This week at MOIC, we analyze a possible "waiver" to the Jones Act with respect to economic viability, ignoring the political scope of potential debate. This analytical track is important to undertake in order to inform policy debate from both an investment-economic viability process, as well as a domestic commodity price arbitrage advantage. We at MOIC take no position on viability or sustainability of the Jones Act, but rather seek to apply a bottom-up (Micro to Macro) framework to policy decisions.
We understand the implications of this analysis, o even its discussion are far more broad than a simple ship acquisition model, and as such we would encourage motivated discussants to engage with MOIC to understand the scope and depth of our analysis.
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