Ask the Scholar

Document scope · 1 page
doc
Scholar
Ask about this object, its catalog metadata, its source description, or the page inventory. For page-specific OCR and visual context, open one of the page chats.

Scholar Source Context

Document identity
localId
1534977
label
1975/12/30 - Economic Policy Board
core
doc
dtoType
document
pageCount
1
Source metadata
id
1534977
contentType
document
title
1975/12/30 - Economic Policy Board
collections
James M. Cannon Files (Ford Administration)
James Cannon's Meetings Files
subjects
Legislation
Securities
Taxation
imageCount
1
hasImages
yes
source
import
hasTranscription
no
Source extras
naId
1534977
coverageEndDate
logicalDate
1975-12-31
month
12
year
1975
coverageStartDate
logicalDate
1975-12-01
month
12
year
1975
levelOfDescription
fileUnit
recordType
description
ocrSource
nara-archive
Single page context
seq
1
pageIndex
0
type
document
mediaId
be745ccf344ee5c4
ocrText
The original documents are located in Box 54, folder "1975/12/30 - Economic Policy Board" of the James M. Cannon Files at the Gerald R. Ford Presidential Library. Copyright Notice The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. Gerald Ford donated to the United States of America his copyrights in all of his unpublished writings in National Archives collections. Works prepared by U.S. Government employees as part of their official duties are in the public domain. The copyrights to materials written by other individuals or organizations are presumed to remain with them. If you think any of the information displayed in the PDF is subject to a valid copyright claim, please contact the Gerald R. Ford Presidential Library. Digitized from Box 54 of the James M. Cannon Files at the Gerald R. Ford Presidential Library ECONOMIC POLICY BOARD EXECUTIVE COMMITTEE MEETING AGENDA 8:30 a.m. Roosevelt Room December 29, 1975 1. Report on Conference on International Robinson Economic Cooperation 2. Report of Interagency Fertilizer Task Ahalt Force FORD is LIBRARY GERALD 12/23/75 ECONOMIC POLICY BOARD EXECUTIVE COMMITTEE Proposed Agenda Monday, December 29, 1975 1. Report on Conference on International Economic Robinson Cooperation 2. Report of Interagency Fertilizer Task Force Ahalt Tuesday, December 30, 1975 (Principals only) 1. Tax policy Treasury Special Session on Tax Policy (Principals only) Treasury Roosevelt Room 5:45 p.m. Wednesday, December 31, 1975 No EPB Executive Committee meeting Thursday, January 1, 1976 No EPB Executive Committee meeting Friday, January 2, 1976 1. Tax policy Treasury FORD & LIBRARY UNITEDSITY DEPARTMENTOR DEPARTMENT OF AC RICULTURE OFFICE OF THE SE RETARY WASHINGTON. D. C. 20250 December 23, 1975 MEMORANDUM FOR: EXECUTIVE COMMITTEE -- EPB SUBJECT: Fertilizer Report Attached is a status report from the Interagency Fertilizer Task Force. The current fertilizer situation remains basically unchanged from that reported in November. Inventories continue to build up and prices are falling further. The mild winter has substantially reduced natural gas curtailments from earlier expectations. One large ammonia plant has contracted additional gas through the new FPC procedures. TAB A - Fertilizer Statistics The attached tentative report summarizes findings of the Sub- committee on Statistics. Principal problem areas identified include lack of complete coverage on inventories, the need to adjust data collection procedures consistent with present industry practices, and the lack of sufficient coordination in the collection and dissemination of information. Further review and evaluation are underway. A set of recommendations will be forthcoming at the end of March. TAB B - Saskatchewan Potash Situation The threat of nationalization of the potash industry by the Saskatchewan Province continues. The U.S. Embassy in Ottawa has laid hard questions on the Canadian Federal government regarding its posture on this problem. The Canadian government has not yet responded. J. DAWSON AHALT Ahalr Chairman, Interagency Fertilizer Task Force TAB A TAB A Fertilizer Statistics Status Report A subgroup of the Interagency Task Force on Fertilizer has been formed to evaluate the present information system on fertilizer and where feasible make recommendations for improvement. Below is a tentative summary of some of the major problem areas. Background The existing fertilizer information system has evolved over a number of years. Presently, the collection and reporting of statistics on capacity, production, inventories, use, trade and prices of fertilizer are fragmented among 10 Federal departments and