Gas and Oil Industry Tax Deductions
Tax Deferral – Effective Tax Rate of 20% vs US Corporate of 35% Exxon - $31 billion, equal to 19% of shareholder equity
Conoco Phillips -$13.5 billion, 28% of shareholder equity
Chevron - $14 billion, 10% of shareholder equity
Special Tax Treatment – IDC Deduction
More generous expensing rules - deductions can be larger than actual investment
leading to very large tax deferrals
Full deduction of Intangible Drilling Costs (IDC) such as design and fabrication of
drilling platforms on top of normal direct costs to prepare and operate them. IDCs
make up 60-80% of drilling a well
Non-oil businesses must capitalize all these costs and depreciate over much longer
time periods
Special Percentage Deletion Allowance
Allows for deductions of leases on wells up to 100% of net income
Percentage of deduction increased from 50% to 100% in last 90 years
Deduction for Tertiary Injection
Full deduction in first for fluid injections that produce beyond one year
Accelerated Amortization costs of Oil and Gas exploration and assessment Smaller companies can deduct full amount in two years
Last-In, First-Out Accounting
Enables producers to defer net income based on lower inventory valuation – as
inventories grow the higher value inventory stays safe from taxation
Section 199 Domestic Production Deduction
Designed to spur manufacturing jobs – yet the number of jobs continues to decline
while automation displaces workers. The higher the profit, the greater the
deduction
Master Limited Partnerships
Account for market capitalization of $500 billion but unlike corporations are taxed
as partnerships, eliminating corporate taxes
Energy and natural resource MLPs account for 86% of this total