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Competition in the U.S. Energy Industry







Table 1-2. Oil Company Involvement in Other Energy Sources: Response to Continental Oil Co. Survey
Number of Oil Companies
Energy Source Active or Planned Production Positions Total
Coal 7 9 16
Uranium 6 18 24
Oil shale 3 14 17
Tar sands 3 13 16
Source: L.C. Rogers, "Oil Finding Talent Pours into Broad Minerals Drive," The Oil and Gas Journal, February 24, 1969, p. 37.

Characterization of the Energy Company Development

The transformation of oil companies into energy companies is a major development in the primary fuels sector of the U.S. economy. The energy company development has been characterized in various ways. Critics of the industry see it as a drive by oil companies to monopolize energy production in the U.S. Entry, by itself, certainly does not warrant this charge. In defending themselves, oil firms depict such entry as the result of the decision-making process that allocates investment in response to after-tax profit differentials. The question remains of why, starting in 1965, oil companies launched an expansion into coal and uranium. An even more fundamental question concerns the impact of the expansion on interfuel competition. This can, in part, be determined by an analysis of the effect of these mergers upon market structure. In particular, it is necessary to determine the extent to which oil companies have become dominant suppliers of coal and uranium, and to see how this has affected levels of seller concentration and entry conditions.

SUMMARY

The U.S. relies heavily upon a system of competitive markets to allocate resources among alternative uses. Competition in energy production includes both interfuel and intrafuel competition. Concern for the continued existence and health of competition in the production of primary energy has recently increased as a consequence of energy company development. Public policy designed to preserve effective competition must be concerned with both aspects.

An analysis of competition focuses heavily upon the structure of the particular market being studied. This book is concerned with the structural setting of coal, oil, natural gas, and uranium production in the U.S.