camden field is still continuing. AGGREGATE INDICATORS Table 3.36 shows the impacts of each of the aggregate indicators of eco- nomic activity. Population is 26,556 greater by 2000 than in the base case. The major population impact occurs in the production phase. By 165 Year 1979 1980 19811 1982 1983 1984 1985 1986 2 1987 1988 19893 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 TABLE 3.36. CAMDEN-CANNING SCENARIO IMPACT ON AGGREGATE INDICATORS (measured as changes from the base) STATE OF ALASKA 1979 -2000 Population Employment Personal Income (millions of$) 0 0 0.000 1 0 0.035 317 242 8.308 1,064 794 31.300 1,477 1,024 43.882 1 '716 1,095 48.500 1 '723 990 45.746 2,381 1,407 74.730 4,421 2,833 166.434 8,034 5,282 325.520 9 '199 5,534 335.742 12,618 7,584 471.367 14,499 8,262 518.629 16,553 9,099 585.953 18,058 9,497 630.508 20,123 10,369 719.887 21,966 11,039 796.590 22,304 10,555 781.199 23,733 11 ,049 855.945 24,351 10,928 872.629 25,198 11,066 918.199 26,556 11,654 1,007.830 lExploration begins 2Development begins 3Production begins SOURCE: MAP Statewide Model 166 Total State Ex enditures mill ions of $) 0.000 0.003 9.152 19.394 21.382 22.772 23.707 26.913 43.761 73.826 83.989 114.741 132.835 153.484 170.082 193.164 215.292 222.652 242.859 254.980 270.875 293.758 r· L c· L [ [ [ r: L [ L L r L [ I L r L [ [ n b L [~ [ [ r~ I= L L the end of the exploration phase, 6.5 percent of the total population impact has been achieved. By 1989, before production begins, 35 percent of the total impact has been reached. During the exploration phase, the annual growth rate is approximately 8 percent higher than the base. Popu- lation grows about 49 percent faster in the development phase than during the same period for the base case. The growth rate in the production phase is 22 percent higher than during the same period in the base case. The larger relative increase during the development phase is a result of both the size and timing of development. Development occurs in the period 1986-1989 in which population growth was extremely low in the base case, averaging .8 percent per year. By 2000 population is 5 percent greater than in the base case. Employment experiences the same type of growth pattern, being higher than the base case by 11,654 jobs, or 3.9 percent, by the end of the period. Approximately 8.5 percent of the impact has been reached by the end of the exploration phase; 47.5 percent has been reached by the end of development. From 1981, the year before exploration begins, employment grows at an average annual rate of 1.6 percent. This is 14 percent greater than the growth rate in the same period in the base case. As in population, the greatest difference between this scenario and the base is in the develop- ment phase, when the growth rate is 1.2 percent compared to .7 percent in the base case. The growth rate in the exploration phase is approximately the same for the same period in the base case, and the production phase experiences a growth rate 6 percent greater than in the base case. 167 Personal income is $1.01 billion higher by 2000 because of Camden-Canning development. This is 5.8 percent greater than in the base case. Of this impact, 4.5 percent is achieved during the exploration phase and 33 per- cent by the end of the development stage. Growth during the entire period averages 7.2 percent per year, which is approximately 4.3 percent faster than the annual average growth of 6.9 percent during the period 1978-2000 in the base case. State expenditures are $.294 billion higher by 2000 than in the base case. Total state expenditures are $5.23 billion, compared to $4.94 billion in the base case. Over 70 percent of this impact occurs in the production phase of activity, compared with 8.1 percent in exploration and 20.5 percent in development. The annual rate of growth of state expenditures in the production phase after 1989 is 4.6 percent. CAUSES OF GROWTH Changes in personal income, exogenous employment, and state expenditures are responsible for generating impacts over the base case. The most im- portant causes of the changes in the Camden-Canning Scenario are changes in exogenous construction and mining employment, which result from the Beaufort development, and changes in state expenditures. The importance of the level of Beaufort OCS employment and the associated changes in personal income are more important during the exploration and development stages. At its peak in 1990 exogenous employment accounts for 18 percent of the total employment impact. By 2000, although Beaufort OCS employment is still high at 806, it accounts for only 7 percent of total employment. 168 r· L L [ E [ L. L L L r . L [ r r [ [ [' [ [' [ r L [ l: D c L I" L L p l [ State expenditures are greater than in the base case throughout the fore- cast period from the beginning of exploration work in 1978. OCS develop- ment produces revenues which increase state spending, which in turn affects economic growth. The importance of this effect increases throughout the period because revenue increases generate permanent increases in per capita state expenditures. The expenditure impact is much greater in the produc- tion period than in either exploration or development. The flow of oil produces both royalties and severance taxes, which provide large increases in revenues over the base period, so state expenditures are a more impor- tant source of growth after the beginning of production. The overall proportion of impact which results from either of these causes is hard to determine. One way to estimate the proportion of impact caused by each factor is to examine what would happen to the major vari- ables if state expenditures remained as in the base case. This is not a description of what will happen~ because state expenditures, as we have shown, will undoubtedly respond to increases in revenues. This test allows us to see in some sense the direct impact of development at Camden-Canning. The sensitivity analysis in Chapter IV was undertaken to show this. By 2000 private development is responsible for 51 percent of the population impact, 44 percent of the employment impact, and 48 percent of the impact on incomes. Almost half of the Camden-Canning impact on all aggregate indicators is a result of the direct development in the Beaufort OCS. FISCAL IMPACTS Table 3.37 illustrates the changes in the state fiscal posture. 169 TABLE 3.37. Total Year Revenues 1979 0.000 1980 125.002 19811 134.022 1982 18.944 1983 20.750 1984 22.032 1985 22.958 1986 2 25.839 1987 36.539 1988 60.150 19893 85.288 1990 211.581 1991 421.934 1992 591.347 1993 750.483 1994 897.615 1995 1,033.980 1996 1,150.47 1997 1,217.250 1998 1,268.250 1999 1,304.450 2000 1 ,327. 770 lExploration begins 2oevelopment begins 3Production begins IMPACT ON THE STATE FISCAL SECTOR OF THE CAMDEN-CANNING SCENARIO (measured as changes from the base) (in millions of dollars) STATE OF ALASKA 1979-2000 General Permanent Fund Fund Total' Balance Balance ExEenditures 0.000 0.000 0.000 0.000 125.000 0.003 0.000 250.000 9.152 0.001 250.000 19.394 0.001 250.000 21.382 0.001 250.000 22.772 0.001 250.000 23.707 0.002 250.000 26.913 -5.125 250.000 43.761 -14.864 250.000 73.826 -9.026 250.000 83.989 56.750 287.469 114.741 0.000 640.809 132.835 0.000 1,087.400 153.484 0.000 1,677.520 170.082 0.000 2,393.060 193.164 0.000 3,224.160 215.292 0.000 4,164.800 222.652 0.000 5,153.200 242.859 0.000 6,181.170 254.980 0.000 7,230.370 270.875 0.000 8,281. 350 293.758 SOURCE: MAP Statewide Model 170 r L [ [ E [ u L [ L I L [ ------------- [ [ [ [ [' [ [ r L I' L [ C t [ [~ L E L r: l [ (Discustions in this section refer to fiscal years.) The development of the Beaufort OCS according to the Camden-Canning Scenario improves the overall state fiscal position during the forecast period. By 2000 there is $8.3 billion more in the permanent fund than in the base case. The change in total revenues because of OCS development is importantly affected by production. Prior to the production stage, the increase in revenues results from three sources, increases in the property taxes, increases in non-petroleum taxes, and bonuses paid to the state for leases in the state's portion of the OCS area. The first major increase in revenues results from the bonuses paid in 1980 and 1981. These reve- nues, according to the state's expenditure policy, go into the permanent fund. Interest earned on these balances is an important source of reve- nues and leads to increases in employment and population prior to the be- ginning of exploration in 1982. During exploration, property tax revenues increase to $1.75 million because of additional equipment and facilities required in exploration. The greatest proportion of increased revenues in this period results from interest earned on the permanent fund balance; only 7.6 percent of the change in total revenues by the end of the exploration period is because of increased petroleum activity. At this time revenues are less than 1 percent greater than in the base case. The development of the fields which occurs from 1986 to 1989 increases petroleum revenues by $43.9 million over the end of the exploration phase. Revenues from petroleum development have increased to approxi- mately 53.5 percent of the increase in total revenues by the end of 171 ~------------~~-~~~~""' -~"------~ ----"--~---~--~-~--- development in 1989. Petroleum revenues increase dramatically once production begins. Petroleum revenues directly associated with the Beaufort OCS development rise to a peak of $860.8 million in 1996; at their peak, petroleum revenues from the Beaufort account for 75 percent of the increase in revenues. As petroleum production declines, petroleum revenues fall from the peak to $741.4 million by 2000. The development of the Beaufort OCS according to the Camden-Canning Scenario has two separate impacts on the fiscal posture of the state. It increases both revenues and expenditures. Until the final year of the development stage, when property tax revenues increase substantially, the increase in expenditures caused by OCS development exceeds the increased revenues. In 1987 and 1988, after a doubling of direct Beaufort employment, the general fund must be drawn on to maintain expenditure levels. The year before production begins (1989), the general fund is $9 million less than in the base case. After production begins, the revenue increase exceeds expenditure increases throughout the remainder of the period. This slows the rate of decrease in the general fund and allows a build-up of the permanent fund. What is the overall fiscal effect of Camden-Canning development on the Alaska state government? First, development allows a modest expansion of services provided residents. Real per capita state expenditures are $5.60 greater by the end of the period than in the base case. The in- crease in services comes prior to production. Revenues associated with Beaufort production are not enough to increase the level of services. 172 r L r~ L [ c F L [ L L L L [ r [ [ [ [ [ [ r l~ [ [ ~ [~ L [ [ [ By 2000 the level of services is greater than in the base case; real per capita expenditures are $1,644 per person, which is less than 1 percent more than in the base case. More importantly, the extra Beaufort reve- nues have postponed the period when expenditures exceed revenues, until 1999, which is eight years later than in the base case. The eventuality of the drawdown of the fund balances as expenditures exceed revenues has only been postponed, not eliminated by Beaufort development. INCOME The increase in personal income due to Beaufort OCS development can have two effects. First, higher levels of personal income associated with direct Beaufort employment will increase the demand for goods and services. Second, Beaufort OCS development could lead to welfare increases if per capita income increases. Table 3.38 shows the effect of taxes and prices on the increase in per- sonal income generated by OCS development. By 2000 personal income would be $1.01 billion higher with Beaufort OCS development following the Camden-Canning Scenario than in the base case. Taxes take almost 25 per- cent of this incremental income in 2000. Prices have a much larger effect on income available to the population. To the extent prices rise because of OCS development, the effect of the added income will be reduced, and there will be a general decrease in the buying power of all income. Prices have a greater impact later in the period. By 2000 real disposable personal income is only 16 percent of disposable personal income, while at the end of exploration in 1985 it is 25 percent. 173 TABLE 3.38. PERSONAL INCOME IMPACT OF CAMDEN-CANNING DEVELOPMENT (measured as change from the base case) Per Capita Real Disposable Year Income 1979 0.000 1980 0.002 19811 1. 331 1982 6.942 1983 9.177 1984 8.448 1985 6.072 1986 2 11.884 1987 30.652 1988 60.404 19893 50.039 1990 64.085 1991 57.023 1992 54.213 1993 46.891 1994 47.169 1995 43.092 1996 26.679 1997 23.332 1998 12.066 1999 4.667 2000 1. 878 1Exploration begins 2Development begins 3Production begins SOURCE: MAP Statewide Model STATE OF ALASKA 1979 -2000 Disposable Personal Real Disposable Income Personal Income (mi 11 ions (millions of $) of $) 0.000 0.000 0.031 0.008 6.433 1. 741 24.285 6.745 33.996 9.239 37.589 9.869 35.460 8.981 57.644 14.363. 128.082 31.289 249.930 59.526 258.215 59.168 361.680 80.039 398.117 84.838 449.035 92.508 483.199 96.207 550.273 106.210 608.500 113.601 596.059 107.583 652.355 114.013 663.785 112.150 697.785 113.963 763.297 120.582 174 ~­ L_. I' L 1 -.-- __ , [ (' L [ [ [ L [J [ L L " I I, I __ , !' I I_, [ [ D [ [ [ [ Welfare, as measured by the increase in real per capita disposable in- comes (DIRPA), increases because of OCS development. By 2000 DIRPA is $1 greater than in the base case. The maximum difference during the period is in 1990, when DIRPA is $64 greater. The change in this difference has a great deal to do with the composition of employment. The greatest differences in per capita incomes are achieved during the development stage in 1990, when high wage construction and petroleum employment in the Beaufort rises to 1,346. The importance of this employ- ment to the level of per capita income can be seen by examining the changes which result from decreasing the level of this employment. Each time employment in the Beaufort is reduced, the increase in per capita income falls. The difference in per capita income declines from $64 to $1 by the end of the period; this results because of the decreasing importance of high wage mining and construction employment in the economy. H1PLOYMENT While the primary employment levels associated with OCS development have substantial effects, they also generate significant secondary impacts throughout the state economy. The increase in the demand for goods and services, which results because of changes in the level of personal in- come, lead to increases in employment in other sectors of the economy. State expenditures, which rise because of the increased revenues available from OCS development~ also generate demand for goods and services and increases in employment. Table 3.39 shows the distribution of this em- ployment between industrial sectors. In the base case, the general trend in the structure of employment which was observed was an increase in the 175 TABLE 3.39. INDUSTRIAL DISTRIBUTION OF CAMDEN-CANNING EMPLOYMENT IMPACT (measured as changes from the base) ALASKA 1985 1989 2000 Employment % Employment % Employment Mining and Beaufort OCS Construction 121 12.2 ·1068 19.3 806 Other Construction 67 6.8 344 6.2 964 Trade 207 20.9 1284 23.2 3172 Services 208 21.0 1307 23.6 3410 Finance 52 5.3 323 5.8 826 Transportation 38 3.8 229 4.1 488 State and Local Govt. 251 25.4 718 12.9 1469 Other* 46 4.6 261 4.7 519 *Includes Public Utilities, Communications, and Other SOURCE: MAP Statewide Model . 176 % 6.9 8.3 27.2 29.3 7.1 4.2 12.6 4.5 l . L [ [ [' L. [ [ ~~ c [ proportion of total employment in the local serving sector, particularly trade and services. The extra employment which results from OCS develop- ment in the Camden-Canning Scenario supports this base case trend. We will examine the structure of this increased employment at three points in time, the end of the forecast period, the exploration and development period. The distribution of employment in 2000 supports the overall trend found in the base case. By 2000 trade, services, and finance make up 64 percent of the increased employment, mining and exogenous construction account for only 7 percent, while state and local government account for 13 percent. These percentages are fairly stable during all stages of petroleum activity. The major change is the declining proportion of em- ployment change accounted for by direct Beaufort employment. By the end of the production phase, the structure of employment found in the base case is reinforced by the OCS development. This should also mean that the reduction in seasonality will take place as discussed in the base case. The increased proportion of employment in non-seasonal in- dustries should reduce the overall seasonality in the economy. Direct employment in the OCS development does have a seasonal component, which should dampen the effect. Because of the small (7 percent) proportion of the employment impact which is directly affected by OCS development, this limits its impact on seasonality. Will OCS development increase or decrease unemployment? In the base case a possible trend toward a reduction in unemployment was assumed because of the decrease in the ratio of population to employment. Although this 177 "-"~--~-------------- does not guarantee a reduction, it indicates the possibility of a de- crease. The ratio of population to employment in the extra employment is 2.28 in 2000; this is higher than the ratio found in 1977. This indicates the impact employment leads to greater increases in population and a possible increase in unemployment. POPULATION By 2000 population is 5 percent higher because of development in the Beaufort OCS. Two large increases occur because of Beaufort development; in 1988 and 1990 the impact population increases about 3,500 as a result of major increases in direct OCS employment. The major factor affecting this population change is the greater levels of migration experienced because of OCS. Throughout the period, the effect of OCS development is to reduce outmigration. Although outmigration is substantially reduced, the development of Camden-Canning never results in inmigration during the 1986-1998 period dominated by outmigration in the base case. The reduc- tion in the outmigration is responsible for the increased population. Since migration is not assumed to affect Native population, one impact of this increase is a reduction in the share of Native population in the total. By 2000 Native population is 18 percent of the total, compared to 19 percent in the base case; this is greater than the Native share of total population in 1977. The structure of population will be changed in the OCS case. Migration response to changing economic opportunities most importantly affects the 178 r L [ [ [ L [ L [ L r L [ [ [ [ [ L [ [ r L r L [ c l p I-= L [ ~~~--------------------------·--------~--------------- young. The reduction in outmigration would be assumed to dampen the aging in the population structure found in the base case. Table 3.40 shows the proportion of each age-sex classification in the total popu- lation at the end of development in 1980, 1990, and 2000. By 2000 the age structure has still undergone aging, although not quite as rapid as in the base case. By 2000 33.6 percent of the population is older than forty which is less than in the base case. Regional Impacts This section will examine the impact of OCS development on three regions, the North Slope, Anchorage, and Fairbanks. The impacts will be measured as changes in the population, employment, and personal income growth in each region from the base case. OCS development in the Beaufort Sea impacts the state and regional economies by increasing exogenous employment, per- sonal income, and state expenditures. Each region will be influenced dif- ferently by these growth factors. The location of exogenous employment, distribution of state expenditures, the size of the local economies, and the region's interaction with directly-affected regions will determine the impact in any region. These processes will not be changed by OCS de- velopment, but serve to determine the regional impacts from it. NORTH SLOPE REGION Employment Tables 3.41 and 3.42 show the changes in North Slope employment over the base case and the industrial distribution of this change. The increase over the base case does not grow smoothly throughout the period, but 179 0 - 1 . 