.-UJIHJST l!l/l
           ECONOMIC ANALYSIS
                  OF
     PROPOSED EFFLUENT GUIDELINES.
    PAINT AND ALLIED  PRODUCTS
                 AND
     PRINTING INK  INDUSTRIES
                 QUANTITY
      U.S. ENVIRONMENTAL PROTECTION AGENCY
         Office of Planning and Evaluation
            Washington, D.C. 2O460

-------
  This document is available in limited quantities through the
U. S. Environmental Protection Agency, Information Center,
Room W-327 Waterside Mall, Washington, D. C. 20460.
  The  document will subsequently be available  through ;he
National Technical Informa'ton Sei'occ,  Springfield, Yirpinu
22151.

-------
EPA-230/1 -74-052
                   ECONOMIC ANALYSIS
                            OF
             PROPOSED EFFLUENT GUIDELINES

               PAINT AND ALLIED PRODUCTS
                           AND
                 PRINTING INK INDUSTRIES
                         Report to

              U.S  Environmental Protection Agency
                Office of Planning and Evaluation
                   Washington, D.C. 20460
                        August 1974
                                                    «t*i Protection Agency
                                      US  Environmental Krow

-------
This report has been reviewed by the Office
of  Planning  and  Evaluation,  EPA,  and
approved for publication. Approval does not
signify that the contents  necessarily  reflect
the views and policies of the Environmental
Protection Agency, nor does mention of trade
names  or  commercial  products constitute
endorsement or recommendation for use.

-------
                                     PREFACE

     The attached document is a contractors' study prepared for the Office of Planning and
Evaluation of the Environmental Protection Agency ("EPA").  The purpose of the study is
to analyze  the economic  impact which  could  result  from the application of alternative
effluent limitation guidelines and standards of performance to be established under Sections
304(b) and 306 of the Federal Water Pollution Control Act. as amended.

     The study supplements the technical study ("EPA Development Document") support-
ing the issuance of proposed regulations under Sections 304(b) and 306. The Development
Document surveys existing and potential waste treatment control  methods and technology
within particular industrial  source  categories and  supports proposal of certain effluent
limitation guidelines and standards of performance  based upon an analysis of the feasibility
of these  guidelines and standards in accordance with the requirements of Sections 304(b)
and  306 of the Act. Presented in  the Development Document  are the investment and
operating costs associated with various alternative control and  treatment technologies. The
attached document supplements 'this analysis  by estimating the broader economic effects
which  might  result  from  the  required application of various control methods  and  tech-
nologies. This  study  investigates the effect of alternative approaches in terms of product
price increases, effects upon employment and  the  continued  viability  of affected plants.
effects upon foreign trade and other competitive effects.

     The study has been prepared with the supervision and review of the Office of Planning
and  Evaluation of EPA. This report was submitted in fulfillment of Task Order No. 27,
Contract 68-01-1541  by Arthur D. Little, Inc. Work  was completed as of August 1974.

     This report  is  being  released  and  circulated at approximately  the same time as
publication in  the  Federal  Register  of  a notice  of proposed  rule making under Sec-
tions 304(b) and 306 of the Act for the subject point  source category. The study is not an
official EPA publication. It will be considered along with the information contained in the
Development  Document and any comments received by EPA on either document before or
during proposed rule making proceedings necessary to establish final regulations. Prior to
final promulgation of regulations, the accompanying study shall have standing in any EPA
proceeding  or court  proceeding only  to the  extent that  it  represents the  views of the
contractor who studied the subject industry. It cannot be cited, referenced, or represented
in any respect in any such proceeding  as a statement  of EPA's views regarding the subject
industry.
                                        in

-------
                   TABLE OF CONTENTS

                                                    Page

List of Tables                                            vii

  I.  EXECUTIVE SUMMARY                               1

       A.   INDUSTRY SEGMENTS                          1
       B.   FINANCIAL PROFILES                          3
       C.   PRICE EFFECTS                               3
       D.   EFFLUENT CONTROL COSTS                     4
       E.   IMPACT ANALYSIS                             4

  II.  INDUSTRY SEGMENTS                               7

       A.   INTRODUCTION                               7
       B.   GENERAL DESCRIPTION OF THE INDUSTRIES        8
       C.   DESCRIPTION OF SEGMENTS                    10

 III.  FINANCIAL PROFILES                              19

       A.   PAINT AND ALLIED PRODUCTS INDUSTRY         19
       B.   PRINTING INK INDUSTRY                       25

 IV.  PRICE EFFECTS                                    27

       A.   SIC 2851 -PAINT AND ALLIED PRODUCTS         27
       B.   SIC 2893-PRINTING INK                       28

  V.  METHODOLOGY                                   31

       A.   APPROACH                                  31
       B.   PRICE EFFECTS                              32
       C.   PLANT CLOSURE EFFECTS                      32

 VI.  EFFLUENT CONTROL COSTS                         35

       A.   CURRENT TREATMENT PRACTICE                36
       B.   EFFLUENT CONTROL COSTS                    38

VII.  IMPACT ANALYSIS                                  41

       A.   PRICE EFFECTS                              41
       B.   FINANCIAL EFFECTS                          42

-------
               TABLE OF CONTENTS (Continued)

                                                     Page

 VII.   IMPACT ANALYSIS (Continued)

       C.  PLANT CLOSURE EFFECTS                      50
       D,  PRODUCTION CURTAILMENT                    51
       E.  EMPLOYMENT EFFECTS                        51
       F.  COMMUNITY EFFECTS                         51
       G.  INDUSTRY GROWTH                           52
       H.  INTERNATIONAL TRADE                       52

VIII.   LIMITS OF THE ANALYSIS                            53

       A.  ACCURACY                                  53
       8.  RANGE OF ERROR                             53
       C.  CRITICAL ASSUMPTIONS                       54

APPENDIX A -  INDUSTRY SUMMARIES                      55
                            VI

-------
                             LIST OF TABLES

Table No.                                                           Page

    1       General Description of Trade Sales Paint Plants               11

    2       General Description of Industrial  Finishes Plants             14

    3       General Description of Miscellaneous Paint Products
            Plants                                                    15

    4       General Description of Printing Ink Plants                    17

    5       Financial Profile of Model Plants — Trade Sales Paints        20

    6       Financial Profile of Model Plants — Industrial Finishes        21

    7       Financial Profile of Model Plants — Miscellaneous Paint
            Products                                                  21

    8       Financial Profile of Model Plants  - Printing Ink              22

    9       Net Income, Return on Sales, and Returns on Invested
            Capital for Model Plants                                   23

   10       Annual Cash Flows for Model Plants                        24

   11       Wastewater Treatment Costs  for Both Paint and Ink
            Plants                                                    35

   12       Incremental Effluent  Control Costs for "Typical"
            Paint and Allied Product Plants                             36

   13       Current Status of Paint and Allied Products Waste
            Treatment Practices                                       37

   14       Industry Summary of Current Treatment Practice
            Paint and Allied Products Industry                          38

   15       Current Status of Printing Ink Industry Waste Treat-
            ment Practices                                            38

   16       Operating Parameter for Model  Paint and Ink Plants          39

   17       Effluent Control Costs for Paint and Ink Plants to
            Meet the Proposed  Effluent Control Guidelines               40

   18       Price Increase Required to Pay for Incremental
            Effluent Control as a  Percent of Sales                       41

-------
                      LIST OF TABLES (Continued)

Table No.                                                         Page

   19      Pre-Tax and After-Tax Income for Model Plants
           Assuming No Price Change                                43

   20      Pre-Tax and After-Tax Return on Sales for Model
           Plants, Assuming No Price Change                         45

   21      Pre-Tax and After-Tax R.O.I, for Model Plants
           Assuming No Price Change                                46

   22      Estimated Cash Flow on Average Invested Capital
           for Model  Plants Assuming No Price Change                 47

   23      Effluent Control Investment as a Percentage of
           Average Annual Capital Investment                        49

   24      Potential Closures                                        50

   A-1      SIC 2851 Effluent Control Investment and Annual
           Costs (BAT)                                            57

   A-2      SIC 2893  Effluent Control Investment and Annual
           Costs (BAT)                                            58

   A-3      Industry Summary                                       59
                                   Vlll

-------
                             I. EXECUTIVE SUMMARY

A. INDUSTRY SEGMENTS

     The plants in SIC 2951   paint and allied products and those in SIC 2893 - printing
ink were distributed among four segments

          1.   trade sales paints

          2.   industrial finishes
                                              i
          3.   miscellaneous paint products

          4.   printing ink

Each segment was further subdivided into plant size  categories that were selected on the
basis of annual plant sales and/or the number of  employees for  those plants where sales
figures were not available.

1. Trade Sales Paints

     Trade sales paints are those products which are sold through  wholesalers and retailers
to the general public and  to professional painters. Plants in this segment manufacture both
exterior and interior products available  in either  oil- or water-based formulations.  Most
plants manufacture a limited  number  of standard colors along with tinting bases which can
be used with the standard colors to manufacture a wide variety of shades or hues to meet
customer's demand.

     Plants  in this segment fall into one of four size categories: large, medium, small and
very small. Large plants represent approximately 60%  of the total annual trade sales dollar
volume and employ about 63% of the workers in this segment. Annual sales for these plants
are greater than $5 million. Production volumes average 1.6 million  gallons.

     Medium-sized plants  represent about  30%) of the  total  trade sales volume and employ
about 20% of the workers in this segment.  An average plant produces about 800,000 gallons
and  has an average sale  of SI to $5  million. These plants, like those in the larger category.
manufacture a wide variety of products but distribute them on a more regional basis.

     Small plants represent about 8% of the total sales of trade sales paints and have about
10% of the trade sales employees. These plants have average annual sales of $250,000 to $1
million. The average plant  produces about 160,000 gallons per year.

     Very small  plants represent 3% of  the total  sales  of  trade  sales  paint and have
approximately  '"% of the total employees of the segment. These plants have a limited  line of

-------
products and sell only locally. The average annual sales per plant are less than $250.000 and
production is generally less than  50,000 gallons per year.  The number  of employees varies
from 2 to 20 with an average plant having 11.

2.  Industrial Finishes

     Plants in the industrial finishes segment manufacture automotive and appliance finishes
and  industrial maintenance  coatings. The segment can be categorized by plant  si/.c  in a
fashion similar to trade sales paints.

     Large  plants manufacture many products and tend to specialize in particular types of
coatings. They have sales in excess of $5  million, account for about 65%  of the industrial
finishes shipments, and employ about 58% of the work force.

     Medium plants have sales of $1 to $5 million and  account  for  20% of the value of
shipments and about 25% of the total employees.

     Small  plants have sales  between $250,000 and SI million, and account for about 30%
of the sales of industrial finishes and about 16%  of the total employees. Very small plants,
like  their counterparts in the trade  sales segment, have annual sales of less than $250,000
and represent about 4% of the annual sales and 4% of total employees in this segment.

3.  Miscellaneous Paint Products

     In this segment  there are only 21 plants which manufacture  putty, shellac and  other
miscellaneous paint-associated items. Large plants have annual sales in  excess of $5 million
while the small plants have sales of  less than $ 1 million. The annual sales of the large plants
represent 94% of the segment sales and about 90% of the total employees.

4.  Printing Ink

     Plants in the printing ink segment can be categorized as large, captive or small.

     Large plants, representing about 62% of annual sales and 60% of  the total employees,
have an  average sales volume of over $1 million, and produce on the average about 2 million
pounds of ink per year.

     Captive plants are those manufacturing plants physically located in or owned by a
printing company. Sales in this category represent about 15% of the segment and the typical
plant produces about P/z million pounds of ink per  year and has average sales between
S500,000 and SI  million. The average number of employees in these plants is 15.

     Small plants have an average employment  of 12, produce about 800,000 pounds of ink
per year, and ha\e annual sales of less than $500,000.

-------
B. FINANCIAL PROFILES

     Financial models have been prepared for all of the various plant si/e categories in each
segment. Using this data, a determination of profitability in the industries has been  made
showing net income, return on  sales, return on  invested capital, annual cash flow and cash
flow as a percentage of sales and total investment for each of the models.

     Profitability is very  difficult to determine  in  these industries because man>  plants
owned by large companies have become parts of larger conglomerates and the financial data
provided bear little resemblance to the financial condition of either the paint company or
the plants it represents. In addition, there are a large number of small privately owned plants
in both industries where no financial information is available.

     The profitability of both  the paint and printing  ink industries has shown a general
decline over  the past five  or six years. Average profit before taxes presently varies from
about 1% of sales for the very small plants in the paint industry to about l"r for large plants.
In the printing ink industry the average profit before taxes ranges from 3.69?  for small plants
to 5.6% for large plants.

