OCM Newsletter

March, 2002

 

Quote of the Month

            “Those who oppose all reform will do well to remember that ruin in its worst form is inevitable if our national life brings us nothing better than swollen fortunes for the few and the triumph in both politics and business of a sordid and selfish materialism.”  Teddy Roosevelt, 1910

 

On Monopolistic Democracy

            What a very inefficient governance system we have in the United States.  We have redundant law making branches – in the form of the executive, legislative and judiciary branches – that squabble and contradict each other.  We have federal, state and local governments that do the same.  Periodic general elections contribute tremendous expense to the public coffers only to have persons elected who are not trained to govern.

            Why not get rid of this redundancy, wasted expense, and conflict?  What good is it?  Why not have a corporate style government with a CEO of the United States appointing all others according to merit?  We could base all policies in this new and improved system upon sound science and dismiss concerns that our experts could not prove through careful studies.  Some would call this dictatorship but they would merely be emotional, frustrated dissidents.

            The answer is that this “efficient” government model without checks and balances and without infrastructure for citizen participation (i.e. elections and public information) has proven inferior to the chaotic progress of democracy.  Democracy allows the multiple freedoms that produce diverse development of social, economic and individual betterment. 

Similarly, the chaotic progress resulting from a diverse economic system is superior to the control of the monopolists.

 

Join OCM

            We believe that OCM has proven extremely effective in creating the demand for change in antitrust and competition policy due to our research, analysis and education efforts.  We hold ourselves to very high quality standards and have become a trusted resource.  Perhaps you agree and would like to be supportive. 

            To progress, we need to increase our financial base and our membership.  Our dues are higher than those of other organizations, but we believe that OCM has proven its value.  Founding member dues are $1,000.  Regular member dues are $200.  Mere newsletter support is $25.  If you agree with OCM and have the means to support us financially, please join as a member. 

 

Grassroots Power

            There has been reason to cheer during this latest Farm Bill debate, at least on the issues relating to market competition and fairness.  The U.S. Senate included four important amendments in its version of the Farm Bill which are now under discussion in conference committee.  First, the Senate adopted an amendment prohibiting packers from owning or controlling livestock.  Unfortunately it does not affect market distorting captive supplies.  More on this later.

            Second, the Senate passed an amendment requiring meats and produce to be labeled as to country of origin.  Consumers overwhelmingly support having more information about where their food is grown in making purchasing decisions.  Markets need full information to function properly. 

            Third, a provision was adopted allowing farmers in agricultural contracts more choice in how to resolve disputes with processors by voiding mandatory arbitration clauses in those contracts.  Processors write the contracts which they offer to producers.  These contracts often include a clause which requires producers to submit to arbitration in the event the processor breaches the contract.  The problem is that arbitration is biased against the producer, expensive, and contains fewer producer protections than exist in the civil court system.  The result is that producers can choose whether to go to court or arbitration after a dispute arises. 

            Fourth, the Senate approved Senator Harkin’s amendment to limit confidentiality clauses in livestock contracts and to include production contracts under the Packers & Stockyards Act.  Confidentiality clauses are a mechanism for processors to increase their power through isolating producers in their information gathering and consultation capabilities.  These contract clauses are inserted by the processors to prevent producers from sharing the contracts with others to determine the producer’s rights or to make an informed decision as to whether to enter into the contract in the first place. 

            As to production contracts, the Harkin amendment brings them within the scope of the Packers & Stockyards Act (PSA).  The PSA “unfair practices” provisions covers contracts between producers and processors of meat and poultry when the livestock or poultry are going to slaughter.  The Harkin amendment would also include contracts with non-processors (e.g. producers contracting with a large corporate farm) as well as applying to contracts for livestock not intended for immediate slaughter (feeder pig or laying hens).

The packer lobby worked very hard to defeat these provisions.  The American Meat Institute, the National Cattleman’s Beef Association, and the National Pork Producers Council deployed significant financial resources to thwart the will of the grass roots.  Intense citizen support trumped the lobbyists in the Senate.  The question now is whether the House members of the conference committee (where the Senate and House versions of the Farm Bill are being negotiated for a compromise bill) will stand with producers or with lobbyists.

 

The Packer Feeding Ban

            Soon after the packer feeding ban first passed on December 13, 2001, the packer lobby immediately attacked it.  They used the “Doomsday Defense” also known as the “The Sky is Falling” strategy.  They claimed that the bill would eliminate all contracts, joint ventures while clobbering the market with a glut of divested animals.  All claims were and are untrue.

            The Senate passed another version of the packer feeding ban on February 12, 2002 to make clear that it only affects packer-owned livestock and livestock raised by producers who may hold mere title to the animals, but the processor exercises management control.  Also exempted were farmer owned cooperatives and farmer-controlled packing plants which have less than 2% of the national market share.

            After the Senate approved its full version of the Farm Bill, the packer lobby increased the scope of its “Doomsday Defense.”  It claimed that the provision will shift processing capacity overseas, eliminate billions of dollars in equity from agriculture, lessen consumer demand, etc.  Professors John Connor (Purdue), Roger McEowen (Kansas State), Peter Carstensen (Wisconsin) and Neil Harl (Iowa State) presented an independent report on March 12, 2002 rebutting each and every one of the packer claims.  That report and was released by Senators Johnson, Grassley, Harkin, Wellstone and Thomas and is on the OCM website.