1 -4 5 - 9 10 -14 15 -19 20 -24 25 -29 30 -34 35 -39 40 -44 45 -49 50 -54 55 -59 60 -64 65 + TABLE 3.40. AGE-SEX STRUCTURE OF THE POPULATION CAMDEN-CANNING SCENARIO (% of total population) 1980 1990 Male Female Male Female Male 1.19 1.19 l. 07 1.07 l. 03 4.29 4.09 4.22 4.00 3.83 4.75 4.62 5.07 4.90 4.65 4.33 4.22 4.49 4.33 4.39 4.93 4.10 4.10 3.82 4.24 8.55 5.68 5.69 3.93 5.56 6. 01 5.24 4.53 3.89 3.87 4.67 4.27 4. 59 4.09 3.59 3.61 3.22 4.40 3.76 3.67 2.54 2.41 3.55 3.29 3.43 2.04 1.84 2.74 2.58 3.13 1.78 1.57 2.13 2.04 2.71 1.49 1.31 1.65 1.60 2.17 l. 19 1.06 l. 32 l. 31 l. 68 1.97 1.84 2. 77 3.07 3.54 SOURCE: MAP Statewide Model 180 2000 Female 1.02 3.65 4.50 4.22 3.92 4.05 3.58 3.39 3.21 3.16 2.89 2.57 2.14 l. 75 4.46 [ r r· l [ r· L u L L L f . L [ L_; '"' I l TABLE 3.41. CAMDEN-CANNING SCENARIO TOTAL ECONOMIC IMPACT ~ (measured as change from the base) ! NORTH SLOPE I 1979-2000 L- [ Total Personal Year PoEulation EmElo_yment Income [ (millions of $) 1979 0 0 0.000 [ 1980 0 0 0.000 19811 1 4 0.299 [ 1982 132 123 8.023 1983 263 241 16.978 1984 232 216 15.701 r 1985 247 225 17.975 L, 1986 2 717 632 54.787 1987 1,983 1 '724 156.297 I' 1988 3,864 3,334 314.677 L. 19893 2,968 2,453 235.396 1990 3,057 2,568 254.599 [ 1991 2,360 2,038 208.795 1992 1,797 1 '651 173.656 1993 1,454 1,444 158.428 [ 1994 1 '714 1 '743 204.259 1995 1,795 1,843 228.347 D 1996 1,237 1 ,344 172.581 1997 1,506 1 ,600 218.810 1998 1,146 1 '267 180.695 [ 1999 1,082 1 '213 182.265 2000 1 '111 1 '251 198.094 [ [ [ ~Exploration begins F-. 3oevelopment begins l Production begins SOURCE: MAP Regional Model r~ I- L [ 181 TABLE 3.42. INDUSTRIAL DISTRIBUTION OF CAMDEN-CANNING EMPLOYMENT IMPACT (measured as changes from the base) NORTH SLOPE REGION 1985 1989 2000 Eme1o~ment % Emeloyment % Eme1o~ment Mining and Beaufort OCS Construction 110 48.8 1034 42.2 699 Other Construction 87 38.6 1159 47.2 345 Trade 2 .8 19 .7 14 Services 9 4.0 100 4.1 68 Finance 1 .4 14 . 5 9 Transportation 8 3.5 93 3.8 77 State and Local Govt. 7 3. 1 30 1.2 31 Other* 1 .4 4 .2 8 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 182 % 55.8 27.5 1.1 5.4 .7 6.2 2.5 .6 [ r \ l [ r-, L L [ [ [ I L~ u [ L L r - L [ I l > r l ' I L I' L [ [ 0 [ [ [ [ [ L [ experiences several peaks. By 2000 total employment is 1,251 greater than in the base, which is about 17 percent higher than the base. When direct employment at the OCS site peaks in 1988 in the development phase, total employment is 3,335 or 55 percent higher. At the end of the ex- ploration phase in 1985, total employment is only 3 percent higher than in the base. An indication of the relative effects on the local economy can be achieved by separating mining and direct construction employment and examining changes in the remainder of the economy. Since some enclave sector em- ployment is in other construction and transportation, this analysis will overestimate the growth in the local economy. During the exploration phase, there is very little affect on the local economy. Of the 225 extra employees in 1985, 49 percent are directly associated with OCS petroleum ·activity. The local sector of the North Slope economy in the base case consists of 4,374 employees in 1985, so during exploration the local sector increases by 3 percent. By the end of the development phase in 1989~ the total impact is 2,453; of this 1,034 is in the petroleum enclave sector. At this time in the base case, the local sector is 4,371 employees. The largest impact on the local economy occurs in this development stage with approximately 32 percent increase in the local sector. During production, direct OCS impact reaches 699 in 2000, which is 56 percent of the total employment impact. In the base case, the local sector is about 6,119 in 2000, so that impact increases the local sector employment approximately 9 percent. 183 --~-----~--------·--~~---~----~----------------~-----~~-~~-----~-~------ The share of the impact in trade, services, and finance increases through- out the period, although by 2000 these industries account for only 7 per- cent of the employment impact. Other construction and transportation are an important sector in the local economy, which increases its importance throughout the period as in the base case, accounting for 34 percent of the total employment impact by 2000. These sectors are more directly affected by petroleum development than other sectors in the economy. Overall, though, the importance of exogenous employment in the employment impact impedes the trend of the reduction of the importance of this sector found in the base case. Because of the importance of these highly sea- sonal sectors found in the impact, the reduction in seasonality suggested in the base case may be limited by OCS development. This may have little effect on the local economy since the majority of the seasonal construe- tion and mining employment is in the enclave sector. Population By 2000 the North Slope Borough population has increased by 1,112 over the base case. This total will not have as large an impact on the local population, since over half of this increase is the extra employment in the enclave sector. The total population in the local sector is only increased by 414 above the base levels; this is a 5.4 percent increase in population. The effect on total population is more important in the other periods. By the end of development in 1989, the local population is 2,187, or 39 percent higher than in the base. The increased popula- tion can be assumed to increase welfare in the borough for two reasons. 184 I-, I I L [ [ [ [ [ [ [ l. l L [ [ I L I L r L [ b [ r~ L R L First, the growth in the economy has the effect of reducing the outmigra- tion of local residents, which has been found to be a past trend in vil- lage and rural Alaska (Alonso, 1976). Second, the increase in population at Prudhoe leads to welfare increases by increasing the revenues available to the borough. The enclave nature of development means there is no proportional increase in the demand for services. Personal Income The peak in the personal income impact on the North Slope comes in 1988 when it is $314.7 million greater than in the base case. This occurs during the development phase and illustrates the importance of the high wage construction and mining sectors to the impact. By the end of the exploration phase in 1985, personal income is 4 percent greater than in the base. Personal income is 22 percent greater by 2000. ANCHORAGE Employment Anchorage has in the past served as the Alaska headquarters for petro- leum and petroleum support firms. Because of this past relation, it is assumed that increased petroleum activity on the North Slope will lead to increased support activity in Anchorage. Additionally, Anchorage growth is affected by increases in demand for goods and services, which result from increases in the personal income of the region and the remainder of the state. 185 Total employment in Anchorage is 8,841 greater than in the base case by 2000; this is 5.3 percent increase in employment over the base. By the end of the exploration phase in 1985, employment in Anchorage is 489, or .5 percent higher than in the base, and by the beginning of production in 1990, employment is 4,025, or 3.4 percent, higher than the base. The importance of impact-associated employment increases throughout the period. The development of the Beaufort OCS according to the Camden- Canning Scenario increases the growth rate from 3.1 percent in the base case to 3.4 percent per year between 1977 and 2000. The composition of this extra employment which results from OCS develop- ment supports the structural changes found in the base case. Between 1977 and 2000 the base case saw an expansion of the importance of the Anchorage local service sector, particularly trade and services. By examining the structural component of this extra employment, we can see this trend is supported. In all phases, exploration, production, and development, trade, services, and finance are more than 60 percent of the impact. Tables 3.43 and 3.44 show the employment trends in Anchorage. Because of this, it can be assumed that Beaufort OCS development will support the trend toward reduced seasonality suggested in the base case. Population The development of the Beaufort OCS according to the Camden-Canning Scenario increases the concentration of population in Anchorage. By 2000 population is 18,690 higher in Anchorage than in the base case; this is almost 5.7 percent greater than in the base case. The majority of this 186 [ [ l~ [ r L [ [ [ [ [ [ (' L r L [ I,, TABLE 3.43. CAMDEN-CANNING SCENARIO TOTAL ECONOMIC IMPACT (measured as change from the base) " ANCHORAGE L" 1979-2000 I Total Personal L~ Year Po~ul ati on Em~loyment Income (mi 11 ions l of $) 1979 0 0 0.000 [ 1980 0 0 0.000 19811 167 116 3.574 [ 1982 573 349 11.691 1983 790 459 16.257 1984 940 495 18.327 1985 941 489 18.509 r 1986 2 1,256 725 28.876 u 1987 2,263 1 ,515 63.325 r 1988 4,147 2,913 126.951 L 19893 5,017 3,003 136.136 1990 7,352 4,025 191.755 [ 1991 8,763 4,451 219.531 1992 10,344 4,897 251.719 1993 11 ,468 5,231 278.781 n 1994 12' 914 5,966 328.184 1995 14,251 6,605 375.441 D 1996 14,655 6,528 383.387 1997 15,802 7,207 436.953 1998 16,465 7,412 464.512 1999 17,346 7,915 512.203 t 2000 18,689 8,841 590.742 [ [ [ lExploration begins 2oevelopment begins 3production begins [' L SOURCE: MAP Regional Model r, t 187 C TABLE 3.44. INDUSTRIAL DISTRIBUTION OF CAMDEN-CANNING EMPLOYMENT IMPACT (measured as changes from the base) ANCHORAGE 1985 1989 2000 Employment % Employment % Employment Mining 11 2.2 34 1.1 107 Construction 25 5.1 163 5.4 445 Trade 132 26.9 939 31.3 2499 Services 134 27.3 937 31.2 3479 Finance 38 8.0 262 8.7 930 Transportation 39 8.0 295 9.8 587 State and Local Govt. 90 18.4 255 8.5 531 Other* 20 4. l 118 3.9 263 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 188 % 1.2 5.0 28.3 39.4 10.5 6.6 6.0 3.0 lJ b [ L [ L r· L [ " I L ~ [ [ [ [ [ [ r L L [ [ L R L impact occurs in the production period. By the end of exploration, popu- lation is less than 1 percent higher than in the base case. Population is 2 percent higher than in the base case because of OCS development by the end of the development phase in 1989. The population impact in Anchorage is 70 percent of the total impact in the state; this is greater than the 56 percent of total state population in Anchorage in 2000 in the base case. The effect of this will be to increase the population concen- tration in Anchorage. Personal Income By 2000 personal income in Anchorage is $590.7 million greater than in the base case. Approximately two-thirds of this impact occurs in the production phase. By the end of exploration, personal income is .6 percent higher than in the base case. It is 3.6 percent greater when development ends in 1989. FAIRBANKS Employment Tables 3.45 and 3.46 illustrate the growth of employment in Fairbanks. Fairbanks has the smallest proportionate employment impact of any of the three regions described in this section. By 2000 employment is only 2.6 percent higher than in the base case. From 1978 to 2000 employment grows at an average annual rate of about 1.3 percent, compared to 1.2 percent in the base case. The impact in Fairbanks is greatest during the production phase. At the end of the exploration phase, employment is .2 percent greater than in the base case; after development, employment is 189 TABLE 3.45. Year 1979 1980 19811 1982 1983 1984 1985 19862 1987 1988 1989 19903 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 1Exploration begins 2oevelopment begins 3Production begins CAMDEN-CANNING SCENARIO TOTAL ECONOMIC IMPACT (measured as change from the base) FAIRBANKS 1979-2000 Total Personal Population Employment Income (millions of $) 0 0 0.000 0 0 0.001 32 27 1. 067 146 79 3.572 180 94 4.674 225 102 5.274 197 89 4.662 172 104 6.429 143 182 13.011 198 341 25.787 634 433 31.332 1,214 637 47.832 1,664 740 55.931 2,114 831 64.917 2,372 872 70.387 2,519 930 78.394 2,444 974 85.205 2 '721 941 84.314 2,707 955 89.605 2,747 946 91.471 2, 713 941 94.566 2,698 976 102.293 SOURCE: MAP Regional Model 190 [ I L r L [ [ [ [ b [ [ r c L [ "' I [ [ [ [ [ r LJ r L: [ 0 § u [ [ [ [ I. l~ TABLE 3.46. INDUSTRIAL DISTRIBUTION OF CAMDEN-CANNING EMPLOYMENT IMPACT (measured as changes from the base) FAIRBANKS 1985 1989 2000 Employment % Employment % Employment Construction 6 6.7 47 10.8 111 Trade 16 18.0 99 22.8 227 Services 14 15.7 85 19.6 193 Finance 4 4.5 25 5.8 59 Transportation 7 7.9 46 10.5 114 State and Local Govt. 35 39.3 98 22.5 207 Other* 7 7.9 34 7.8 65 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 191 % 11.4 23.3 19.8 6.0 11.6 21.2 6.7 1.3 percent greater. The importance of state and local government expan- sion as a result of OCS development is the reason for the growth in the production phase. Since Fairbanks has only minimal connection with oil development, increases in state and local expenditures resulting from reve- nue increases are the major way the Fairbanks economy is impacted by OCS development. Although the impacts are minimal, impacts during exploration and development reduce the decline caused by decreases in Alcan construction. State and local government play a much more important role in this impact growth than in the growth in the base case. Local service sector of trade, services, and finance is still important in the impact, accounting for 49 percent of the impact by 2000. However, state and local government accounts for more than 20 percent of the impact in all three periods. Approximately 70 percent of the increased employment which results from OCS development in 2000 is in the least seasonal industries. The expan- sion of the local support sector and state and local government will support the general reduction in seasonality found in the base case. The impact in Fairbanks is small for two reasons. First, there is no direct OCS employment assumed to locate in Fairbanks, as there was with the construction of the trans-Alaska pipeline. Second, because Fairbanks is small, the support sector response is not as great as Anchorage for either growth within the region or growth in other regions. Population The population impact in Fairbanks has the effect of reducing the decline 192 r L f r~ L. [' [ [ r L [ u b [ L [ L f' L r, L [ [ I' L~ [ G c L [ [ f' L r~ L n L in population found in the base case after 1987. Between 1987 and 2000 population experiences a positive though low rate of growth instead of a negative rate as in the base case; population has increased by 614 during this period. The production phase is most important for provid- ing this additional growth; approximately 80 percent of the additional population is achieved in this period. In both the exploration and pro- duction phases of this development, the population impact is less than 1 percent of base case population. Because of the small size of this population impact, it has only minimal effect on the population decline associated with the end of the construction of the Alcan pipeline. Table 3.45 shows the population impact in each region. Personal Income By 2000 personal income in Fairbanks is $102.3 million greater than in the base case. Over half of this impact occurs in the production phase. After exploration and development in 1989, personal income is only 2.7 percent greater than in the base case. Summary and Assessment of Impacts The impacts associated with the development of the Beaufort OCS following the Camden-Canning Scenario can be assumed to be similar to those of the other scenarios. The increase in the levels of major variables falls between that of Prudhoe High and Prudhoe Low. Like these other scenarios, the absolute levels of impact are low relative to the recent Alaska his- torical period. The other factor which moderates the likely possibility of substantial impacts coming from development following the Camden-Canning 193 Scenario is the nineteen year period over which they occur. This scenario provides no major population increases in any single year; the largest increase due to OCS development is between 1987 and 1988, when the popula- tion impact increases 3,612. The Camden-Canning scenario has the same overall impact on the trends found in the base case. OCS development generally supports the structural change found in employment in the base case. The local service sector of trade, service, finance, and transportation is a majority of the impact employment. By increasing the economic opportunities available in Alaska, Beaufort development reduces outmigration of the young and reverses the general trend toward aging of the population. Beaufort development en- courages more population growth than increased employment so that the ratio of impact population to impact employment is greater by 2000 than the population to employment ratio found in the base. This could increase unemployment since the number of people seeking jobs increases by more than the number of jobs. The importance of this effect is diminished by the small proportion of total population which is associated with the impact. Beaufort OCS development postpones the state's fiscal crisis, when expen- ditures exceed revenues, for eight years after it occurs in the base. After 1999 expenditures once again exceed revenues. This postponement is partially a result of the low increase in state services; real per capita expenditures increase only $5.60 over the base. This can be considered a positive fiscal effect of OCS development. 