     After-tax return on investment varies from 3.79? for very small plants to about 109? for
large plants  in both the trade  sales and industrial  finishes segments. Miscellaneous paint
products plants, both large and small, average a 10%  return on investment and that of plants
in the printing ink segment vary from  10% to about 12%, with the smaller plants having a
slight!) better ROI than either the captive or large  plants.

     Annual  cash flows vary from about $1,400 for very small industrial finishes plants to
S273.000 for large trade  sales  plants. On the basis of percent of sales  this represents  less
than 1% for  the very small industrial  finishes plants  to slightly over 4%  for the  large trade
sales paint plants.  The  extremely low cash flow position for small and  very small plants in
both trade sales and industrial finishes segments  becomes a critical issue in examining the
impact of effluent abatement costs on the financial condition of these plants.

C. PRICE EFFECTS

     The  paint  and allied products industry  is very  fragmented  and therefore  highly
competitive and very price sensitive. While prices have increased somewhat since 1967. these
increases  have not kept  pace  with  the  increase in manufacturing costs and  thus  have
contributed to the decline in profitability over this period. Large plants which manufacture
a wide variety of products may  be able to pass on the abatement costs  on some products.
but  those plants  that  are in  a poor competitive position or that manufacture  very  few
products may have to absorb these costs.

     Sales of the printing ink industry are rather  inelastic; that is, the usage of printing ink
tends to be  independent of ink selling price. The ink industry manufactures a larger number

-------
of products than the paint industry  where small  costs for effluent abatement might  be
passed on.  However, the industry has  tended to absorb cost increases in the past and may
continue to do so.

D. EFFLUENT CONTROL COSTS

     The."Draft Development  Document for Proposed Effluent Limitation Guidelines and
New  Source  Performance Standards" provided the cost data  for the levels of treatment
required by Public  Law 92-500. These costs are associated with control for best practical
control  technology  (BPT),  best available technology (BAT), and new source performance
standards (NSPS). These costs  are said to be identical for both paint and allied products and
for printing ink.

     Current  wastewater treatment  in the industry was determined through surveys con-
ducted  by  trade associations in both  industries. The results of these surveys indicate that
about 12% of the paint  and allied products plants are discharging to surface water and will
be impacted according to BAT  costs.

     On the other hand, approximately  7% of  plants in the printing ink industry discharge
to surface water and these will  be impacted according to the costs developed for BAT.

     Some plants returned questionnaires unanswered with respect  to  current  wastewater
practice. It was assumed that these plants discharge in accordance with the current practice
of the  known  plants in that  segment  and the distribution  was made accordingly. This
assumption and the  assumption that the costs reported in the Draft Development Document
are accurate are critical assumptions for the development of the impact analysis.

     The costs  provided  in  the Draft Development Document  have been extrapolated to
correspond with  the  various  plant-size  categories  in all  four segments. Data show incre-
mental  investment,  annual operating cost and annual costs for the various size categories in
all segments. These  costs vary from $4370 per year for small ink  plants to S2'>.000 per year
for the large paint  plants.  Investment costs vary from $17,500 for all of the print.iig ink
plants and the small and very  small paint plants, to 555,000 for  the medium  and large paint
plants.

E. IMPACT ANALYSIS

1. Price Effects

     Several  criteria were used to determine whether abatement costs might be passed  on
through price increases.  While  the price  increases necessary to pay for incremental effluent
control costs as a percentage of sales are small, two  factors tend to inhibit any general price
increase in either  the paint or printing ink  industry.  First,  these  indr .tries are highly
competitive and tend to find ways to sell at lower prices and resist passing on cost increases

-------
of any kind. This fact is borne out by the general decline in profitability in these industries
over the past decade. The other factor which inhibits price increases is the large percentage
of plants currently meeting the proposed effluent guidelines. The general conclusion is that
both paint and printing ink industries will absorb effluent abatement costs out of cash flow.

2. Financial Effects

     Financial  effects of the impact  of the  proposed  effluent control costs have been
determined by examining profitability and capital availability.

     Profitability impacts  were determined  by  examining  pre-tax  net  income, after-tax
return on sales, pre-tax rate of return  on invested capital, after-tax return  on  invested
capital, and annual cash flow. All of these show a severe impact on profitability  for the very
small trade sales and industrial finishes plants. In addition the lower quartile medium-sized
industrial finishes plants are equally impacted.

     While all  cash flows for the model plants are positive, the impact on cash  flow for the
very small plants shows a drastic reduction. Annual  cash flow for plants in these categories
remains positive only because depreciation charges are included in the cash flow statement.
However,  plants in  these categories  do not normally make  the sort of  investment  ii
equipment for their manufacturing operations that  will be required to meet the proposed
guidelines.

3. Capital Availability

     Both the  paint  and printing  ink  industries invest significantly less money in capital
equipment for manufacturing than all other industries. For those plants that are part of a
large corporation, little difficulty is expected in acquiring capital for effluent control. The
small and  very small plants that are privately owned may encounter considerable difficulty
in financing the capital  costs for  effluent  control.  In some cases this capital  might come
from cash  reserves but  capital from  outside private or commercial sources  will not be
available. The average plant in the very small size category invests less than  $5000 in new
equipment annually.

4. Plant Closure Effects

     On the basis of the discharge characteristics of plants  in  the paint and  printing ink
industries, as determined by the results of an industry survey  and an examination of the
financial  model of the impact of effluent control  cost  on the  financial profiles of model
plants, potential plant closures total 88, excluding 27 baseline closures.

     A number of plants in the potential closure category undoubtedly are privately owned,
do  not use the usual financial benchmarks for a closure decision, and  have a  strong
commitmert to stay in business. Some will remain in operation by financing the investment

-------
for effluent control through private sources. The actual number is difficult to estimate, but
one may reasonably assume that the  number of plants remaining open  despite indicated
closure will be approximately the same as the number of baseline closures. On this basis the
projected closure total of 88 plants would be reduced to about 61.

5. Production Curtailment

     No significant long-run curtailment in  total  production will result from the imposition
of the proposed guidelines. Plants which continue to operate will not reduce production to
meet the proposed standards. Total loss of production in paint and allied products amounts
to 1.8T. This production decrease  can easily be assimilated by those plants which continue
to operate.

6. Employment Effects

     The loss of employment due to plant  closures is estimated at 2,424 or 2% of the total
paint  and allied products  industry. No  loss of  employment will be  encountered  by the
printing ink industry.

7. Community Effects

     Plants facing potential closure are located primarily in  urban areas,  principally along
the eastern seaboard, the North Central States, Texas, and California. It is highly unlikely
that workers left unemployed by plant closures will be able to continue in the industry.

8. Industry Growth

     No overall effect upon industry growth is expected. There will be a  trend away from
the predominance of very  small plants  because of the higher investment costs and low
capital availability, however.

9. Balance of Payment Effects

     No  balance  of payment  effects  will  result from  implementation  of the  proposed
guidelines.

-------
                            II.  INDUSTRY SEGMENTS

A. INTRODUCTION

     The purpose of this study was to analyze the economic impact of the costs of pollution
abatement requirements under the Federal Water Pollution Control Amendments of  1972
upon the following industries:

     SIC 2851:  Paint, Varnishes, Lacquers, Enamels, and Allied Products.

     SIC 2893:  Printing Ink.

     The analysis was developed  for four levels of treatment:

     (1)  Best practical control technology currently available (BPT) to be met by
         July 1, 1977 by all plants discharging directly to surface water,

     (2)  Best available technology currently available  (BAT) to be met  by July  1,
         1983 by all plants discharging directly to surface water,

     (3)  New source performance standards (NSPS) to  be applied to all  facilities
         constructed   after  promulgation  of  these  guidelines (approximately
         November 1, 1974) and  that discharge directly to surface water,

     (4)  New source pretreatment standards to be applied to all  facilities constructed
         after promulgation of those  guidelines (approximately November 1,  1974)
         which discharge into municipal system 5

     For those segments of the industry studied, the following impacts were considered:
                                    fc        ,
     •   Price effects, including effects Upon an industry's  suppliers and consumers;

     •   Profitability, growth, and capital availability;

     •   Number, size and location of plants that can be  expected  to close or curtail
         production;

     •   Changes in employment;

     •   Community impacts; and

     •   Balance of payments effects.

-------
B. GENERAL DESCRIPTION OF THE INDUSTRIES

1. Industry Characteristics

     The paint industry consists of about  1,200 companies operating  1,600 plants. The
industry is  characterized by requiring very little capital investment for equipment and relies
on relatively  simple  technology. This characteristic  has led to the establishment of a large
number of  very small companies. The four largest companies account for about 22% of sales
while the largest 50 account for 6\f/f of sales.

     The large companies operate out of a number of branch plants across the country and
many of the large companies operate their own retail stores for sale of their product directly
to the public or professional painters. The small companies on the other hand  are usually
individual  or  single  plant  operations. They tend  to  manufacture  a limited number  of
products for local distribution.

     Large  companies  tend to centralize research  afid  development,  resin  and pigment
manufacture  (if any), and sales and general administration functions, etc. so that the branch
plants are  almost completely  satellite manufacturing operations. The small plants tend  to
have no research and development staff;  sales are generally conducted by  company manage-
ment so  that a minimum of overhead personnel  is utilized.  The very small plants in this
industry may have as few as 2 employees.

     The industry is concentrated  in highly  industrialized areas. 80%  of  the  value  of
shipments  in 1967 were concentrated in 10 states. The  major portion  of the  industry is
located along the eastern seaboard, the North Central ~-\  >fos, Texas and California.

     The ink industry is essentially  a service industry f 
-------
     1.  Large manufacturer (a) operates a  basic materials preparation facility in a  central
location  that employs 300 people, conducts research and manages the scattered business
requirements. In addition he has 23 smaller branch plants  that  are servicing local areas.
These range in size from 2 to 40 employees with an average of about 17.

     2.  Large plant (b) operates a central facility and also maintains blending stations in a
number of the large printing establishments in addition to the local mixing or formulating
stations that it has in the major cities.

     3.  Large plant (c) has approximately 40 small  plants scattered around the country and
in addition operates plants in Hawaii and Europe. The average size plant has 15 employees
but the range is from 2 to 40.

2. The Products

     Paint  and printing inks are  mixtures of colored materials and resinous binders. The
resinous  binder material is added to hold the color particles  together and to the surface to
which  they  have been  applied.  Paint and  printing ink compositions are  manufactured
essentially  by the same processes in the  same or similar equipment and in many cases using
identical raw materials.

     Paint  products generally fall  into  one  of three classifications: trade sales  paints,
industrial finishes, or miscellaneous paint products.  Trade sales paints are those products
which are  sold through  wholesalers and retailers to the general public and to professional
painters. Industrial  finishes generally are specialized paints which either are applied in-plant,
to production items, or are sold directly to an industrial user. Miscellaneous paint products
are items which  generally are  sold through trade sales outlets and are products which are
complementary  to  the painting  trade.  Products such as putty, shellac, stains, etc., are
typical of items in this category.

     In general,  the majority of miscellaneous  paint products and industrial finishes are of
the oil-base variety and use very little water in the manufacture of the product or during the
clean-up  of equipment. Trade  sales paints, on the other hand, are very likely to be of the
water-base  variety because of the convenience  to the do-it-yourself market. In this case, of
course, considerable amounts of water are used  in processing and clean-up operations.

     Several types of inks are manufactured. At  the lower end of the scale, newspaper inks
are manufactured  in bulk  and sold at very  low  prices. In  1972,  the average price  of
newspaper  ink was S.10-. 11/lb. Newspaper ink is frequently  sold in tank-car or tank-truck
quantities to the large users.  Letterpress inks for other printing may be sold in drums or
multiple  drum  lots.  The smaller operator  may even buy  5-lb  or  10-lb pails.  Inks for
commercial letterpress operations average $.50-.55/lb and at  least  part of this higher cost is
due  to  the different kinds of distribution  and the amount  of  ink  that is  sold  to  the
individual establishments, as well as to the added cost for preparing special colors.

-------
     Flexographic and screen inks average S.20-.25/lb. These materials are characterized In
a very fluid composition and the concentration of colored material in them may be so lou
that the price  is  determined  primarily  by the value of the solvent used  as  the carrier.
Lithographic inks  are generally heavier in composition and represent the highest concentra-
tion of oils and  pigments with a small  amount of solvent used to control  the viscosity.
Lithographic inks may sell for S.80 to Sl.OO/lb for the blacks and $1.15-1.25 and up for
colors or for specialties.  Special colors or special inks of any sort  always  command higher
prices.

