Date sent:              Thu, 26 Feb 2009 18:38:36 -0800
Subject:                Re: [Pen-l] European carbon market crashing
From:                   Gar Lipow <[email protected]>
To:                     Progressive Economics <[email protected]>
Send reply to:          Progressive Economics <[email protected]>
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Gar Liow wrote:
> HI. Sorry this reply is so belated. Your reply got buried in that
> weird threading Gmail sometimes does.  At any rate this last wont be a
> long reply, because I think we have got down to areas where our
> disagreements are fundamental. I think we have found the roots of

It seems one of the issues concerns whether exchange-value can represent the 
true social cost of something.

> where we disagree. I think there was a lot of productive discussion to
> get to that stage, but once you get there - discussion becomes much
> harder. In some ways discussion at this level could be VERY
> productive, but only if we put in a lot of hard work which probably
> could be directed in more productive directions.  

I realize your time, like mine, is limited, and I thank you for the time you 
have already put into this. But if you ever have some additional time, you 
might look at my series of articles on the labor-hour. It doesn't just apply 
to the labor-hour. It actually hits against the use of the dollar or franc or 
ruble as well, and essentially goes into the issue of true cost pricing and 
of whether there are alternative ways of economic calculcation and planning 
other than prices. In doing so, it refers to the history of such planning.

> OK the only other point is not a correction or an argument, but a
> clarification of where we agree and disagree. I agree that the labor
> dollar is not of much value in this kind planning. I mentioned it only
> as an example that Marxist and even Marx have supported the use of

But Marx envisioned the possible use of labor certificates not for industrial 
planning, but simply to help distribution of goods (at a certain stage of 
society). They aren't the same question. 

Of parrticular interest is Marx's discussion in vol. II of Capital of the 
relationship between the different department of production: consumer goods 
and means of production. The point is that, as far as the balance of an 
economy goes, these goods are incommensurable: no amount of consumer goods 
can replace the means of production (except of course for things that 
function both as consumer goods and means of production), and vice versa. It 
doesn't matter whether x amount of consumer goods has the same exchange value 
of y amount of means of production. They are still qualitiatively and 
materially different, and play different roles in the economy. Based on this, 
Marx develops certain numerical relationships that must hold.

This type of issue comes up in planning. (Of course, one has to deal with 
more than simply the division between consumer goods and means of 
production.) 

> pricing. There are really only two types of pricing I think useful.
> One is an approximation of social costs, as a kind of rough
> reinforcement, like emissions pricing - basically Pigouvian pricing.

This is the point. Is pricing really a sufficient approximation of social 
costs, especially ecological costs?

In order to produce something, one needs a certain amount of each of a number 
of raw materials; a certain amount of each of a number of different types of 
labor; one needs tools; one generally needs a factory or workshop; etc. 
Moreover, the production process also produces various waste products of 
various types. All these things are qualitatively different: one cannot 
replace another. Yet a financial figure is based on the idea that they all 
can be measured on the same scale, and the figures added together, and the 
result is supposed to something reasonable. 

> The other is a way of measuring how people actually value things
> compared to other things. And this is a measure of subjective values -
> in short exchange values. I'm not expecting to convince you on this,

But some very cheap things may be regarded much more fondly by people than 
some very expensive ones.  It is true that people have to want something for 
that object to have an exchange value, but in the most cases the exchange 
value measures something else. 

But that aside, it's unlikely that any numerical scale can adequately reflect 
people's subjective preferences. Indeed, from the mathematical point of view, 
Arrow's impossibility theorem shows that, in general, there is no way to 
measure these preferences on a single numerical scale. Indeed, Arrow's theorm 
undermines some key foundations of neo-liberal economics, and I found it 
somewhat amusing to find various papers on the internet written in yet 
another vain attempt to drive a spike into the heart of Arrow's theorem.

>From a practical point of view, the direct investigations of certain 
researchers verifies that people's preferences can't be ranked in a simple 
numerical scale. For example, I believe I recall it being pointed out that, 
in practice, one may find a person may perfer A to B, and B to C, and yet 
prefer C to A.

>From an ecological point of view, I  think the problem is even more serious, 
since our main concern would be with people's preferences, given that various 
serious changes are made. But ranking things on a single scale via exchange 
value pretty much implicitly assumes that the current structure of production 
remains the same. 

> nor do either of us have time to pursue it. So I offer it only to make

This may be true. I very much understand that, and my own reply is very late. 
But if you ever do have time to pursue this further, I do think that the 
issue of whether there is a natural unit of economic calculation is worth 
considering. I actually try to show that  there is *no* such natural unit -- 
no single numerical scale, whether in labor-hours or dollars -- for rational 
economic calculation. This doesn't mean the end of all calculcation, but the 
use of a different kind of calculation. 

