. International Journal of Energy Economics and Policy | Vol 9 • Issue 4 • 2019 381 International Journal of Energy Economics and Policy ISSN: 2146-4553 available at http: www.econjournals.com International Journal of Energy Economics and Policy, 2019, 9(4), 381-387. The Impact of Oil Factor on Azerbaijan Economy Sugra Ingilab Humbatova1, Ragif Kh. Gasimov2, Natig Qadim‒Oglu Hajiyev3* 1Department of Economy and Managements, Azerbaijan State University of Economics (UNEC), Istiqlaliyyat Str. 6, Baku 1001, Azerbaijan, 2Department of Economy and Business Administration, Azerbaijan State University of Economics (UNEC), Baku 1001, Azerbaijan, 3Department of Regulation of Economy, Azerbaijan State University of Economics (UNEC), Istiqlaliyyat Str. 6, Baku 1001, Azerbaijan. *Email: n.qadjiev2012@yandex.ru Received: 07 March 2019 Accepted: 14 May 2019 DOI: https://doi.org/10.32479/ijeep.8001 ABSTRACT The paper examines the role of oil in the world economy and its impact on Azerbaijan economy. The reciprocal relations between factors in research were carried out by differential model of time series and times series have been checked whether they are unit root (Augmented Dickey-Fuller (ADF), Phillips-Perron (PP) and Kwiatkowski-Phillips-Schmidt-Shin (KPSS) as a methodology of the research. The research focused on the econometric analysis through traditional methods and statistics like EVIEWS 9, GRETL, PASW Statistics. The results confirm that the formation of demand and supply didn’t happen in the world market during 15-20 years. The relationships between oil prices and demand and supply prove the novelty of the research. The impact of oil price fluctuations on “economic concept” was high in 2007-2009 and 2014-2016. The practical importance of the article is the employment of the income ‒ generated from “the contract of the century” ‒ for the human development. Keywords: Economic Development, Oil Prices, Econometric Analysis, Functional Dependence, Macroeconomic Indicators JEL Classifications: E31, F31, Q41 1. INTRODUCTION World Oil market is still in the centre of attentions in the modern world (Bataa et al., 2016; Liu et al., 2015). Thus, it is the energy driven factor of world economics, stock market, oil exporting and importing countries’ economics, exchange rate and etc. (Baffes, 2007; Jadidzadeh and Serletis, 2017). Modern oil market is featured in developing dynamics and it is related to the increase of consumption and world production. During 2005-2015, oil consumption and production increased 12.1% and 11.9% respectively. Besides, there is unstability in the world oil market. This case was observed seriously in 2008 and 2014-2016. Average oil price was 43.55 dollar/barrel in 2016. This is the lower indicator than in 2016. However, it was 38.1 dollar/barrel in 2004. Having low prices was related to geopolitical issues. War and conflicts in the Near East, economic sanctions to Russia and etc. For the purpose of making the balance in the world oil market, oil exporters embarked on negotiations to impose a quota on oil production in February 2016 and in December, they concluded the agreement with “freezing”. During that period, oil price had been 50 dollars. Oil price had been 53-57 dollar/barrel at the beginning of December. Oil market affects on the world economy and other energy driven factors. Although it is expected to be reduced in the near future, oil governs the world economics and policy now. 2. LITERATURE REVIEW Ghalayini (2011) researched the fluctuation of oil prices and concluded that price shocks affected macroeconomic indicators through different channels. Geopolicital doubts and certain market dissessions paved the way to mercenaries and speculative resources to turn out in the world oil market. In turn, it caused the increase of prices for a short period again This Journal is licensed under a Creative Commons Attribution 4.0 International License Humbatova, et al.: The Impact of Oil Factor on Azerbaijan Economy International Journal of Energy Economics and Policy | Vol 9 • Issue 4 • 2019382 Study Period and Country/Region Methodology Results of the study Guglielmo et