     The overall  picture  of the  industry,  then, is one  of a service organization for the
printing trades that prepares a variety of products for the different printing processes on a
local service basis, primarily in urban areas  where the printing industry is located and where
quick  supporting  response from  the printing  ink  formulator is needed.  Some of the ink
companies  supply only flexographic and gravure inks; others supply only news inks, but
most make all kinds. Only a few deal solely in bulk operations, as for newspaper ink.

     The most  widely manufactured types of ink are the lithographic and  the letterpress
ink, and in most cities these are small local shops that may be run on essentially the same
basis  as the branch plants of  the larger establishments. Generally they do less volume of
business than a branch of a big company and  they do not have the financial resources that
the big corporation could offer them.

     Growth of sales in both the paint and printing ink industries has been  7-8% annually
over the last several years. The total U.S. shipments of paints and allied products in 1972
was approximately 950 million gallons at a value of S3.2 billion. Printing ink shipments for
1972  were approximately  S542 million

C.  DESCRIPTION OF SEGMENTS

1. Trade Sales Paints

     A general  summary  of plants  in  this segment  is shown in  Table 1. The plants are
segregated according to location  and according  to whether they manufacture  any water-
based products.

     a. Large Plants

     There are 29 companies with 136 plants in  the large category. These companies have a
total  annual sales  of  S915 million, representing 58.5''' of the trade  sales  shipments. They
have many relatively  large plants  that have a  total employment of 39.540. or  63% of the
trade  sales segment.  With one exception,  these plants are located in urban areas.  They
manufacture a wide variety of products, including water-based paints, for sale through both
wholesalers and retailers on a  national level. Many of these  companies maintain their own
retail  outlets. Many of the plants in  this category are  integrated  back to resin and pigment
manufacture. A  typical   plant in this  size range produces  1.6 million  gallons of  paint
annually.
                                          10

-------
                                                          TABLE 1

                                    GENERAL DESCRIPTION OF TRADE SALES PAINT PLANTS
Trade Sales Paints

&
a -
_J



Medium




ro
V)




"co
E
CO
£•
0)
>


Urban
Process
Rural
Process
Urban
Process
Urban
Non-process
Rural
Process
Rural
Non-process
Urban
Process
Urban
Non -process
Rural
Process
Rural
Non-process
Urban
Process
Urban
Non-process
Rural
Process
Rural
Non-process
TOTALS
No. of
Plants

135

1
	 -
95
45
6

2

142

38

16

2

178
42
53

14
769
Percent

17.6

-

12.4
5.6
0.8

0.3

18.5

4.9 -~

2.1

0.3

23.1
5.5
6.9

1.8
99.8
No. of
Companies

29

0

71
17
5

2

124

33

11

2

173
39
52

14
572
Total
Employees

39,290

250

9,265
2,530
365

195

5,640

1,475

525

50

2,083
407
634

128
62,837
Average No.
Percent Employees/Plant

62.5

0.4

14.7
4.0
0.6

0.3

8.9

2.3

0.8

0.1

3.3
0.6
1.0

0.2
yy.7

291

250

98
56
61

98

40

39

33

25

12
10
12

10
82
Annual Sales
($ Million)

915

n.a.

346
95.5
20.5

7.5

93

24.3

8.4

1.0

34.3
6.7
10.4

2.1
1,565
Percent
in Total
Group

58.5

- '

22.1
6.1
1.3

0.5

5.9

1.6

0.5

0.1

2.2
0.4
0.6

0.1
99.9
Average
Sales per
Plant
($ Million)

6.7

n.a.

3.6
2.12
3.4

3.5

0.655

0.639

0.53

0.53

0.193
0.159
0.196

0.147
2.04
Process    = Water based
Non-process = Oil based

-------
     b.  Medium Plants

     In  this category there are 95 companies with 148 plants. The average plant production
is on the order of 790,000 gallons annually. The total employees in this segment represent
19.6%  of the trade sales segment whereas the value of shipments is approximately 30% of
the total for trade sales  paints.  These companies, like  their counterparts  in  the large
segment, manufacture  a  wide variety  of products and  product lines.  Although  some
companies  have  national   distribution,  the majority  of plants  in this category tend to
distribute their product on a  regional basis. Therefore, these  companies might be viewed
locally as large paint  plants. Some plants may  still manufacture oleoresinous vehicles and
some pigments for use in their products, although  there is little, if any, integration to latex
manufacture.

     Analyzing the figures  in Table 1  shows that those plants  in the large and medium
categories together represent approximately 89% of the annual trade sales shipments, and
about 83% of the total employees. These  two  segments account for the vast majority of
sales in  the industry, although they account for only about 37%  of the plants in the trade
sales segment. They really are  the industry and tend to set the pace in terms of technology,
pricing,  and probably effluent control.

     The small and very small plants have the  fewest  number of employees, the smallest
sales, and may have the most difficulty in meeting effluent  abatement requirements because
of their  size, financial constraints, lack of available capital, etc.

     c.  Small Plants

     In  this category are plants having annual sales between $250,000 and $1 million. These
plants tend to be privately owned and to manufacture a restricted line of products primarily
with local distribution and  a  fair amount of private label production.  There are very few
branch plant operations and relatively little diversification in this category. These companies
tend to  furnish a particular brand of paint for local area distribution and for the most part
compete with  the medium  and. large companies by price cutting or by selling a large volume
of their  product in a lower-quality category.

    d.  Very Small Plants

    This category  contains 287 plants  representing 278 companies with about  5% of the
total employees and approximately  3% of the total sales. Companies in this category have a
very limited line of products and sell only locally.

     A typical very small plant has annual sales of less than  $250,000 and production of less
than 50,000 gallons. The  number of employees varies from 2 to 20 with an average plant
having 11.
                                         12

-------
2. Industrial Finishes  ,

     A general summary of plants in this segment is shown in Table 2.

     a.  Large

     These plants, while manufacturing a fairly large number of products, tend to specialize
in particular types of coatings; for instance, automotive finishes, appliance finishes, coil
coating compounds,  etc. In many cases the product is shipped to a relatively small number
of customers. Some  of these plants are associated with companies who manufacture trade
sales  paints  and,  therefore,  some  of their product is  sold through  trade  sales outlets.
However most of their sales are to professional painters or painting companies who perform
industrial maintenance coating. This sub-segment has approximately 58% of the employees
and  about 659?  of the total  value of shipments. Approximately 5% of these plants are
integrated to both resin and pigments supply.

     b.  Medium

     This category contains  166 plants representing 111  companies, has about 23% of the
employees, and produces 20% of the value of shipments. Plants in this category manufactu e
a fairly wide range of products. This category also includes a number of captive plants that
manufacture coatings for the company's own use. Very few of the plants in this category are
integrated to resin or pigment supplyi

     c.  Small

     This category is similar  to the small category  of trade sales paint plants in that the
companies tend to specialize in the  types of finishes prepared and their distribution is on a
more regional basis. This sub-segment represents about 16% of the total employees and 30%
of the total  sales in  the segment. There  are very  few branch plants and no integration to
resin or pigment supply.
                                            1 -   ,'' Vu,
     d.  Very Small                   /   "   '     '•  ' -

     This category contains  241 plants, 4.5% of the total employees,  and 3.7% of annual
sales in the segment and manufactures specialty items for local distribution.

3. Miscellaneous Paint Products

     A general summary of the plants in this segment is shown in Table 3.

     a.  Large

     This category contains 11  plants with  1570 employees, or approximately 94%, of the
segment. Annual sales are about  S75 million, or 94% of the total for the segment. Most  of

                                         13

-------
                                                          TABLE 2

                                   GENERAL DESCRIPTION OF INDUSTRIAL FINISHES PLANTS
Industrial Finishes


*
10



E
3
0)





15
E
1/5

15
w
2-


Urban
Process
Urban
Non-process
Rural
Process
Urban
Process
Urban
Non-process
Rural
Process
Rural
Non-process
Urban
Process
Urban
N on -process
Rural
Process
Rural
Non-process
Urban
Process
Urban
Non-process
TOTALS
No. of
Plants

65

63
3

67
81
11

7

52

138
32
69
85
156
829
No. of
Percent Companies

7.8

7.6
0.4

8.1
9.8
1.3

0.8

•6.3T

16.6
3.9
8.3
10.3
18.8
100.0

26

23
2

45
55
g

3

46

122
30
63
84
146
652
Total
Employees

17,380

15,720
900

4,870
6,225
755

410

1,705

5,025
736
1,164
941
1,528
57,359
Average
Percent Sales per
Average No. Annual Sales in Total Rant
Percent Employees/ Plant ($ Million) Group ($ Million)

30.3

27.4
1.6

8.5
10.9
-1.3

0.7

3.0

8.8
1.3
2.0
1.6
2.7
100.1

267

250
300

73
77
69

59

33

36
23
17
11
10
69

379

329
n.a.

83.2
101.6
14.1

5.3

28.4

83.7
12.2
19.4
15.6
25.4
1,091

34.2

30.2


7.6
9.3
1.3

0.5

2.6

7.7
1.1
1.8
1.4
2.3
100.0

5.74

5.22
n.a.

1.24
1.25
1.28

0.76

—

-



_
-
Process     - Water based
Non-process = Oil based

-------
                        TABLE 3




GENERAL DESCRIPTION OF MISCELLANEOUS PAINT PRODUCTS PLANTS
Miscellaneous
Paint Products
en Urban
™
-1 Rural
=5 Urban
u> Rural
TOTALS
No. of
Plants
9
2
8
2
21
Percent
42.9
9.5
38.1
9.5
100.0
No. of
Companies
6
2
8
2
18
Total
Employees
1,355
215
80
20
1,670
Percent
81.1
12.9
4.8
1.2
100.0
Average No.
Employees/Plant
150
108
10
10
80
Annual Sales
($ Million)
64.9
10.3
3.8
0.96
79.96
Percent
in Total
Group
81.2
12.9
4.8
1.2
100.1
Average
Sales per
Plant
($ Million)
7.21
5.15
0.48
0.48
3.81

-------
these  large plants tend to specialize in certain products, which, in  many  cases, arc  sold
through trade sales paint retail outlets, hardware or discount stores. Plants that manufacture
shellac and  floor finishes tend  to  specialize  in  these products  whereas  companies  that
manufacture putty, caulking compound, and the like generally do not manufacture shellac
or floor finishes.

     b.  Small

     This category contains only 10 plants with 100 employees and has total sales of almost
S5 million, or 6% of the segment. These plants generally manufacture the same product lines
as the larger plants but on a regional or local basis.

4. Printing Ink  (SIC 2893)

     A general summary of the plants in this segment is shown in Table 4.

     a.  Large Plants

     There are  15 companies with 300 plants in this category. They have total annual sales
of $325  million, or 62% of the printing ink industry sales, and typically manufacture a wide
variety of products with some specialization at branch  plants. Most plants are integrated to
binder production, and  have central research facilities, usually at the main plant. Some may
manufacture their own pigments. A typical plant  in this category is one of 20 comprising a
large corporation. It has an average of  22  employees, an annual sales volume of $1 million,
and an annual production of 2 million pounds of ink.

     b.  Captive Plants

     This category comprises  100 plants which are  wholly  owned  ink  manufacturing
facilities of printing plants. No  descriptive data concerning this  category exists, but  it is
estimated that  captive plants produce $180 million  in sales or 15% of the industry total. A
typical plant is assumed to produce about 1.5 million pounds of ink per year at a value of
5786,000. The  average number of employees in each plant is estimated at 15. Most of these
plants tend to specialize in the type of product manufactured and depend in general on the
specific printing process employed at the  parent company. A typical plant  would "r' duce
colored ink in-house and purchase black ink from an outside manufacturer.

     c.  Small Plants

     Plants in  this category for the most part are single companies with few or no branch
operations. They tend  to manufacture  all  ink products but some companies specialize. For
instance some plants will manufacture  only letterpress  and lithographic inks. Plants in this
category have an average employment  of  12 and an annual production  of 880,000 pounds
of ink valued at S440.000.
                                          16

-------
                 TABLE 4




GENERAL DESCRIPTION OF PRINTING INK PLANTS
Large
Captive
Small
TOTAL
No. of
Plants
300
100
270
670
%of
Segment Companies
45 15
15
40 215
100 230
Total
Employees
6,542
1,500
3,230
11,272
%of
Segment
57
13
30
100
Average No.
Employees
22
15
12
17
Annual Sales
($ Million)
325
78.6
120
524
%of
Segment
62
15
23
100
Annual
Sales/Plant
($ Million)
1.08
0.79
0.44
0.78

-------
                             III.  FINANCIAL PROFILES

     A  number  of sources  provide  financial data  on companies  in the paint and allied
products industry. These sources include the Census of Manufactures, ''Industrial Guide to
the Paint Industry" by C. H.  Kline & Co., "Annual Statement Studies"  by  Robert Morris
Associates, and annual reports of publicly owned companies.