Yes, for a whole series of routine decisions, one can often approximate 
things on a simple single numerical scale. But for the major decisions on the 
structure of production, such as on what major changes should be made for 
environmental purposes, such a scale won't work. And reasonable decisions 
would always grossly violate what would seem rational on such a scale. 

Indeed, even the economic planning of the last century shows that overall 
economic planning requires going beyond the use of such a numerical scale. 
(True, in capitalism, the bottom line is that not only must the material 
goods be available, but the money better be available. But given that a 
certain course of action is financially possible, there is still the question 
of evaluating whether it will achieve this or that goal.) Decisions over how 
to change the structure of the economy require a different way of planning.

> clear one point where we disagree. I think it important enough to move
> to a separate paragraph.
> 
> I think we can't escape exchange value, that even in a non-market
> planned socialist economy, exchange value has to remain an important
> part of planning, and of the accounting that has to be done for

It's hard for me to imagine exchange-value in a non-market economy. I think 
our picture of such an economy must be different. This might lead to the 
issue of how we conceive of planning, and it might be quite interesting, but 
it would take us too far afield at this point, when our discussion is just 
about to conclude.

> planning.  And that is in part because what exchange value measures
> something very important that we want to know. How important is this
> output of the production process relative to all the other outputs of
> the production process at this moment? We don't want that to drive and
> distort everything.  But we want to know it and always take that into
> consideration i

Yes, precisely, it is essential to know the relationship of any one output to 
the other product. It is precisely for this purpose that exchange value isn't 
very good.

For example, $100 worth of steel equals $100 worth of wood, as far as 
exchange value goes, and $100 worth of steel can be exchanged for $100 worth 
of wood and vice versa (neglecting transactions costs, whether the market is 
open on Sunday, and other such things).

But the relationship of the steel and wood to each other (and to  different 
raw materials,  tools, necessary labor etc.) is another story. And the 
ecological impact of the steel and wood is still a further story. Any serious 
examination of these things shows that the relatiionship of steel and wood to 
the rest of the economy and to the ecology are incommensurable -- they can 
not be compared on a single, simple numerical scale. In judging the 
relationship of the steel and the wood, one simply can't rely on such 
equivalences as x amount of steel = y amount of wood. A Pigovian tax will 
probably change the cost of steel and wood by different amounts, and result 
in so much steel being worth a different amount of wood, but this change 
can't adequately reflect the overall relationships of steel and wood to other 
outputs and to the environment.

Exchange value hides all these maerial things. So long as markets are 
functioning adequately, a person with $100 worth of steel can really regard 
this steel as identical to anything else that costs $100. That steel *really* 
is identical (with respect to the market) to other things, as one can convert 
it to anything else by buying and selling. Exchange value abstracts away from 
all the physical or material qualities of steel, and hence from all its 
material relationships to other outputs and to the environment. It covers 
over all these things. But as far as economic and environmental planning , 
these physical and mateiral qualities are crucial. 

For example, even with a carbon tax, the price of the steel can't properly 
reflect its the carbon content. That's because it also has to reflect the 
relationship of the steel to  the necessary raw materials, to the labor 
needed, etc. A single number can only represent one thing -- it cannot 
adequately reflect a lot of different things. 

A single number can, for example, tell us an individual person's height. But 
if we try to use a single number to measure the height of a whole group of 
people, there's a problem. When we add together the heights of a whole group 
of people, the result no longer tells us the height of any one person. 

This gives rise to another problem. It is assumed, with respect to the 
Pigovian tax, that an increased price means that something will be produced 
less. This seems completely obvious.

Unfortunately, the economists also assure us, when talking about supply and 
demand, that an increased price results in more production of a product. And 
this too seems completely obvious.

Well, it might be argued that if the price is increased due to a tax, then 
there will be no extra profit in producing something, and so the supply won't 
be increased. But then there's that typical feature of the market -- 
unexpected consequences. For example, when a Pigovian tax drove up the price 
of cigarettes in Canada, it resulted both in the reduction of some people's 
smoking -- and in large-scale smuggling of cigarettes into Canada, that 
smuggling being extremely profitable due to the high tax on cigarettes. True, 
the smuggling was illegal, but the market gave rise to it -- and we can 
expect that high prices of other products may also have illegal or unexpected 
results. 

n our planning,
> 
> I think that summarizes nicely what you most fundamentally disagree
> with in my views. And really, the next best thing to agreeing is
> finding where the roots of a disagreement lie.

True enough, and I too have found this exchange informative and useful, as 
you have replied seriously and elaborated your views. Moreover, I have  
enjoyed the sparkle and wit of your material against cap and trade,

Regards,

Joseph




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