Industrial Organization 
Exam One
Friday, April 25
Spring 2008


 

I. Introduction

    A. Price Fixing
        1. incentive
            a. monopoly profits
            b. q*   MC = MR
        2. welfare effects
            a. loss in consumer surplus
            b. deadweight loss
        3. Antitrust law
            a. criminal conspiracy to fix prices
            b. fines and prison terms
    B. Structure
        1.
market structures
            a. monopoly,
            b. oligopoly
            c.  monopolistic competition,
            d. competition
        2. market concentration
            a. CR4
            b. Herfindahl Index
        3. product differentiation
    C. Economies of scale
        1. large firms have lower average costs
        2. indivisibilities
            a. fixed costs
            b. set-up costs
            c. reserve equipment
        3. specialization
        4. dimensional economies
            a. geometry
            b. volume to surface area relation
        5. minimum efficient scale
        6. large economies of scale imply concentrated markets
        7. welfare tradeoffs
            a. efficiencies from large size
            b. deadweight loss from monopoly or collusive pricing
    D. Economies of Scope
        1. multiproduct cost savings
            a. share common equipment
            b. joint production
        2. multiplant economies of scope
            a. inputs shared across plants
                i. corporate functions
                ii. distribution channels
    E. Vertical organization
        1. vertical chain of production
        2. make or buy?
            a. spot markets
            b. long term contracts
            c. vertical integration
        3. Why lose the advantages of markets?
            a. asset specificity
            b. the hold up problem
    F. Limits to firm size
          1. technological advantages are exhausted after some point
          2. At some point, increase in cost of managing exceeds benefits of larger firm

II. Agriculture

    A. Competitive market structure
        1. 2 million farms
        2. thousands producing each crop
        3. price takers
    B. Market Conditions
        1. demand is inelastic
        2. supply is inelastic, in the short run
        3. supply shocks are common
        4.  price volatility
    C. Market dynamics
        1. food demand grows slowly
        2. farm productivity has grown rapidly
            a. technological innovation
            b. research and development
            c. increased scale of operation
        3. long run decrease in the real price of food
        4. decrease in farm employment and number of farms
    D. Policy
       1. goal: improve farm incomes
       2. cartels
            a. Antitrust exemption
            b. ineffective without government enforcement
            c. cooperatives and market orders
        3. Support prices
            a. price floor
            b. surpluses
            c. non-recourse loans
                i. loan price
                ii. storage
                iii. repay loan by giving crop to government
        4. Surpluses
            a. international
            b. acreage restrictions
                i. set asides
                ii. idle land
                iii. Conservation reserve program
       5. Deficiency payments, countercyclical payments, and target prices
            a. aid to farmers without generating surpluses
            b. if market price is below target price, farmers receive payment
            c. payment based on acreage and historic levels of production
                i. decouples aid from production decisions
                ii. direct subsidy, not a per bushel subsidy
            d. largest subsidies to biggest farms
        6. Agricultural Market Transition Act of 1996
            a. "Freedom to Farm"
            b. transition payments support income without affecting level of production
            c. gradual elimination of payments planned but not completed
                i. plan to phase out farm subsidies
                ii. Congress granted emergency aid
       7. Farm Security and Rural Investment Act of 2002
             a. continuation of support policies
             b. government payments remain a significant part of farm income
             c. de-coupling of payments and production

       8. 2007 Farm Bill

            a. Not passed into law as of Spring 2008

            b. minor modifications proposed but basic structure continues

 

    E. International Aspects
        1. Import restrictions

            a. quotas
            b. tariffs

            c. tariff quota
        2. Export subsidies
        3.
GATT
            a. reduce barriers to trade
            b. convert quotas to tariffs

            c. reduce production subsidies
        4. WTO
            a. ongoing negotiations
            b.
  reduce tariffs and subsidies
            c. non-trade concerns

III. Oil

    A. Vertical chain of production
        1. Crude Oil , Refining, Marketing
        2. vertically integrated majors
        3. smaller independents
    B. Exhaustible natural resource
        1. use depletes reserves, reducing supply, increasing price
        2. trade-off between current sales and future sales

    C. Common pool problem
        1. rule of capture
        2. race to exploit resource
        3. over investment in drilling
        4. oil extracted faster than optimal rate-- price falls
        5. pressure decreases-- less oil recovered
    D. Market Conditions
        1. demand is very inelastic
        2. supply is inelastic
        3. demand grows over time and varies directly with income
        4. new discoveries increase supply over time (and old fields are depleted)
        5. price volatility
    E. Policy
        1. Depression era policy
            a. increase price of oil
            b. restrict production
            c. smallest producers exempt from output restrictions
        2. Depletion allowance
            a. tax break for oil producers
            b. encouraged US production
        3. Import restrictions
            a. quota allocated by "tickets"
            b. preferential treatment for small refiners
            c. caused more rapid depletion of US oil reserves
        4. Import restrictions dropped
            a. US supply decreased
            b. US demand increased
                i. income growth
                ii. transportation change
            c. increased dependence on oil imports
            d. majors increase imports from Middle East