al. (2015) China, 1997M1-2014M2 VAR‒GARCH‒in‒mean model, VAR DCC‒GARCH‒ in‒mean model Exchange rates in the stock market depend on the world oil price positively Siok et al. (2015) China, 1980-2010 ARDL Model World oil prices influence on the main determinants of inflation in less dependent sectors of oil – on real exchange rates direct, on production expenditures of exporters indirect. It is recommended to reduce the effects of these shocks through exchange policy Fatih and Fethi (2016) Turkey, 2004-2014 VAR model Oil prices influence to the production prices of oil twice more than retail ones Seyhun and Demezca (2015) Turkey, 2001M2-2011M7 Kejriwal ‒ Perron (2009) test results, cointegration Oil prices directly influence on exchange rates Lanouar, et al. (2018) USA,1947Q2-2016Q4 AR (p)‒GARCH Oil prices impact little on economic development. The impact is non‒linear and not constant Sakib (2014) Bangladesh Real business cycle (RBC) model, dynamic stochastic general equilibrium (DSGE) analysis. Impulse Response Functions (IRFs) Oil prices are not the main factors of business cycle of economics Nooreen et al. (1998) Pakistan, 1998M3-2005M12 GARCH, Granger causality test There is no strong relations between oil prices and stock market. The reason for this is the utilisation of gas beside oil Umut et al. (2013) Turkey, 1991M1-2010M2 Fully modified OLS (FM‒ OLS), dynamic OLS (DOLS) cointegration There is a long‒term and direct relationship among exchange rates and oil prices as well as exchange rates of securities (stock market) Osigwe and Arawomo (2015) Nigeria The Granger causality test within an ECM framework was used to estimate the inter‒linkage among the variables There is no relations between kerosene prices and consumption and economic development. There is a positive relation between energy consumption and economic development Foudeh (2017) Kingdoms of Saudi Arabia, 1995Q4-2015Q4 ARDL model Oil prices impact on GDP positively. Trade balance, budget, internal economics, gold‒currency reserves, foreign investment are directly related to oil prices. It directly impacts on the main determinant of economics – government expenditures Theodosios and Dagoumas (2017) Russian, 1995-2014 Two vector autoregressions (VARs) and VECM Macroeconomic indicators such as ‒ industry production index, unemployment, GDP, government expenditures depend on oil factors like oil price and oil production but there is no evidence for Dutch disease Elsiddig et al. (2016) Sudan, 2000Q1-2011Q2. ARDL, VAR model, Granger causality test There is an adverse relation between oil prices and macroeconomic indicators of developed countries. However, it affects underdeveloped countries like Sudan directly. The reduction of oil prices makes the oil prices down, cut down current prices and government budget. But the increase of oil price doesn’t impact on budget resurgence (Granger causality). Oil prices affect the budget asymmetrically (ADB, 2004). Another economists Hamilton (1983) and Bruno and Sachs (1982), who researched the fluctuation of oil prices, explained the impact of oil prices on economic development, unstability of financial growth and inflation in 1950-1979 in the United Kingdom. They came to a conclusion that variables were closely connected to each other. Thus, fluctuations affect large economies unconstructively. The increase of oil prices causes the increase of prices in economy and reduces employment and productivity (Dornbusch et al., 2001). Besides, it has been concluded that oil price interconnects with the legislation of local authorities (Siddiqui. 