This article studies competition in markets with transport costs and capacity constraints. Using a rich micro‐level data set of the cement industry in Germany, we study a cartel breakdown to identify the effect of competition on transport distances. We find that when firms compete, they more often serve more distant customers. Moreover, the transport distance also varies in the ratio of capacity relative to demand, but only if firms compete and not when they coordinate their sales. We provide a theoretical model of spatial competition with capacity constraints that rationalizes the empirical results.

中文翻译：

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竞争，串通和空间销售模式：理论和证据*

本文研究了具有运输成本和运力限制的市场竞争。利用德国水泥行业的丰富微观数据集，我们研究了卡特尔分解，以识别竞争对运输距离的影响。我们发现，当公司竞争时，它们通常会为更远的客户提供服务。此外，运输距离也随容量与需求的比率而变化，但仅在企业竞争时才发生，而在协调销售时则没有。我们提供了具有容量约束的空间竞争的理论模型，该模型使经验结果合理化。