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Hotelling's Rule

Hotelling's rule states that, for efficient extraction of a nonrenewable resource, its net price (price minus marginal extraction cost) should rise over time at the rate of interest.

An owner of a finite resource like oil chooses between extracting now and selling, or leaving it in the ground as an asset. In equilibrium the in-ground 'scarcity rent' must grow at the interest rate; otherwise owners would shift extraction to earn a higher return elsewhere. This predicts that scarcity rents (and resource prices, absent cost or technology changes) rise over time, and it provides a benchmark for sustainable depletion of exhaustible resources.

Formula / Example

(P_t - MC) grows at rate r: net priceₙ₊₁ = net priceₙ × (1 + r)

Related terms

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