194 [ [ r L [ L r: [ [ c b [ [ [ L I ' L f' L [ [ [ (' L (' t Growth which results from Beaufort OCS activity supports the increased concentration of population in Anchorage; the proportion of the impact population in Anchorage is greater than the proportion in Anchorage in the base case. The major impacts are in Anchorage, even though Anchorage has only minimal direct Beaufort employment. The North Slope has the majority of the direct employment impact; at its peak in 1990, the North Slope has 94 percent of the direct OCS employment. Because of the en- clave nature of this employment, its long-term secondary impact on the North Slope is small; by 2000 approximately 56 percent of the impact employment is directly related to the OCS development. Fairbanks has only minimal impact from OCS development; the growth rate of employment increases from 1.2 percent to 1.3 percent per year. Cape Halkett Scenario The Cape Hal kett Scenario has the smallest impact on the economy of all the scenarios. Exploration begins in 1984 and lasts until 1987, with peak exploration employment in 1986. Development begins in 1988 and lasts through 1991, with peak development employment in 1996; this is also the peak in direct employment for the entire period. Production begins in 1992 and lasts through the remainder of the forecast period. AGGREGATE INDICATORS Table 3.47 shows the impacts on each of the aggregate indicators of eco- nomic activity. In each case, these indicators are greater than the base case and the difference grows continually throughout the period. Population is 12,748 greater by 2000 than in the base case. By 2000 195 TABLE 3.47. Year Population 1979 0 1980 0 1981 0 1982 0 1983 0 19841 149 1985 430 1986 685 1987 2 365 1988 776 1989 2,229 1990 4,972 1991 5,198 19923 6,685 1993 7,488 1994 8,370 1995 9,284 1996 10' 182 1997 10,788 1998 11 '627 1999 11 '990 2000 12,748 1Exploration begins 2oevelopment begins 3Production begins CAPE HALKETT SCENARIO IMPACT ON AGGREGATE INDICATORS (measured as changes from the base) STATE OF ALASKA 1979-2000 Employment Personal Income (millions of$) 0 0.000 0 0.000 0 0.000 0 0.000 0 0.000 114 5.839 315 17.039 469 26.031 165 9.402 467 30.585 1 '529 103.441 3,442 236.539 3,172 213.148 3,976 260.625 4,215 284.355 4,531 317.062 4,870 353.547 5,201 391.766 5,305 413.887 5,621 455.902 5' 571 467.555 5,872 513.312 SOURCE: MAP Statewide Model 196 Total State Expenditures (mi 11 ions of $) 0.000 0.000 0.000 0.000 0.000 0.223 1. 061 2.273 -0.410 2.906 15.106 38.821 40.515 54.286 62.216 71.392 81.430 91.832 99.699 110.648 116.836 128.129 r· l. [ e [ [ [ [ r Lo r· L r. L [ ~ I I I l.~ [ [ c [ [ [~ l: r l~ i' t ~ L population is 2.2 percent greater than in the base case. Each stage of OCS activity affects population growth differently. By the end of the exploration phase, 2.9 percent of the total population impact has been achieved. By 1991, when the development stage ends, 41 percent of the total impact has been reached so about 60 percent of the population im- pact occurs in the production stage. Employment experiences the same type of growth pattern, being higher than the base case by 5,872 jobs, or 2 percent, by the end of the period. Approximately 2.8 percent of the impact has been reached by the end of the exploration phase; 54 percent has been reached by the end of development. From 1983, the year before exploration begins, employment grows at an average annual rate of 1.7 percent. This is about 6 percent greater than the growth rate in the same period in the base case. The greatest dif- ference is in the development phase, when the growth rate is 1.2 percent compared to .9 percent in the base case. The growth rate in the explora- tion phase is 1 percent greater than for the same period in the base case, and the production phase experiences a growth rate 4 percent greater than in the base case. Personal income is $.51 billion higher by 2000 because of the Cape Halkett development. This is 3 percent greater than in the base case. Of this impact, only 2 percent is achieved during the exploration phase and 42 percent by the end of the development stage. Growth during the entire period averages 7.1 percent per year, which is approximately 2.6 percent faster than the annual average growth of 6.9 percent during the period 1978-2000 in the base case. 197 State expenditures are $.128 billion higher by 2000 than in the base case. Total state expenditures are $5.06 billion~ compared to $4.94 billion in the base case. Over 68 percent of this impact occurs in the production phase of activity. The annual rate of growth of state expenditures in the production phase is 4.5 percent, compared to 4.4 percent in the base case. Causes of Growth The most important cause of impacts has been shown to be two factors, in- creased exogenous employment associated with the development of the Beaufort OCS and the increase in state expenditures which results from this development. Both of these increase personal incomes, the demand for goods and services, and employment. State expenditures increase as a result of the policy rule (described in Chapter II), which increases ex- penditures in response to the increased revenues from petroleum development. The rule has limited impact on the economy in the Cape Halkett Scenario because the revenues received from this development are limited. Be- cause the Cape Halkett field is entirely on federal leases, there are no bonuses, royalties, or severance taxes paid to the state. Property taxes will increase as a result of Cape Halkett development, and royalties and severance taxes on Prudhoe Bay oil and gas will increase because of the increased flow of oil and gas through the pipelines. This should reduce the importance of state expenditures as a cause of growth. Because of the dynamic and simultaneous nature of the economy, it is hard to determine the impact of these causes separately. The sensitivity 198 r~ L [ L [ [ [; _, _j [ [ f- L r, L [ [ r L. l; [ L [ [ f' b analysis in the next chapter has been undertaken to attempt to define the proportion of impact which results from each of these factors. By using the model to investigate what would happen if state expenditures were held at their base case levels, we can get an idea of the proportion of impact which is a direct result of development. The Cape Halkett Scenario has the largest amount of impact directly related to Beaufort OCS develop- ment. This private sector development accounts for 49 percent of the employment impact, 56 percent of the population impact, and 54 percent of the impact on incomes. Even with the reduced revenues, state expenditure increases still account for close to 50 percent of the impact. FISCAL IMPACTS Table 3.48 illustrates the changes in the state fiscal posture. (Discus- sions in this section refer to fiscal years.) The development of the Beaufort OCS according to the Cape Halkett Scenario improves the overall state fiscal position during the forecast period. By 2000 there is $28.6 million more in the permanent fund than in the base case. By the end of the period, the permanent fund has been drawn down from a peak of $5.6 billion in 1993 to $1.3 billion in 2000. Because neither royalties nor severance taxes are received from Cape Halkett, the change in total revenues because of OCS development is not greatly affected by production. Prior to the production stage, the increase in revenues results from two sources, increases in the property taxes and increases in non-petroleum taxes. There are no bonus payments from this federal sale. During exploration, property tax revenues 199 TABLE 3.48. Total Year Revenues 1979 0.000 1980 0.000 1981 0.000 1982 0.000 19831 0.000 . 1984 0.156 1985 0.863 1986 1. 953 1987 2.256 19882 3.212 1989 9.747 1990 25.082 1991 40.211 1992 3 65.055 1993 88.480 1994 87.789 1995 88.821 1996 92.452 1997 93.758 1998 . 94.686 1999 95.423 2000 95.282 1Exploration begins 2oevelopment begins 3Production begins IMPACT ON THE STATE FISCAL SECTOR OF THE CAPE HALKETT SCENARIO (measured as changes from the base) (in millions of dollars) STATE OF ALASKA 1979-2000 General Permanent Fund Fund Total Balance Balance Expenditures 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.223 0.000 0.000 1. 061 0.000 0.000 2.273 2.826 0.000 -0.410 3.503 0.000 2.906 -0.718 0.000 15.106 -11.847 0.000 38.821 0.000 -9.433 40.515 0.000 4.917 54.286 0.000 35.261 62.216 0.000 56.312 71.392 0.000 68.976 81.430 0. 000 . 75.527 91.832 0.000 76.015 99.699 0.000 67.167 110.648 0.000 53.254 116.836 0.000 28.607 128.129 SOURCE: MAP Statewide Model 200 f' L [ u c L L L L I , L I , L [ r L l~ L [ L increase to only $.8 million because of additional equipment and facilities required in exploration. Total revenue is only .07 percent greater than in the base case in 1987; 40 percent of the change in total revenues by the end of the exploration period is a result of increased petroleum activity. The development of the fields, which occurs from 1988 to 1991, increases property tax revenues by $24.6 million over the end of the exploration phase. Revenues from petroleum development have increased to approxi- mately 63 percent of the increase in total revenues by the end of development in 1991. Petroleum revenues directly associated with the Beaufort OCS development rise to a peak of $67.5 million in 1993, the first year of production. The share of petroleum revenues in the Beaufort- induced total revenues is 54 percent by 2000. By 2000 petroleum revenues have fallen to $51.6 million. The development of the Beaufort OCS according to the Cape Halkett Scenario has two separate impacts on the fiscal posture of the state. First, as discussed above, it increases revenues. Second, it will affect state expenditures. As new population is drawn into the state because of this development, expenditures will be increased to provide a given level of services to the increased population. The increased revenues may also lead to increases in the level of services provided, which will increase expenditures greater than the proportionate increase in population. In the Cape Halkett scenario the only reason for increased state epxenditure is the increased population. Real per capita expenditures are less than 201 the base case throughout the forecast period. The difference is small ($1 .70), but it means there is a reduction in the level of services pro- vided by the state from the levels in the base case. By 1989 the general fund must be drawn down to maintain per capita expenditures. The extra Beaufort revenues do not postpone the period when expenditures exceed revenues; in 1991, as in the base case, expenditures exceed reve- nues. By 2000 the state has about 2 percent more in the permanent fund than the base case, but the permanent fund is being drawn on to support the level of services. What i's important is that this fiscal crunch came without increases in the level of services as in the other cases. Cape Halkett development led to increases in population which are similar to the population increase resulting from Prudhoe Low development, when the effect of state expenditures is removed (see Chapter IV). This in- creased population must be provided services without similar increases in revenues. To the extent the level of services is considered, Cape Halkett development may leave the state in a poorer fiscal position even though there is a larger balance in the permanent fund. INCOME Table 3.49 shows the effect of taxes and prices on the increase in per- sonal income generated by OCS development. By 2000 personal income would be $513.3 million higher with Beaufort OCS development following the Cape Halkett Scenario than in the base case. The effect of this on the economy depends on taxes and prices which determine the amount of goods and services this increased income will bring. Taxes take almost 25 202 I" l . L L [:; L [ b L L r L f L r: L r L L [ B [ [ [ L n L TABLE 3.49. PERSONAL INCOME IMPACT OF CAPE HALKETT DEVELOPMENT (measured as change from the base case) Year 1979 1980 1981 1982 1983 19841 1985 1986 1987 19882 1989 1990 1991 19923 1993 1994 1995 1996 1997 1998 1999 2000 Per Capita Real Disposable Income 0.00 0.00 0.00 0.00 0.00 1.46 3.86 5.17 0.91 5.73 20.43 43.40 30.09 29.74 26.63 25.11 23.28 21 .47 16.93 15.00 9.07 7.20 1Exploration begins 2Development begins 3production begins SOURCE: MAP Statewide Model STATE OF ALASKA 1979 -2000 Disposable Personal Real Disposable Income Personal Income (mill ions (millions of$) of $) 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 4.507 1.208 13.128 3.396 20.027 5.007 7.289 1.760 23.511 5.658 79.289 18.497 180.898 40.738 163.297 35.276 199.457 41.299 217.645 43.541 242.199 46.924 269.918 50.571 298.414 54.128 315.121 55.252 346.184 58.746 354.848 58.168 388.359 61.580 203 percent of this incremental income. Prices have a much larger effect on income available to the population. Prices have a greater impact later in the period. By 2000 real disposable personal income is only 16 percent of disposable personal income, while at the end of exploration in 1987 it is 24 percent. Welfare, as measured by the increase in real per capita disposable incomes (DIRPA), increases because of OCS development. By 2000 DIRPA is about $7 greater than in the base case. The maximum difference during the period is in 1990, when DIRPA is $43 greater. The change in this difference has a great deal to do with the composition of employment. The peak level of direct Cape Halkett employment also occurs in 1990. After 1990 the real per capita income in this scenario moves toward those in the base case. This results from a decline in the importance to the economy of this high wage petroleum employment sector after the beginning of production in 1990. EMPLOYMENT The primary employment levels and the associated increases in state spen- ding generate significant secondary impacts throughout the state economy. The increase in the demand for goods and services, which results because of changes in the level of personal income, lead to increases in employ- ment in other sectors of the economy. The effect on total employment has been discussed above; an equally important effect is on the growth of separate sectors. The change which results will affect the structure of employment. Table 3.50 shows the distribution of this employment between industrial sectors. In the base case, the general trend in the structure 204 L [ [ [ L r~ [ L L [~ L _ _/ ~--' u I L~ l_. C B [ L [ L r· L r L [ TABLE 3.50. INDUSTRIAL DISTRIBUTION OF CAPE HALKETT EMPLOYMENT IMPACT (measured as changes from the base) ALASKA 1987 1991 2000 EmEloyrnent % EmElo_yment % EmEloyrnent Mining and Beaufort OCS Construction 37 22.3 626 19.7 959 Other Construction 11 6.6 197 6.2 480 Trade 41 24.7 760 24.0 1617 Services 41 24.7 780 24.6 1735 Finance 10 6.0 192 6. 1 420 Transportation 7 4.2 133 4.2 250 State and Local Govt. 10 6.0 336 10.6 647 Other* 9 5.4 148 4.7 264 *Includes Public Utilities, Communications, and Other SOURCE: MAP Statewide Model 205 % 7.8 8.2 27.5 29.5 7.2 4.3 11.0 4.5 of employment which was observed was an increase in the proportion of total employment in the local serving sector, particularly trade and ser- vices. The extra employment which results from OCS development in the Cape Halkett Scenario supports this base case trend. We will examine the structure of this increased employment at three points in time, the end of the forecast period, the exploration and the development period. The distribution of employment in 2000 supports the overall trend found in the base case. Trade, services, and finance make up 64 percent of the increased employment, mining and exogenous construction account for only 8 percent, while state and local government account for 11 percent. These percentages are fairly stable during all stages of petroleum activ- ity. The major change is the declining proportion of employment change accounted for.by direct Beaufort employment. By the end of the production phase, the structure of employment found in the base case is reinforced by the OCS development. This should mean that the reduction in seasonality will take place as discussed in the base case. The increased proportion of employment in non-seasonal in- dustries should reduce the overall seasonality in the economy. Though direct employment in the OCS development does have a seasonal component, its small proportion of total employment should reduce its impact. In the base case a possible trend toward a reduction in unemployment was suggested because of the decrease in the ratio of population to employment. Although this does not guarantee a reduction, it indicates the possibility of a decrease. The OCS development will support this trend if the ratio 206 [ r~ f r~ [ r L [ L [ [ L [ L r ~. L L --, f' L [ B [J E c [ L of change in population to change in employment falls. This ratio rises throughout the production phase until it reaches 2.17 in 2000; this is higher than the ratio found in 1977. This indicates the impact employ- ment leads to greater increases in population and a possible increase in unemployment. POPULATION By 2000 population is 2.2 percent higher because of development in the Beaufort OCS. The greatest increase in population occurs in 1990, when the extra population increases 2,700 as a result of peak increases in direct OCS employment. The major factor which increases population above the base case is migration experienced because of OCS. Since migration is a response to increased employment opportunities and income, Beaufort development will affect migration positively. Throughout the period, the effect of OCS development is to reduce outmigration. In the period be- tween 1986 and 1998, which is dominated by outmigration in the base period, increased employment opportunities associated with OCS developement do not lead to inmigration but the reduction in the outmigration which is responsible for the increased population. Since migration is not assumed to affect Native population, one impact of this increase is a reduction in the share of Native population in the total. By 2000 Native population is 18 percent of the total, compared to 19 percent in the base case. 207 \ / \ The structure of population will be changed in the OCS case. Migration response to changing economic opportunities most importantly affects the young. The reduction in outmigration would be assumed to dampen the ~ging in the population structure found in the base case. Table 3.51 shows the proportion of each age-sex classification in the total popu- lation at the end of development in 1980, 1990, and 2000. By 2000 the age structure has still undergone ·aging, although not quite as rapid as in the base case. By 2000 the proportion of population which is greater than forty is 1.5 percent less than in the base case. This age cohort, although it increases, increases at a slower rate than the total popu- lation. Regional Impacts This section will examine the impact of OCS development on three regions, the North Slope, Anchorage, and Fairbanks. Each region will respond differently to OCS development since they are influenced differently by these growth factors. OCS deve 1 opment wi 11 not change the process which determines regional growth. The location of exogenous employment, interaction between regions, distribution of state expenditures, and size of the local economy will affect the growth of any region resulting from OCS development. 