     Although all of the information  provided in these published documents is useful it is
provided on a company as opposed to a plant basis. In this study the information was used
to formulate "model" plants showing what is believed to be a typical financial statement for
a plant  of a specific size in a given segment of the industries studied (Tables 5-10). After
these models were  formulated, they were cross  checked with available industry data and
representatives of selected companies  who have plants similar to  the models in the various
size  categories.  On  this  basis it  is  believed  that  the  models  are representative of  the
conditions which exist in a plant of the stated size.

     In  the printing ink industry the published  data is more limited.  Some  very  general
industry data is  available from such sources as Census of Manufactures  and annual reports
but  it  was not considered sufficient from which to prepare models. To facilitate  the
gathering  of financial information the National Association  of Printing Ink Manufacturt rs
made its financial ratio studies available for use iri the preparation  of the model plants.

     The profitability in both  the paint  and allied products industry and in the printing ink
industry is very  difficult  to obtain since many of  the larger companies are part of larger
conglomerates where financial information is not segregated, or they are privately owned
and no  financial information is  available. In  addition a number of printing ink  manufac-
turing facilities are wholly owned by printing plants and again no financial information is
available.

A. PAINT AND ALLIED PRODUCTS INDUSTRY

1. Profitability                   "'. '4   J$. l^!   ?.",>%
                                    i.i'    •  i\    /.')•;
     In  the various segments of the paint and 4Hie'd products industries, company profit-
ability varies in direct proportion to its sales, .volume. As a percentage of sales, for instance,
the profit before taxes for a large company having sales in excess of $ 10 million is about 7%,
while for companies having sales under $250,000, profit before taxes is only 1% of sales.

     The paint  industry's return on  investment has declined steadily since  about  1966. A
comparison  of the paint and allied products industry with all  manufacturing  shows that the
return on net worth for paint and allied products is almost  half the average return for all
manufacturing. The privately owned smaller companies average much smaller returns than
the publicly held companies, according to an analysis prepared by  the First City National
Bank  Corp.
                                         19

-------
                         TABLE 5

         FINANCIAL PROFILE OF MODEL PLANTS
                  TRADE SALES PAINTS
                          ($000)

Large
6,700
4,555
2,190
1,720
480
240
3,610
1,030
1,241
2,072
2,270
273
21.1
10.6
33.4
307

Medium
3,170
2,040
1,130
950
178
89
1,690
384
622
992
1,006
95
17.1
8.8
6.2
109

Small
639
455
184
166
18
14
258
58
80
133
137
15
13.1
10.2
0.7
16
Very
Small
186
140
46
44
1.8
1.4
67
16
23
25
40
1.5
4.7
3.7
0.1
5.8
Size of Plant

Annual Sales
   Cost of Sales
   Gross Profit
   Other Expenses
   Profit before tax
   Profit after tax
Net Assets'
Fixed Assets2
Working Capital
Net Worth3
Total  Investment4
Cash Flow5
ROI - before tax %
ROI - after tax %
Annual Depreciation
Salvage Value
1. Net Assets include all current assets, inventory, receivables and
   fixed assets less accumulated depreciation.
2. Fixed assets include land, buildings and equipment less accumu-
   lated depreciation.
3. Net worth equals total assets less total liabilities.
4. Total investment is derived from adding working capital to fixed
   assets.
5. Cash Flow equals profit after tax plus annual depreciation and
   amortization.
                            20

-------
                        TABLE 6

        FINANCIAL PROFILE OF MODEL PLANTS
            ,     INDUSTRIAL FINISHES
                         ($000)
Size of Plant

Annual Sales
  Cost of Sales
  Gross Profit
  Other Expenses
  Profit before tax
  Profit after tax
Net Assets
Fixed Assets
Working Capital '
Net Worth
Total Investment
Cash Flow
ROI - before tax %
ROI - after tax %
Annual Depreciation
Salvage Value

Large
5,370
3,610
1,760
1,380
380
190
2,880
817
994
1,852
1,810
216
21.0
10.5
26.5
244

Medium
1,230
791
432
359
73
36
656
149
241
342
278
39
26.2
13.1
2.4
55

Small
494
352
142
129
13
10
199
44
62
103
106
11
12.5
9.8
0.6
12
Very
Small
170
128
42
40
1.7
1.3
62
15
21
29
36
1.4
4.7
3.7
0.1
6.1
                          TABLE 7

           FINANCIAL PROFILE OF MODEL PLANTS
             MISCELLANEOUS PAINT PRODUCTS
                           ($000)
        Size of Plant

        Annual Sales
          Cost of Sales
          Gross Profit
          Other Expenses
          Profit before tax
          Profit after tax
        Net Assets
        Fixed Assets
        Working Capital
        Net Worth
        Total Investment
        Cash Flow
        ROI - before tax %
        ROI - after tax %
        Annual Depreciation
        Salvage Value
Large
Small
6,835
4,593
2,243
1,757
485
243
3,664
1,040
1,266
2,357
2,305
277
21.0
10.5
34
320
478
341
138
125
13
10
193
43
60
100
103
11
12.6
9.8
.6
12

-------
                     TABLE 8
      FINANCIAL PROFILE OF MODEL PLANTS
                  PRINTING INK
                       ($000)
Size of Plant

Annual Sales
   Cost of Sales
   Gross Profit
   Other Expenses
   Profit before tax
   Profit after tax
Net Assets
Fixed Assets
Working Capital
Net Worth
Total Investment
Cash Flow
ROI - before tax  %
ROI - after tax %
Annual Depreciation
Salvage Value
 Large     Captive
1,080
 780
 300
 240
  60
  38
 500
 114
 250
 372
 364
  42
   16.5
   10.4
    3.7
  34
786
567
219
176
 43
 23
338
 77
169
164
246
 26
 17.5
  9.5
  2.5
 23
Small

440
273
167
151
 16
 12
140
 32
 70
 75
102
 13
 15.5
 12.1
   1.0
   9.5
                        22

-------
                                        TABLE 9

        NET INCOME, RETURN ON SALES, AND RETURNS ON INVESTED CAPITAL
                                  FOR MODEL PLANTS

                                            Pre-Tax   After-Tax
                               After-Tax      Return     Return     Pre-Tax    After-Tax
                                Income      on Sales    on Sales      R.O.I.*      R.O.I.
   Segment and Size               ($000)         (%)        (%)          (%)         (%)

Trade Sales
   Large                          240           7.2        3.6         21.1         10.6
   Medium                        89           5.6        2.8         17.7          8.8
   Small                           14           2.8        2.2         13.1         10.2
   Very Small                        1.4         1.0        0.78         4.7          3.7
Industrial Finishes
   Large                          190           7.1        3.5         21.0         10.5
   Medium                        36.5         5.9        3.0         26.2         13.1
   Small                           10.4         2.7        2.1         12.5          9.8
   Very Small                        1.3         1.0        0.78         4.7          3.7
Miscellaneous Paint Products
   Large                          243           7.1        3.6         21.0         10.5
   Small                           10           2.7        2.1         12.6          9.8
Printing Ink
   Large                           37.7         5.6        3.5         16.5         10.4
   Captive                         23.5         5.6        3.0         17.5          9.5
   Small                           12.4         3.6        2.8         15.5         12.1

*Total  investment.
                                          23

-------
                                    TABLE 10

                   ANNUAL CASH FLOWS FOR MODEL PLANTS
                                                                       Cash Flow as
                                                     Cash Flow as         Percent of
                               Annual Cash Flow     Percent of Sales    Total Investment
   Segment and Size                 (S OOP)               (%)                 (%)

Trade Sales
   Large                             273.0                4.1                12.0
   Medium                           95.2                3.0                 9.5
   Small                              14.8                2.3                10.8
   Very Small                           1-6                0.84               3.9
Industrial Finishes
   Large                             216.0                4.0                12.0
   Medium                           38.9                3.2                14.0
   Small                              H-0                2.2                10.3
   Very Small                           1-4                0.84               4.0
Miscellaneous Paint Products
   Large                             277.0                4.0                12.0
   Small                      .        10.6                2.2                10.3
Printing Ink
   Large                              41.4                3.8                11.4
   Captive                           26.0                3.3                10.6
   Small                              13.4                3.0                13.1
                                          24

-------
     Tables 5, 6 and 7 show financial profiles, including profit both before and after taxes.
 of  model plants for the various size categories. It must be stressed that these are average
 values for all of the plants in that particular size category and that profits in each group
 cover a tairly broad range. For instance, in the  trade sales segment the profit  before taxes
 for  large plants is  7.1%  of  sales  but the  range  is  from  5.2  to 8.69' (Table 5).  For
 medium-sized plants the range is much greater, varying from 2.3 to 10.19? of sales. For small
 plants the variation  is 0.9% to 4.79?, while for the very small  plants it ranges from -0.5% to
 3.9%. This  variation in profitability must be kept in mind when  examining the guidelines
 impact  because some plants for which the  impact is not significant as  measured  by the
 average figure, will be impacted severely if one  uses the profitability for those  plants in the
 lower quartile of the particular size category.

 2.  Capital Availability

     The  paint  and  allied  products industry  invests little  in  capital  equipment and struc-
 tures. Capital investment for the industry averages only 2.2% of sales compared to 3.5% for
 all manufacturing and 5.9% for chemicals and allied products. It must be recognized that the
 capital  investment  in new equipment  and plants is  basically a  luxury  of the large- and
 medium-sized plants. Many of  the small and very small plants will buy only used equipment
 if it is available and serviceable. Indeed, if one applies the  2.2% figure to all plants in  each
 segment one finds that the average capital investment for plants in the very small category is
 only about  $4000 annually, although few if any plants in  this category actually invest this
 amount.

     The  industry also has a large number of single-plant firms, many of which are family
 owned and  operated. These plants most likely would be inclined to finance any additional
 capital project themselves as opposed to seeking public or outside private financing. This is a
 very important  consideration in determining  the impact, particularly on  companies in the
 small and very small  category.

 B.  PRINTING INK INDUSTRY

 1. Profitability

     Profitability in  the printing ink  industry has also declined  over the past five or so years.
 Profit before  taxes for all  companies has declined from an average of 7.6% in  1969 to an
 average  of 4.1% in  1972, even though sales increased approximately 79?  during this same
 period.

     The  model plants (shown in  Table 8),  as  in the other  cases, are based  on averages
generated for each size category. The range of profitabilities is  similar to those for paint and
allied products.  For instance, the profit before taxes for large printing plants varies from
3.3% to 6.6% based on sales, while those for small plants vary from  1.9% to 9.0%.

-------
2.  Capital Availability

     The ink industry,  like the paint  and allied products industry, spends relatively little
money  on new capital equipment and buildings. The  same rate as for paint and  allied
products of 2.2% of sales can be used as an average figure for the printing ink industry. Most
of the new capital investment is made by the large and captive plants while the small plants
tend to purchase used equipment.

     The  industry  is comprised of many small privately owned single-plant firms. These
plants probably  would self-finance  any capital  investment necessary to  meet effluent
guidelines. Captive  plants and large plants which are part of large corporations would appear
to have little difficulty in obtaining capital for this purpose.
                                           26

-------
                                IV. PRICE EFFECTS

A. SIC 2851  - PAINT AND ALLIED PRODUCTS

     The paint industry, with a few exceptions in specialized areas, is extremely  competi-
tive. Prices, therefore, are  most frequently  set to meet  the competition. Companies will
often calculate the lowest possible  (break-even)  selling  price on the product and try  to
"walk  a fine line" between this price and a  profitable one in an attempt to beat  competi-
tion. Sometimes small paint companies will sell products at break even or even below simply
to keep their  equipment running and  their personnel busy.

     Paint is  sold on a volume (gallon) basis though the weight of a gallon of paint may vary
from approximately 7 to as much as 27 pounds.  According to  Bureau of Labor  statistics,
prices of trade sales paints have been rising for the past eight years at about the same rate as
the average of all industrial commodities. The increase in prices of industrial  paints has been
somewhat greater than that for trade sales paints. The wholesale price index of trade sales
and industrial paints from 1967 through 1971 is as follows:

                                   Trade Sales           Industrial

                      1967            100.0                100.0
                      1968            101.0                103.9
                      1969            102.6                108.9
                      1970            105.0
                      1971            108.7                107.6

     The average  1967 price  was S3.34 per  gallon for trade sales and $2.66 per gallon  for
industrial paints at manufacturers' levels.

