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The Effect of Uncertainty on Investment: Evidence from Texas Oil Drilling / Ryan Kellogg.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Kellogg, Ryan.
Contributor:
National Bureau of Economic Research.
Series:
Working Paper Series (National Bureau of Economic Research) no. w16541.
NBER working paper series no. w16541
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
The Effect of Uncertainty on Investment
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2010.
Summary:
Despite widespread application of real options theory in the literature, the extent to which firms actually delay irreversible investments following an increase in the uncertainty of their environment is not empirically well-known. This paper estimates firms' responsiveness to changes in uncertainty using detailed data on oil well drilling in Texas and expectations of future oil price volatility derived from the NYMEX futures options market. Using a dynamic model of firms' investment problem, I find that oil companies respond to changes in expected price volatility by adjusting their drilling activity by a magnitude consistent with the optimal response prescribed by theory.
Notes:
Print version record
November 2010.

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