Saturday, November 2, 2013

Regulatory reform and natural monopolies


    Regulatory reform is designed to promote competition, regardless of whether
the industry is in state or private ownership. In principle it is a separate issue from
privatisation. Yet, in practice, reform of government regulation of industries,
particularly state-owned utilities such as electricity, gas and telecoms, has been
associated with the issue of privatisation. For that reason we introduce the subject
at this stage of the discussion.

    Suppose a state-owned company exists in a context where competition is not
apparently possible. Economies of scale are so preponderant that it is not profitable
for more than one firm to operate in the industry. This is the case of a
natural monopoly. The state may still wish to privatise in the hope of securing a
change in the ‘managerial culture’ of the organisation, or to add to government
revenues, even though the privatised firm will continue to retain monopoly
power. How do costs and benefits stack up in this instance? Clearly there are benefits from privatisation, but these will be achieved only if there is also some state
regulation of the privatised entity. How should the privatised monopoly be regulated?
The economics of regulation now enter the picture.

    Natural monopolies were until recently regarded as dominant in the energy,
transport and telecoms industries. In addition, private sector competitors were
often excluded by law from trying to compete with the state monopoly in these
sectors. But banning competitors would be redundant if economies of scale were
really that powerful, so the existence of legal restrictions suggests that the
monopoly was not so ‘natural’ after all. When such is the case, one solution is to
remove the restrictions on entry, subject to the new entrants satisfying some
basic minimum operating criteria such as prudential reserve ratios, safety provisions,
and so on. Privatisation can then proceed, though whether deregulation
comes before or succeeds privatisation can have an important bearing on how
much revenue is obtained from the sale.

    Deregulation has been applied to many industries in addition to those controlled
by state monopolies. Major changes have been made in the rules governing
banks, stockbroking, insurance, and radio and television broadcasting. These
initiatives were inspired by belief in the merits of the free market. No less important
was technological change. In some industries, it has made restrictions on
new entrants unenforceable; in others it has made small production units more
efficient. For example, technical advance has now made even very small electricity
generating plants more efficient than previously. The combined effects of
deregulation and technology have opened up many hitherto restricted markets.
The resultant increase in contestability has brought about huge improvements in
efficiency.

    However, there remain some important sectors where the monopoly proves to
be genuinely ‘natural’ and where consequently the degree of competition is
limited. There are two major steps in dealing with the situation. The first step is
to break down or ‘unbundle’ the services provided by the monopoly into component
parts so as to isolate the core natural monopoly element in the industry. In
electricity, for example, the real monopoly element is not power generation or
power distribution but the transport of electricity through a network. By
unbundling the industry into its different potentially competitive and natural
monopoly components, efficiencies can be secured through the market system.
The potentially competitive parts can be sold to the private sector, or put into
competitive play by out-contracting or competitive tendering.

    The second step is how to deal with the natural monopoly element. This
involves three interrelated strands: pricing, access and quality of service. We
briefly review each of these, recognising that the relevance of each aspect will
differ according to sector and the period of time since the liberalisation process

was begun.

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