208 r. I l ! . r [ L L [ L [ L [ L 0 - 1 1 - 4 5 - 9 10 -14 15 -19 20 -24 25 -29 30 -34 35 -39 ,., I ' . I 40 -44 'LJ 45 -49 50 -54 55 -59 [ 60 -64 65 + l~ -" l c [ [ I, L~ SOURCE: I: t:; fc~ L TABLE 3.51. AGE-SEX STRUCTURE OF THE POPULATION CAPE HALKETT SCENARIO (% of total population) 1980 1990 2000 Male Female Male Female Male 1.19 1.19 1.05 1.06 1.02 4.29 4.09 4. 21 3.99 3.81 4.75 4.62 5.11 4.99 4.64 4.33 4.22 4.52 4.36 4.39 4.93 4.10 4.08 3.82 4.26 8.55 5.68 5.56 3.84 5.57 6. 01 5.24 4. 41 3.80 3.80 4.67 4.27 4. 56 4.07 3.50 3.61 3.22 4.42 3. 77 3.60 2.54 2.41 3.58 3.33 3.41 2.04 1.84 2.78 2.61 3.15 1.78 1.57 2.16 2.07 2.75 1.49 1.31 1.67 1.62 2. 21 1.19 1.06 1.34 1.33 1.72 1. 97 1.84 2. 81 3.11 3.62 MAP Statewide Model 209 Female 1.02 3.62 4.48 4.23 3.94 4.05 3.54 3.33 3.16 3.15 2.90 2.60 2.18 1. 79 4.56 NORTH SLOPE REGION Employment Tables 3.52 and 3.53 show the changes in North Slope employment over the base case and the industrial distribution of this change. The increase over the base case does not grow smoothly throughout the period. By 2000 total employment is 709 greater than in the base, which is about 9 percent higher than the base. When direct employment at the OCS site peaks in the development phase in 1990, total employment is 2,354, or 40 percent higher. By the end of the exploration phase in 1987, total employment is less than 1 percent higher than in the base. An important part of these employment increases on the North Slope are increases in the enclave sector; petroleum and construction employment located at Prudhoe Bay increases with OCS development. This increase has only limited impact on the local economy. Beaufort OCS development also leads to increases in the local sector; increases in local and state government revenues and personal incomes, which result because of a general expansion in wage rates, lead to growth in this sector. The importance of growth in the local economy can be separated from total growth by examining the distribution of employment between sectors on the North Slope. The enclave sector includes portions of other construction and transportation which cannot easily be separated. By including these in the local sector, we will overestimate the growth of the local economy. During the exploration phase, there is very little affect on the local economy. Of the 58 extra employees in 1987, 50 percent are directly 210 [ [ f c L { - I L [ L r- L L [ L r- L r L L [ ~, l .• [ TABLE 3.52. CAPE HALKETT SCENARIO TOTAL ECONOMIC IMPACT (measured as change from the base) [ NORTH SLOPE 1979-2000 [ Total Personal Year Population Employment Income (millions [ of $) 1979 0 0 0.000 [ 1980 0 0 0.000 1981 0 0 0.000 [ 1982 0 0 0.000 19831 0 0 0.000 1984 36 35 2.464 1985 132 125 9. 791 r 1986 194 183 15.087 L.! 1987 2 62 58 4.992 r 1988 372 328 30.143 L 1989 1,308 1,132 108.654 1990 2,748 2,353 237.982 [ 19913 1,926 1 ,566 164.477 1992 960 785 81.572 1993 782 713 77.696 c 1994 742 736 84.492 1995 718 753 91.212 [J 1996 709 772 98.464 1997 652 734 98.832 1998 663 755 106.996 [ 1999 586 687 102.661 2000 606 709 111.605 c [ 6 1Exploration begins 2oevelopment begins f' 3Production begins L SOURCE: MAP Regional Model f' t 211 l TABLE 3.53. INDUSTRIAL DISTRIBUTION OF CAPE HALKETT EMPLOYMENT IMPACT (measured as changes from the base) NORTH SLOPE REGION 1987 1991 2000 Employment % Employment % Employment Mining and Beaufort OCS Construction 29 50.0 606 38.7 403 Other Construction 21 36.2 788 50.3 195 Trade 1 1.7 13 .8 8 Services 3 5.2 69 4.4 38 Finance 0 0 9 .6 5 Transportation 2 3.4 65 4.1 42 State and Local Govt. 2 3.4 15 .9 14 Other* 0 0 0 0 4 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 212 % 56.8 27.5 1.1 5.4 .7 5.9 2.0 .6 [ ~~ I L. [ L I L [ [ I , L L L f ' L l , __ l " ! L [ c c c c [ L [ b l associated with OCS petroleum activity. The local sector of the North Slope economy in the base case consists of 4,513 employees in 1987, so during exploration the local sector increases by less than 1 percent. By the end of the development phase in 1991, the total impact is 1,567; of this 606 is in the petroleum enclave sector. At this time in the base case, the local sector is 4,488 employees. During the development I stage, local employment increases approximately 21 percent. By 2000 direct OCS impact employment stabilizes at 403, which is 57 percent of the total employment impact. In the base case, the local sector is about 6,119 in 2000, so that impact increases the local sector employment approxi- mately 5 percent. The greatest growth in the local economy is during the development stage; this is a result of the link between other construe- tion, transportation, and the exogenous sector. The overall distribution of this impact is different from both the base and .the other scenarios. Direct Beaufort OCS employment and local con- struction account for over 50 percent of the increased employment in all stages of petroleum activity. This will impede the base case trend which found trade, services, and finance employment increasing the proportion of total employment. This will have adverse effects on the overall de- crease in seasonality suggested in the base case. This may not be true in the local economy, since the majority of the increase in the seasonal industries will take place in the enclave sector. 213 Population By 2000 the North Slope ~orough population has increased by 606 over the base case. This total will not have as large an impact on the local population, since over half of this increase is the extra employment in the enclave sector. The total population in the local sector is only increased by 203 above the base levels; this is a 2.7 percent increase in population over the base. The effect on total popualtion is more important in the other periods. By the end of development, the local population is 1~320~ or 17 percent higher than in the base. Personal Income The personal income impact peaks in 1990 when it is $238 million greater than in the base case. This is also the year that direct OCS employment peaks. By 2000 personal income in the North Slope is 13 percent greater than in the base case. ANCHORAGE Employment Because of its past relation as the Alaska headquarters for petroleum and petroleum support firms, Anchorage is assumed to experience increased support activity as a result of North Slope development. This provides a direct link between the level of OCS development and Anchorage economic growth. Anchorage growth is also affected by increases in demand for goods and services~ which result from increases in the personal income of the region and the rest of the state. 214 [ ~ r [, ~ L. [ [ L [ c [ L [ L r L ,. L [ r I I-' I L [ c [ [ [ [ Total employment in Anchorage is 4,426 greater than in the base case by 2000; this is a 2.6 percent increase in employment over the base. The increase over the base increases throughout the period. By the end of the exploration phase in 1987, employment in Anchorage is 95 higher than in the base, and by the end of development in 1991, employment is 1,882 higher. The importance of impact-associated employment increases through- out the period. The development of the Beaufort OCS according to the Cape Halkett Scenario increases the growth rate from 3.1 percent in the base case to 3.3 percent per year between 1977 and 2000. The composition of this extra employment which results from OCS develop- ment supports the structural changes found in the base case. Between 1977 and 2000 the base case saw an expansion of the importance of the Anchorage local service sector, particularly trade and services. By examining the structural component of this extra employment, we can see this trend is supported. In all phases, exploration, production, and development, trade, services, and finance are more than 50 percent of the impact. ; Tables 3.54 and 3.55 show the employment trends in Anchorage. Because the industries which are less seasonal are important in the impact, the trend toward reduced seasonality should be supported. Population The development of the Beaufort OCS according to the Cape Halkett Scenario increases the concentration of population in Anchorage. By 2000 popula- tion is 9,061 higher in Anchorage than in the base case; this is only 2.8 percent greater than in the base case. The majority of this impact 215 [ TABLE 3.54. CAPE HALKETT SCENARIO TOTAL ECONOMIC IMPACT [ (measured as change from the base) ~ ANCHORAGE 1979-2000 Total Personal [ Year Po~ulation Em~lo~ment Income (millions [ of $) 1979 0 0 0.000 1980 0 0 0.000 r-, 1981 0 0 0.000 1982 0 0 0.000 [ 19831 0 0 0.000 1984 93 44 1.847 1985 256 133 5.595 r 1986 403 208 8.913 L. 1987 2 230 95 4.080 1988 431 269 12.107 [ 1989 1,185 907 41.564 L 1990 2,661 2,054 96.942 19913 2,909 1,882 91.671 L. 1992 4,224 2' 150 111.406 1993 4,811 2,334 125.180 [ 1994 5,431 2,593 143.641 1995 6,116 2,875 164.734 1996 6,792 3,191 188.816 [ 1997 7,293 3,411 208.156 1998 7,976 3, 777 238.129 1999 8,350 3,963 257.469 [ 2000 9,060 4,426 296.816 r: L; [ [ lExploration begins 2oevelopment begins I-3Production begins L SOURCE: MAP Regional Model r- L 216 [ I l" [ [ [ [ [ r u r L [ E 6 [ c [ L r- L r L TABLE 3.55. INDUSTRIAL DISTRIBUTION OF CAPE HALKETT EMPLOYMENT IMPACT (measured as changes from the base) ANCHORAGE 1987 1991 2000 Emelo~ment % Emeloyment % Emeloyment Mining 8 8.4 20 1.1 56 Construction 5 5.3 103 5.5 225 Trade 29 30.5 598 31.8 1267 Services 29 30.5 616 32.7 1743 Finance 8 8.4 171 9. 1 466 Transportation 9 9.5 185 9.8 303 State and Local Govt. 3 3.2 119 6.3 234 Other* 4 4.2 70 3.7 132 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model I 217 % 1.3 5. 1 28.6 39.4 10.5 6.8 5.3 3.0 occurs in the production period. By the end of exploration, population is less than 1 percent higher than in the state. Population is 1.1 per- cent higher than in the base case because of OCS development by the end of the development phase in 1991. The population impact in Anchorage is 71 percent of the total impact in the state; this is greater than the 56 percent of total state population in Anchorage in 2000 in the base case. The effect of this will be to increase the population concentration in Anchorage. Personal Income By 2000 personal income in Anchorage is $296.8 million greater than in the base case because of OCS development. Over half of this impact occurs in the production phase. At the end of the development phase, OCS development has increased personal income by only .1 percent over the base. FAIRBANKS Employment Tables 3.56 and 3.57 illustrate the growth.of employment in Fairbanks. Fairbanks has the smallest employment impact of any of the three regions descr1bed in this section. By 2000 employment is only 1.4 percent higher than in the base case. From 1978 to 2000 employment grows at an average annual rate of 1.25 percent, compared to 1.19 percent in the base case. At the end of the exploration phase, employment is 10 greater than in the base case; after development, employment is .7 percent greater. Unlike 218 r L L [ [ [~ L [ L l . L r: L [ l, ,., I I~ TABLE 3.56. CAPE HALKETT SCENARIO TOTAL ECONOMIC IMPACT (measured as change from the base) " FAIRBANKS l" 1979-2000 [ Total Personal Year Population Employment Income (millions [ of $) 1979 0 0 0.000 [ 1980 0 0 0.000 1981 0 0 0.000 [ 1982 0 0 0.000 19831 0 0 0.000 1984 22 8 0.617 1985 49 22 1. 627 r 1986 74 33 2.440 LJ 19872 41 11 0.815 r 1988 26 26 2.353 L 1989 -10 86 7.719 1990 11 210 18.393 L 19913 257 236 19. 170 1992 822 372 29.745 1993 975 396 32.610 6 1994 1 ,089 422 35.958 1995 1 '187 447 39.507 D 1996 1 ,266 472 43.273 1997 1 ,294 474 44.932 1998 1 ,338 495 48.842 c 1999 1,315 481 49.098 2000 1 ,319 500 53.066 L [ L 1Exploration begins 2oevelopment begins L 3Production begins SOURCE: MAP Regional Model r~ t 219 [ TABLE 3. 57. INDUSTRIAL DISTRIBUTION OF CAPE HALKETT EMPLOYMENT IMPACT (measured as changes from the base) FAIRBANKS 1987 1991 2000 EmQlo~ment % EmQloyment % _EmQ 1 oyment Construction 2 18.2 24 10.2 65 Trade 3 27.3 57 24.2 119 Services 2 18.2 49 20.8 101 Finance 1 9.1 15 6.4 30 Transportation 1 9.1 27 11.4 60 State and Local Govt. 1 9.1 46 19.5 91 Other* 1 9.1 18 7.6 34 *Includes Public Utilities, Communications, and Other SOURCE: MAP Regional Model 220 % 13.0 23.8 20.2 6.0 12.0 18.2 6.8 c L [ [ [ L I L r L [ [ [ [ [ r L L [ L [ [ the other scenarios, state and local government does not play as important a role in the expansion resulting from Cape Halkett development. The major sectors in the impact employment are trade and services. The majority of the impact is in the local support industries which are the least seasonal. This should support the reduction of seasonality suggested in the base case. The impact in Fairbanks is small for two reasons. First, there is no direct OCS employment assumed to locate in Fairbanks, as there was with the construction of the trans-Alaska pipeline. Second, because Fairbanks is small, the support sector response is not as great as Anchorage for either growth within the region or growth in other regions. Population The population impact in Fairbanks as a result of Cape Halkett develop- ment does not eliminate the decline in population found in the base case after 1987. Between 1987 and 2000 population falls by 663; this is less than the decline of 1,942 found in the base case. The production phase is most important for providing this additional growth; approximately 80 percent of the additional population is achieved in this period. In both the exploration and production phases of this development, the population impact is less than 1 percent of base case population. Because of the small size of this population impact, it has only minimal effect on the population decline associated with the end of the construction of the Alcan pipeline. 221 Personal Income By 2000 personal income in Fairbanks has increased by $53.1 mi"llion over the base case; this is 2.4 percent greater. More than half of this impact occurs in the production phase. By the end of development, Fairbanks' personal income is less than .1 percent greater than in the base case. Summary and Assessment of Impacts Development of the Beaufort OCS according to the Cape Halkett Scenario will have minimal impacts. Cape Halkett has this effect because it is one of the smallest fields of all the scenarios and there is no state share of the production from this field. These two factors minimize the addi- tional employment and population results from development. Cape Halkett increases population and employment by approximately 2 percent over the base by 2000. There are no major population increases in any year; in- stead, growth is spread out through the entire period, which also minimizes the impact. Development according to this scenario has the same effect on the base case trends as in the other scenarios. It supports the general structural change which increases the importance of employment in the trade, service, and finance sectors and, because of this, will likely reduce seasonality. Because the increased economic opportunities reduce the outmigration of the young, Cape Halkett development slows the general aging of the popu- lation found in the base case. The regional effects of OCS development following the Cape Halket scenario are similar to the other scenarios. The concentration of activity in 222 [ [ r r, l__ L r L r L L t c [ [ L f - L [ r-" I I [ [ [ [ [ [ r L L [ B [ L [ L Anchorage is supported by this development; by 2000 71 percent of the population impact is in Anchorage compared to 56 percent of the base popu- lation. The North Slope also experiences the majority of the direct em- ployment impact. As in the other cases, the long-term impacts on the local economy are small, since almost 57 percent of the impact employment is in the enclave sector. Fairbanks has very little impact, with total employment being just over 1 percent greater than in the base case. The main reason for this is the smaller state government response which is a major transmitter of growth for Fairbanks. 