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Competition in the U.S. Energy Industry







Profit data from coal and uranium operations is simply too limited to reach even a tentative judgment as to the effectiveness of competition in these markets. It is known that coal profits, which have been quite low for many firms during the 1960s, have improved considerably during the period 1969-1971. Given the structure and conduct of coal production, this is likely due to the growth of demand for coal from electric utilities. Profits have not increased to the level where monopoly power could be suspected to be the cause.

Footnotes
Footnote :

a 1969-1972.

Footnote :

b 1969-71.

TECHNOLOGICAL PROGRESS

Technological progress is an important goal of the U.S. economy. Progressiveness covers a wide area encompassing R&D activity, invention and innovation. The following section, based upon a study by Professor Edwin Mansfield, presents current knowledge concerning the relationship between firm size and invention, innovation, and diffusion of new ideas in the petroleum and bituminous coal industries. In addition, implications concerning merger and divestiture policy are discussed.

Footnotes
Footnote :

a See Appendix G.

Firm Size and R&D Activity

Petroleum Refining. In absolute terms, the petroleum industry is among the largest spenders in research and development; in 1971, total R&D outlays were about $500 million, a figure which includes $128 million for chemical R&D conducted by oil companies.

The relationship between firm size and R&D expenditures is important. It is generally accepted that some minimum size is necessary if a firm is going to be able to support R&D activity; but the more important question is whether very large size yields proportionately greater R&D expenditures. Research results, based on nine major petroleum firms for the 1945-1959 period, indicate that, among the top firms, a one percent increase in firm sales yields an 0.86 percent increase in R&D expenditures. Others have reported similar results. Thus, a firm's R&D intensity, in terms of R&D expenditures per unit of sales, does not appear to increase in proportion to increased size, once the threshold size is exceeded.

It is important to note that the R&D projects carried out by large petroleum firms tend to be generally safe from a technical view, have a high probability of success, and are expected to influence profits in five years or less. Only a small proportion of the outlays represent basic research. Enos presents evidence that laboratories operated by the leading oil firms were not responsible for the radical inventions discovered prior to World War II. Such ideas as continuous processing, catalysis, and cracking by the application of heat and pressure are attributable to independent inventors. There is however some