Monday, February 10, 2014

Flop show: Kapil Sibal's 'zero loss' loss theory of 2G spectrum allocation is a flop! 

New Delhi: The current spectrum auction has been a tremendous success. This shows us that the 2008 2G spectrum allocation by the then telecom minister A Raja was definitely a scam. Till 6th day of the ongoing allocation, 8 February, the government has received bids worth 56,554.92 crore and the auction has not concluded yet.
 
The allocation in November–December 2012 had proved to be a lacklustre auction of spectrum. However, current auction is a success so far for the government despite the economy is growing much slower than 2012. The question arises that when spectrum allocation was so dreary in 2012, why is the on-going auction turning out to be successful?
 
The structure of the auction makes it so remarkable. This auction is so interesting because every company wishes to acquire 900 MHz spectrum in Delhi, Mumbai and Kolkata circles. The companies that had spectrum licences in these circles, their licences are about to expire. These include Vodafone, Idea and Airtel.
 
RelianceJio, which may commence 4G services across nation this year, has added excitement in the competitive bidding by joining the auction.
 
An important difference is that in 2012 auction UPA government tried hard to prove that the allocation of spectrum at cheap rates was a correct decision. UPA had come under scathing criticism due to 2G spectrum scam.
 
In 2012 allocation, ‘reserve price’ of 5 MHz spectrum at an all India level was fixed at Rs. 14,000 crore. UPA had expected to raise Rs. 28,000 crore. However, only Rs. 9,704 crore had been raised and the whole auction was proved uninspiring.
 
The UPA government blamed the then Comptroller and Auditor General (CAG) Vinod Rai for the dull auction. CAG had suggested conducting 3G spectrum auction at 2010 prices. According to him, Raja had sold spectrum at a loss of over Rs. 1,76,000 crore. The estimated loss caused much embarrassment to the government.
 
Congress spokesperson was joyous owing to a lacklustre auction for he wanted Congress to get a clean slate after the 2G scam accusations. Manish Tewari, who is now Minister of Information and Broadcasting, had questioned CAD about the alleged Rs. 1,76,000 crore.
 
Kapil Sibal's 'zero loss' theory
 
Telecom Minister Kapil Sibal, who had advocated 2G spectrum allocation as ‘zero loss’, i.e. no revenue loss, was also celebrating the low-generated revenue. He contended, as there was no defined policy in relation to the auction, so there is no question of loss.
 
Kapil Sibal justified auction under UPA government by saying that they followed rules of the previous government. 2G spectrum, he said, was allocated on ‘first come first served basis’. It was a policy of previous NDA government he argued.
 
Thus, it is evident that the spectrum auction carried out in 2012 turned out to be a flop because of the then government’s vested interests.
 
Now see, Sibal is saying this time that the financial position of the government is wrong and needs a lot of revenue from spectrum auctions. They took the bold step of reserve price rationalisation. This helped the government to gain Rs. 40,000 crore bid on the very first day.
 
This proves two things, first, the auction in 2012 failed not because the procedure was incorrect; however, because the reserve price set by Kapil Sibal was not rational. Government deliberately did not take a rational decision, which made auction impractical.
 
Second, the zero loss contention does not fare well when you are allocating resources (spectrum) that are have scarce availability. Cost of available resources can be increased or decreased according to the goals of the incumbent/government. However, you will have to assess the potential damage and will have to justify it. Thus, spectrum allocation of 2014 proves that Kapil Sibal’s ‘zero loss’ theory is a flop.

NAUSHAD ALAM

PGDM II SEM

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