2005). The increase of oil prices causes the inflation to go up and to reduce the profit generated from products and services and weakens economic development. Every government faces this problem when they want to increase oil prices (Nooreen et al., 2007). Oil prices have a huge influence on the world economy but it is hard to determine because they are different for each country (Arezki and Blanchard, 2015, Barsky and Kilian, 2004). Michael and Menzie (2004) has concluded that impact of energy resources on economy is completely different from other resources. He claimed that inflation is directly influenced by oil prices. Besides, Turkish scholars Hakan and Taşçı (2002), Aydoğuş (1993), Olgun (1982) researched the influence of oil prices on Turkey, inflation and economic development. They concluded that salary and other factors such as profit, interest rate and rent must be regulated on the basis of oil prices and level of current prices. Humbatova, et al.: The Impact of Oil Factor on Azerbaijan Economy International Journal of Energy Economics and Policy | Vol 9 • Issue 4 • 2019 383 Study Period and Country/Region Methodology Results of the study Aynur (2016) ОESD,1995-2013. Panel VECM, Granger causality tests, cointegration There is cointegration among economic development, energy consumption, employment and capital. There is relations between economic development and energy consumption in a short period (VECM). However, there is no relations between economic development and energy consumption in a long term Nasser et al. (2016) Oman 1980-2012 Simple macroeconomic model, Regression analysis Oil sector influences on GDP and all sectors of economy positively. The strongest impact happens in gas sector but the weakest in agrarian sector. Economics is far away comprehensive development Yusoff and Bekhet (2016) Malaysian 1990-2013 Furthermore, on the basis of the standardised CGE model developed by Lofgren et al. (2002), an energy subsidies CGE (ESCGE) model was established. Model of the general balance (MGB) constant elasticity of substitution (CES) Fuel and tax subsidies have a strong influence on energy consumption structure. Reduction in fuel and tax subsidies will reduce energy consumption and will stimulate alternative energy sources. This will cause the reduction of budget shortcoming and will increase GDP Aziz and Dahalan (2015) ASEAN‒5 Malaysia Indonesia and Singapore Thailand and Philippines. 1991-2012 Panel regressions analysis Oil price fluctuations impact on RSCA negatively in all technological processes Bass (2019) Russian, 2010-2017 VECM, Granger causality tests, cointegration The influence of world oil price fluctuations on inflation and exchange rate in Russia has been examined. World oil price, inflation and exchange rate is in the cointegration. Oil price and exchange rate are one of the factors that cause inflation Mourad and Ben-Salha (2019) WORLD, 1990M1-2017M11 Linear and Nonlinear ARDL modeling Oil price changes directly affect food prices in global scale Kilian (2009) USA 1973M1-2007M12 The structural VAR model Cause effect reactions between macroeconomic indicators and oil price has been changed. Different reasons of oil price increase affect differently to economics Ghalayini (2011) OPEC, G‒7, Russian, India and China, 2000Q1-2010Q1 Granger Causality tests The increase of oil price for oil exporting countries doesn’t influence on their economic development. However, the dependence of G‒7 countries on oil reduce their GDP a bit Hamilton (1983) USA 1947-1981 Granger Causality tests The correlation between oil price and produced products is only statically compliance. There is no systematics case Bruno and Sachs (1982) United Kingdom 1950-1979 Macroeconomics analysis Oil price shocks directly affect to production and its price and effectivity in a long term Hakan and Taşçı (2002) Turkey1990 Input–output analysis If Salary, rent, profit are stable, the oil price increase cause inflation not much. However, oil price becomes string if it changes according to oil price and even causes hyperinflation Mathew and Ngalawa (2017) 1980M1-2015M4 PSVAR Oil price shocks directly affect African oil exporting countries economy via currency‒credit system, unemployment, exchange rate and etc., It stimulates business. There is a correlation between GDP and oil price Hamilton (2005) USA 1949Q2-1980Q4 OLS regression After second world war, 9/10 downsizing had been prior to oil prices in the USA Kilian (2009) USA 1947-2005 The fitted value of the linear ordinary least squares (OLS) regressions Oil shock impact is asymmetric Michael and Menzie (2004) USA, United Kingdom, France, Germany and Japan. 