223 [ [ [ [ [ [ [ r L L o c c [ [ r- L IV. SENSITIVITY ANALYSIS As discussed earlier in both parts I and II, the assumptions forming the basis for both the base and development scenarios are often highly spec- ulative and in some cases extremely arbitrary. Consequently, it is necessary to investigate the extent to which our major findings in part III are sensitive to the most speculative and arbitrary of these assump- tions. The major assumptions to which we plan to test the sensitivity of the part III analysis fall generally into four categories. First are the assumptions concerning the development plan. These assumptions encom- pass all aspects of the development plan affecting levels and timing of direct employment and production at each site. Such assumptions would include geology, location, resource levels, technology, and the timing of various development activities. Second are those assumptions con- cerning the state expenditure policy adopted throughout the forecast period. Third are those assumptions regarding the level of state petro- leum revenues induced by each development. Finally, we consider the assumption implicit in the previous analysis that new direct employment in the petroleum and construction sectors generates the same migratory response as do employment changes in the endogenous and other exogenous sectors of the Alaska economy. Sens iti vi ty to the Choice of Deve.l opment Plan The specific development plans chosen for analysis in part III were de- signed to capture several elements of the uncertainty surrounding 225 offshore development in the Beaufort Sea. However, they do not by any means capture the full range of uncertainty, and other development plans are equally plausible. Two such_plans were examined--one which incor- porates a· much larger scale of development than described by the part III scenarios, and the other a completely pessimistic scenario in which exploration yieldsno commercial discoveries. MULTIPLE DISCOVERY SCENARIO One alternate development scenario for the Beaufort region is one that considers the prospect of.multiple discoveries and simultaneous develop- ment of those discoveries. Because of the highly nonlinear nature of the economic relationships represented by the model as well as the im- portance of the fiscal policy response of state government in the total impact, the impact of a development scenario involving overlapping de- velopment of multiple discoveries is not simply the sum of the impacts of individually considered discoveries. This suggests a test of the sensitivity of the conclusions to this procedure of individual discov- ery analysis by contrasting the impacts of part III with a composite scenario in which all three developments (Prudhoe, Camden-Canning, and Cape Halkett) occur simultaneously. Two such multiple discovery scenarios were examined. In the first, the 11 High Composite 11 case, three developments corresponding to the Prudhoe High discovery, the Camden-Canning discovery, and the Cape Halkett dis- covery, all occur. In the second, the 11 Low Composite 11 case, the Prudhoe Low discovery is developed a·long with the Camden-Canning and Cape Hal- kett discoveries. 226 [ [ [ ~~ r- r· L [ f L L [ L [ b [ L L f . L [ [ r, L As shown in Table 4.1, the impact of the multiple developments in the 11 High Composite 11 case is substantially greater than the sum of individ- ually considered development impacts, while this effect is much less pronounced in the 11 Low Composite 11 scenario. These results suggest at least some caution in the interpretation of the results of part III and may be suggestive of an alternative methodology for future analysis. Table 4.1 illustrates that it would be erroneous to interpret the impact of a large scale development program involving discoveries at more than one of the selected sites as simply the sum of the impacts of isolated developments. Whether or not this suggests a deficiency in the methodology of part III depends on whether the composite scenario is more or less likely to occur than is a single isolated discovery. If the composite scenario is more likely, then the methodol- ogy of part III will understate impacts, with the degree of understatement dependent on the size of developments in the composite scenario. 11 EXPLORATION ONL Y11 SCENARIO On the other hand, there is a great deal of uncertainty surrounding the geology of the Beaufort Sea, and it is entirely possible that the ex- ploration of the leased area may fail to yield any commercial discoveries whatsoever, in which case any of the scenarios considered in part III will have overstated the impact of the leasing program. Such a case, con- sisting of a short spurt of exploration activity only, was developed by Dames and Moore (Dames and Moore, 1978) and its impact assessed using the MAP model. The direct employment requirements of such a program 227 TABLE 4.1. EFFECT OF BEAUFORT SEA DEVELOPMENT ON VALUES OF KEY VARIABLES IN THE YEAR 2000 Variables Scenario Population Employment Income (Millions of $) Prudhoe (High) 40,157 18,697 1,587.8 Camden-Canning 26,556 11,654 1,007.8 Cape Halkett 12,748 5,872 513.3 Total 79,461 36 '220 3,108.9 Composite 11 High 11 93,366 44,590 3,792.6 Prudhoe (Low) 18,215 7,775 668.4 Camden-Canning 26,556 11 ,654 1,007.8 Cape Halkett 12,748 5,872 513.3 Total 57,519 25,301 2,189.5 Composite 11 LOW 11 58,548 25,973 2,231.5 SOURCE: MAP Statewi~e Model. 228 Fund Balances (Millions of $) 7,699.0 8,281.4 28.6 16,009~0 10,207.5 3,657.0 8,281 .4 28.6 ll • 967.0 10' 744.1 l' L L r: L [ L L 1' I L ,- L L c [ l r-- L. I: t:; are presented in Table 4.2. Exploration employment peaks in 1981 at 62 persons and ends by 1987. Construction begins in 1980, peaking at an employment of 30 persons in 1982 and ceasing by 1987. Table 4.3 presents the impact of this spurt in activity on total state employment, popula- tion, income, and the state fiscal position. The magnitude of the impacts induced by such a seemingly small and short- lived spurt in employment may appear surprising. While direct employment peaks at only 79 and then falls to zero, the long-run impact on total em- ployment is forecast to be 730 and the long-run impact on population to be 1710. Two points should be made regarding these results. First, with such small numbers, we may be extending the model beyond what can reason- ably be expected in terms of precision. Second, to the extent that such an effect does occur, it consists almost entirely of the effects due to changes in state government expenditure induced by the receipt of the initial bonus payment and by the influx of population induced by the spurt of exploration employment. The fiscal effect accounts for 89 per- cent of the impact on population, 95 percent of the impact on employment, and 93 percent of the impact on personal income in the year 2000. This result points dramatically to the importance of the expenditure response in the measurement of the impacts of offshore development. We turn now to consider such effects. Sensitivity to State Expenditure Policy In the analysis of parts II and III, it was necessary to specify an expen- diture rule to capture the essential features of state fiscal policy 229 Year 1979 1980 1981 1982 1983 1984 1985 1986 1987 TABLE 4.2. DIRECT EMPLOYMENT REQUIREMENTS -EXPLORATION ONLY SCENARIO- Petroleum Construction Sector Sector 30 0 46 13 62 25 49 30 33 21 33 21 16 13 16 13 0 0 SOURCE: MAP Statewide Model. 230 Total 30 59 87 79 54 54 29 29 0 r L L t [ [ L L L L f L [ -, -= ::: Year TABLE 4. 3. IMPACT OF ,. EXPLORATION ONL yu SCENARIO ON MAJOR ECONOMIC VARIABLES (1980-2000) Persona 1 State State Po~ulation EmQloyment Income Revenues S~ending Fund Balances (million $)(million $)(million $)(million $) 1980 282 200 8.73 125.4 .5 125.0 1985 1 '243 643 27.68 19.9 20.4 250.0 1990 1,284 541 27.51 19.7 22.9 250.0 1995 1,475 618 39.35 18.9 29.2 212.4 2000 1 '71 0 730 58.22 15.6 37.8 132.7 SOURCE: MAP Statewide Model. 231 over the forecast period. Inasmuch as it is actually a matter of policy choice, this rule might follow any of an infinite number of possible specifications. However, the establishment of a permanent fund into which some fraction of state petroleum revenues is to be deposited sets the framework for a fiscal policy under which current expenditures equal total revenues less permanent fund contributions. Thus, the expenditure rule assumed for the base case has the state spending available revenues less permanent fund contributions until such behavior would require decreases in real per capita expenditures, at which point the state dis- saves past accumulated balances in order to maintain such levels. How- ever, even if we accept the general form of this expenditure rule, the rate at which eligible revenues is deposited in the fund may vary con- stitutionally anywhere from 25 percent to 100 percent. The choice of 60 percent in the analyses of parts II and III was arbitrary, and the sensi- tivity of measured impacts to this choice needs to be tested. Two extreme cases were examined to test this sensitivity. In the first case, it was assumed that the minimum level of 25 percent was contributed to the fund. In the second case, it was assumed that the rate was set at 100 percent. Using the Prudhoe Low discovery scenario as an example, both the base case and the development case were rerun using the 25 per- cent and then the 100 percent rule and the measured impacts compared with those under the 60 percent rule used in the analysis of part III. Table 4.4 presents this comparison. Several points are worth noting in this comparison. First, the level of the major economic variables is ex- tremely sensitive to the choice of an expenditure rule. For example, 232 [ r L [ L [ [ F [ L f L f L L N w w TABLE 4.4. IMPACTS OF OCS DEVELOPMENT (PRUDHOE LOW SCENARIO) UNDER ALTERNATIVE EXPENDITURE RULES PoQulation EmQlo~ment Personal Income 1 25% 60% 100% 25% 60% 100% 25% 60% 100% Year Rule Rule Rule Rule Rule Rule Rule Rule Rule 1980 258 260 297 198 199 227 8.742 8.738 9.602 1985 1 '732 1,743 1 '759 915 920 924 42.184 41.996 41.738 1990 9,890 9,493 9,494 5,439 5 '167 5,160 322.430 306.012 302.395 1995 15' 948 15' 326 15' 242 7,829 7,459 7.405 560.860 532.250 523.230 2000 19,165 18,215 17' 973 8,285 7' 775 7,625 715.410 668.420 649.860 1Millions of dollars SOURCE: MAP Statewide Model. Fund Ba 1 ances 1 25% 60%. 100% Rule Rule Rule 125 125 125 250 250 250 355 396 357 1,555 1,686 1 '371 3,435 3,657 3, 797 population in the year 2000 is nearly 596,000 under the 25 percent rule, 576,000 under the 60 percent rule, and 554,000 under the 100 percent rule. Nonetheless, despite these large differences in levels of the major variables, the interesting point brought out clearly by Table 4.4 is that the measured impacts of the offshore development undergo only minor variations in response to these major fiscal policy variations. Thus, the choice of the 60 percent rule in the analysis of part III, though arbitrary, appears to be innocuous in its effects on the measured impacts of such development. A second and more important issue arises concerning the choice of an expenditure rule, namely, the assumption implicit in the analysis of part III that the state chooses to spend new petroleum revenues induced by OCS development according to the same expenditure rule adopted in the base case. Should the state behave differently in the face of the new revenues, our measured impacts might change significantly. Even if it is implausible that the state's behavior is such as to differentiate in some way between OCS and non-OCS petroleum revenues, it may be useful to dis- tinguish for purposes of analysis that portion of the total impact due to changes in state fiscal policy from that which is due to endogenous changes in the private economy. In order to isolate the component of the total measured impacts attribut- able to state fiscal policy changes, two cases were examined for each of the development scenarios. In the first case, we assume that the state holds its absolute expenditure levels at the levels of the base case in 234 [ [ L r, b3 [ L r L J L L I l-' I LJ [ E [ L r~ L I ; t the face of offshore development and the activity it induces. However, because OCS development activity induces both migration and price changes, such a policy would necessarily entail a cut in real per capita expendi- tures. Consequently, a second case is examined in which the state is assumed to hold the level of real per capita expenditures at their base case levels as offshore development proceeds. Neither of these cases is presented as plausible response patterns by the state--the state cannot adjust its behavior in the face of the development to conform to some hypothetical notion of what it would have done in the absence of the development. Rather, these cases permit us to separate, for purposes of analysis, the portion of the total impact due to fiscal policy changes and, of this fiscal component, the portion required simply to maintain the level of state services per capita at the levels which would have occurred without the development. The results of these simulations are presented in Table 4.5. The third column presents the impact of each of the developments on the major eco- nomic variables in the year 2000. These are the impacts presented in part III which arise from state expenditure policy based on the 11 60 percent rule 11 discussed earlier. Using this rule, the state changes both total and real per capita expenditures in response to migration and new petro- leum and non-petroleum revenues induced by the offshore development. The first column presents the total impact which would have occurred had the state maintained its absolute expenditure levels at their base case values. This can be interpreted as the purely endogenous portion of the impact re- sulting from changes in the private economy. However, this results in a 235 TABLE 4.5. MEASUREMENT OF COMPONENT OF TOTAL IMPACTS DUE TO CHANGES IN STATE GOVERNMENT EXPENDITURE Holding Total Impact in the Year 2000 Holding Re~l Per Using 60% Expenditures Capita Expenditures Expenditure ' . ~cenano Variable at Base Levels at Base Levels Rule Prudhoe Population 15,341 28,350 40,157 (High) Employrent 5,915 12,621 18,697 Income 1 566.1 1,103.0 1,587.8 Fund Balances 14,600.3 11 ,408. 2 7,698.9 Prudhoe Population 8,985 16,680 18,215 (Low) Employment 3,189 7,087 7' 775 N I ncomel 304.7 614.9 668.4 w Fund Balancesl ()) 6,280.5 4,399.8 3,657.4 Camden-Population 13,674 25,034 26,556 Canning Employment 5,096 10,983 11 ,654 Incomel 485.6 955.2 1,007.8 Fund Balances1 11,523.1 8,861. 2 8,281 .4 Ha 1 kett Population 7' 186 12' 857 12,748 Employment 2,889 5,926 5,872 Incomel 276.4 517.9 513.3 Fund Balances1 1,035.2 -87.5 28.6 1Millions of dollars SOURCE: MAP S ta tewi de Mode 1 . r......, L. .1 ! -~ I I L~ [ E [ L I - b decline in real per capita state spending from the base levels. Should the state maintain real per capita expenditures at the base case levels, the impacts of column (2) would result. In the Prudhoe High case, the state would accumulate new balances total- ing $14.6 billion by 2000 if expenditures were held at their absolute base case levels, and the impacts of the development would be limited to slightly over one-third of the total impact which occurs as a consequence of the 60 percent rule. Under that rule, the state spends nearly $7 bil- lion of these induced revenues, about $3 billion of which is required to maintain the level of per capita services which would have occurred without the development, and the remaining $4 billion to increase the level of real per capita expenditures. In the Prudhoe Low case, the state spends $2.6 billion of new revenues totaling $6.3 billion, about $1.9 billion of which is required to maintain base levels of real per capita expenditures. This spending pattern re- sults in a total impact on the major economic variables which is about twice as large as the purely endogenous impacts. In the Camden-Canning case, the state spends $3.2 billion of induced revenues, of which $2.6 billion is required to maintain base levels of real per capita expenditures, resulting in a total impact of about twice the size of the purely endogenous effects. 237 In the tape Halkett scenario, the state spends all but $29 million of its induced revenues of $1 billion but is still unable to maintain real per capita expenditures at their base case levels. This expenditure pattern induces impacts of less than twice the purely endogenous effect, but maintaining real per capita spending at the base case levels would re- quire even additional spending by the state. This insufficiency of revenues to finance base case levels of real per capita expenditures contrasts with the other three cases in which real per capita expendi- tures rise under the 60 percent rule and stems from the fact that the Cape Halkett development occurs on exclusively federal property, thus failing to generate the royalties and production taxes characteristic of the other developments. These results point to a central feature of the impacts of offshore development in Alaska. Because of the dominant role of the state and local government sector in the state, and the magnitude of the fiscal changes likely to be induced by offshore development, induced changes in state fiscal behavior overwhelm the purely endogenous changes induced by direct employment requirements. Furthermore, because of the responsive- ness of state expenditures to induced revenue changes, an examination of the sensitivity of the part III conclusions to our revenue assumptions is in order. We turn now to such an examination. 238 [ L [ [ L L l~ { L r - L L = _j Sensitivity to Revenue Assumptions For reasons discussed above, the fiscal response of state government to the changes induced by offshore development will dominate the total eco- nomic impact of such projects. Because this response is in part deter- mined by exogenous petroleum revenues, the sensitivity of our major impact measures to these revenue estimates needs to be examined. Errors in the estimates of petroleum revenues presented in part III might stem from any of a variety of sources, such as: o variations in production rates from assumed levels; o variations in wellhead value due to misestimation of market prices or transport costs; o variations in production tax rates or royalty rates due to tax law changes or the introduction of royalty bidding; or o variations in the distribution of federal/state resource ownership from that assumed in part III. Consequently, the estimates of part III must be considered highly specula- tive and subject to wide margins for error. Because of this, each of the development scenarios was rerun using petro- leum revenue estimates 50 percent higher and 50 percent lower than those assumed in part III. While these are extremely wide margins for error, they are not unrealistic in light of the uncertainty surrounding the revenue estimates. For example, should the state of Alaska win its jurisdictional dispute with the federal government over the determination of the three- mile boundary, its share of the Prudhoe High or the Prudhoe Low discovery 239 would increase by over 50 percent from that assumed in part III. Table 4.6 presents the results of these alternate simulations for each of the four discoveries. The table suggests that the measured impacts of the Prudhoe Low discovery and the Cape Halkett discovery on population, employment, and income are relatively insensitive to these wide variations in exogenous revenues. The Camden-Canning scenario is particularly sensitive to underestimation, but because of the small area of disputed ownership within the Camden- Canning discovery area (a state victory in the jurisdictional dispute would increase the state share of the discovery by only 8 percent), it is not subject to as much risk of underestimation as the Prudhoe scenarios, for example. On the other hand, the Prudhoe High scenario impacts are extremely sensi- tive to the exogenous revenue estimates. Should exogenous revenues be 50 percent larger than estimated in part III, the impact of such development on the major economic variables would be over 50 percent larger than esti- mated in part III. Should such revenues be 50 percent lower than estimated, impacts would be some 33 percent lower than estimated. In summary, one would have to conclude that given this extreme sensitivity, combined with the fact that the state ownership of the Prudhoe High discovery could easily increase by 50 percent or more with a favorable court decision, the measured impacts of the Prudhoe High discovery reported in part III must be regarded as extremely speculative. 