     Some large trade sale  suppliers and industrial suppliers of specialty coatings are able to
set their prices according to  the value of their product (value pricing),  such as trade sales
suppliers who have their own retail specialty paint  outlets. In addition specialty coating
manufacturers with proprietary products can follow  these same pricing tactics. Also,  larger
companies which are profit oriented and  which  need not be  particularly concerned with
simply keeping their plant  in  operation are more  likely to price their product to generate a
reasonable profit and risk losing the business rather than pricing too low. However, the paint
industry, being a  commodity industry, generally  prices to meet or beat the considerable
competition.

     The  above pricing philosophy, which  has  resulted in  general  low profitability and
therefore  an  unwillingness on  the part of small  paint manufacturers to invest in capital
equipment, has caused many  small companies to slowly  become non-competitive and drop
out of business. The industry segment, i.e., trade sales or industrial, has little bearing on the
situation; the competitive nature of the specific sub-sector is the key issue.
                                          27

-------
1.  Price Changes

     The paint  industry is predominantly an industry of small plants and to a somewhat less
but still significant extent an industry of small companies. Some of these companies find it
difficult to merely stay in business  from year to year as competition takes its toll. Many
companies find  it impossible to pass increased costs of any kind on to the customer.

     The cost of meeting effluent guidelines will undoubtedly vary widely from plant to
plant. Moreover, it is unlikely that all paint companies will be equally able to pass along the
increased costs of meeting the guidelines.  Those  who presently are value pricing  their
product will  be most  able to pass costs along, but manufacturers in an extremely  com-
petitive field will  find it impossible to do so. Plants in  a  marginal  condition may  close
somewhat sooner because of the impact of the effluent guidelines. The small and very small
plants  will resist capital  expenditure  for as long as possible. When  absolutely forced to
comply or close down  they will make a decision. Since for small and very small plants there
is  little margin for absorbing increased  costs of effluent control,  and  competition will not
allow a proportionate increase in prices,  many of these companies will go out of business.

     Larger  plants  and  smaller  profitable  ones, on the other  hand,  may  have  already
installed at least a portion of the equipment needed to meet the guidelines. Furthermore,
they are better able to bear the additional costs of capital equipment. These companies may
be able to choose whether to pass on the costs of meeting the guidelines or to absorb them.
When  the per-gallon costs for pollution abatement investment are low,  absorption may be
selected  for  some products  and  passed-on-costs for others.  Thus large companies  with a
broad  product  line and specialty producers who are more profitable than the average should
be able to cope with  problems of additional costs.

     Those companies  which are able to  pass on increased costs because  of a  favorable
product  position or because their competition will also  pass on costs probably will not
create  secondary effects. Paint  and coatings generally make  up a  very small portion of the
total cost of a product and for that reason the additional costs should be absorbed relatively
easily  by customers  of the paint industry. At worst, a  very  small increase in product price
would result.

B. SIC 2893 - PRINTING INK

     Since the  ink industry is a supplier to  the printing industry, the product of one is raw
material for the other, and the cost  of ink is very rarely a significant item in the cost of the
finished printed product. Demand in the industry is inelastic, that is, the number of pounds
of ink sold per year ;s reasonably independent of price.

     In spite of the apparent  competitive situation on prices and  the price structure that
exists  in the newspaper, flexographic, lithographic, and letterpress portions of the printing
business,  there is an opportunity for the independent ink manufacturer to provide service
                                          28

-------
and to provide materials under circumstances that allow him to compete with the bigger,
more highly organized companies. For those that are well managed and well organized, the
opportunities to make a reasonable margin of profit are good; for those that are not well
organized the borderline between profit and loss may be tenuous.

    At present the cost of most raw  materials used by the printing ink manufacturers is
rising  and the amount of increase that might be tolerated in the face of this kind of increase
in raw material prices is open to question. For those plants  that manufacture a variety of
products and that specialize in  service as opposed to  manufacturing a con modity item,
there will be more opportunity to pass on increased  costs imposed by the guidelines.
                                         29

-------
                               V. METHODOLOGY
A. APPROACH
    To determine the  economic impact of effluent control in the paint and printing ink
industries, the following factors were assessed:
          1.   Price Effects
                  Price increases                                     V
                  Secondary effects
         2.   Financial Effects
                  Profitability
                  Capital availability
         3.   Production Effects
                  Production curtailments
                  Plant closures
                  Industry growth
         4.   Employment Effects
                  From production curtailments
                  From plant closings
                  From changes in industry
          5.   Community Effects
                  Location of plant closures
                  Number and location of seriously impacted regions
                  Probability of new  plants being built in seriously impacted areas
                  Probability of  dislocated  employees  being absorbed  into local
                  work force
                  Secondary effects resulting in further unemployment
          6.   Industry Growth
                  Trends
                  Capital availability
          7.   Balance of Payment Effects
                  Imports
                  Exports
                  Balance of trade
                                          31

-------
B. PRICE EFFFCTS

     The ability of firms operating in these industries to pass on cost increases to consumers
is largely a result of total market supply/demand in the industry.

     Thus, any determination of price effects will be heavily influenced by a consideration
of market influences on each industry segment. The factors considered included:

     (1)  Capacity  Utilization - If the industry begins to operate at lower ut-lization rates
because of capacity increases or  decreases in  demand  for  product  the ability to increase
prices will be jeduced,

     (2)  Individual Product Price Elasticity - For those product areas which are extremely
price sensitive, increased prices could result in reduced  demand, lower operating rates, less
profitable operations, and plant closures.

     (3)  Specific Geographic Market Effects  A marginal producer  for  special  reasons
could have a protected market position in a local area or demand could be strong nationally
but weak in the specific local market, making it difficult for a local producer to pass on cost
increases.

     (4)  Importance of the Product in its Secondary Markets - If certain of these products
represent a  significant  cost component  in the manufacturing  of derivative products, for
instance, coi! coating  on container  stock, and  if the users have relatively more market
leverage  (are much  larger or consume  a significant  portion of the primary producer's
output), price increases will be more difficult to pass on.

     (5)  Industry Growth Rate - Price increases are most likely in rapidly growing markets
as opposed to static or declining markets.

     Whether or not  cost  increases  can be  passed on  to consumers  depends upon the
magnitude of the abatement costs and the price elasticity of the product. Price increases are
unlikely if:  (1) treatment cost is a high  percentage of selling price, for instance, 10-15% or
higher; (I) products  are readily substitutable; (3) capacity utilization  is low;  (4) demand
growth is low; (5) foreign (or low-cost) competition is high; (6) abatement cost difference1
among plants are large; (7) the market is fragmented; for instance, many producers, each v .'
modest market shares.

C. PLANT CLOSURE  EFFECTS

     To  determine the  numbers  of  plants  which will be shut down  and the resultant
employment  eflects, model industry plants  were examined on the  basis of their financial
characteristics and  the  financial effects incurred by abatement cost increases. For plants in
each category a financial profile was developed (Tables 5-10).
                                            32

-------
     Plants  were categorized as having a  high  probability of closure if  their financial
performance was less than the industry target performance measure. Financial performance,
in turn, was determined primarily on the return on sales, the return on investment, and the
cash flow analysis.  Plants also were categorized  as having a high  probability of closure if
their  financial  position  prevented  them from raising the capital required to meet the
proposed  guidelines, for example,  if effluent  control investment is a high percentage of
current net  assets, or capital availability is difficult. These last two points are  particularly
significant in examining those segments of the  paint and printing ink industries represented
by very small privately held companies where fixed assets a re usually very lo.v and profit-
ability is generally  at a minimum.  In many cases these privately held com, ani s show no
profit and use other criteria as the basis for evaluating their performance. Analysis of these
factors has  to be tempered based on the specific characteristics of the individual industry
segments.
     The sheer magnitude of net  cash flo\f' is the important lyoie to many privately held
firms,  whereas a publicly 1 eld  corporation generally  defines successful performance and
make  a closure decision b..-^d  on profitability ratios  such  as return on  investment.
Furthermore,  for  list >rical and emotional  reasons, a  founder-owned and managed firm is
likely to have ;  ^in-i.ger  commitment to continue o[ w  ms of a given plant than would
absentee ownership/ professional management firms.

     The present value • retried of discounted cash flow compared to plant salvage value is
sometimes  used  as a bi\ is k>r predicting  plant closures. In  these industries this method for
asses  ug investment •.  >portunities is not used except b.  the very largest companies. Many
of the smallest plants stay in operation even with an apparent negative income. Any general
analysis based on model plants would be very misleading since it would probably show that
all small and very small plants  have a DCF below the salvage value without including the
effluent control costs.  If these are included then a major portion of the industry might be
predicted to close. Doing  a DCF analysis would overstate the case and predict more closures
than it is believed will occur.

     Finally, the following factors also were analyzed  to determine the likelihood of plant
closures:

     ( 1 )  Salvage Value of Assets — An  old technically obsolete plant could  have a  high
salvage value -  for  instance, as valuable warehouse space,  useful for the operation  of a
contiguous plant - or it  could have a low  salvage value because of out-of-date equipment
that is not reusable.

     (2)  Degree of Integration - Both forward integration into marketing channels such as
retail trade sales stores and backward integration into  raw  materials (for instance, pigments
and resins) may influence  the likelihood of a plant closure.

     (3)  Multiplant Operations - Some unprofitable plants could be kept on-stream if their
products are essential to the marketing strategy of the corporation as a whole.

                                             33
                                               /•
                                              (L

-------
     (4) Technological Obsolescence   If technology  has changed substantially since  the
equipment was installed, a shutdown might be likely.

     (5) Corporate Commitments - There may be an emotional commitment to continue a
marginal  plant  to maintain  employment  in a  one-industry region (particularly if  tax
incentives are offered).

     Plants  were considered likely to  close if (1) treatment cost is a high percentage  of
after-tax  net income; e.g.,  10-15% or higher; (2) cash  flow is negative (after  deducting
treatment costs); (3) ratio of investment in treatment facilities to fixed net investment is
high: (4) the plant is  not part of a larger integrated manufacturing complex  (5) they face
other environmental  problems (e.g., OSHA); (6) they  are owned largely by multiindustry
firms: (7) there is no emotional commitment to continue operations.
                                           34

-------
                       VI. EFFLUENT CONTROL COSTS

    The Draft Development Document for Proposed Effluent Limitation Guidelines and
New Source Performance  Standards provides cost  data for the four levels of treatment
required by public law No. 92-500. The document describes the control treatment for best
practical control technology, best available technology and new source performance stan-
dards as being identical;  therefore, the costs developed for each of these levels of treatment
are  identical. For brevity, these costs are referred to as BAT in the balance of this report.
These same costs are proposed for both SIC 2851, Paint and Allied Products, and SIC 2893,
Printing Ink. The costs  to meet the guidelines for  all  three of these levels are shown in
Table 11. Table 12 shows the incremental costs for control  for "typical" plants as shown in
the  Development Document.
                                   TABLE 11

                    WASTEWATER TREATMENT COSTS FOR BOTH
                            PAINT AND INK PLANTS1
                                             Large           Small
                                             BAT           BAT
                                            (Alt. 1)          (Alt. 1)
             Investment ($)                    55,000           17,500
             Annual Costs ($)
               Capital                         5,500           1,750
               Depreciation                    5,500           1,750
               Operation and Maintenance          9,000           1,920
               Energy and Power                 3,000              10

               TOTAL                       23,000           5,430
             Daily Production
               Paint (gallons/day)                5,000           2,000
               Ink (Ib/day)                    45,000           18,000
             Daily Waste water Discharge
               Paint (gallons/day)                 500            200
               Ink (gallons/day)                  Not            Not
                                            Specified         Specified

              Dr^ft  Development  for  "Proposed  Effiue.it
              Guidelines  and  Nev: Source  Perf-~Tr-:>A
              Standards  fcr Paint and Ink  Formulation
              and Printing,"  April 197-.    Nati.nal field
              Investigations  Center-Denver,  Denver,   Colo,
                                      35

-------
                                     TABLE 12

                    INCREMENTAL EFFLUENT CONTROL COSTS FOR
                   "TYPICAL" PAINT AND ALLIED PRODUCT PLANTS1
Control to Meet BAT
Investment
($)
17,500
55,000
Annual Operating
Costs ($)
1,930
12,000
Annual
Costs ($}
5,400
23,000
              Plant Size
              Small
              Large

              1. Draft Development Document.

A. CURRENT TREATMENT PRACTICE

     The Development Document indicates that  only one plant  in the United States  is
discharging to navigable waters and that approximately 80% of the plants are discharging to
municipal systems. This data is in serious disagreement with the results of an inquiry made
by questionnaire to approximately 92% of the paint  plants in the United States  by the
National Paint and Coatings Association (NPCA).