1980-2005 ARDL, Fillips curve European countries and Japan have been affected more than the USA by oil shocks since they are dependent on oil prices. Generally, it wasn’t strong impact Hamilton (2010) USA 1949Q2-2001Q3 OLS to estimate the forecasting regression, impulse‒response functions. This paper reviews some of the literature on the macroeconomic effects of oil price shocks with a particular focus on possible nonlinearities in the relation and recent new results obtained by Kilian and Vigfusson (2009) Humbatova, et al.: The Impact of Oil Factor on Azerbaijan Economy International Journal of Energy Economics and Policy | Vol 9 • Issue 4 • 2019384 3. MATERIALS AND METHODS In the research, world GDP, world industry production, daily oil production and including oil price have been generated by internet resources. Azerbaijan macroeconomic indicators have been taken from Azerbaijan State Statistics Committee. For econometric analysis, we have used simple and complex regressions: ŷ a bx (1) Simple regression function includes: 0,7<|rxy|≤1,n≥6 (2) 1 1 2 2ˆ m my a b x b x b x (3) Complex regression function includes: 0, 3 1; , , , , 1, ; 6 k k l k lx y x x x y x y r r min r r k l k l m n m (4) Simple linear regression function is used in terms of the simplicity of economic significance of the model. So, the more the regression function is complex, the more complex is the parameter. In case of the lack of information, having more regression parameters is statistically important or causes the low quality of the model by criteria. We have established models by using special econometric computer programs. The smallest square method has been used for the calculation of linear regression function parameters. It is required to choose regression parameters carefully: 2 1 2 2 1 1 2 2 , , , ˆ, m i i i i i i i m im S a b b b y y y a b x min b x b x (5) The following parameters are required for the quality of regression model: 1. General importance is verified: F≥Fa;m,n–m–1 2. The importance of regression function parameters is verified: |t|≥t1–a;n–m–1) 3. The verification of the smallest square method. However, since time series are mostly non‒stationary the employment of the ordinary least squares (OLS) method might cause fake linear dependency among variables. The probability is high among our time series, that’s why we can only mention three of them: 1. Let’s insert the lag order inputs (indicators) on the right side of yt=α+βxt equation. yt=α+βxt+γyt–1+δxt–1+ut (6) Here, ut – is stasionary series whilext– is an exogen indicator. We can establish this equation in 2 forms: a. yt=α+γyt–1+β∆xt+(β+δ)xt–1+ut (7) b. yt=α+γyt–1+(β+δ)xt–δ∆xt+ut (8) In both cases, integrated yt~I(1) stands here. β zero – on the right side of the equation is the coefficient of ∆xt stationary variable. yt–1, xt–1~I(1), ut– is stationary series. Sims et al., (1990) indicated in his article that the employment of the ordinary least squares method is important for the coefficient of the equation. β is normal unless it is asympotic. The usual t– statisticts possesses asymptotic normal distribution N(0,1) in order to check H0:β=0 hypoteses. Analogically, δ on the right side of the equation is the coefficient of ∆xt stationary variable yt–1, xt–1~I(1), ut– is stasionary series. That’s why δ is normal unless it is asympotic. The usual t– statisticts possesses asymptotic normal distribution N(0,1) in order to check H0:β=0 hypoteses. 2. Prior to model assessment, lets differentiate series, in other word, lets analyse the model in series difference. ∆yt = α+β∆xt+ut (9) In that case, we can see that in equation ut– is stasionary series. In this model, the assessment of the ordinary least squares for either α or β is normal unless it is asymptotic. If ut– white noise, Study Period and Country/Region Methodology Results of the study Apergis and Miller (2009) USA Austria, Canada, France, Germany, Italy, Japan, England SVAR Oil price fluctuations don’t impact on stock market significantly Basher and Sadorsky (2006) BRIC (Russian, Brazil, India, China) CAPM Russian and Brazilian stock market is specifically active. India and China are witnessed the adverse effect. It