240 [ [ r' l r L E n [ L [ [ L Scenario Prudhoe (High) Prudhoe (Low) --' ., Camden- Canning "9 Halket - ~-..;, u ~ - t:.J c [ [ [ r· L SOURCE: r· L ti L TABLE 4.6. SENSITIVITY OF MEASURED IMPACTS TO ERRORS IN PETROLEUM REVENUE ESTIMATES With 50% With 50% Overestimate Measured Underes ti rna te of Petroleum Impact in of Petro 1 eum Variable Revenues Part III Revenues Population 27,597 40,157 61,136 Employment 12,235 18,697 29,554 Income 1 ,071 1,588 2,464 Fund Balances 4,754 7,699 8,024 , Population 17,144 18' 215 19,277 Employment 7,280 7,775 8,268 Income 629 668 707 Fund Balances 1, 261 3,657 6,054 Population 25,564 26,556 35,389 Employment 11 , 192 11,654 16,441 Income 971 1,008 1 ,391 Fund Balances 3,300 8,281 11 '383 Population 12,723 12,748 12,768 Employment 5,860 5,872 5,882 Income 512 513 514 Fund Balances -353 29 410 MAP S ta tewi de Mode 1 241 Sensitivity to Migration Response The final test to which the conclusions of part III were put related to the assumption implicit in the analysis of part III that changes in exogenous construction and petroleum sector employment in response to offshore de- velopment induce the same patterns of migration from the Lower 48 as do changes in employment in any other sector. This has been the subject of some criticism inasmuch as it is alleged that the new employment generated by offshore development is highly specialized, and known to be so, so that it does not induce the patterns experienced in the past when new employ- ment was felt to be open to any migrant who appeared. Thus, it is argued that the effects of such employment changes are likely to have minimal effects on inducing migration. Consequently, using the Prudhoe Low case as an example, a simulation was performed in which it was assumed that changes in petroleum and exo- genous construction sector employment have no effect whatsoever on net migration throughout the forecast period. This is an extreme assumption which undoubtedly overstates any reasonable case which could be made for a diminished migratory response. However, even with this extreme assump- tion, the total population impact of the development by 2000 is less than 3.2 percent different from the estimated impact assuming a normal res- ponse, as shown in Table 4.7. While such a difference matters in the initial development years, the effect of the direct employment is quickly dominated by the effect of the induced employment in determining net migration, so that the effect of 242 [ I ( r: [ r '~ r~ L [ E [ [_, L r· L L _) I' i L. ! I_ ~· c 6 [ c [ [ TABLE 4.7. IMPACT OF PRUDHOE LOW DEVELOPMENT ON STATE POPULATION UNDrR ALTERNATIVE MIGRATORY RESPONSES TO DIRECT EMPLOYMENT IN CONSTRUCTION AND PETROLEUM Full No Migratory Migratory % Year Response Response Difference 1980 260 161 -38.1 1985 1,743 1,618 -7.2 1990 9,493 8,204 -13.6 1995 15,326 14,066 -8.2 2000 18,215 17,627 -3.2 SOURCE: MAP Statewide Model. 243 varying this assumption, even if information were available on how to do so, would be insignificant in its effect on our final conclusions as to measured impacts. 244 [ [ r L_ L [ [ [ [ [ L r L I L L r [ [ [ l. [ [ r r L [ E E u [ [ [~ r L V. SUMMARY AND CONCLUSIONS In this report, we have set out to assess the major impacts that an off- shore oil and gas development in the Beaufort Sea would have on the pro- cess of Alaska economic growth and the distribution of these impacts among the various regions of the state. For all of the scenarios examined, the qualitative nature of the influence of the development on the growth process is similar. The development pro- gram generates a wave of direct employment activity in the construction and petroleum sectors, building to a peak several years after the start of development, then declining to a stable long-term level as production com- mences. These activities generate streams of new private incomes and public revenues, which induce a set of impacts which may be separated conceptually into two parts. First, the expenditure of wages and salaries earned in direct employment generates further income and employment in the endogenous sectors of the economy through the increased demand for. the output of these sectors. Second, the expenditure of new public revenues by state and local governments generates a first round of employment in both government and the construction industry (through capital expendi- tures), which in turn induces multiplier effects throughout the endogenous sectors. Of the two components, the analysis of part IV demonstrates that the latter was generally the dominant effect. The increased incomes generated by both effects have their greatest impacts on the growth of the support sectors--trade, services, and finance, which increase in share of total employment as a consequence of the development. Changes in both 245 income and employment, however, serve to induce increased net migration into the state, so that despite short-term gains in per capita income at the peak of development, the long-run impact of such development is to increase the level of state population with per capita incomes virtually unchanged. With regard to the regional distribution of developmental impacts, we find that virtually all of the direct employment activity associated with such development will occur within the North Slope Borough. However, because of the 11 enclave 11 type nature of these direct activities, combined with the dominance of Anchorage as a statewide distribution and support center, very little of the induced employment impacts of development occur in the North Slope Borough, but rather are overwhelmingly concentrated in Anchorage. The fiscal effect described above serves to reinforce this dominance of Anchorage in absorbing the bulk of any impacts, as well as to induce impacts in the Fairbanks region. Quantitatively, the major long-run impacts of each of the scenarios ex- amined ·are summarized in Table 5.1. As seen in the table, the single most important determinant of the relative importance of the impacts of each scenario was discovery size, with the 1.9 billion barrel discovery of the Prudhoe High scenario dominating the scenarios with long-run impact of over 40,000 on state population, over three times the impact associated with the .8 billion barrel discovery at Cape Halkett. However, the effect of resource ownership is also readily apparent from the table. For ex- ample, the peak of direct employment requirements for the Cape Halkett 246 [ [ [ [ [ [ l~ [ r L [ [ [ [ L [ L r L L L r -----. I j l TABLE 5.1. SUMMARY OF LONG RUN IMPACTS OF ALTERNATIVE DEVELOPMENT SCENARIOS Direct Discovery % State Scenario Em~lo~ment Size Owned Im~act in the Year 2000 Fund Peak 2000 Oil Gas Po~ulation Em~lo~ment Income Balances ----(BB} (TCF) (mi 11 ions (mi 11 ions of $) of $) Prudhoe High 1 '759 940 1.9 4.75 61 40' 156 18,696 1 '587. 8 7,699.0 N Prudhoe -!==> ""-.! Low 1 ,027 502 0.8 1. 60 64 18,212 7,774 668.3 735.3 Camden- Canning 1 ,346 806 1.3 3.25 87 26,556 11 '654 1,007.8 8,281.4 Cape Halkett 897 459 0.8 0 0 12,748 5,872 513.3 28.6 SOURCE: MAP Statewide Model scenario is about 12 percent lower than those associated with the Prudhoe Low scenario, while the impacts associated with the Halkett scenario are 30 percent lower than those of the Prudhoe Low case. This reflects the dampened fiscal effect attributable to federal ownership of the Halkett properties. With respect to the regional distribution of impacts, Table 5.2 summarizes the effects of each of the four scenarios, clearly pointing out the dominance of Anchorage in absorbing nearly 60 percent of the income increases, over 75 percent of the employment impacts, and about 70 percent of the population impacts of the development program. As mentioned repeatedly throughout this report, many of the central fea- tures of Beaufort Sea development remain unknown, and, consequently, many of the assumptions incorporated into the scenarios must be regarded as highly speculative. As the analysis of part IV illustrated, many of the measured impacts presented here are insensitive to the more speculative and arbitrary of our assumptions. However, other conclusions, such as the impacts of the Prudhoe High case, are highly sensitive to very speculative assumptions, such as the outcome of the federal/state jurisdictional dis- pute, and must be regarded as tentative until more information becomes available. In addition to the uncertainties brought out in the analysis, several more basic variations could alter our analysis in fundamental ways. First, projections regarding energy supplies over so long a period as the twenty-three year forecast presented here risk neglecting major technolog- ical changes, the discovery of substitute energy forms, or alternative crude supply sources which would completely invalidate our implicit assump- tion of continued demand for North Slope crude through the year 2000. 248 [ [ r· L r· L. [ [ !' L [ [ c [ [ [ r· L L ·~ ~ ' [ '~ I [ [ [ [ f L Variable Population Employment Income TABLE 5.2. SUMMftRY OF DISTRIBUTION OF IMPACTS BY REGION Percent of Total Year 2000 Prudhoe Prudhoe Camden- Region High Low ---Canning Anchorage 70.0 69.9 70.4 Fairbanks 9.4 10.2 10.2 North Slope 3.6 3.7 4.2 Anchorage 76.0 76.0 75.9 Fa.i rbanks 8.6 8.5 8.4 North Slope 8.4 1 0. 1 10.7 Anchorage 59.6 59.0 58.6 Fairbanks 10.2 10.2 10.1 North Slope 15.7 18.6 19.6 SOURCE: MAP Regionai Modei 249 Impact Cape Halkett 71.1 10.4 4.8 75.4 8.5 12. 1 57.9 10.3 21.8 Second, it is possible, though.unlikely, that major new discoveries of oil or gas in the Prudhoe area, in the National Petroleum Reserve, or in the Arctic Wildlife Range would fill existing TAPS capacity prior to the on- set of production from the Beaufort Sea, thus either requiring construe- tion of new pipelines, utilization of alternative transport modes, or the cutback of production from earlier discoveries to ration existing capacity. Third, new legislation by Congress or the Alaska Legislature could signi- ficantly alter the institutional arrangements surrounding OCS development in ways which would substantially alter the impacts of such developments. Finally, the introduction of changes in the regional structure of the Alaska economy, such as would be introduced by a capital move, would alter the regional distribution of impacts, most likely intensifying even further the proportion of impacts occurring in Anchorage and the Southcentral region. However, within the existing structure of technology, market demand for oil, regional economies, and institutional arrangements, the analysis pre- sented above presents at least a plausible range of impacts to be expected from Beaufort Sea development, as well as a methodology for the incorpora- tion of additional information into the assessment of these impacts as such information becomes available. 250 [ r r ~ [ r [ r L~ [ G [ [ l~ [ L I - L L [ ~ L-.: [ c c c [ [ [ r- L APPENDIX A METHODOLOGY AND ASSUMPTIONS OF MAP MODEL 251 APPENDIX A: METHODOLOGY AND ASSUMPTIONS OF MAP MODEL The MAP Statewide Model The basic model to be utilized in the analysis of the Beaufort Sea development scenarios is the statewide econometric model of the Alaska economy developed by the Man-in-the-Arctic Program (MAP) presently being conducted jointly by the Institute of Social and Economic Research of the University of Alaska and the Joint Center for Urban Studies of MIT and Harvard University.1 The model consists of three major components-- an economic model of state incomes and employment, a demographic model of state population, and a fiscal model of state and local government revenues and expenditures and federal tax payments. We now proceed to a description of each component and the linkages between them. THE ECONOMIC MODEL The economic component of the MAP model is designed to produce projections of Alaska prices, incomes, output, and employment. In the model, the state economy is broken down into fourteen sectors, as shown in Table A-1. Of these, six sectors--agriculture, forestry, fisheries, federal government, manufacturing, and mining (including petroleum)--are wholly exogenous. That is, these sectors are affected primarily by influences [ [ [ c L [ [ [ [ [ lsee David T. Kresge, 11 Alaska 's Growth to 1990,11 Alaska Review of L··~, Business and Economic Conditions, January 1976; Daniel A. Seiver, 11 Alaskan _ Economic Growth: A Regional Model with Induced Migration,11 Anchorage, 1975; Scott Goldsmith, 11 Fiscal Options and the Growth of the AlCI.skan Economy,11 Anchorage, 1977; and David T. Kresge, et al, Issues in Alaska r· Development, forthcoming 1978. L I L 252 L [ [ [ [ r L [ E c ( [ [ r L TABLE A.l. INDUSTRIAL CLASSIFICATIONS, MAP STATEWIDE MODEL Exogenous Industries 1. Agriculture 2. Forestry 3. Fisheries 4. Manufacturing 5. Mining (Petroleum) 6. Federal Government Endogenous Industries 7. Trade 8. Services 9. Finance 10. Transportation 11. Communications 12. Public Utilities Mixed Industries 13. Construction 14. State & Local Government external to the Alaska economy so that output and/or employment in each of these sectors must be estimated outside of the model and input exo- genously for a model run. A development 11 Scenario 11 consists largely of these exogenous sector employment and output assumptions. Six other sectors--trade, finance, services~ transportation, communications, and public utilities--are treated as wholly endogenous inasmuch as production and employment in those sectors is aimed solely at satisfying local de- mands. Other sectors, namely construction and state and local govern- ment, have both exogenous and endogenous components. Construction sector activity consists of both exogenous employment in such activities as pipe 1 i ne and petro 1 eum sector faci 1 ity construction as we 11 as endoge- nous employment involved in the construction of homes, offices, roads, 253 and other facilities designed to serve local demands. State government grows largely in response to either revenue changes or population growth induced both by the growth of endogenous state incomes (personal and corporate income taxes, licenses, and fees), as well as the exogenous growth of resource related revenues (bonuses, royalties, etc.). Figure A-1 presents schematically the structure of the state economic model. The model consists of a series of simultaneous equations, cali- brated for the historical period 1961 to 1974. The variables in the economic model are estimated roughly as follows: An Alaska price index is estimated as a function of both the U.S. Consumer Price Index and the growth in Alaska employment. Industrial employment is estimated outside of the model for the exogenous sectors, and output for such sectors is determined by historical relationships with employment in such sectors. For the endogenous component of the construction sector and the other endogenous sectors (except for state and local government, described below), output is estimated as a function of state real disposable per- sonal income. Sectoral employment is then estimated from historical relationships between sectoral output and employment in the state. Sec- toral wage rates are computed as a function of real average weekly earn- ings in the U.S., as well as the Alaska price index, and in the case of sectors particularly sensitive to exogenous "booms, .. such as transporta- tion, petroleum, and construction, by the proportion of total employment engaged in petroleum and exogenous construction. Alaska wages and salaries are computed as the sum of the product of sectoral employment and wage rates, and personal income is estimated as a function of wages 254 r L [ L [ [ L r: [ r - L f - L L r-1 "'' '.~ j Industry Output • Exogenous Sectors .. ~, Support Sectors ' Federal Other State and Trans., ~res try Fisheries Gov. Agriculture Mnfg. Local Gov. ~ Petroleum ~ Construction Trade Finance Services Comm., & Pub. Util. I .~ 1• ~' ~, , , ,, + I Industry Employment I r--+ Industry Wage Rates ~I T_J. ' I I Wages and Salaries I Non-Wage I Income ~ N (}1 j Personal ~I I (}1 Income Fiscal Model ... Disposable Personal Income ~ Consumer Prices t .... I Real Disposable Income ----- Figure A.l STRUCTLRE OF THE MAP ECONOMIC MODEL Source: Kresge, D.T., 11 Alaska 1 S Growth to 1990,11 Alaska Review of Business and Economic Conditions, January, 1976. and salaries. Personal tax payments (calculated·from the fiscal model described below) are subtracted from personal income to arrive at dis- posable personal income. Real disposable personal income, by producing local demands, then acts to determine endogenous industrial output. Be- cause of this interrelationship between incomes and output, both are simultaneously determined in each time period. THE DEMOGRAPHIC MODEL A second component of the MAP statewide model forecasts Alaskan popu- lation growth. The structure of the demographic model is shown in Figure A-2. Population growth is determined by two factors--the rate of natural increase (excess of births over deaths) and the rate of net migration to or from Alaska. Net migration to or from the state is determined by two factors--changes in state employment and the ratio of Alaska non-Native real per capita income to average U.S. real per capita income. The age- sex distribution of the population, as altered by net migration, combined with fertility and mortality rates, then determines the rate of natural increase. The output of the state population model is an annual forecast of total population. The model also provides the age-sex and Native- non-Native distributions for the annual forecast of population. THE FISCAL MODEL Because of the central role of the federal, state, and local government sectors in the determination of the overall level of economic activity, and consequently state migration, in Alaska, the third component of the MAP statewide model is devoted to an explicit modeling of the behavior 256 r L [ [ [ [ [ [ L r . L I L l _, l ,[, r--, ' J Economic Model -~ ) ~~ ---"-·----., Age-Sex Distribution .._•-~---, Real personal Income 1_,.