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Tuesday, July 14, 2020

Bicycle

From Wikipedia, the free encyclopedia

The most popular bicycle model—and most popular vehicle of any kind in the world—is the Chinese Flying Pigeon, with about 500 million produced.

A bicycle, also called a bike or cycle, is a human-powered or motor-powered, pedal-driven, single-track vehicle, having two wheels attached to a frame, one behind the other. A bicycle rider is called a cyclist, or bicyclist. 

Bicycles were introduced in the 19th century in Europe, and by the early 21st century, more than 1 billion were in existence at a given time. These numbers far exceed the number of cars, both in total and ranked by the number of individual models produced. They are the principal means of transportation in many regions. They also provide a popular form of recreation, and have been adapted for use as children's toys, general fitness, military and police applications, courier services, bicycle racing, and bicycle stunts.

The basic shape and configuration of a typical upright or "safety bicycle", has changed little since the first chain-driven model was developed around 1885. However, many details have been improved, especially since the advent of modern materials and computer-aided design. These have allowed for a proliferation of specialized designs for many types of cycling.

The bicycle's invention has had an enormous effect on society, both in terms of culture and of advancing modern industrial methods. Several components that eventually played a key role in the development of the automobile were initially invented for use in the bicycle, including ball bearings, pneumatic tires, chain-driven sprockets and tension-spoked wheels.

Etymology

The word bicycle first appeared in English print in The Daily News in 1868, to describe "Bysicles and trysicles" on the "Champs Elysées and Bois de Boulogne". The word was first used in 1847 in a French publication to describe an unidentified two-wheeled vehicle, possibly a carriage. The design of the bicycle was an advance on the velocipede, although the words were used with some degree of overlap for a time.

Other words for bicycle include "bike", "pushbike", "pedal cycle", or "cycle". In Unicode, the code point for "bicycle" is 0x1F6B2. The entity in HTML produces 🚲.

History

Wooden draisine (around 1820), the first two-wheeler and as such the archetype of the bicycle

The "dandy horse", also called Draisienne or Laufmaschine, was the first human means of transport to use only two wheels in tandem and was invented by the German Baron Karl von Drais. It is regarded as the first bicycle, but it did not have pedals; Drais introduced it to the public in Mannheim in summer 1817 and in Paris in 1818. Its rider sat astride a wooden frame supported by two in-line wheels and pushed the vehicle along with his or her feet while steering the front wheel.

Michaux's son on a velocipede 1868

The first mechanically-propelled, two-wheeled vehicle may have been built by Kirkpatrick MacMillan, a Scottish blacksmith, in 1839, although the claim is often disputed. He is also associated with the first recorded instance of a cycling traffic offense, when a Glasgow newspaper in 1842 reported an accident in which an anonymous "gentleman from Dumfries-shire... bestride a velocipede... of ingenious design" knocked over a little girl in Glasgow and was fined five shillings.

In the early 1860s, Frenchmen Pierre Michaux and Pierre Lallement took bicycle design in a new direction by adding a mechanical crank drive with pedals on an enlarged front wheel (the velocipede). This was the first in mass production. Another French inventor named Douglas Grasso had a failed prototype of Pierre Lallement's bicycle several years earlier. Several inventions followed using rear-wheel drive, the best known being the rod-driven velocipede by Scotsman Thomas McCall in 1869. In that same year, bicycle wheels with wire spokes were patented by Eugène Meyer of Paris. The French vélocipède, made of iron and wood, developed into the "penny-farthing" (historically known as an "ordinary bicycle", a retronym, since there was then no other kind). It featured a tubular steel frame on which were mounted wire-spoked wheels with solid rubber tires. These bicycles were difficult to ride due to their high seat and poor weight distribution. In 1868 Rowley Turner, a sales agent of the Coventry Sewing Machine Company (which soon became the Coventry Machinists Company), brought a Michaux cycle to Coventry, England. His uncle, Josiah Turner, and business partner James Starley, used this as a basis for the 'Coventry Model' in what became Britain's first cycle factory.

1886 Rover safety bicycle at the British Motor Museum. The first modern bicycle, it featured a rear-wheel-drive, chain-driven cycle with two similar-sized wheels. Dunlop's pneumatic tire was added to the bicycle in 1888.