IV OPEC

    A. Organization of Petroleum Exporting Countries
        1. founded 1960
        2. members
            i. Iran, Iraq, Kuwait, Saudi Arabia, Venezuela,
            ii. Algeria, Indonesia, Libya, Nigeria, Qatar, United Arab Emirates, Ecuador, Angola
        3.
cartel to enhance price of oil
        4. countries nationalize ownership of oil production (throughout 1970s)
    B. Oil Crisis
        1. Yom Kippur War 1973
            a. political motivation for oil embargo
            b. OPEC decreases production
            c. price increases from $2.93 to $11.63
            d. $100 billion transfer from consuming nations to producers
                i. aggregate supply shock
                ii. inflation and recession
        2. Iranian Revolution 1978
            a. oil exports from Iran stop
            b. oil price increases from $13 to $34
            c. another macroeconomic shock-- inflation, unemployment, wealth transfer
        3. Another oil crisis?
            a. maturation and decline of non-OPEC reserves
            b.  conflict in Middle East
            c. Saudi Arabia
                i. swing producer
                ii. vast reserves
            d.  concerted effort by  several OPEC nations or production change in Saudi Arabia could result in another crisis

            e. current prices are high due to strong world demand for oil
    C. Cartel Behavior
        1. incentive to chisel
            a. members increase output to take advantage of high price
            b. prices fall
        2. punishment
            a. Saudi Arabia (1985)
                i. expands production to crash prices
                ii. discipline other members
            b. Iraq invades Kuwait (1990)
        3. Complicating factors
            1. oil is not homogeneous
            2. OPEC nations have different goals
            3. OPEC controls only part of the market
                a. other countries supply half world oil
                b. entry
                c. demand shifts
                    i. long run demand is more elastic
                    ii. energy efficiency and conservation
        4. OPEC can not maintain prices, above a certain level, in the long run
   

V. Oil Refining

    A. Products
   
B. Economies of scale
    C. Structure
        1.
Standard Oil Trust
            a. control of market
            b. strategic behavior against rivals
            c. market share 90% (1880)
        2.
Sherman Antitrust Act (1890)
            a. Section One
                i. illegal to restrain trade
                ii.
outlaws price fixing, collusion
            b. Section  Two
                i. outlaws monopolization        
        3. Standard Oil break up (1911)
            a. 34 separate companies
            b. including several major oil refineries
                    -- Exxon, Mobil, Chevron, Amoco, Arco, Conoco, Marathon
            c. pipelines and other products
        4. state antitrust laws prevent Standard Oil from controlling Texas, California
                -- Gulf, Texaco, Unocal
        5. Other majors
            a. Shell (Netherlands/Great Britain),
            b. BP (Great Britain)
            c. CFP [Total] (France)
        6.
Recent structural change
            a. mergers of majors
            b. vertical integration of nationalized oil companies

VI. Gasoline retailing

    A. Structure
        1. many gasoline stations,
        2. differentiated products
        3. franchise
    B. Conduct
        1. local interdependence and strategic behavior
      2. game theory

            a. strategies & payoffs

            b. Nash equilibrium

            c. cooperative equilibrium 
 

VII. Steel

    A. History

            1. US Steel

               a. mergers and control of the market

               b. economies of scale

               c. barriers to entry

               d. pricing

            2. Entry and oligopoly 
   
   B. Dominant firm price leadership
       1. competitive fringe and dominant residual demand
       2. high prices and profit
       3. entry and market share erosion
             a. US Steel loses dominant position
             b. antitrust case
       4. alternatives
          a. limit pricing
             i. discourage entry
             ii. trade-off : current profit or long-run earnings
          b. oligopoly pricing
             i. coordination
             ii. pricing formulas
             iii. price fixing cases

    C. Technological change
         Diffusion and obsolescence
       1. new plants use new technology
        2. old plant-- optimal replacement time
        3. slower adoption of new technology
        4. Minimills
            a. electric arc furnaces
            b. new competitors
            c. gain market share at expense of old rivals
  
     D. Labor
        1. unions share oligopoly profits
        2. manufacturers pass costs on to consumers
        3. imports grow
            a. strikes and fear of strikes
            b. pricing

    E. Import restrictions
        1. Quotas
            a. defined by weight
            b. foreign producers switch to specialty steels
        2. Antidumping measures
             a. selling below fair price
                 i. what is fair price?
                 ii. often politically determined
             b. penalties
             c. Byrd Amendment
                i. Continued Dumping and Subsidy Act of 2000
                ii. fines given to competing US firms
                iii. steel industry major beneficiary
 
        3. Recent Policy
            a. 30% tariff on imported steel Spring 2002
                i. tax increase
                ii. steel industry protected (higher prices, profits, employment)
                iii. consuming industries (autos, appliances, etc) hurt
            b. trading partners complain to WTO
            c. WTO declares these tariffs are illegal
            d. US repeals tariffs December 2003
            e. WTO declares Byrd Amendment is illegal
                i. US given time to remove act
                ii. US does not
                iii. sanctions okayed on US exports
                iv. Congress removes Byrd Amendment
 


 

Industrial Organization and Public Policy

Chuck Stull

Department of Economics

Kalamazoo College