El gobierno de transición en Venezuela enfrentará dos retos fundamentales estabilizar PDVSA para detener la caída de producción y reestructurar la Industria Petrolera Nacional para hacerla más ágil y competitiva

El inminente cambio de régimen plantea para los venezolanos la interrogante de qué hacer con PDVSA.  Para todos es conocido el deterioro sufrido por la empresa estatal, considerada otrora una de las principales del mundo.  Surgió con la nacionalización de la Industria como la Casa Matriz de un grupo de empresas operadoras, sucesoras de las antiguas trasnacionales y de la CVP.  Cumplió dos importantes roles durante la etapa democrática del país: coordinar, optimizar y servir de contrapeso («check and balance») a la actividad de las filiales operadoras, dentro de una planificación estratégica a largo plazo, y actuar como amortiguador entre el gobierno y dichas filiales, para garantizar un manejo técnico y meritocrático de la Industria.

Poco antes de la llegada de Chávez al poder, en una reforma destinada a la optimización de costos, PDVSA se fundió con las operadoras perdiendo su rol de contrapeso, lo cual, a juicio de muchos, facilitó su posterior politización por parte del nuevo gobierno y con ella la corrupción, el desvío de sus fines fundamentales y la destrucción de su capacidad operativa.  Esto ha llevado a una caída acelerada de producción de 3 millones de barriles por día a escasamente más de 1 millón, de los cuales dos terceras partes son producidos por empresas mixtas, que aunque controladas por PDVSA son mejor administradas por la participación de empresas internacionales.

Así las cosas, el gobierno de transición enfrentará dos retos fundamentales: estabilizar PDVSA para detener la caída de producción y reestructurar la Industria Petrolera Nacional (IPN) para hacerla más ágil y competitiva, con el fin de aprovechar la ventana de oportunidades que todavía le queda al petróleo en el tiempo.

El primer reto, el de la estabilización, comienza con el conjunto de acciones que las nuevas autoridades deben ejecutar desde el primer día de la próxima transición, para lograr, en el menor tiempo posible, tres objetivos fundamentales para el país: suministrar los hidrocarburos requeridos para reactivar la industria eléctrica nacional, producir la gasolina y el gas requeridos por el mercado interno y la petroquímica, y exportar la mayor cantidad de hidrocarburos posibles a mercados internacionales rentables, para proveer las divisas que contribuyan a la recuperación económica y social de Venezuela.  Afortunadamente para cumplir con este primer reto cuentan con un Plan de Emergencia, producto del trabajo desinteresado y coordinado de la SVIP, Gente del Petróleo, Cedice, Aviem, Coener, Grupo Orinoco y Unapetrol, donde más de 150 profesionales calificados han venido trabajando, durante año y medio, en su elaboración.

Para afrontar el segundo reto, el de la reestructuración, también varios grupos y personas han propuesto soluciones diversas, que ameritan ser analizadas y debatidas, más con una concepción estratégica y empresarial del largo plazo, que con concepciones ideológicas dominadas por sesgos predeterminados, que usualmente conducen a soluciones imprácticas y perjudiciales.

Donde hay coincidencia entre la mayoría de los conocedores de la materia petrolera es en que:

  1. El deterioro operacional y la pérdida de capital humano es de tal magnitud que no debemos esperar milagros a corto plazo. Hay que realizar un esfuerzo titánico en todos los niveles para lograr la estabilización de la Industria.
  2. Para realizar ese esfuerzo el capital humano es de primordial importancia. Debemos contar con el concurso de los técnicos y trabajadores honestos y capaces que todavía están en PDVSA y con los técnicos y el personal gerencial experimentado venezolano, que se encuentra fuera de la IPN, por diversas razones, y están dispuesto a contribuir en esta reconstrucción.
  3. Igualmente es imprescindible la participación del capital privado, nacional y extranjero, en todas las fases del negocio petrolero, para lo cual se requiere un consenso en la reforma de las leyes.
  4. Habrá que hacer un esfuerzo extraordinario de actualización tecnológica y organizacional para lograr una Industria ágil y competitiva.

Todo lo anterior requiere una concientización a nivel nacional, tanto en el mundo político, como en la sociedad civil, de la necesidad de cambiar el modelo rentista, ya que la industria petrolera si bien va a tener un rol importante en la recuperación del país, no podrá ser como en otros tiempos el soporte único del modelo económico.

 – Horacio Medina y Eduardo Betancourt – 11-2-2019
Miembros del Equipo de Energía de VENAMÉRICA

Fuente: https://www.diariolasamericas.com/opinion/que-hacer-pdvsa-n4171868

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