-----..,--' I ~,. Fertility Rates .. Mortality I Rates Employment Growth Real per capita ~ r-----1 income relative to U.S. -- Births ~ -·-Natural Figure A.2 I I Deaths -~ ! J, I , , Increase J I_--· _ -~ Net Migration I I Civilian non-Native Population Change ~-----~ --------~--------~ Native Military Popu 1 at ion ·~--------::t::-------et;. Po pu 1 at ion Alaska Population ~---~-=·-~ -~· -------- STRUCTURE OF THE MAP ECONOMIC MODEL Source: Kresge, D.T., 11 Alaska•s Growth to 1990,11 Alaska Review of Business and Economic Conditions, January, 1976. of the government sectors in Alaska. The functions of the fiscal model within the larger MAP model are threefold: first, to calculate personal tax payments in order to derive disposable personal income from personal income; second, to provide a framework for the analysis of alternative choices for explicitly modeled policy variables; and finally, to provide the basis for estimates of state and local government employment which result from such policy choices. Figure A-3 represents schematically the structure of the MAP fiscal model. Estimation of federal, state, and local tax and non-tax payments is accom- plished by a set of equations which estimate the federal tax base in Alaska from personal income, then estimate federal personal income taxes as a function of this base. Inasmuch as the state income tax in Alaska is tied to the federal tax, state income tax payments are estimated as a function of federal income tax payments. Miscellaneous tax and non-tax payments are then estimated as a function of personal income, and the sum of federal, state, and miscellaneous tax payments constitutes the difference between personal income and disposable personal income. As mentioned above, a further function of the fiscal model involves c6m- puting the levels of employment occurring within the government sectors. For the federal sector, employment is exogenously set. However, the de- termination of state and local government employment requires an explicit modeling of state and local revenues and expenditures, where elements of each involve policy choices rather than projections based on simple 258 [ [', ·' [; [ L L L r . L f L L [ [ r F ' I [ [ I. L h L Key:. \' • Persona 1 In cor.~ Tax • Corpor-ate lncor.>e Tax • llotor Fue 1 s Tax • Ousin~ss License Tax <>----link from Economic Model I 1---- C)---- State GovernP!ent Nodel Component link to Econornic 1-todel • usc Taxes------------lr--------:::..------------------------.., • Ad Valorem Taxes • School Tax • Other Taxes • Fees-------------- • Airport Receipts---~---- • ferry Receipts • lliscellaneous Receipts------ • Production Tax • Property Tax • Income Tax • Other-Taxes GEIIEAAL OBLIGATIO/I BOUOS GEIIERAL FU/10 DEBT SERVICE HIGHriAY Cf,PITf.L EXPWDITURES 11011-IIIGII\/,W Ct.PITAL EXPEIIDITURES CO:lSTP.UCiiOII !fiDUSTRY OUTPUT !)~-~~~ ! ·r~~:s" !i I ~ . ~~ ....... -a • State Royalties e federal Shared P.ovaltles • Bonus Sales · • lease Renta 1 s -------ir:::-:=1 -~-......;;z:::::--...ot=:::z--:::: rt PERli,IJIE!IT FUIID ltiTEREST CEtiEP.AL FU:IO HITEREST OPE?.ATIIIG EXPHIDITURES • Ed~catlon • Social Services t l!'!a1th , ~latural Resoun:cs and En..-i rone1ental Conversation • Pu~ l.i c Protect 1 en • Administration of Justice 1 ~ve1orrr.ent ·, Transportation • Genera 1 Govem;r.ent TRAiiSFEP.S TO !IIDIYIDUAL S ( TRA?ISFERS TO \__LOCAL GOVER11'1ENT PEP.MAriffiT rur;o JIIVESTHEUTS STATE GOVER:I~£11T" WAGES A/10 SALARIES FIGURE A.3 MAP STATE GOVERNMENT MODEL STRUCTURE historical relationships. We turn now to an examination of how state and local revenues and expenditures are modeled. At the state level, revenues are of three types. First, there are 11 endogenous 11 taxes, such as the personal income tax, corporate income tax, business license tax, and so on, which depend on the existing rate structure and the overall level of economic activity in the state. Such revenue items are modeled as functions of income, output, or some other indicator appropriate to the relevant tax base. A second type of revenues might be ca 11 ed 11 exogenous, 11 such as royalties, bonuses, and severance taxes, which depend not only on tax rates and state leasing procedures, but largely on factors outside the state•s control such as world oil prices, transportation costs, geology, federal policy, and so on. These revenue estimates are developed outside of the model as part of the de- velopment scenario. A third type of revenues, mainly federal grants, contains both endogenous and exogenous components (such as revenue sharing being tied to population, while impact grants for coastal zone management are exogenous). State expenditure determination in the model consists largely of a series of policy choices. First, the total expenditure level must be determined. Second, the allocation of expenditures between capital and current expen- diture level must be determined. In the model, total state expenditures are given by an assumed expenditure rule to be specified as part of the non-OCS development scenario. Such a rule might be to let real per capita expenditures grow at an exogenously determined rate, to hold real per 260 [ [ f~ f' [ r r [ r L [ [ c [ L L L I L f . L !_, [ ,~ I_. [ r f~ [ 6 c [ h L capita expenditures constant, or to save a fixed proportion of revenues so long as real per capita expenditures fall above some maximum. Once the total is determined, capital expenditures are specified exogenously, thus determining total current expenditures. Current expenditures by func- tional category are then determined as a function of total current expenditures. Personal services expenditures by function are then deter- mined as a function of current expenditures by function, and wages and salaries of the state government are then determined from the sum of per- sonal service expenditures for each functional category. At the local go~ernmept level, revenues are received from four major ' sources--local prgperty taxes, other local taxes and fees, grants from the state government, and grants from the federal government. Local property taxes are estimated as a function of the local property tax base. Other taxes and fees are estimated as a function of personal income. State grants are estimated by a series of equations in which aid is tied to local population, school enrollment, and several exogenous items. Federal grants are simply exogenous. The level of total expenditures of the local government, unlike the state, is modeled not as a policy choice, but rather is simply set equal to total revenues and divided between two categories, educational and non-educational expenditures, according to historical relationship.* *However, the model is set up to permit the introduction of an exogenous amount of savings at the local level, which might occur as a consequence of receipt of oil-related revenues (property taxes, etc.). 261 Capital expenditures are estimated as a function of educational expendi- tures, and personal expenditures are estimated as a function of total expenditures less capital expenditures. Wages and salaries of the local government sector are then estimated as a function of personal expendi- tures. The sum of wage and salary payments by the state and local governments is finally transmitted to the economic model and divided by the estimated wage rate for the state and local sector to arrive at state and local government employment. LINKAGES BETWEEN MODEL COMPONENTS Figure A-4 represents schematically the relationships between the various model components. The economic model requires the total of wage and salary payments by state and local governments from the fiscal model in order to estimate state and local government employment and capital expenditure to estimate a component of construction sector employment. Furthermore, the economic model requires individual tax payments data from the fiscal model to arrive at disposable personal income. On the other hand, the fiscal model requires estimated personal income from the economic model to estimate personal tax payments. The population model requires estimated real non-Native per capita disposable income and changes in employment from the economic model to estimate net migration, and a total population estimate is required to estimate several items of state and local revenues in the fiscal model. 262 r: f~ r r~ r L. [' [ r [ L L l. f . L N 0"1 w Popula r~.: . .,. L," •. ,1 ,,J C--D L J STATE & LOCAL GOVERNMENT WAGES & SALARIES CAPITAL EXPENDITURES I Personal Tax l FISCAL Pavments ECONOMIC MODEL L. MODEL Personal Income tion Real N Per Ca Change DEMOGRAPHIC Employ MODEL I r- ~~~ '¥'.5!· FIGURE A.4 MAJOR LINKAGES BETWEEN MAP MODEL COMPONENTS on-Native pita I nco me, s in State ment } The Regional Model Unlike the statewide MAP model which contains full fiscal, demographic, and economic components, the Beaufort version of the regional model contains no fiscal component. It cannot be run independently, but rather is designed to be run in tandem with the state model. The function of the regional model is simply to disaggregate statewide totals to a re- gional level. THE REGIONS Unlike previous versions of the MAP regional model, the current version uses a slightly different regionalization to reflect changes in labor mar- .\~ ket area definition beginning with the 1975 wages, salary, and employment data by the Alaska Department of Labor•s Statistical Quarterly. Figure A-5 presents the new regionalization used in the Beaufort. The North Slope and Central regions are a disaggregation of the areas formerly included in the Northwest and Interior MAP regions. Data for the area containing these regions was used to estimate all of the equa- tions in the regional model. The equations were disaggregated by adjus- ting the constant in each equation to reflect the latest data point. Separate equations for the North Slope region could not be estimated be- cause data is only available for the region since 1975. THE ECONOMIC MODEL The economic component of the MAP model is designed to produce regional forecasts of incomes, output, and employment. Within each region, indus- tries are broken down into eighteen sectors, as shown in Table A-2. 264 r L [ L [ [ L [ [. L L N 0'1 <.11 ~ r-1 ~ L:J c::JTll c:r:::n r--J r----n c-.J c-J I .J~~ North Slope 1 Central 6 FIGURE A.5. MAN-IN-THE-ARCTIC PROGRArl REGIONS r--J ' ' J TABLE A.2. REGIONAL MODEL INDUSTRIAL CLASSIFICATION 1. Agriculture 2. Forestry 3. Fisheries 4. Food Manufacturing 5. Lumber Manufacturing 6. Paper Manufacturing 7. Other Manufacturing 8. Air Transportation 9. Other transportation 10. Communications 11. Public Utilities 12. Wholesale Trade 13. Retail Trade 14. Finance 15. Services 16. Federal Government 17. State and Local Government 18. Construction [ [ r Manufacturing is subdivided into food, lumber, paper, and other. Transpor-L_ tation is subdivided into air and other. Trade is subdivided into whole- sale and retail. Output in each endogenous sector is a function of regional wages and salaries, rather than real disposable personal income. Sectoral employ- ment is determined as a function of sectoral output, and wage rates are determined as in the state model. Sectoral wages and salaries are then calculated as the product of sectoral wage rates and employment. The sum of sectoral wages and salaries is regional wages and salaries, which acts to determine regional sectoral outputs. The forecasts presented by the regional model are the regionalized equiv- alents of the output, employment, and income forecasts presented by the statewide model, subject to minor differences due to stochastic variation. 266 [ [ [ [ L [ L r L r L I , L I l' r L THE DEMOGRAPHIC MODEL The regional demographic model presents only total population estimates by region. It does not estimate an age-sex distribution at the regional level. RELATIONSHIP TO STATEWIDE MODEL As mentioned previously, the Beaufort version of the regional model can- not be run independently of the statewide model. The run of the state- wide model presents a pattern of wages and salary payments to state and local government workers. The regional model, though having no fiscal model, accepts this pattern as exogenous and uses it in the calculation of regional state and local government employment. 267 I c_, 11 I I L. F' l~ L c . c [ [ [ I L r . L ~= L APPENDIX B BASE CASE ASSUMPTIONS 1977 -2000 269 L TABLE B.l. NORTH SLOPE MINING INDUSTRY EMPLOYMENT [ -BASE CASE- (Thousands of Persons) f~ ( ' Prudhoe TAPS2 Other Mining5 ~~ Year Bayl Prudhoe3 ALCAN4 Total I (' 1977 1.5 .000 .055 .000 .200 l. 755 ~-; 1978 1.1 .021 .055 .000 .200 l. 376 1979 .9 • 021 .874 .000 .200 l. 995 1980 .6 .021 • 923 .015 .200 l. 759 r , 1981 .6 .021 1. 619 . 015 .200 2.455 L_ 1982 .6 . 021 l. 710 • 015 .200 2.546 1983 .5 . 021 l. 801 . 015 .200 2.537 c 1984 .5 . 021 l. 892 . 015 .200 2.628 1985 .45 . 021 l. 983 . 015 .200 2.669 1986 .45 .021 2.074 .015 .200 2.760 [ 1987 .45 . 021 1. 814 . 015 .200 2.500 1988 .45 • 021 .948 . 015 .200 1. 634 1989 .45 .021 .728 • 015 .200 . 1.414 f' 1990 .45 • 021 .728 . 015 .200 1. 414 L 1991: .45 . 021 .728 . 015 .200 l. 414 r,, 1992 .45 • 021 .728 • 015 . 200 1. 414 I 1993 .45 . 021 .728 . 015 .. 200 1.414 L 1994 .45 • 021 .728 .015 .200 1. 414 [ 1995 .45 . 021 .728 . 015 .200 1 .414 1996 .45 • 021 .728 .015 .200 1. 414 1997 .45 . 021 .728 .015 .200 1.414 c 1998 .45 • 021 .728 . 015 .200 1. 414 1999 .45 . 021 .728 . 015 .200 1.414 2000 .45 .021 .728 .015 .200 1.414 [ 1Based on estimates in Issues in Alaska•s DeveloQment Table B-1. (Kresge, et al), L 2Author•s estimate of operations employment. L 3Author•s estimate based on reserves and development schedule in 11 Deve1opin{ Production and Price Estimates for North Alaska Oil and Gas L Supplies 11 FEA, 1975). 4Author•s estimate of operations employment. I 5Based on residual for 1975 mining employment estimates. L; r L 270 L [ 6 [ [ c [ [ r L t TABLE B.2. ANCHORAGE MINING INDUSTRY EMPLOYMENT -BASE CASE- (Thousands of Persons) Total Mining Year Employment 1977 1. 002 1978 1.002 1979 1. 002 1980 1. 009 1981 1. 009 1982 1. 009 1983 1. 009 1984 1. 009 1985 1. 009 1986 1. 009 1987 1. 009 1988 1.009 1989 1. 009 1990 1. 009 1991 1. 009 1992 1. 009 1993 1. 009 1994 1. 009 1995 1. 009 1996 1.009 1997 1. 009 1998 1. 009 1999 1. 009 2000 1 .009 SOURCE: Author's estimate based on 1975 mining employment estimate. 271 TABLE B.3. FAIRBANKS MINING INDUSTRY EMPLOYMENT -BASE CASE- (Thous.ands of Persons) Other Year TAPSl ALCANl Mining Employment3 1977 .000 .000 . 131 1978 . 135 .000 • 131 1979 . 135 .000 • 131 1980 .135 • 043 . 131 1981 . 135 .043 . 131 1982 • 135 .043 • 131 1983 . 135 .043 . 131 1984 . 135 .043 . 131 1985 • 135 .043 . 131 1986 .135 .043 . 131 1987 • 135 .043 . 131 1988 .135 .043 . 131 1989 . 135 • 043 . 131 1990 • 135 .043 . 131 1991 .135 .043 • 131 1992 .135 .043 .131 1993. • 135 .043 . 131 1994 • 135 .043 • 131 1995 • 135 .043 .131 1996 • 135 . 043 • 131 1997 • 135 .043 • 131 1998 • 135 .043 . 131 1999 • 135 .043 • 131 2000 • 135 .043 • 131 1Author•s estimate of operations employment. 2Author•s estimate based on 1975 mining employment. 272 Total . 131 .266 .266 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 .309 I L, r· ( : [ [' ' I L I L L i ! " I [ [ l~ [ [ r L [ 6 c [ b [ L r L r· t TABLE B.4. NORTH SLOPE EXOGENOUS CONSTRUCTION EMPLOYMENT, BY PROJECT -BASE CASE- (Thousanas of Persons) Year TAPS 1 ALCAN Total 1977 .404 .000 .404 1978 .063 .000 .063 1979 . 021 .523 .544 1980 .000 1. 431 1.431 1981 .000 1.197 1. 197 1982 .000 .062 .062 1983 .000 .000 .000 1984 .000 .000 .000 1985 .000 .000 .000 1986 .000 .000 .000 1987 .000 .000 .000 1988 .000 .000 .000 1989 .000 .000 .000 1990 .000 .000 .000 1991 .000 .000 .000 1992 .000 .000 .000 1993 .000 .000 .000 1994 .000 .000 .000 1995 .000 .000 .000 1996 .000 .000 .000 1997 .000 .000 .000 1998 .000 .000 .000 1999 .000 .000 .000 2000 .000 .000 .000 - 1Allocation of state total based on estimate of miles of pipeline in region. 273 TABLE B.5. ANCHORAGE EXOGENOUS CONSTRUCTION EMPLOYMENT, BY PROJECT -BASE CASE- (Thousands of Persons) Year ALCAN 1 Total 1977 . 000 .000 1978 .000 .000 1979 .229 .229 1980 .626 .626 1981 .524 .524 . 1982 .027 .027 1983 .000 .000 1984 .000 .000 1985 .000 .000 1986 .000 .000 1987 .000 .000 1988 .000 .000 1989 .000 .000 1990 . 000 .000 1991 .000 .000 1992 .000 .000 1993 .000 .000 1994 .000 .000 1995 .000 .000 1996 .000 .000 1997 .000 .000 1998 .000 .000 1999 .000 .000 2000 .000 .000 1 . Author's estimate of Alcan headquarters personnel. 274 r ( . I' l . (~ I l . r·~ ( l . r L r ! . L [ [ [ [ L [ L r L f - L L I l ~ [ p L c 6 [ [ r [ r L r L: TABLE B.6. FAIRBANKS EXOGENOUS CONSTRUCTION EMPLOYMENT, BY PROJECT -BASE CASE- (Thousands of Persons) Year TAPS 1 ALCANl Total 1977 2.599 .000 2.599 1978 .405 .000 .405 1979 . 135 1.472 1. 607 1980 .000 4.024 4.024 1981 .000 3.367 3.367 1982 .000 . 176 . 176 1983 .000 .000 .000 1984 .000 .000 .000 1985 .000 .000 .000 1986 .000 .000 .000 1987 .000 .000 .000 1988 .000 .000 .000 1989 .000 .000 .000 1990 .000 .000 .000 1991 .000 .000 .000 1992 .000 .000 .000 1993 .000 .000 .000 . 1994 .000 .000 .000 1995 .000 .000 .000 1996 .000 .000 .000 1997 .000 .ooo .000 1998 .000 .000 .000 1999 .000 .000 .000 2000 .000 .000 .000 1Allocation of state total based on estimate of miles of pipeline in region. 275 TABLE B.7. OIL AND GAS PRODUCTION FROM PRUDHOE AND VICINITY -BASE CASE- Year Gas 1 Oil2 (mmcfpd) (mmbpd) 1977 7.67 0.300 1978 10.69 1.000 1979 13.97 1. 600 1980 16.16 1. 600 1981 76.71 1. 664 1982 117.81 1. 665 1983 2129.86 1. 730 1984 2268.49 l. 730 1985 2380.00 1.785 1986 2383.56 1. 575 1987 2383.56 1.415 1988 2383.56 1. 390 1989 2383.56 1.215 1990 2383.56 1.030 1991 2383.56 0.985 1992 2383.56 0.920 1993 2383.56 0.885 1994 2383.56 0.655 1995 2383.56 0.715 1996 2027.39 0.635 1997 1723.29 0.615 1998 1463.01 0.545 1999 1243.84 0.537 2000 1057.53 0.470 lFrom 11 The Permanent Fund and the Growth of the Alaskan Economy .. (Goldsmith, 1977), Table C.2. 2From 11 Beaufort Sea Petroleum Development Scenarios for the State- Federal and Federal Outer Continental Shelf 11 (Dames and Moore, 1978), Tablell. 276 [ [ I L , [ r l __ [ L [ [ [, [l r ! LJ r -. L ~ [ [ r~ L- [ [ r r LJ p L [ t [ [ [ [ r L TABLE B.8. WELLHEAD VALUE OF OIL AND GAS PRODUCTION FROM PRUDHOE AND VICINITY -BAS.E CASE- Year Gasl Oi1 2 ($/mcf) ($/bbl) 1977 .25 5.23 1978 .25 5.48 1979 .25 6. 01 1980 .25 7.17 1981 .25 7.84 1982 .25 8.54 1983 .25 9.28 1984 .25 10.06 1985 .25 10.86 1986 .25 -11 . 72 1987 .25 12.61 1988 . .25 13.55 1989 .25 14.55 1990 .25 15.58 1991 .25 16.67 1992 .25 17.82 1993 .25 19.02 1994 .25 20.28 1995 .25 21.60 1996 .25 22.98 1997 .25 24.44 1998 .25 25.98 1999 .25 27.59 2000 .25 29.28 1Implicit in 11 The Permanent Fund and the Growth of the Alaskan Economy 11 (Goldsmith, 1977), Table C.2. 