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Nobel Laureates

The Averch and Johnson Proposition: A Critical Analysis


Volume: Volume 2, No. 1

Issue: Spring 1971

Pages: pp. 358-373

Authors: Gordon R. Corey

Title: The Averch and Johnson Proposition: A Critical Analysis

Abstract: The central thesis under consideration is the proposition by Messrs. Harvey Averch and Leland L. Johnson that "if the rate of return allowed by the regulatory agency is greater than the cost of capital but is less than the rate of return that would be enjoyed by the firm were it free to maximize profit without regulatory restraint, then the firm will substitute capital for the other factor of production and operate at an output where cost is not minimized."
Similar earlier theories are discussed so that basic differences in the A-J proposition can be determined. In addition, two alleged corollaries of the A-J proposition can be discounted; court action has not allowed consideration of imprudent investment in rate-making cases, while the option of uneconomical purchases has been negated by recent regulatory directives.
The A-J model essentially calls for the (socially) uneconomical substitution of capital for the other factors of production, under a particular regulatory climate. The nature of such a climate is analyzed to determine the implied assumptions; it is those assumptions which are found invalid. The author concludes that if the Averch and Johnson effect exists at all, it is probably negative, tending, with the help of the tax structure, to discourage both plant expansion and plant modernization.
This paper is derived from lectures given at the Massachusetts Institute of Technology and the University of Wisconsin in the spring of 1969.