     Out of  a  total  of  1619 paint plants queried, completed questionnaires have  been
received from 304, or slightly more than 18% of the total. This is a far better response than
was  obtained by the questionnaire which provided the data base for the  information
contained in  the Development Document. The information contained  in the NPCA ques-
tionnaires is  believed  to  be reliable since  the information on size of plant, production
figures, and other data, appears to check fairly well with industry averages. The data derived
from the NPCA survey suggests that approximately 32% of the industry is already meeting
the guidelines either by treating process clean-up water prior to discharging to a municipal
system or by drumming their waste and disposing of it in a sanitary landfill operation, or by
practicing no discharge in  some  undisclosed fashion. 12% of the industry apparently is
discharging to surface water. These plants probably will have to install  the equipment and
incur the costs associated with BAT.

     Table  13 contains extrapolated data based on the NPCA survey showing the curre-f
status of waste treatment  practices for  the various segments of the paint  and allied produce
industry. Table  14  is a summary  for the  entire industry. About 10% of the questionnaires
were returned with no information concerning current waste treatment  practice. These
"unknowns"  were therefore allocated  to  a particular treatment category according to the
distribution of "known" plants in each segment. The number of unknowns was low for large
and medium  plants (2-3%)  but higher  for both small and  very small plants (10-15%). The
greatest  chance of error is with the industrial finishes segment where nearly 30% of the very
small plants were in the "unknown" category.
                                        36

-------
                                 TABLE 13

              CURRENT STATUS OF PAINT AND ALLIED PRODUCTS1
                       WASTE TREATMENT PRACTICES
Large

Trade Sales
Municipal System Treated
Municipal System Un-
treated
Surface Water
Landfill, etc.
Total
Industrial Finishes
Municipal System Treated
Municipal System Un-
treated
Surface Water
Landfill, etc.
Total
No.

55

41
22
18
136

2

94
31
4
131
_%_

40.4

30.1
16.2
13.2


1.5

71.8
23.7
3.0

1 Large

Miscellaneous Paint Products
Municipal System Treated
Municipal System Un-
treated
Surface Water
Landfill, etc.
Total
fJo.

0

11
0
0
11
J*L

0

52.4
0
0
52.4
Medium
No.

57

60
10
21
148

9

100
32
25
166
_%_

38.5

40.5
6.8
14.2


5.4

60.2
19.3
15.1

Small
No.

0

10
0
0
10
JL

0

47.6
0
0
47.6
Small
No.

39

113
6
40
198

6

196
46
43
291
Ji

19.7

57.0
3.0
20.2


2.1

67.3
15.8
14.8

Very Small
No. %

59 20.6

163 56.8
6 2.1
59 20.6
287

23 9.5

123 51.0
46 19.1
49 20.4
241
Total
No.

210

377
44
138
769

40

513
155
121
829
%

27.3

49.0
5.7
17.9


4.8

61.9
18.7
14.6
*
Total
No.

0

21
0
0
21
A

0

100
0
0
100
























1. Based on Survey conducted by National Paint and Coating Association.
                                   37

-------
                                    TABLE 14

             INDUSTRY SUMMARY OF CURRENT TREATMENT PRACTICE
                     PAINT AND ALLIED PRODUCTS INDUSTRY
                                         No. of Plants      % of Industry
             Municipal Systems Treated          250              15.4
             Municipal Systems Untreated        911              56.3
             Surface Water                    199              12.3
             Landfill, etc.                     259              16.0
             Total                         1,619             100.0


     Table  15  presents the  same information  for  the printing ink  industry.  A  major
assumption with these plants is that the distribution of "captive" plants is the same as that
for large plants. No survey was possible for these plants.

                                    TABLE 15

                   CURRENT STATUS OF PRINTING INK INDUSTRY
                          WASTE TREATMENT PRACTICES


                              Large        Captive      Small           Total
                             NfL  JL      N°'  Ji    N£:  JL      No.   %
   Municipal System Treated       32   10.7      10  10.0     8    3.0     50    7.5
   Municipal System Untreated    217   72.3      72  72.0   227   84.1     516   77.0
   Surface Water                31   10.3      10  10.0     5    1.8     46    6.9
   Landfill, etc.                 20   6.7    	8   8.0    30   11.1     _58    8.7
   Total                      300 100.0     100  100.0   270  100.0    670  100.0
B. EFFLUENT CONTROL COSTS

     Costs for effluent control  contained  in the Development Document  were rp '';r ,ed
utilizing the industry segmentation described in Section I and the results of the NPCA and
NAPIM surveys. Table  16 shows operating parameters for model paint and ink plants.  The
data lists daily production as well as estimated daily effluent. The Development Document
estimated effluent on the basis of 10 gallons of product produced one gallon of effluent. No
estimates were made for ink plants. The daily effluents of plants, based on  the same ratio,
are shown in the table.
                                        38

-------
                                    TABLE 16

             OPERATING PARAMETER FOR MODEL PAINT AND INK PLANTS


                                                              Printing Ink
   Daily Production
   Wastewater Flow
   gals/1000 sales gals
   Average Wastewater
   Flow (gals/day)
     Paint and Allied Products       	
Large   Medium   Small   V. Small  Large   Captive    Small
           (gals/day)                      (Ib/day)
6,000    3,000     600     180    8,300   6,000     3,500

  100     100     100     100      n.a.     n.a.      n.a.

  600     300      60      18      n.a.*    n.a.*     n.a.*
    "Estimated at less than 200 gpd.
     Extrapolating the cost data  provided in the Development Document to fit the plant
sizes selected in the Segmentation section, the costs for effluent control have been de-ived
and are shown in Table 17.

     Where the effluent is small,  say 50 gallons/day, one might choose to drum the entire
effluent and transport it to an approved landfill. The costs for such a procedure turn out to
be almost the same as those shown  for "small" plants in the Development Document. This
then turns out to be a minimum cost for effluent control for all plants producing about
1000 gallons  of paint per day or less. The same probably holds true for ink plants producing
less than 1000 pounds of ink per day.

     In  the determinations of annual costs  the same  assumptions were made as in the
Development Document, that capital costs are spread over 10 years at 10% interest. Labor
rates of $ 10 per hour were used.
                                        39

-------
                                                 TABLE 17

                          EFFLUENT CONTROL COSTS FOR PAINT AND INK PLANTS TO
                            MEET THE PROPOSED EFFLUENT CONTROL GUIDELINES
                                                  (Dollars)
                                                   Paint and Allied Products                   Printing Ink
Effluent Control Level        Cost Items           Large    Medium    Small    V. Small    Large    Captive     Small
BAT                 investment               55,000    55,000    17,500     17,500    17,500    17,500    17,500

                     Annual Operating Cost      15,000      7,200     1,300      1,000     2,170     1,520       870

                     Annual Cost              26,000    18,200     4,800      4,500     5,670     5,020     4,370

-------
                               VII.  IMPACT ANALYSIS

 A.  PRICE EFFECTS

     Several criteria used to determine whether abatement costs might be passed on through
 price increases  in both industries suggest  a  favorable condition for passing these costs
 forward. For instance, the cost for treatment as a percentage of sales is low, as shown in
 Table 1 8. In addition there  are relatively  few,  if any, low cost substitute products, plant
 capacity utilization  is  high, foreign competition  is insignificant,  and market share distri-
 bution tends to be  concentrated  in a rather  limited number of companies. Moreover,  the
 inelasticity  of demand in the printing ink industry suggests that the demand for printing ink
 will be relatively independent of pricing.


                                      TABLE 18

                        PRICE INCREASE REQUIRED TO PAY FOR
                          INCREMENTAL EFFLUENT CONTROL
                               AS A PERCENT OF SALES

                     Type  and Size of Plant                      BAT


                     Trade Sales
                        Large                                 0.39
                        Medium                                0.54
                        Small                                 0.75
                        Very Small                              2.41

                     Industrial Finishes
                        Large                                 0.48
                        Medium                                1.38
                        Small                                 0.97
                        Very Small                              2.65

                     Miscellaneous Paint Products
                        Large                                 0.38
                       Small                                 1.00

                     Printing Ink
                        Large                                0.53
                       Captive                               0.64
                       Small                                0.99

     However, two overriding factors  suggest that incremental cost increases  for effluent
treatment will not be passed forward. The data in  Table 18  show that the costs for the
smaller plants in each segment are several times higher than those for the larger plants. Since
the large plants control about 60r/r of sales in  both the paint and printing ink industries it
would appear that large plants would encounter little difficulty in raising prices. However,
                                        41

-------
the price increase  necessary to satisfy the incremental costs for effluent control for large
plants will do little to offset the cost incurred by the smaller plants. In addition the number
of large plants  impacted is considerably smaller than the number of small and very small
plants impacted. The competition factor in both of these industries is extremely severe and
since the small and very small plants in the paint and allied products industries and the small
printing  ink  plants  must  necessarily compete  with the  large plants they cannot stay
competitive if they increase prices. Therefore no general price increase is expected in either
industry. Note, however, that the larger plants  in both industries, and particularly in the
printing  ink  industry where  a wider variety  of products are manufactured, have more
opportunity to pass on  costs  than do the small and very small plants in both industries and
especially those in the  industrial finishes segment of the paint and allied products industry.

     Another factor supporting the  contention  that price increases  will not occur is the
pricing history in both the paint and printing ink industries. Several articles in trade journals
and  interviews with  representatives  of trade associations  and individual manufacturing
companies concur that over the past five to six years product prices have been fairly stable
while manufacturing costs  for both  raw materials and labor have increased  dramatically.
This is one of the contributing factors to the sharp decline in profitability in both the paint
and printing  ink industries, and it supports the contention that effluent abatement costs will
be absorbed out of cash flow as opposed to being passed on.

B. FINANCIAL EFFECTS

     The primary  financial effects were determined by analyzing profitability and capital
availability in order to assess the financial impacts of the proposed effluent control costs on
the model plants.

     Profitability impacts include:

         (1) Pre-tax net income,

         (2) After-tax return on sales,

         (3) Pre-tax rate of return on  invested capital,

         (4) After-tax rate  of return on invested capital, and

         (5) Annual cash flow.

 1. Pre-tax Net Income

     The impact  of effluent  treatment costs on pre-tax net income  for model paint and
 printing ink  plants is shown  in Table 19. Pre-tax income in both trade sales and  industrial
 finishes  for the very small  plant category shows a negative value. Pre-tax income for small


                                         42

-------
                                   TABLE 19

             PRE-TAX AND AFTER-TAX INCOME FOR MODEL PLANTS
                         ASSUMING NO PRICE CHANGE
                                     ($000)
  Type and Size
    of Plant
 Pre-Tax Income
                                Baseline
            BAT
               After Tax Income
               Baseline
            BAT
Trade Sales
Large
Medium
Small
V. Small
480
178
18
1.8
457
160
13.2
(2.6)
240
89
14
1.4
214
70.8
9.2
(1.5)
Industrial Finishes
Large
Medium
Small
V. Small
380
73
13.3
1.7
354
54.8
8.5
(2.8)
190
36.5
10.4
1.3
164
12.3
5.6
(1.6)
Miscellaneous Paint Products
     Large
     Small
485
 12.9
459
  8.1
243
 10.1
217
  5.3
Printing Inks
     Large
     Captive
     Small
60
43
15.8
54.3
38.0
11.4
37.7
23.5
12.4
32.0
18.5
8.0
                                       43

-------
 trade  sales plants  a.id  small  and  medium industrial  finishes  plants  has been  reduced
 considerably but is still positive Ali other plants show a reduction in pre-tax income but the
 reduction is not considered critical.

 2. After-tax Net Income

     The  impact of effluent control on after-tax income for model paint and printing ink
 plants is also shown in Table 19. After-tax income  was calculated by using a tax allowance
 of 50% on plants  having pre-tax income in excess of S25,000.  For those plants having
 pre-tax income less than $25,000 a tax  rate of 22% was used.

     Table i 9 shows that serious impact results from meeting BAT requirements for  small
 and  very  small  plants in both  the  trade sales and industrial finishes segments. After-tax
 profits of small  miscellaneous paint product plants and small printing ink plants will decline
 about 50%.