is related with their strong influence to international economics Filis et al. (2011) Canada, Mexico, Brazil, USA, Germany, Niderland 1987M1-2009M12 They have revealed direct relationship in all cases. Besides, it has been determined that the correlation is increasing related to the market of developed countries Li et al. (2012) China 2001M1-2005M10, 2005M11-2007M06 Cointegration and causal analysis The dependency between oil price and stock market was determined as direct and straight GDP: Gross domestic product Humbatova, et al.: The Impact of Oil Factor on Azerbaijan Economy International Journal of Energy Economics and Policy | Vol 9 • Issue 4 • 2019 385 then both t– statisticts possess asymptotic normal distribution N(0,1). 3. Using autocorrelation regression model for assessment. 2 1, , ~ . . . 0 )( ,t t t t t t ty x u u x u i i d N (10) In case of fake regression ˆ 1 (on probabbility). That’s why, in case T is higher, this method equals to primary differentiation method of series. We will employ the second method ‒ primary differentiation method of series. 4. EMPIRICAL RESULTS AND DISCUSSION First of all, the stationary of time series has been checked and tested though commonly‒accepted three tests (ADF ‒ Augmented Dickey‒Fuller, PP ‒ Phillips‒Perron and KPSS ‒ Kwiatkowski‒ Phillips‒Schmidt‒Shin). Tests have been done through EVIEWS 9 econometric program (Table 1). Abbreviations WGDP World gross domestic product, dollar mln. dollar WIP Industrial production, dollar mln. dollar WPP World production, barrel mln.barrel per a day WCP World consumption, barrel mln.barrel per a day PB Oil prices $/Barrel AZGDP Azerbaijan gross domestic product, manat mln. manat AZIFC Azerbaijan investment on fixed capital, manat mln. manat AZOP Azerbaijan oil production, ton mln. ton AZETT Azerbaijan external a trade turnover, dollar mln. dollar AZIM Azerbaijan, import, dollar mln. dollar AZEX Azerbaijan, export, dollar mln. dollar ADF reveals that world GDP, world industry production, oil prices, world oil production (supply) and world oil consumption (demand) are in the 1st difference and stationary in three cases (constant; constant and linear trend; none). Only world GDP in the 1st difference is not stationary in one case (none). This result is suitable for the method. The results of PP is similar to ADF test, but is unclear a bit. Thus, world GDP and oil process are stationary (none) both in 1st difference and in simple case. KPSS test is also unclear. The above‒mentioned facts might be referred to time series tests of Azerbaijan macroeconomic indicators. The coefficients of only two of the models (models 1 and 2) that reflect the impact of World GDP, world industry production, daily oil production (supply) and oil consumption (demand) on oil price are statistically significant (Table 2). In other words, world GDP and world industry production influence on world oil prices. It can be inferred that model 3 and 4 has no any impact of world daily oil production (supply) and oil consumption (demand) on world oil prices. Thus, the coefficients are not statistically significance. According to the Breusch‒Godfrey Serial Correlation LM Test, autocorrelation in models doesn’t exist. Autocorrelation exists only in model 3. So, we can infer that although world industry production plays a certain role in world oil price fluctuation and world GDP, daily oil production (supply) and oil consumption (demand) don’t impact on world oil price. As mentioned in the beginning of the research, non‒economic factors play a role in oil price fluctuations (up and down). The models (model 5-8) reflecting the dependency of investment on fixed assets on oil price and oil production in Azerbaijan happens the adverse process (Table 3). So, model 5 and 7 either constant or oil price coefficient is statically significance. Generally, model is significant and adequate. However, model 6 and 8 (models that reflect the dependency of oil price on Azerbaijan GDP and investment on fixed capital) are not statistically significance (reflecting oil production coefficient in Azerbaijan) and generally, models are not adequate. It gives