Kansas Business Report

September 1995

David B.  Schlosser, Director

Public Affairs and Consumer Protection

Kansas Corporation Commission

 

Over the last decade, rather quietly, a djinni slipped out of its bottle in one of the most unlikely sectors of America’s economy: utility monopolies.  The djinni was competition, and wasn’t so quiet when its bottle was first uncorked -- as those who remember deregulation of the airlines, or the breakup of Ma Bell, may recall.

 

But the successes and learning experiences of those initial reorganizations have led to such momentous events as the almost-complete deregulation of trucking.  Ten years ago, such action would have generated unprecedented public interest; last year, it didn’t merit more than a few lines in your daily newspaper.

 

Deregulation of trucking, long distance telephone service, airline travel, and natural gas transportation generated extraordinary consumer benefits.  Freight hauling, long distance usage, domestic air travel, and natural gas use surged -- while prices diminished or remained steady in constant and nominal dollars.

 

Such successes, combined with improving technology, moved monopoly deregulation into the utilities Americans take for granted -- local telephone, gas and electric, and cable television services.  The House and Senate debate a politically charged overhaul of telecommunications; the Federal Energy Regulatory Commission proposes unbundling electric services, as it did natural gas just a few years ago; state regulatory commissions permit wholesale and retail wheeling of electricity, and open local telephone exchanges; municipalities seek competitors for their local cable television franchises; and energy utilities position themselves to offer local, long distance, and cellular phone service, while phone companies ache to offer cable television.

 

Neither the dizzying pace of change, nor the explosive growth of alternate providers, mean typical homeowners or business people will see any dramatic changes in the services they receive.  Many of the changes may take place without their knowledge or, absent due diligence, their input.  Most people will not realize anything has changed until a telemarketer interrupts their dinners to offer a service package -- gas, electric, local phone, long distance, cellular phone, and cable television -- from one provider, which happens to be recently incorporated small, local business operating out a storefront in a suburban strip center.

 

If these changes will be relatively transparent, that does not imply they will be painless or occur without conflict.  The traditional model of utility regulation -- that created a seamless infrastructure of energy and communications, enhancing standards of living and economic opportunities throughout Kansas -- is disintegrating, with no obvious successor.

 

The traditional model subsidized lower-than-cost prices for small business and residential consumers with higher-than-cost prices to big business and for enhanced services.  It extended communications and energy services to virtually every home in Kansas, regardless of location, by guaranteeing utilities could earn back not only their investment in, but a return on, the infrastructure they built.

 

However, true competition means that prices must reflect costs.  Otherwise, monopolies can drive competitors out of the market, or start-ups can cherry pick the high profit margin customers, or both.  If prices truly reflect costs, some consumers will be priced out of utility services -- services that are literally indispensable in Kansas’ extreme climates, and in an information economy.

 

This is the most fundamental challenge facing utility regulators in an environment of expanding competition.

 

Utility regulators recognize, under conditions of technological change and greater competition, they can more effectively discipline competitive market forces by competitive pressure in concert with some regulatory oversight, than by regulation or competition alone.  The coming years, like the recent past, will see regulators taking some steps toward competition, and some back -- studying the results of more aggressive regulators and deregulators -- and trying to find the right balance between letting the djinni of competition partly and totally out of the bottle.