The dwarf ordinary addressed some of these faults by reducing the front wheel diameter and setting the seat further back. This, in turn, required gearing—effected in a variety of ways—to efficiently use pedal power. Having to both pedal and steer via the front wheel remained a problem. Englishman J.K. Starley (nephew of James Starley), J.H. Lawson, and Shergold solved this problem by introducing the chain drive (originated by the unsuccessful "bicyclette" of Englishman Henry Lawson), connecting the frame-mounted cranks to the rear wheel. These models were known as safety bicycles, dwarf safeties, or upright bicycles for their lower seat height and better weight distribution, although without pneumatic tires the ride of the smaller-wheeled bicycle would be much rougher than that of the larger-wheeled variety. Starley's 1885 Rover, manufactured in Coventry is usually described as the first recognizably modern bicycle. Soon the seat tube was added, creating the modern bike's double-triangle diamond frame

John Boyd Dunlop on a bicycle c. 1915

Further innovations increased comfort and ushered in a second bicycle craze, the 1890s Golden Age of Bicycles. In 1888, Scotsman John Boyd Dunlop introduced the first practical pneumatic tire, which soon became universal. Willie Hume demonstrated the supremacy of Dunlop's tyres in 1889, winning the tyre's first-ever races in Ireland and then England. Soon after, the rear freewheel was developed, enabling the rider to coast. This refinement led to the 1890s invention of coaster brakes. Dérailleur gears and hand-operated Bowden cable-pull brakes were also developed during these years, but were only slowly adopted by casual riders.

The Svea Velocipede with vertical pedal arrangement and locking hubs was introduced in 1892 by the Swedish engineers Fredrik Ljungström and Birger Ljungström. It attracted attention at the World Fair and was produced in a few thousand units.


In the 1870s many cycling clubs flourished. They were popular in a time when there were not cars on the market and the principal mode of transportation was horse-drawn vehicles, such the horse and buggy or the horsecar. Among the earliest clubs was The Bicycle Touring Club, which has operated since 1878. By the turn of the century, cycling clubs flourished on both sides of the Atlantic, and touring and racing became widely popular. The Raleigh Bicycle Company was founded in Nottingham, England in 1888. It became the biggest bicycle manufacturing company in the world, making over two million bikes per year.

Bicycles and horse buggies were the two mainstays of private transportation just prior to the automobile, and the grading of smooth roads in the late 19th century was stimulated by the widespread advertising, production, and use of these devices. More than 1 billion bicycles have been manufactured worldwide as of the early 21st century. Bicycles are the most common vehicle of any kind in the world, and the most numerous model of any kind of vehicle, whether human-powered or motor vehicle, is the Chinese Flying Pigeon, with numbers exceeding 500 million. The next most numerous vehicle, the Honda Super Cub motorcycle, has more than 60 million units made, while most produced car, the Toyota Corolla, has reached 35 million and counting.

Uses

From the beginning and still today, bicycles have been and are employed for many uses. In a utilitarian way, bicycles are used for transportation, bicycle commuting, and utility cycling. It can be used as a 'work horse', used by mail carriers, paramedics, police, messengers, and general delivery services. Military uses of bicycles include communications, reconnaissance, troop movement, supply of provisions, and patrol. See also: bicycle infantry.

The bicycle is also used for recreational purposes, such as bicycle touring, mountain biking, physical fitness, and play. Bicycle competition includes racing, BMX racing, track racing, criterium, roller racing, sportives and time trials. Major multi-stage professional events are the Giro d'Italia, the Tour de France, the Vuelta a España, the Tour de Pologne, and the Volta a Portugal.

Bikes can be used for entertainment and pleasure, such as in organised mass rides, artistic cycling and freestyle BMX.

Technical aspects

Firefighter bicycle

The bicycle has undergone continual adaptation and improvement since its inception. These innovations have continued with the advent of modern materials and computer-aided design, allowing for a proliferation of specialized bicycle types, improved bicycle safety, and riding comfort.

Types

A man riding an electric bicycle

Bicycles can be categorized in many different ways: by function, by number of riders, by general construction, by gearing or by means of propulsion. The more common types include utility bicycles, mountain bicycles, racing bicycles, touring bicycles, hybrid bicycles, cruiser bicycles, and BMX bikes. Less common are tandems, low riders, tall bikes, fixed gear, folding models, amphibious bicycles, freight bicycles, recumbents and electric bicycles.

Unicycles, tricycles and quadracycles are not strictly bicycles, as they have respectively one, three and four wheels, but are often referred to informally as "bikes" or "cycles".

Dynamics

A cyclist leaning in a turn

A bicycle stays upright while moving forward by being steered so as to keep its center of mass over the wheels. This steering is usually provided by the rider, but under certain conditions may be provided by the bicycle itself.