 3. Return on Sales

     Pre-tax  and after-tax returns  on sales  for model  plants are shown  in Table 20. In
 general they  show the  same pattern  as the impact on net income.  The very  small plants in
 both  trade  sales and industrial finishes segments  show  a  negative pre-tax and after-tax
 return.

     The  low baseline  return on all of the very small  plants and even on the small plants
 indicates that average  plants in these  size categories are presently operating in  a marginal
 condition.  Any  increase  in cost will have  a  serious effect on pre-tax  income and pre-tax
 return on  sales.

 4. Return on Invested Capita!

     The  pre-tax and  after-tax returns on  investment  for model plants  are  shown in
 Table 21.  This table shows information similar to the return on sales and income  trends due
 to the impact of effluent  control costs. After-tax return on investment  for BAT control for
 both trade sales  and industrial finishes plants in  the very small category is negative, and very
serious reductions in after-tax return are shown for all of the small plants.

     The baseline after-tax return on investment again indicates that the very  small plants in
 the trade  sales and industrial finishes  segments are operating in a marginal  condition and
could be in serious financial trouble with any large erosion of profits.

 5. Cash Flow

     Estimated cash flows, calculated  by adding depreciation to  after-tax income for the
mode! paint  and printing ink nlants. are shown in Table 22. Note that the depreciation
                                        44

-------
                                   TABLE 20

        PRE-TAX AND AFTER-TAX RETURN ON SALES FOR MODEL PLANTS,
                          ASSUMING NO PRICE CHANGE
   Type and Size
     Of Plant
Pre-tax Return
                                Baseline
           BAT
               After-Tax Return
               Baseline
          BAT
Trade Sales Paints
     Large
     Medium
     Small
     V. Small
7.2
5.6
2.8
1.0
6.8
5 1
2.1
(1.4)
3.6
2.8
2.2
0.8
3.2
2.2
1.4
(0.8)
Industrial Finishes

     Large
     Medium
     Small
     V. Small

Miscellaneous Paint Products
7.1
5.9
2.7
1.0
6.6
4.5
1.7
(1.6)
3.5
3.0
2 1
0.8
3.1
1.4
1.1
(0.9)
     Large
     Small

Printing Ink

     Large
     Captive
     Small
 7.1
 2.7
 5.6
 5.5
 3.6
6.7
1.7
5.0
4.8
26
3.6
2.1
3.5
3.0
2.8
3.2
1.1
3.0
2.4
1.8
                                       45

-------
                                  TABLE 21

             PRE-TAX AND AFTER-TAX RETURN ON INVESTMENT FOR
                   MODEL PLANTS ASSUMING NO PRICE CHANGE
  Type and Size
    Of Plant
 Pre-Tax Return
 On Investment
                                Baseline
           BAT
               After Tax Return
                On Investment
                                                           Baseline
                           BAT
Trade Sales Paints
     Large
     Medium
     Small
     V. Small
21
17.7
13.1
4.5
20
16.0
9.6
( 6.6)
106
8.8
10.2
3.2
9.4
7.2
6.7
(38)
Industrial Finishes
     Large
     Medium
     Small
     V. Small
21
263
12.5
4.7
19.6
19.7
80
( 7.7)
10.5
13 1
9.8
3.6
9.1
9.8
53
(4.4)
Miscellaneous Paint Products
     Large
     Small
21.0
12.5
19.9
 7.3
10.5
 9.8
94
5.0
Painting Ink
     Large
     Captive
     Small
16.5
17.5
15.5
14.9
15.4
10.2
10.4
9.5
12.1
8.8
7 5
78
                                      46

-------
                                 TABLE 22
            ESTIMATED CASH FLOW ON AVERAGE INVESTED CAPITAL
               FOR MODEL PLANTS ASSUMING NO PRICE CHANGE
  Type and Size
    of Plant
                                    Baseline
($000)
                                 BAT
              ($000)
Trade Sales
Large
Medium
Small
V. Small
273
95.2
14.8
1.6
12.0
9.5
10.8
3.9
258
88
13.5
0.6
11.4
8.8
9.9
1.5
Industrial Finishes
Large
Medium
Small
V. Small
216
38.9
11.0
1.4
12.0
14.0
10.3
4.0
201
31.7
9.7
0.4
11 1
11.4
9.2
1.1
Miscellaneous Paint Products
     Large
     Small
277
 10.6
12.0
10.3
262
  9.3
11.4
 9.0
Printing Ink
     Large
     Captive
     Small
41.4
26.0
13.4
11.4
10.6
13.1
39.2
24.5
12.5
10.8
10.0
12.3
                                      47

-------
figures used include depreciation on the newly installed effluent control equipment.  With-
out this depreciation factor the  cash flow after abatement for the very small trade sales and
industrial finishes plants would be negative.

     All cash  flows  for model  plants are positive although  the cash flows for very small
plants  in both trade sales  and  industrial  finishes segments are drastically reduced  and are
almost negative. The percentage of cash flow on average invested capital in these same size
categories is also reduced dramatically.

6. Capital Availability

     One  of the  most  serious considerations in analyzing the effect of effluent abatement
costs in  these industries  is the  availability  of capital  to make the initial investment  in
effluent abatement. Both  the  paint and  printing ink industries have a much lower than
average annual investment in manufacturing equipment compared to other industries.  In
Appendix A the  capita! expenditures for direct dischargers  are shown as  a percentage  of
average annual  investment.  For  the  printing ink industry and  for miscellaneous  paint
products segments these values are low. For trade sales and industrial finishes segments the
values are very high.

     These values are somewhat misleading, however, because they are average values of the
investment  for large plants as  well as for very  small  plants. It has been shown that new
capital  investment  is  made principally  by the large-  and medium-sized  trade  sales and
industrial  finishes plants. If one uses the industry averages the average annual investment for
a very small trade  sales or industrial finishes plant is S4000. If the capital investment for
effluent abatement  for these plants is 517,500 the percentage of average annual investment
is extremely  high,  over 4009r.  This same relationship holds true for the small  industrial
finishes and trade sales plants but to a lesser degree.  (Table  23.)

     Large- and medium-sized  plants will have little  difficulty in  financing effluent abate-
ment costs  from  working capital, private financing, or commercial lending agencies.  Because
capital costs represent an  extremely high percentage of average annual investment for the
small and  very small plants, these plants will not be able to obtain the necessary capital from
commercial lending agencies. Instead they will have to resort to either private financing or
pay  for the  investment from cash flows.

     In the preceding  section the impact of effluent  abatement costs on after-tax  income,
after-tax return on  sales, and after-tax return on investment  has been shown.  In every case
the  very small trade sales and  industrial finishes plants report a negative position.  On this
basis it is believed that no financing either commercial or private will be available and these
plants will  be forced  to close.  In the case of the  small trade sales and industrial  finishes
plants the after-tax  income, return on sales and returns on investment are positive but have
been reduced  by as much  as 50^. Cash flows are still positive and some of these plants may
be  able  to finance effluent  abatement  investment  themselves. However, no  public  or
                                         48

-------
                                                           TABLE 23
                 EFFLUENT CONTROL INVESTMENT AS A PERCENTAGE OF AVERAGE ANNUAL CAPITAL INVESTMENT
                                                             ($000)
Segment
 Control
Investment
Fixed Assets
Control Invest.
as a Percent of
 Fixed Assets
Average Annual
    Capital
  Investment
 Control Invest.
 as a Percent of
Ave. Cap. Invest.
Trade Sales
Large
Medium
Small
Very Small
55
55
17.5
17.5
1,030
384
58
16
                                                                   5.3
                                                                  14.3
                                                                  30
                                                                 109
                                                               147
                                                                70
                                                                14
                                                                4
                                                                      37
                                                                      78
                                                                     103
                                                                     438
Industrial Finishes
Large
Medium
Small
Ver, Small
55
55
17.5
17.5
                                              817
                                              149
                                               44
                                               15
                                          6.7
                                         37
                                         40
                                        117
                                              118
                                               27
                                               11
                                                3.7
                                                  46
                                                 203
                                                 159
                                                 473
Misceellaneous Paint
Products
     Large
     Small
  55
  17.5
   1,040
     43
      5.3
     41
    150
     10.5
      37
     167
Printing Ink

     Large
     Captive
     Small
  17.5
  17.5
  17.5
    114
     77
     32
     15.4
     23
     55
     24
     17
      9.7
      73
     103
     180

-------
commercial financing will be available. For medium industrial finishes plants, the impact is
severe enough on after-tax income, return on investment, etc., to estimate that one-third of
these plants will be seriously impacted as a result of the proposed effluent guidelines.

C. PLANT CLOSURE EFFECTS

     The financial analysis in the previous section showed limited availability of capital and
poor or negative  profitability for the small and very small plants in both rrade sales and
industrial finishes segments as well as for the lower quartile of the medium-sized industrial
finishes plants. The resulting potential closures  are  shown in Table 24. No  closures are
anticipated for the miscellaneous paint products segment or for the printing ink  segment.
                                    TABLE 24

                              POTENTIAL CLOSURES

                                    BAT            Baseline            Net
   Trade Sales
        Large                         -                  —               _
        Medium                       -                  —               —
        Small                          624
        V. Small                        624
          Total                       12                 4                8

   Industrial Finishes

        Large                         —                  -               -
        Medium                       11                 -               11
        Small                         46                10               36
        V. Small                       46                13               33
          Total                      103                23                80

   SIC 2851 Totals                    115                27                88
                                        50

-------
     Baseline closures were estimated as follows: in the paint and allied products uutustn,
approximately 160 establishments go out  of business each year. Most of those arc single-
plant companies so the assumption  has been made  that  annual baseline closures m the
industry total 160 plants. However, not all of these plants  cease operation. About half arc
acquired by some other company and continue operating as  before. The remaining 80 plants
either go out of business completely or are acquired by some other company which transfers
part  of the equipment and part of the labor  force to some  other location. Of the impacted
plants 27 fall in the baseline category, 4 in trade sales and 23 in industrial finishes as shown
in Table 24. The total potential closures for  BAT are 115.  Deducting the  27 baseline
closures leaves net potential closures of 88 plants.

     Because of the marginal financial operations, particularly in the very small trade sales
and  industrial finishes plants, it is  assumed that an  additional  27 plants will remain  in
business since the closure  decision  in  this  case would not be  influenced by  the usual
financial  benchmarks  such as  after-tax income, return on  sales or return on  investment.
Capital availability for these plants probably  would come from within the company family
or by  reducing  working  capital and  no outside  financial assistance  would be sought.
Subtracting this from the potential closures gives a net of 61 plants with a high probability
of closure.

D. PRODUCTION CURTAILMENT

     No significant long-run curtailment in total production will result from the imposition
of effluent control costs. Those plants which continue to operate will do so at their current
volume and will not reduce production to meet the proposed standards.

     It is estimated that the industries are  now operating at 85% of capacity. On this basis,
existing plants will be able  to cover any production loss from plant shutdowns. Table A-3,
Appendix A, shows the percentage of reduction in segment  production due to closures. For
trade sales  paints, this amounts to 0.2% of production and for industrial finishes the value is
3.4% of production. For miscellaneous paint products and printing ink segments there is no
loss of production because there are no plant closures. The total loss of production in the
paint and allied products industry amounts to 1.8%.

E. EMPLOYMENT EFFECTS

     The loss of employment  due to plant closures, also shown in Table A-3, amounts  to
200  in the trade sales paint segment and 2224  in the industrial finishes segment. The total.
2424, represents about 2% of the total employees in the paint and allied products  industry.

F. COMMUNITY EFFECTS

     The plants  with  potential closures are located primarily in urban areas, principally
along the eastern seaboard, the North  Central States, Texas and  California.  It  is highly
                                       51

-------
unlikely  that plants which are closed would be restarted by another group in the same
location. The sales lost by the plants which close would be absorbed by competitive plants
meeting  the guidelines. These plants could probably  assimilate the production without
increasing their present labor force.  Therefore, it is highly unlikely that the workers left
unemployed by plant closures would be able to continue in the industry.

G. INDUSTRY GROWTH

     Because of the low capital investment necessary for entry into these industries, they are
characterized by a large number of very small plants.  If the  investment for control or for
pretreatment is added to the start-up costs then the trend will shift gradually away from a
predominance  of very  small to small- and medium-sized plants.  No significant impact on
overall rate of growth in either industry is expected due to implementation of the proposed
guidelines.

