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Competition in the U.S. Energy Industry







individual brands or firms. Since the shares of total beer consumption attributable to these three categories varied over time and among areas, could one speak at all of a geographic market area for beer? Consider, for example, the state of Wisconsin. The vast bulk of beer consumed in Wisconsin was produced there; hence, Wisconsin might be termed a distinct market. This reasoning, usefully termed "Little In From Outside" (LIFO), fails to recognize the importance of exports. In the case of Wisconsin, some 70 percent of beer produced there has traditionally been exported to other states. An equally significant, but contrary, type of error is the frequently encountered "Little Out From Inside" (LOFI) argument. In this instance the error consists in an unduly literal application of the firm market area analysis to entire markets and industries. Thus, in a prominent antitrust case involving bank mergers, the argument for a distinct geographic area was that little business done by the merging banks was nonlocal. The argument was erroneous because much of the bank business conducted within the hypothetical market area involved banks from other areas. In sum, the LIFO argument overlooks exports; the LOFI argument overlooks imports. Only by simultaneously satisfying both the LIFO and LOFI criteria do we ascertain with a reasonable degree of certainty that a given hypothetical market area is, in fact, geographically distinct.

METHODS OF ESTIMATION OF GEOGRAPHIC MARKET AREAS

While theoretical work on geographic market areas is at least 50 years old, empirical work on this topic is relatively recent. Paradoxically, almost none of the empirical work has been done by scholars specializing in regional/urban economics. These specialists have tended to concentrate efforts on phenomena such as optimal plant location, while specialists in transportation economics tend to abstract from decisions involving plant location. There are at least two explanations for this state of affairs.

One explanation is the inherent difficulty of estimating market areas. While few experiments in economics are controlled, the role of judgment (extent of uncertainty) in interpreting results in this particular area is well above average. Put another way, estimating geographic market areas is comparatively less scientific than most empirical work in economics. Another explanation is that, since the scope of geographic market areas is strongly affected by existing plant locations and transportation networks, study of the latter phenomena assumes greater importance. Changes in plant location and transportation networks tend to be very long-run in nature, while the study of geographic market areas is primarily concerned with short and intermediate length periods.

Therefore, while it is true that changes in plant location, sizes of plants, transportation networks, etc. may change the geographic scope of markets, abstracting from these factors in the present context is a minor