The combined center of mass of a bicycle and its rider must lean into a turn to successfully navigate it. This lean is induced by a method known as countersteering, which can be performed by the rider turning the handlebars directly with the hands or indirectly by leaning the bicycle.

Short-wheelbase or tall bicycles, when braking, can generate enough stopping force at the front wheel to flip longitudinally. The act of purposefully using this force to lift the rear wheel and balance on the front without tipping over is a trick known as a stoppie, endo, or front wheelie.

Performance

Balance bicycle for young children

The bicycle is extraordinarily efficient in both biological and mechanical terms. The bicycle is the most efficient human-powered means of transportation in terms of energy a person must expend to travel a given distance. From a mechanical viewpoint, up to 99% of the energy delivered by the rider into the pedals is transmitted to the wheels, although the use of gearing mechanisms may reduce this by 10–15%. In terms of the ratio of cargo weight a bicycle can carry to total weight, it is also an efficient means of cargo transportation. 

A human traveling on a bicycle at low to medium speeds of around 16–24 km/h (10–15 mph) uses only the power required to walk. Air drag, which is proportional to the square of speed, requires dramatically higher power outputs as speeds increase. If the rider is sitting upright, the rider's body creates about 75% of the total drag of the bicycle/rider combination. Drag can be reduced by seating the rider in a more aerodynamically streamlined position. Drag can also be reduced by covering the bicycle with an aerodynamic fairing. The fastest recorded unpaced speed on a flat surface is 144.18 km/h (89.59 mph)

In addition, the carbon dioxide generated in the production and transportation of the food required by the bicyclist, per mile traveled, is less than 1/10 that generated by energy efficient motorcars.

Parts

Frame

Diagram of a bicycle

The great majority of modern bicycles have a frame with upright seating that looks much like the first chain-driven bike. These upright bicycles almost always feature the diamond frame, a truss consisting of two triangles: the front triangle and the rear triangle. The front triangle consists of the head tube, top tube, down tube, and seat tube. The head tube contains the headset, the set of bearings that allows the fork to turn smoothly for steering and balance. The top tube connects the head tube to the seat tube at the top, and the down tube connects the head tube to the bottom bracket. The rear triangle consists of the seat tube and paired chain stays and seat stays. The chain stays run parallel to the chain, connecting the bottom bracket to the rear dropout, where the axle for the rear wheel is held. The seat stays connect the top of the seat tube (at or near the same point as the top tube) to the rear fork ends. 


Historically, women's bicycle frames had a top tube that connected in the middle of the seat tube instead of the top, resulting in a lower standover height at the expense of compromised structural integrity, since this places a strong bending load in the seat tube, and bicycle frame members are typically weak in bending. This design, referred to as a step-through frame or as an open frame, allows the rider to mount and dismount in a dignified way while wearing a skirt or dress. While some women's bicycles continue to use this frame style, there is also a variation, the mixte, which splits the top tube laterally into two thinner top tubes that bypass the seat tube on each side and connect to the rear fork ends. The ease of stepping through is also appreciated by those with limited flexibility or other joint problems. Because of its persistent image as a "women's" bicycle, step-through frames are not common for larger frames.

Step-throughs were popular partly for practical reasons and partly for social mores of the day. For most of the history of bicycles' popularity women have worn long skirts, and the lower frame accommodated these better than the top-tube. Furthermore, it was considered "unladylike" for women to open their legs to mount and dismount—in more conservative times women who rode bicycles at all were vilified as immoral or immodest. These practices were akin to the older practice of riding horse sidesaddle.

Another style is the recumbent bicycle. These are inherently more aerodynamic than upright versions, as the rider may lean back onto a support and operate pedals that are on about the same level as the seat. The world's fastest bicycle is a recumbent bicycle but this type was banned from competition in 1934 by the Union Cycliste Internationale.

A carbon fiber Trek Y-Foil from the late 1990s

Historically, materials used in bicycles have followed a similar pattern as in aircraft, the goal being high strength and low weight. Since the late 1930s alloy steels have been used for frame and fork tubes in higher quality machines. By the 1980s aluminum welding techniques had improved to the point that aluminum tube could safely be used in place of steel. Since then aluminum alloy frames and other components have become popular due to their light weight, and most mid-range bikes are now principally aluminum alloy of some kind. More expensive bikes use carbon fibre due to its significantly lighter weight and profiling ability, allowing designers to make a bike both stiff and compliant by manipulating the lay-up. Virtually all professional racing bicycles now use carbon fibre frames, as they have the best strength to weight ratio. A typical modern carbon fiber frame can weighs less than 1 kilogram (2.2 lb).