agencies. Two private trade associations also gather various data on fertilizer. The collection and dissemination of fertilizer statistics are not unlike that for other commodities and for the most part the system compares reasonably well with that for other industries. However, fertilizer is an important input produced in the industrial sector primarily for agricultural use (figure 1). Hence, there is a wide diversity of interests among users regarding various aspects of the supply- demand and pricing of fertilizer. The present system appears to have developed largely over time in response to problems and constituency needs placed on various Federal agencies, rather than for appraising the overall fertilizer situation. Accordingly, there are problems of incomplete coverage in some important areas, timing problems in the collection and dissemination of other statistics and obsolete procedures in some segments of the system. Specific Problem Areas Inventory Statistics A major limitation of the information system springs from the incomplete coverage of inventory data. Currently, the only measure of inventories is at the producer level (even so because urea statistics are collected by a separate agency, producer inventories for this important source of nitrogen are unavailable). During normal periods, the volume of fertilizer stored at various points in distribution channels is not a major problem. However, where sudden shifts in supply or demand occur, this lack of information becomes a major shortcoming in the ability to appraise the supply picture. Some experts believe that the volume of inventories at wholesale and retail levels at times may exceed that held at producer levels. Moreover, the variation in stocks in the entire production and distribution system is believed to range from as little as a fifth to as much as 100 percent of annual sales at any given point in time. Under the present system, nonproducer held inventories are shown as a residual along with other miscellaneous categories in the supply and distribution balance sheet (table 1). At this stage in the review, it appears that the one feasible approach would be to sample retailers on the inventories possibly at the time prices of fertilizers are collected. - 2 - Production Data Production data are collected regularly on raw materials such as phosphate rock, sulfur, potassium chloride as well as manufactured products such as anhydrous ammonia and various phosphatic fertilizers (Raw materials and manufactured products are collected by separate agencies.). Parts of this program, however, have become obsolete over time. For example, within the past 5 years, wet-process phosphoric acid used in making fertilizer by intermediate producers and retail dealers has accelerated sharply. Unfortunately, this information is not presently collected. This system needs further review in order to broaden coverage consistent with current day needs and to consider other changes where appropriate. End Use USDA currently collects data on total fertilizer consumption. The amount of fertilizer used on four major crops--corn, wheat, soybeans, and cotton-- is reported separately. These four crops account for 50-55 percent of total fertilizer use in the U.S. However, virtually no information exists to accurately estimate the amount of fertilizer used off the farm. More- over, since the Tariff Commission's responsibility on collecting urea statistics predated this material's important use as a fertilizer, the amount of urea used as plant food is not collected. The feasibility of obtaining data for this purpose is under review. Prices Statistics on fertilizer prices are collected by the U.S. Departments of Labor and Agriculture. The Labor Department series collected by BLS measures prices monthly at wholesale levels. Recently, this series altered collection points from secondary to primary sources. Still these prices remain basically list quotes rather than actual transaction prices. In USDA, the Statistical Reporting Service semiannually collects retail prices for fertilizer (prices paid by farmers.) Generally, these are "listed" retail prices and may not reflect special deals, etc. Efforts are underway to try to adjust collection from a semiannual to a quarterly basis. Coordination With many agencies involved in collecting and disseminating statistics, it is difficult to coordinate and pull the information together regularly in a meaningful fashion. Several reports are issued periodically that attempt to summarize the overall situation, but because of the sharp swings in