an evidence once more that Azerbaijan’s GDP and investment on fixed capital depends entirely on the oil price and does not depend on the volume of oil production in Azerbaijan (mainly in the short‒term). According to the Breusch‒Godfrey Serial Correlation LM Test, autocorrelation has been active in model 5. Table 1: The unit root test results (1st difference) Variables Constant Constant and trend None ADF PP KPSS ADF PP KPSS ADF PP PB ‒4.10*** ‒4.10*** 0.23 ‒4.33** ‒4.50** 0.16** ‒4.16*** ‒4.16*** WGDP ‒3.71** ‒3.67** 0.13 ‒3.32* ‒3.59* 0.12* ‒0.75 ‒2.423** WIP ‒3.76** ‒3.73** 0.15 ‒3.71** ‒3.67* 0.12* ‒3.12*** ‒3.12*** WCP ‒3.95*** ‒4.00*** 0.12 ‒3.82** ‒3.83** 0.11 ‒2.35** ‒2.30** WPP ‒5.33*** ‒5.58** 0.09 ‒5.15*** ‒5.49*** 0.09 ‒3.05*** ‒3.05*** PB ‒3.52** ‒3.48** 0.17 ‒3.64* ‒4.24** 0.17 ‒3.59*** ‒3.56*** AZGDP ‒3.33** ‒3.26** 0.12 ‒3.22 ‒3.09 0.11 ‒2.08** ‒1.97** AZIFC ‒3.61** ‒3.59** 0.11 ‒3.53* ‒3.51* 0.10 ‒2.63** ‒2.63** AZOP ‒1.77 ‒1.76 0.25 ‒2.08 ‒2.06 0.09 ‒1.77* ‒1.77* AZETT ‒6.47*** ‒6.78*** 0.19 ‒6.51*** ‒7.29*** 0.23*** ‒6.59*** ‒6.85*** AZEX ‒6.69*** ‒7.02*** 0.16 ‒6.71*** ‒7.70*** 0.09 ‒6.88*** ‒7.23*** AZIM ‒4.48*** ‒4.48*** 0.16 ‒4.67*** ‒4.69* 0.11 ‒3.83*** ‒3.86*** ADF denotes the Augmented Dickey‒Fuller single root system respectively. The maximum lag order is 3. The optimum lag order is selected based on the Shwarz criterion automatically; ***, ** and *indicate rejection of the null hypotheses at the 1%, 5% and 10% significance levels respectively. The critical values are taken from MacKinnon (Mackinnon, 1996). PP Phillips‒Perron is single root system. The optimum lag order in PP test is selected based on the Newey‒West criterion automatically; ***, ** and *indicate rejection of the null hypotheses at the 1%, 5% and 10% significance levels respectively. The critical values are taken from MacKinnon (Mackinnon, 1996). KPSS denotes Kwiatkowski‒Phillips‒Schmidt‒ Shin (Kwiatkowski et al., 1992) single root system. The optimum lag order in KPSS test is selected based on the Newey‒West criterion automatically; ***, ** and *indicate rejection of the null hypotheses at the 1%, 5% and 10% significance levels respectively. The critical values are taken from Kwiatkowski‒Phillips‒Schmidt‒Shin [90]. Assessment period: 1999-2017* Humbatova, et al.: The Impact of Oil Factor on Azerbaijan Economy International Journal of Energy Economics and Policy | Vol 9 • Issue 4 • 2019386 The macroeconomic indicators of the Azerbaijani manat and the models (models 9, 11 and 13) expressed in figures from the models reflecting the influence of oil prices on macroeconomic indicators in Azerbaijan (model 9-14) are statistically significant and the models are adequate. However, these indicators are expressed in models that are dependent on oil prices (models 9,11 and 13) but macroeconomic indicators are statistically significant, and the constants are negligible. Thus, the results of these models (model 9-14) once again prove that the relationship between oil prices and many macroeconomic indicators is different in oil exporting and oil importing countries. 5. CONCLUSION The reasoning of models either economic or mathematical point of view can closely be related to the relative proximity of the economic growth rate with oil production and price rate. Unlike world economic situation, as noted above, there is no absolute dependency close to between world oil production and consumption as well as the relative dependency among world oil production, consumption and world GDP and in general, dependency between oil price and these factors (world oil production, consumption and world GDP), especially in the last decade. That’s why our Azerbaijan also witnesses the reverse processes. Although economic growth and demand act as an important factor in the world oil price, it can be inferred that the economic growth observed in Azerbaijan, one of the world’s smallest exporter of oil production in the world, is largely dependent on oil production and oil prices. REFERENCES ADB. (2004), Asian Development Outlook 2004. Philippines: Asian Development Bank. 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