Other exotic frame materials include titanium and advanced alloys. Bamboo, a natural composite material with high strength-to-weight ratio and stiffness has been used for bicycles since 1894. Recent versions use bamboo for the primary frame with glued metal connections and parts, priced as exotic models.

Drivetrain and gearing

A bicycle with shaft drive instead of a chain
 
A set of rear sprockets (also known as a cassette) and a derailleur
 
Hub gear

The drivetrain begins with pedals which rotate the cranks, which are held in axis by the bottom bracket. Most bicycles use a chain to transmit power to the rear wheel. A very small number of bicycles use a shaft drive to transmit power, or special belts. Hydraulic bicycle transmissions have been built, but they are currently inefficient and complex.

Since cyclists' legs are most efficient over a narrow range of pedaling speeds, or cadence, a variable gear ratio helps a cyclist to maintain an optimum pedalling speed while covering varied terrain. Some, mainly utility, bicycles use hub gears with between 3 and 14 ratios, but most use the generally more efficient dérailleur system, by which the chain is moved between different cogs called chainrings and sprockets in order to select a ratio. A dérailleur system normally has two dérailleurs, or mechs, one at the front to select the chainring and another at the back to select the sprocket. Most bikes have two or three chainrings, and from 5 to 11 sprockets on the back, with the number of theoretical gears calculated by multiplying front by back. In reality, many gears overlap or require the chain to run diagonally, so the number of usable gears is fewer.

An alternative to chaindrive is to use a synchronous belt. These are toothed and work much the same as a chain—popular with commuters and long distance cyclists they require little maintenance. They can't be shifted across a cassette of sprockets, and are used either as single speed or with a hub gear.

Different gears and ranges of gears are appropriate for different people and styles of cycling. Multi-speed bicycles allow gear selection to suit the circumstances: a cyclist could use a high gear when cycling downhill, a medium gear when cycling on a flat road, and a low gear when cycling uphill. In a lower gear every turn of the pedals leads to fewer rotations of the rear wheel. This allows the energy required to move the same distance to be distributed over more pedal turns, reducing fatigue when riding uphill, with a heavy load, or against strong winds. A higher gear allows a cyclist to make fewer pedal turns to maintain a given speed, but with more effort per turn of the pedals.

With a chain drive transmission, a chainring attached to a crank drives the chain, which in turn rotates the rear wheel via the rear sprocket(s) (cassette or freewheel). There are four gearing options: two-speed hub gear integrated with chain ring, up to 3 chain rings, up to 11 sprockets, hub gear built into rear wheel (3-speed to 14-speed). The most common options are either a rear hub or multiple chain rings combined with multiple sprockets (other combinations of options are possible but less common).

Steering

Bicycle grips made of leather. Anatomic shape distributes weight over palm area to prevent Cyclist's palsy (Ulnar syndrome)
 
The handlebars connect to the stem that connects to the fork that connects to the front wheel, and the whole assembly connects to the bike and rotates about the steering axis via the headset bearings. Three styles of handlebar are common. Upright handlebars, the norm in Europe and elsewhere until the 1970s, curve gently back toward the rider, offering a natural grip and comfortable upright position. Drop handlebars "drop" as they curve forward and down, offering the cyclist best braking power from a more aerodynamic "crouched" position, as well as more upright positions in which the hands grip the brake lever mounts, the forward curves, or the upper flat sections for increasingly upright postures. Mountain bikes generally feature a 'straight handlebar' or 'riser bar' with varying degrees of sweep backwards and centimeters rise upwards, as well as wider widths which can provide better handling due to increased leverage against the wheel.

Seating

A Selle San Marco saddle designed for women
 
Saddles also vary with rider preference, from the cushioned ones favored by short-distance riders to narrower saddles which allow more room for leg swings. Comfort depends on riding position. With comfort bikes and hybrids, cyclists sit high over the seat, their weight directed down onto the saddle, such that a wider and more cushioned saddle is preferable. For racing bikes where the rider is bent over, weight is more evenly distributed between the handlebars and saddle, the hips are flexed, and a narrower and harder saddle is more efficient. Differing saddle designs exist for male and female cyclists, accommodating the genders' differing anatomies and sit bone width measurements, although bikes typically are sold with saddles most appropriate for men. Suspension seat posts and seat springs provide comfort by absorbing shock but can add to the overall weight of the bicycle.