H. INTERNATIONAL TRADE

     The amount of trade  sales paint and industrial finishes  imported is negligible. There-
fore, no balance of payments effects will result from the implementation of the proposed
guidelines.
                                        52

-------
                          V!!!. LIMITS OF THE ANALYSIS

A. ACCURACY

     All data gathered for the Impact Analysis   numbers of plants, numbers of employees,
segmentation of the industry,  geographic  location,  etc. — were  derived from Census of
Manufactures data, industry association cl;:ta, the ''Paint Redbook," the "Industrial Market-
ing Guide  to  the  Paint  Industry"  by C. H. Kline & Co.,  Robert Morris  Associates, the
National Paint and Coatings Association,  tiie National Association of Printing Ink Manufac-
turers, and ADL data. The financial data were accumulated from  Census of Manufactures,
corporate annual  reports, private sources, and  ADL  estimates. We believe all of these data
are reliable and we estimate them to be 90-95'/r accurate. Data relating to  the  numbers of
plants connected to municipal systems vs.  the number of plants discharging  clean-up or
process water by some other means wen- derived from the questionnaires sent out by both
trade associations.

     The cost data were provided by EPA through the Draft Development Document. These
cost data were extrapolated to  correspond with the plant  sizes described in this study. All of
the economic analyses were performed using these modified cost data. The costs cortained
in the Development Document are based on a  smaller amount of clean-up  water tha \ that
generally estimated by the industry. If one doubles  the annual operating costs  forefiluent
control and applies these data in the economic impact, there is very little change in the
estimated closures presented in Tab!'.1  24. The  percent margin of all plants  is lower and the
abatement cost as a percentage of net income  is, of course, much  higher. However, it is not
significantly different from the data presented and it is not believed that increased operating
costs will  cause any  significant change  in  the estimate of the  number of possible  plant
closures. On the  other  hand,  any  significant  error  in the investment costs  would have a
drastic effect on the number of potential plant closures  since the availability of capital for
investment might well depend  on the  relationship between the capital investment and fixed
assets. If this  ratio is significantly increased a large number of medium-sized plants might
face closure.

B.  RANGE OF ERROR

      It is believed that no more than  88  olants in SIC 2851, paint and allied products, will
close. This number might be significantly reduced because of the number of privately held
firms which  do not evaluate  thrr financial  well-being by sophisticated  techniques, but
rather are operating from their g;ov, maigm. It is possible that as many as 27 plants would
stay in business, reducing the  number of potential closures to approximately 61. While this
is a  significant drop, there arc appioximatdv 30 plants in the medium-size category of the
trade sales segment operating  under margin,u  conditions. If they  were to make the invest-
ment shown in BAT, there is a  senous  question as to  whether they  might also close.

-------
C. CRITICAL ASSUMPTIONS

     In  generating  this economic analysis, it  has been  necessary  to  make  a  number of
assumptions. The most critical assumption is that plants which returned industry survey
questionnaires unanswered regarding the present method  of discharge could be distributed
in accordance with  the distribution of known plants in each segment. If plants identified as
dischargers  or as not  pretreating are  now meeting the  guidelines, the number of plants
described as potential closures would be reduced.

     It  is  assumed  that  the industry averages for  financial data are adequate  for  the
description of plants in the various segments identified. To check this assumption, a number
of paint  companies in the various categories have been exposed to the financial profiles used
in this analysis for review. No serious criticism has arisen.

     The greatest degree  of  sensitivity of these  assumptions  lies  in  the number of plants
currently meeting the  proposed effluent guidelines. Data  used in this analysis were derived
by an examination of questionnaires  returned  from  more than  18/f  of  the  plants in  the
industry. If the number of plants discharging to surface water is significantly different from
the v.mple or, conversely,  if the  number of  plants currently meeting the guidelines is
signit:. antly increased, this  obviously  will have a major effect on the number of potential
plant  closures  and  the  general  economic impact  to both  the  printing  ink and  paint
industries.
                                         c/i

-------
    APPENDIX A




INDUSTRY SUMMARIES
        55

-------
                                                      TABLE A-1
                            SIC 2851 EFFLUENT CONTROL INVESTMENT AND ANNUAL COSTS
                                                        (BAT)
   Rant Group

Trade Sales
   Very Small
   Small
   Medium
   Large

   Total
Industrial Finishes
   Very Small
   Small
   Medium
   Large

   Total
Miscellaneous Paint Products
   Small
   Large

   Total
Industry Total

Number of
Rants
with Direct
Discharge
6
6
10
i-22

Total
Fixed
Investment
($ Million)
0.24
0.82
10.0
50
Incremental Investment
Required for
Effluent Control
(% of Fixed
($ Thousand) Investment)
105 44
105 18.3
550 5.5
1,210 2.4

Total
Annual
Sales
($ Million)
1.1
3.8
31.7
147.4


Annual


Cost for
Effluent Control
($ Thousand)
27
28.8
182
572
(% of Sales)
2.5
0.8
0.6
0.4
''44
155
61.1
75.3
1.970
5,075
3.2
184
6.7
236.4
 810
1,816
0.4
46
5*46
32
31
1.7
4,9
12.5
56.2
BOS
805
1,760
1,705
47.4
16.4
14.1
3.0
7.8
22.7
39.4
166.5
207
221
582
806
2.7
1.0
1.5
0.5
                                                                              0.8
0
0
0
199
0
0
0
136.4
0
0
0
7,045
0
0
0
5.2
0
0
0
420.4
0
0
0
2,626
0
0
0
0.62

-------
                                                               TABLE A-2

                                       SIC 2893 EFFLUENT CONTROL INVESTMENT AND ANNUAL COSTS
                                                                  (BAT)
00
              Plant Group

            Printing Ink
              Large
              Captive
              Small
            Industry Total

Number of
Plants
with Direct
Discharge
31
10
5

Total
Fixed
Investment
($ Million)
11.3
2.5
0.5
Incremental Investment
Required for
Effluent Control
(% of Fixed
($ Thousand) Investment)
534 4.8
175 7
87.5 17.5

Total
Annual
Sales
($ Million)
33.5
7.9
2.2




Annual Cost for
Effluent
($ Thousand)
176
50.2
21.8
Control
(% of Sales)
0.5
0.6
1.0
46
14.3
805.5
5.6
43.6
248
0.6

-------
                           TABLE A-3

                     INDUSTRY SUMMARY

Trade Sales Paints
   SIC 2851 Paint & Allied Products

# Plants m Segment                               769
# Plants Direct Discharging                         44
% Total Plants in Segment                           5
# Plants with  BPT Treatment In Place               348
% Total Plants in Segment                          45

Cost of Effluent Abatement
   Capital Costs for Segment
                                                        ($000)
   Total Capital Cost                                     1,970
   Total Capital Expenditures
     as % Average Annual Investment                       48.7
   Total Capital Expenditures
     as % Total Capital in Plant                              3.2

Annualized Costs for Segment
   Total Incremental Increase
     Including Capital Charges                             810
   Total Incremental Increase
     Excluding Capital Charges                             416
   Total Incremental Increase
     as % of Sales                                         0.4

Expected Price Increase Due to Effluent Control              none

Plant Closures
   Total Closures Anticipated                                  8
   % Reduction of Segment Capacity
     due to Closures                                       0.2

Employment
   Total $ of Employees Affected                           200
   % of Total Employees in Segment                         0.4

Comrminity Effect                                        none

Impact on Industry Growth                                 none

Balance of Trade Effects                                   none
                              59

-------
                     TABLE A3 (Continued)

Industrial Finishes
   SIC 2851 Paint and Allied Products

# Plants in Segment                               825
# Plants Direct Discharging                        108
% Total Plants in Segment                          13
# Plants with BPT Treatment In Place               161
% Total Plants in Segment                        19.4

Cost of Effluent Abatement
   Capital Costs for Segment                               BAT
                                                        ($000)
   Total Capital Cost                                     5,075
   Total Capital Expenditures
     as % Average Annual  Investment                         98
   Total Capital Expenditures
     as % Total Capital in Plant                             6.7

Annualized Costs for Segment
   Total Incremental Increase
     Including Capital Charges                            1,816
   Total Incremental Increase
     Excluding Capital Charges                             801
   Total Incremental Increase
     as % of Sales                                         0.8

Expected Price Increase Due to Effluent Control              none

Plant Closures
   Total Closures Anticipated                                 80
   % Reduction of Segment Capacity
     due to Closures                                       3.4

Employment
   Total # Employees Affected                            2,224
   % of Total Employees in Segment                          3.9

Community Effect                                        none

Impact on Industry Growth                                none

Balance of Trade Effects                                   none

-------
                     TABLE A-3 (Continued)

Miscellaneous Paint Products
   SIC 2851  Paint and Allied Products

# Plants in Segment                               21
# Plants Direct Discharging                          0
% Total Plants in Segment                           0
# Plants with BPT Treatment In Place                 0
% Total Plants in Segment                           0

Cost of Effluent Abatement
   Capital Costs for Segment                               BAT
                                                        ($000)
   Total Capital Cost                                         0
   Total Capital Expenditures
      as % Average Annual Investment                          0
   Total Capital Expenditures
      as % Total Capital in Plant                                0

Annualized Costs for Segment
   Total Incremental Increase
      Including Capital Charges                                0
   Total Incremental Increase
      Excluding Capital Charges                                0
   Total Incremental Increase
      as % of Sales                                           0

Expected Price Increase Due to Effluent Control              none

Plant  Closures
   Total Closure Anticipated                                   0
   % Reduction of Segment Capacity                           0

Employment                                             none

Community  Effect                                        none

Impact on Industry Growth                                none

Balance of Trade Effects                                   none
                               61

-------
                    TABLE A-3 (Continued)

Printing Ink
   SIC 2893 Printing Ink

# Plants in Segment                               670
# Plants Direct Discharging                         46
% Total Plants in Segment                         6.9
#Plants with BPT Treatment In Place               108
% Total Plants in Segment                          16

Cost of Effluent Abatement
   Capital Costs for Segment
                                                        ($000)
   Total Capital Cost                                       806
   Total Capital Expenditures
     as % Average Annual Investment                        7.0
   Total Capital Expenditures
     as % Total Capital in Plant                              5.6

Annuahzed Costs for Segment
   Total Incremental Increase
     Including Capital Charges                             248
   Total Incremental Increase
     Excluding Capital Charges                             86.8
   Total Incremental Increase
     as % of Sales                                         0.6

Expected Price Increase Due to Effluent Control              none

Plant Closures                                             none

Employment                                             none

Community  Effect                                        none

Impact on Industry Growth                                 none

Balance of Trade Effects                                   none

-------
 II CIINK Al Rl I'ORT
    DAI A I'ACil
I  Report No.
  EPA-230/1-74-052
3. Recipient's Accession No.
4  lillc.md Suhlitle
    Economic Analysis of Proposed Effluent Guidelines - Paint and Allied Products
    and the Printing Ink Industries
                                                      5. Report Date
                                                            August 1974
                                                      6.
               David W. Levering, Thomas L. Doorley, Henry L. Buccigross,
               John W. Rafferty	
                                                      8. Performing Organization Kept. No.
                                                            C-75927
   IVrtorinmn Organization Name and Address
         Arthur D. Little, Inc.
         Acorn Park
         Cambridge, Massachusetts 02140
                                                      10. Project/Task/Work Unit No.
                                                            Task Order No. 27
                                                      11.  Contract/Grant No.

                                                            68-01-1541
 12. Sponsoring Organization Name and Address
         Office of Planning and Evaluation
         Environmental Protection Agency
         Washington, D.C.  20460
                                                      13. Type of Report & Period Covered
                                                            Final
                                                      14.
 15. Supplementary Notes
 16. Abstracts
         An analysis of the economic impact on paint and printing ink industries of proposed effluent gu felines.
         Impacts were found to be concentrated on small plants in trade sales and industrial finishes segmei ts. For
         these plants capital investment required for abatement will force many to consider plant closure. In toto,
         however,  abatement cost to the industries is not severe and price increases if any  are expected to be
         minimal.
 17. Key Words and Document Analysis.   17a. Descriptors

       Effluent Abatement
       Economic Impact Analysis - Paint and Allied Products
                                  Printing Ink
17b. Identifiers/Open-Ended Terms
 17c COSATI Held/Group
 18. Availability Statement
       U.S. Environmental Protection Agency
       Information Center, Room W-327
       Waterside Mall, Washington, D.C. 20460
                                      19. Security Class (This
                                          Report)
                                           UNCLASSII II D
                                      20. Security Class (This
                                          Pace)
                                          UNCLASSII MD
          21. No. of Pages
                 70
          22. Price
I OKM NTIS-35 (RI;V. 3-72)
                         •)/
                                                                                                    USCOMM-DC 14952-l

-------