 

The Packer Economists

            How do you know if an agricultural economist is biased in favor of agribusiness and against farmers?  Whether the economist is employed by a university is irrelevant.  First, one must look to see if the economist has received packer money in the past and whether he/she discloses that financial conflict.  Second, one must determine whether the economist primarily defends the packer in public policy decision making while casting a blind eye to market failure and producer harm.  Third, one must investigate whether the economist paints a one-sided picture in favor of the packer while ignoring facts and evidence showing that some market activities are either partially harmful or exclusively harmful.

            Case in point:  A recent paper was written by eight university economists arguing against a packer feeding ban.  Their names are Wayne Purcell (Virginia Tech.); Ted Schroeder (Kansas State); Clem Ward (Oklahoma State); Marvin Hayenga (Iowa State); Glenn Grimes (Missouri); Dillon Feuz (Nebraska); John Lawrence (Iowa State); and Stephen Koontz (Colorado State).  The paper fails the objectivity test.

First, most of these economists have received money from the American Meat Institute or the meat packers in the past and failed to disclose this fact.  Second, they ineptly attempted to be lawyers in interpreting the legal language in the bill, no doubt helped by Cargill attorneys, thereby claiming that the legislation would prohibit most all livestock contracts. 

            Third, they failed to recognize any potential for captive supply contracts or packer owned livestock to distort the market or increase packer market power – despite the fact that one or more of these economists publicly acknowledged the risk of market manipulation in past writings.

            The packer economists made a host of other claims which were unsupported by logic or evidence.  For further information on rebutting the claims of the packer lobby, including the packer economists, go to the OCM website on the “What’s New” page.

 

Market Information

            The Mandatory Price Reporting Act of 1999 was designed to provide full information to farmers on the prices of commodities.  It was gutted by the USDA which chose to black-out prices in regions where concentration is the highest.  Farmers and ranchers now have less market information than they had under the prior voluntary price reporting system. 

            Consider the writings of the recent Nobel Prize winner in economics, Dr. Joseph Stiglitz.  Stiglitz, former chief economist of the World Bank, pioneered an important aspect of modern economic theory on market information.  Financial markets, he argued, require full information for all parties in order to function properly.  Without rules to require information disclosure, only a few sophisticated and powerful players would dominate. 

Company management has a strong incentive to withhold negative facts from the public. Absent disclosure rules, the investing public would find themselves purchasing stock without sufficient data to determine value.  Stiglitz says that if this “asymmetry” – or difference – in information between parties interacting in the markets happened often enough, the markets would begin to break down.  This dynamic justifies government rules to make the markets work properly, according to Stiglitz.

            Unfortunately, USDA has not grasped this concept.  Farmers have little information as compared to processors.  As a result, USDA credibility is near an all time low and market dysfunction is near an all time high.

 

Shifting Risk to Farmers

            One lesson learned from the Enron collapse, according to Paul Krugman, economist and op-ed writer for The New York Times, is how adept corporate executives are at shifting risk away from themselves and onto others. 

First, Enron shifted company debt from its own books to the books of related companies controlled by its executives to make Enron balance sheets look fantastic.  Second, Enron compensation agreements for executives allowed them to remain rich after the collapse.  However, Enron employees were not shielded from risk of collapse thereby losing both their salaries and their pension plans.

            Similarly, agribusinesses that contract with farmers are shifting risks and responsibilities from the company to the farmers.  For example, such contracts place all risk and responsibility for environmental harm, quality, production efficiency, disease control, etc. on the farmer.  Why is this a problem?  Farmers bore these risks without contracts, did they not?

            The difference is that processors have taken much of the management discretion from farmers in many contracts – discretion that could be used to avoid risk.  Consider a contract in which the processor specifies the inputs, the management methods, and the type of production system.  The farmer cannot use his/her management discretion to avoid legal or financial risks because that discretion has been removed via contract.

If the company provides diseased chicks or unhealthy young pigs, the farmer suffers the loss but cannot switch to another supplier.  If the company provides poor or improper feed causing poor growth performance, the farmer suffers the loss but cannot change feed companies.  If the company specifies management methods or equipment that violate environmental rules, the farmer again bears the loss though he was contractually required to act in an environmentally unfriendly manner.

            Companies are “repeat players” in the contract business.  Farmers are not.  This means companies have more sophistication in adjusting the nuances of contract clauses over time to maximize company profitability and to minimize risk.  They also have the power to offer these contracts on a take-it-or-leave-it basis.  Farmers are concerned with price, income, volume and other basic matters.  Farmers often do not appreciate the importance of the risk shifting nuances in the relationship.  However, when farmers receive sick animals, bad feed, or environmental sanctions stemming from company requirements, the risk shifting can and does result in severe financial harm.

 

Finlandization of Producers

            During the cold war, there arose a concept called “Finlandization.”  The country of Finland was nominally free of the Soviet Union, but was so threatened by Moscow that it could not act unilaterally without tempering its actions so as not to offend its giant neighbor.  Moscow could crush it at will.  So it is in agriculture.

            In many cases, farmers may be nominally free to act, but they are still dominated and cower in fear of the monopolist unbound.  Thus, the Finlandization of producers restricts freedom to act.  This illustrates one aspect of the impact of power on choice.