2Author•s estimate assumes: a. a 1977 refinery price of $12.86 increasing 5% annually; b. a constant TAPS tariff of $6.20; and c. a tankering charge from Valdez to the Lower 48 of $1.43 in 1977, increasing to $4.01 by 2000. 277 [ r r L p L G E ~ [ [ [ r L f~ L APPENDIX C STATE REVENUE AND EXPENDITURE DETAIL (BASE CASE AND iMPACTS) 279 TABLE C. 1. STATE REVENUE DETAIL BASE CASE 1977-2000 (Millions of Dollars) Personal Total Direct General Permanent Total Income Corporate Total Petroleum Fund Fund Year Revenues Taxes Taxes Taxes Revenues Interest Interest 1977 1,133.540 112.151 22.244 205.879 503.300 34.023 0.000 1978 1,225.480 100.477 19.629 183.687 590.600 48.716 3.009 1979 1,391.290 103.475 19.534 187.307 724.500 48.716 10.313 1980 1,693.450 120.831 22.512 215.326 949.650 47.247 24.026 1981 1,926.870 138.086 28.126 248.523 1,093.050 47.247 42.541 1982 2,177. 690 139.973 31.181 257.077 1,291.150 47.247 63.823 1983 2,450.060 137.709 30.163 252.203 1,525.450 47.247 87.317 1984 2,738.780 145.205 32.070 264.961 1,745.550 47.247 114.166 1985 3,029.670 154.907 34.766 282.352 1,952.300 47.247 147.695 N 00 0 1986 3,177.570 165.951 38.627 303.759 2,005.200 47.247 184.378 1987 3 '180. 160 174.062 41.627 319.303 1,920.350 47.247 223.037 1988 3,245.690 179.246 43.872 329.558 1,913.300 42.236 260.167 1989 3,290.81 185.569 45.477 339.621 1 ,884. 050 36.382 297.609 1990 3,235.220 194.657 48.515 356.234 1,746.450 26.492 334.830 1991 3,241. 970 205.523 51.790 375.244 1,676.350 7.668 369.301 1992 3,316.030 217.102 55.869 396.986 1,676.450 0.000 384.079 1993 3,394.130 229.612 59.751 419.030 1,680.200 0.000 387.815 1994 3,330.050 243.010 64.592 444.200 1,539.250 0.000 387.132 1995 3,328.750 257.551 69.341 470.309 1,470.200 0.000 372.244 1996 3,430.280 272.945 75.145 499.559 1,507.750 0.000 346.227 1997 3,455.980 289.657 80.821 529.748 1,467.250 0.000 316.550 1998 3,482.010 307.627 87.854 564.359 1,427.750 0.000 276.210 1999 3,518.720 327.228 94.856 600.333 1,402.000 0.000 225.338 2000 3,551.040 348.646 103.530 641.879 1,370.800 0.000 162.692 SOURCE: MAP Statewide Model ...----..., i --J -, TABLE C.2. STATE EXPENDITURE DETAIL BASE CASE 1977-2000 Real Per ~ota 1 State Current Capital Capita State Year x enditures Ex enditures Ex enditures Ex~enditures millions millions millions of $) ·of $) of $) 1977 980.650 690.650 290.000 968.992 1978 . 1~231.140 901.138 330.000 1,174.460 1979 1,335.500 988.899 346.603 1,174.460 1980 1,562.770 1,176.630 386.141 1,219.390 I 1981 1,766.840 1,350.420 416.422 1,279.650 1982 1,987.560 1,553.910 433.648 1,424.730 ~ 1983 2,218.530 1~758.940 459.597 1 ~ 521.430 I 1984 2~434.070 1~946.720 487.344 1~585.150 L. 1985 2, 661.160 2~142.210 518.944 1 ~631. 380 1986 2~803.240 2~259.420 543.821 1~639.130 I 1987 2~905.720 2~345.020 560.708 1,639.130 L 1988 2,983.780 2,406.660 577.121 1,639.130 1989 3,096.860 2,500.040 596.819 1,639.120 p 1990 3,215.680 2,601.470 614.204 1 ~639. 120 L 1991 3,353.030 2,703.890 649.137 1,639.120 c 1992 3,483.520 2,802.610 680.903 1,639.120 1993 3,634.200 2~923.510 710.688 1,639.120 1994 3,782.370 3~041.820 740.551 1~639. 120 1995 3,950.650 3,176.670 773.971 1,639.120 c 1996 4 '114. 770 3~307.480 807.285 1,639.120 1997 4,304.710 3,459.630 845.082 1,639.120 [ 1998 4,493.020 3,609.750 883.265 1,639.120 1999 4,711.630 3,784.910 926.723 1 '639. 120 2000 4,935.700 3,963.980 971.720 1~639.120 [ [ [ ~~ L SOURCE: MAP Statewide Model ro b 281 1-~ L TABLE C.3. Personal Total Income Corporate Year Revenues Taxes Taxes 1977 0.000 0.000 0.000 1978 0.000 0.000 0.000 1979 0.257 0.089 0.000 1980 126.338 0.351 0.042 1981 136.453 0.585 0.121 1982 21.580 0.735 0. 166 1983 23.431 0.886 0.222 1984 25.373 0.978 0.249 1985 29. 149 1. 253 0.287 N co 1986 53.469 4.249 0.417 N 1987 93.841 8.126 l. 981 1988 238.795 8.884 2. 377 1989 477.152 10.287 2.735 1990 682.060 12.239 3.690 1991 886.073 13.461 4.176 1992 1,068.58 14.945 4. 773 1993 1,184.520 16.416 5. 556 1994 1,229.420 17. 316 6.186 1995 1,218.210 18.268 6.597 1996 1,175.870 19.765 7.385 1997 1 '119. 900 21.454 8.216 1998 1,074.530 23.367 9.252 1999 1,046.020 25.573 10.378 2000 1,027.050 28.067 11.807 SOURCE: MAP Statewide Model r--: r: STATE REVENUE IMPACTS (measured as change from the base) PRUDHOE HIGH, 1977-2000 (Millions of Dollars) Total Direct Total Petroleum Taxes Revenues 0.000 0.000 0.000 0.000 0.116 0.000 0.547 125.350 1. 019 125.850 1.315 1. 600 1. 612 2.899 1. 781 4.449 2.200 7.349 6.163 23.649 14.175 51.349 16.012 190.649 18.839 412.899 23.264 590.800 25.747 757.799 28.786 889.499 32.148 947.300 34.498 929.648 36.397 854.599 39.759 748.949 43.403 634.100 47.729 534.950 52.540 457.300 58.300 392.500 General Fund Interest 0.000 0.000 0.000 -0.064 -0.064 -0.064 -0.064 -0.064 -0.064 -0.064 -0.654 0.413 6.267 16. 157 34.144 41 . 812 41.812 41.729 32.512 12.575 0.000 0.000 0.000 0.000 Permanent Fund Interest 0.000 0.000 0.000 0.000 8.750 17.500 17.500 17.500 17.500 17.500 17.500 17.499 20.541 29.163 42.498 78.658 129.577 186.771 254.696 330.424 393.658 437.937 476.439 509.929 -l TABLE C.4. STATE EXPENDITURE IMPACTS (measured as change from the base) ~ PRUDHOE HIGH, 1977-2000 I Real Per Total State Current Capital Capita State Year Ex enditures Ex~enditures Ex enditures Ex~enditures millions (millions millions I' of $) of $) of $) l " 1977 0.000 0.000 0.000 0.000 1978 0.000 0.000 0.000 0.000 I 1979 1.293 1. 092 0.200 0.000 ~-1980 1. 629 1.066 0.563 -1.509 [ 1981 11.881 10.576 1. 305 4.611 1982 22.173 20.074 2.098 9.831 1983 24.114 21.762 2.352 9.419 [ _.....,. 1984 26.162 23.522 2.640 8.906 1985 30.213 26.907 3.306 7.900 r 1986 65.931 56.358 9. 572 0.146 1987 83.734 70.190 13.544 0.146 L~ 1988 118.031 97.297 20.733 8.314 p 1989 221.092 188.749 32.343 43.033 L 1990 244.208 202.777 41.431 43.034 1991 270.910 233.091 37.818 43.294 L 1992 353.839 314.280 39.559 65.836 1993 383.667 339.260 43.406 65.837 1994 405.757 365.782 39.975 65.837 c 1995 437.683 401.024 36.659 65.835 - 1996 470.207 423.811 46.396 65.835 1997 507.098 446.670 60.428 65.835 ~ 1998 546.090 480.247 65.842 65.836 1999 591.312 519.215 72.096 65.837 2000 638.793 560.072 78.718 65.835 [ [ [ r L SOURCE: MAP Statewide Model r b 283 l TABLE C.5. STATE REVENUE IMPACTS (measured as change from the base) PRUDHOE LOW, 1977-2000 (Millions of Dollars) Personal Total Direct General Permanent Total Income Corporate Total Petroleum Fund Fund Year Revenues Taxes Taxes Taxes Revenues Interest Interest 1977 0.000 0.000 0.000 0.000 0.000 0.000 0.000 1978 0.000 0.000 0.000 0.000 0.000 0.000 0.000 1979 0.000 0.000 0.000 0.000 0.000 0.000 0.000 1980 125.243 0.087 0.000 0.112 . 125.000 0.000 0.000 1981 135.456 0.444 0.043 0.669 125.350 0.000 8.750 1982 21.019 0.806 . 0.188 1.448 0.800 0.000 17.500 1983 22.052 0.884 0.229 1.637 1.449 0.000 17.500 1984 23.381 0.927 0.241 1. 697 2.600 0.000 17.500 1985 24.638 0.927 0.265 1. 747 3.699 0.000 17.500 N co ~ 1986 27.736 1.187 0.263 2.062 6.049 0.000 17.500 1987 41.429 3.123 0.434 4.791 14.300 0.000 17.500 1988 59.789 5.305 1. 377 9.456 25.799 -1.002 17.499 1989 121.324 6.031 1. 586 10.837 84.399 -1.418 17.500 1990 210.137 6.477 1. 987 12.337 167.250 0.184 18.747 1991 270.267 6.590 1. 991 12.484 217.400 5.742 21.979 1992 330.437 7.087 2.274 13.674 262.650 0.000 39.981 1993 385.664 7. 719 2.462 14.816 299.100 0.000 55.888 1994 429.596 8.800 2.893 16.998 319.550 0.000 74.717 1995 468.312 9.871 3.403 19.357 332.450 0.000 95.519 1996 515.194 10.560 3.891 21.170 352.950 0.000 118.002 1997 593.367 10.875 -4.151 22.023 403.650 0.000 143.096 1998 627.918 11.439 4.430 23.206 405.150 0.000 173.011 1999 597.507 11.770 4.940 24.606 340.350 0.000 204.368 2000 599.341 11.910 4.985 24.758 311.800 0.000 233.312 SOURCE: MAP Statewide Model ~ . J [ r-· L TABLE C.6. STATE EXPENDITURE IMPACTS (measured as·change from the base) [ PRUDHOE LOW, 1977-2000 [ Real Per Total State Current Capital Capita State Year Ex enditures Ex enditures Exeenditures Exeenditures millions millions (mi 11 ions r of $) of $) of $) L 1977 0.000 0.000 0.000 0.000 [ 1978 0.000 0.000 0.000 0.000 1979 0.000 0.000 0.000 0.000 1980 0.346 0.158 0.187 -0.720 [ 1981 10.895 9.629 1.265 3.818 1982 21 • 612 19.547 2.065 9.432 1983 22.693 20.486 2.207 8.886 [ 1984 24. 101 21.683 2.417 8. 291 1985 25.378 22.850 2.528 8.169 r 1986 28.818 25.546 3. 271 6.525 1987 58.656 51.609 7.046 6.526 L 1988 69.252 60.144 9.108 6.529 p 1989 85.080 72.096 12.983 6.530 L 1990 89.275 72.785 16.489 6. 531 1991 100.491 90.333 10.157 6.532 [ 1992 109.041 93.431 15.608 6.531 1993 123.372 105.536 17.835 6.532 1994 140.114 119.663 20.451 6.533 E 1995 155.702 132.802 22.900 6.531 1996 165.875 141.332 24.542 6.531 1997 175.723 149.593 26.129 6.530 [ 1998 190.551 162.053 28.497 6.529 1999 194.793 165.567 29.225 6.529 2000 208.641 177.197 31.443 6.527 [ [ [ f SOURCE: MAP Statewide Model L r b 285 ~~~ L Personal Total Income Year Revenues Taxes 1977 0.000 0.000 1978 0.000 0.000 1979 0.000 0.000 1980 125.002 0.000 1981 134.022 0.081 1982 18.944 0. 410 1983 20.750 0.818 1984 22.032 1. 009 1985 22.958 1. 020 N co 0"1 1986 25.839 1. 250 1987 36.539 2.461 1988 60. 150 5.050 1989 85.288 6.982 1990 211.581 8.260 1991 421.934 10.163 1992 591.347 11.177 1993 750.483 12. 200 1994 897.615 13.344 1995 1,033.980 14.865 1996 1,150.470 15.391 1997 1,217.250 15.678 1998 1,268.250 16.447 1999 1 ,304.450 16.817 2000 1,327.770 17.860 SOURCE: MAP Statewide Model ,..---..., t. .. J TABLE C.7. STATE REVENUE IMPACTS (measured as change from the base) CAMDEN-CANNING, 1977-2000 (Millions of Dollars) Total Direct Corporate Total Petroleum Taxes Taxes Revenues 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 125.000 0.000 0.107 125.000 0.053 0.646 0.100 0.183 1. 451 0.499 0.254 1. 839 1. 049 0.289 1. 932 1.750 0.282 2.186 3.999 0.441 3.997 11.200 0.962 8.239 27.299 1.892 12.544 45.649 2.056 14.524 166.450 2.973 18.896 361.150 3.414 21.104 504.599 3. 972 23.566 626.999 4.405 25.833 727.449 5.111 29.080 806.798 5.800 31.097 860.699 5.854 31.460 859.250 6.548 33.732 836.049 6.859 34.722 797.049 7.415 36.995 741.349 General Fund Interest 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 -0.358 -1.040 -0.631 3. 972 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Permanent Fund Interest 0.000 0.000 0.000 0.000 8.750 17.500 17.500 17.500 17.500 17.500 17.500 17.499 17.500 17.500 20.122 44.856 76.117 117.426 167.514 225.691 291 . 536. 360.724 432.682 506.126 --J ~ I ' l_ TABLE C.8. STATE EXPENDITURE IMPACTS (measured as change from the base) CAMDEN-CANNING, 1977-2000 Real Per Total State Current Capital Capita State Year Ex enditures Ex enditures Exeenditures ExQenditures mill ions mi 11 ions (millions of $) of $) of $) 1977 0.000 0.000 0.000 0.000 --~ 1978 0.000 0.000 0.000 0.000 I 1979 0.000 0.000 0.000 0.000 1980 0.003 0.001 0.001 -0.004 [ 1981 9.152 8.480 0. 672 5.415 1982 19.394 17.685 1. 708 9.376 1983 21.382 19.270 2.111 8.177 [ 1984 22.772 20.400 2.372 7.299 1985 23.707 21.260 2.446 7.150 ,-1986 26.913 23.761 3.152 5.587 1987 43.761 38.329 5.432 5.586 L 1988 73.826 64.038 9.788 5.590 F 1989 83.989 71.827 12.162 5.590 L 1990 114.741 94.850 19.890 5.593 1991 132.835 116.236 16.599 5.593 L 1992 153.484 130.793 22.691 5.593 1993 170.082 144.745 25.336 5.594 1994 193.164 164.168 28.995 5.594 E 1995 215.292 182.769 32.523 5.593 1996 222.652 188.832 33.820 5.593 [ 1997 242.859 205.781 37.078 5. 592 . 1998 254.980 215.864 39.116 5.594 1999 270.875 229.149 41.726 5.593 2000 293.758 248.322 45.432 5.592 [ [ [ r L SOURCE: MAP Statewide Model r b 287 E L Personal Total Income Year Revenues Taxes 1977 0.000 0.000 1978 0.000 0.000 1979 0.000 0.000 1980 0.000 0.000 1981 0.000 0.000 1982 0.000 0.000 1983 0.000 0.000 1984 0.156 0.057 1985 0.863 0.236 N (X) 1986 1. 953 0.455 (X) 1987 2.256 0.400 1988 3.212 0.397 1989 9.747 1. 336 1990 25.082 3.434 1991 40.211 4.734 1992 65.055 4.817 1993 88.480 5.506 1994 87.789 5.995 1995 88.821 6.611 1996 92.452 7.271 1997 93.758 7.797 1998 94.686 8.303 1999 95.423 8.759 2000 95.282 9.161 SOURCE: MAP Statewide Model r: TABLE C.9. STATE REVENUE IMPACTS (measured as change from the base) Corporate Taxes 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.031 0.094 0.149 0.055 0.171 0.590 1. 391 1. 332 1. 736 1. 953 2.225 2.547 2.884 3.133 3.527 3. 724 CAPE HALKETT, 1977-2000 (Millions of Dollars) Total Taxes 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.071 0.368 0.780 0.829 0.613 1. 994 5.405 8.656 8.675 10.503 11.540 12.833 14.276 15. 578 16.653 17.975 18.794· [l Total Direct ,,_-'\ l . i Petroleum Revenues 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.149 0.499 0.800 1. 749 5.599 14.899 25.399 48.899 67.500 62.249 58.899 58.449 56.399 54.599 53.049 51.550 General Fund Interest 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.197 0.245 -0.050 -0.829 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 ~..., ' ! Permanent Fund Interest 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 -0.660 0.344 2.468 3.941 4.828 5.286 5.321 4.701 3.727 TABLE C.lO. STATE EXPENDITURE IMPACTS (measured as change from the base) CAPE HALKETT, 1977-2000 Real Per Total State Current Capital Capita State Year Ex enditures Ex enditures Ex enditures Exi:!enditures mill ions millions mi 11 ions of $) of $) of $) 1977 0.000 0.000 0.000 0.000 1978 0.000 0.000 0.000 0.000 1979 0.000 0.000 0.000 0.000 1980 0.000 0.000 0.000 0.000 [ 1981 0.000 0.000 0.000 0.000 1982 0.000 0.000 0.000 0.000 1983 0.000 0.000 0.000 0.000 [ 1984 0.223 0.101 0.122 -0.541 1985 1.061 0.681 0.379 -1.312 I' 1986 2.273 1. 629 0.644 -1.702 1987 -0.410 -0.806 0.395 -1.704 l,, 1988 2.906 2.099 0.807 -1.702 ~ 1989 15. 106 12.665 2.440 -1.701 L. 1990 38.821 33.069 5.752 -1.699 1991 40.515 33.275 7.239 -1.698 c 1992 54.286 45.450 8.835 .., 1. 699 1993 62.216 52.076 10. 139 -1.699 1994 71.392 59.744 11.648 -1.698 c 1995 81.430 68.129 13.301 -1.700 1996 91.832 76.807 15.024 -1.700 c 1997 99.699 83.330 16.368 -1.702 1998 110.648 92.447 18.201 -1.703 1999 116.836 97.528 19.307 -1.703 2000 128.129 106.914 21.214 -1.705 [ [ [ r L SOURCE: MAP Statewide Model r b 289 r L F L c E [ [ [ [ r L c b REFERENCES 291 REFERENCES Alaska Department of Labor. Various years. Current Population Estimates. Alaska Department of Labor. Various years. Labor Force Estimates by Industry and Area. Alonso, W. and Rust, E. 1976. The Evolving Pattern of Village Alaska. Federal-State Land Use Planning Commission. 70 pp. Dames and Moore. 1978. Beaufort Sea Petroleum Development Scenarios for the State-Federal and Federal Outer Continental Shelf, Draft Report, prepared for the Bureau of Land Management, Alaska Outer Continental Shelf Office. Federal Energy Administration. 1976. National Energy Outlook. Washington, D.C. Goldsmith, S. 1977a. The Permanent Fund and the Growth of the Alaskan Economy. Institute of Social and Economic Research, University of Alaska. Report for the House Special Committee on the Alaska Permanent Fund. 260 pp. Goldsmith, S. Economy. 1977b. Fiscal Options and the Growth of the Alaskan Unpublished. Institute of Social and Economic Research. Kresge, D. 1976. Alaska•s Growth to 1990. Institute of Social and Economic Research, University of Alaska, Alaska Review of Busi- ness and Economic Conditions, Vol. XIII, No. 1. 19 pp. Kresge, D. 1978 (forthcoming). Issues in Alaska Development. North Slope Borough. 1977. Capital Improvement Program Amendments. Rogers, G. 1971. Alaska Native Population Trends and Vital Statistics, 1950-1985. Institute of Social, Economic, and Government Research. Research Note. 19 pp. Seiver, D. 1975. Alaskan Economic Growth: A Regional Model with Induced Migration. Unpublished. Paper for presentation at the meetings of the Regional Science Association Annual Meetings, Cambridge, Mass. Institute of Social and Economic Research. 25 pp. United States Department of Labor, Bureau of Labor Statistics. 1975. The Structure of the U.S. Economy in 1980 and 1985. 495 pp. United States Department of Labor, Bureau of Labor Statistics. 1977. Employment and Earnings. Vol. 24, No. 12. 292 f! r: F L [ l L [ p L [ [ [ r L F L United States Department of the Interior, Geological Survey. 1975. Geological Estimates of Undiscovered Recoverable Otl and Gas Resources in the United States, Geological Survey Circular 725. 78 pp. 293 Glossary of Variable Names Beaufort OCS Petroleum Development Scenarios: Economic and Demographic Impacts Regions -denoted by suffix R- Rl North Slope R2 -Southwest R3 -Southeast R4 -Southcentral Scenarios OCS.PL -Prudhoe High OCS.PS -Prudhoe Low OCS.CC -Camden-Canning R5 -Anchorage R6 -Central R7 -Fairbanks OCS.HK -Cape Halkett OCS.SD -Smith-Dease OBASE.26 -Base Case When Suffix -ER this is change from the base case. Variables Symbol Variable Units POP Total Population Thousands of People POPC Civilian Population II II II PON Native Population II II II POPM Military Population II II II ECONX Exogenous Construction Employment II II II EMP9 Mining Employment II II II EM99 Total Employment Thousands of Wage Earners EMP9 Mining II II II II EMCN Construction II II II II EMM9 Total Manufacturing II II II II EMMF Food Manufacturing II II II II EMMP Paper Manufacturing II II II II EMML Lumber Manufacturing II II II II c L [ L ,, u [ [ Symbol Variable Units [ EMMO Other Manufacturing Thousands of Wage Earners EMT9 Total Transportation II II II II [ EMTA Air Transportation II II II II EMTO Other Transportation II II II II [ EMCM Communication II II II II EMPU Public Utilities II II II II [ EMD9 Total Trade II II II II· [ EMDW Wholesale Trade II II II II EMDR Retail Trade II II II II [ EMFI Finance, Insurance, Real Estate II II II II r EMS9 Service II II II II L~j EMGF Federal Government II II II II p L EMGA State and Local Government II II II II b PI Personal Income II II II II DPI Disposable Personal Income II II II II b PIPC Per Capita Personal Income II II II II DPIR Real Disposable Personal [ Income II II II II DIRPA Real Disposable Personal Income Per Capita II II II II [ R99S Total Revenues Mi 11 ions of Dollars [ RTIS Personal Income Taxes II II II RTCS Corporate Taxes II II II [ RP9S Total Direct Petroleum Revenues II II II r RI!\!S General Fund Interest II II II L r b L Symbol Variable Units RIPF Permanent Fund Interest Millions of Dollars RT98 Total Taxes II II II E99S Total State Expenditures II II II EXCUR Current Expenditures II II II EX CAP Capital Expenditures II II II E99SRPC Real Per Capita State Expenditures The age and sex distribution of the population is described by a variable of the following form: POP(F or M)(l-15) POP -Total Population NATP -Native Population CNNP -Civilian Non-Native Population F -Female M -Male Age Group: 1 is 0-1 2 is 1-4 3 thru 14 are successive five year cohorts 15 is 65 and older n r: u L lu r; L' r L' L