fertilizer markets in recent years the existing system does not adequately pull together timely information on major developments. There is widespread support for a document that would summarize the principal statistics and provide some analysis on a periodic basis. - 3 -- Other Activities Several activities are already underway that should facilitate the improvement of the fertilizer information system. First, the various interagency participants are aware of the need to upgrade the present system and some steps are underway to improve the quality of the data and analyses. Some specific examples include the 1977 Annual Economic Survey to be conducted by the Economic Research Service (ERS). This survey will be devoted partly to obtaining fertilizer use by type of crop, storage of material on farms, and fertilizer expendtiures by class of farms. In addition, ERS has underway a detailed study of the anhydrous ammonia industry which should support a better understanding of the complexities of the industry as well as provide certain much needed bench- marks for analytical purposes. Work Plan The subcommittee plans to complete its review and to propose a set of specific recommendations for consideration by the end of March 1976. 4 SIMPLIFIED FLOW OF U.S. FERTILIZER PRODUCTION AND DISTRIBUTION MFG. OF MFG. OF MIXED FERT. RAW INTERMEDIATE FINISHED & WHOLESALE RETAIL MATERIALS MATERIALS FERTILIZERS LEVEL LEVEL CONSUMER PHOSPHATE ROCK A OTHER TSP PHOS. DP & INDUSTRY ACID OTHER USES AP A OTHER RETAIL OTHER MIXER BLENDER SULFUR INDUSTRY INDUSTRY & FARMER MIXER USES USES INVENTORY ETC. AN,AS UREA NH3 UAN SOLS. OTHER NATURAL GAS A OTHER INDUSTRY USES KCL MINES - 5 - Table 1. Fertilizer Summary, United States 1971-72 1972-73 1973-74 1974-75 Nitrogen Domestic Supply 2/ 8,971 9,447 10,252 10,033 Imports 843 882 1,068 1,198 Exports 1,032 1,508 1,270 1,119 Net Supply 8,782 8,821 10,050 10,112 Consumption 8,022 8,295 9,157 8,593 Unexplained Disappearance 3/ 760 526 893 1,519 Phosphate (P₂O₅) Domestic Supply 2/ 6,150 6,387 6,786 6,940 Imports 326 312 314 275 Exports 1,102 1,424 1,582 1,888 Net Supply 5,374 5,275 5,518 5,327 Consumption 4,684 5,085 5,099 4,494 Unexplained Disappearance 3/ 510 190 419 833 Potash Domestic Supply 2/ 2,432 2,680 2,605 2,304 Imports 3,088 3,117 4,212 3,944 Exports 657 922 947 848 Net Supply 4,863 4,875 5,870 5,400 Consumption 4,327 4,649 5,083 4,415 Unexplained Disappearance 3/ 536 226 787 985 1/ Preliminary. 2/ Adjusted for Producer Inventory Change. 3/ Material produced that is not accounted for in manufactured inventories or recorded as consumption. TAB B - 6 - TAB B Saskatchewan Potash Problem Allan Blakeney, Premier of the Saskatchewan provincial legislature, claims that the provincial government will buy 51 percent interest in the Saskatchewan potash industry. If the owners refuse to sell, the Saskatchewan government will resort to expropriation "at fair market value" with compensation in refined potash or in a combination of cash (at least 30 percent) and negotiable bonds. The 14 firms involved have a rated annual production capacity of 8.3 million tons of K₂⁰ and last year produced 6.2 million tons, about 1/3 of the world production. Canadian potash deposits are estimated at 20 billion tons of K₂O equivalent. At present production rates the deposits could last 2,000 years. The U.S. depends on the Saskatchewan industry for roughly 60 percent (2.6 million tons in 1974-75) of our domestic use of 4.5 - 5.0 million tons per year. Producers estimate that the replacement value of the assets is $2.5 billion. "Fair market value" would likely be somewhat lower. While the impact of a government takeover would be substantial on the 14 firms involved, there would be probably little or no impact on the U.S.'s ability to secure potash. The government is planning to continue operation of the mines and plants and it would expand production beyond the present level. However, the question remains as to what would happen to prices. The major point of contention between the firms and the Saskatchewan government is over the present tax structure and the refusal of the firms to expand their operations under this structure. They content that the present system lowers returns to the point where expansion is unprofitable. The U.S. Embassy in Ottawa has discussed this problem at a high level within the Canadian government. Among other questions, we have asked what actions the Federal government of Canada plans to take regarding Saskatchewan's proposed actions. The Canadian government has not yet replied to the questions.