A recumbent bicycle has a reclined chair-like seat that some riders find more comfortable than a saddle, especially riders who suffer from certain types of seat, back, neck, shoulder, or wrist pain. Recumbent bicycles may have either under-seat or over-seat steering.

Brakes

Linear-pull brake, also known by the Shimano trademark: V-Brake, on rear wheel of a mountain bike

Bicycle brakes may be rim brakes, in which friction pads are compressed against the wheel rims; hub brakes, where the mechanism is contained within the wheel hub, or disc brakes, where pads act on a rotor attached to the hub. Most road bicycles use rim brakes, but some use disk brakes. Disc brakes are more common for mountain bikes, tandems and recumbent bicycles than on other types of bicycles, due to their increased power, coupled with an increased weight and complexity.

A front disc brake, mounted to the fork and hub

With hand-operated brakes, force is applied to brake levers mounted on the handlebars and transmitted via Bowden cables or hydraulic lines to the friction pads, which apply pressure to the braking surface, causing friction which slows the bicycle down. A rear hub brake may be either hand-operated or pedal-actuated, as in the back pedal coaster brakes which were popular in North America until the 1960s.

Track bicycles do not have brakes, because all riders ride in the same direction around a track which does not necessitate sharp deceleration. Track riders are still able to slow down because all track bicycles are fixed-gear, meaning that there is no freewheel. Without a freewheel, coasting is impossible, so when the rear wheel is moving, the cranks are moving. To slow down, the rider applies resistance to the pedals, acting as a braking system which can be as effective as a conventional rear wheel brake, but not as effective as a front wheel brake.

Suspension

Bicycle suspension refers to the system or systems used to suspend the rider and all or part of the bicycle. This serves two purposes: to keep the wheels in continuous contact with the ground, improving control, and to isolate the rider and luggage from jarring due to rough surfaces, improving comfort.

Bicycle suspensions are used primarily on mountain bicycles, but are also common on hybrid bicycles, as they can help deal with problematic vibration from poor surfaces. Suspension is especially important on recumbent bicycles, since while an upright bicycle rider can stand on the pedals to achieve some of the benefits of suspension, a recumbent rider cannot. 

Basic mountain bicycles and hybrids usually have front suspension only, whilst more sophisticated ones also have rear suspension. Road bicycles tend to have no suspension.

Wheels and tires

The wheel axle fits into fork ends in the frame and fork. A pair of wheels may be called a wheelset, especially in the context of ready-built "off the shelf", performance-oriented wheels.

Tires vary enormously depending on their intended purpose. Road bicycles use tires 18 to 25 millimeters wide, most often completely smooth, or slick, and inflated to high pressure in order to roll fast on smooth surfaces. Off-road tires are usually between 38 and 64 mm (1.5 and 2.5 in) wide, and have treads for gripping in muddy conditions or metal studs for ice.

Accessories

Touring bicycle equipped with front and rear racks, fenders or mud-guards, water bottles in cages, four panniers and a handlebar bag

Some components, which are often optional accessories on sports bicycles, are standard features on utility bicycles to enhance their usefulness, comfort, safety and visibility. Mudguards, or fenders, protect the cyclist and moving parts from spray when riding through wet areas and chainguards protect clothes from oil on the chain while preventing clothing from being caught between the chain and crankset teeth. Kick stands keep bicycles upright when parked, and bike locks deter theft. Front-mounted baskets, front or rear luggage carriers or racks, and panniers mounted above either or both wheels can be used to carry equipment or cargo. Pegs can be fastened to one, or both of the wheel hubs to either help the rider perform certain tricks, or allow a place for extra riders to stand, or rest. Parents sometimes add rear-mounted child seats, an auxiliary saddle fitted to the crossbar, or both to transport children. Bicycles can also be fitted with a hitch to tow a trailer for carrying cargo, a child, or both. 

Toe-clips and toestraps and clipless pedals help keep the foot locked in the proper pedal position and enable cyclists to pull and push the pedals. Technical accessories include cyclocomputers for measuring speed, distance, heart rate, GPS data etc. Other accessories include lights, reflectors, mirrors, racks, trailers, bags, water bottles and cages, and bell. Bicycle lights, reflectors, and helmets are required by law in some geographic regions depending on the legal code. It is more common to see bicycles with bottle generators, dynamos, lights, fenders, racks and bells in Europe. Bicyclists also have specialized form fitting and high visibility clothing.

Children's bicycles may be outfitted with cosmetic enhancements such as bike horns, streamers, and spoke beads. Training wheels are sometimes used when learning to ride. 

Bicycle helmets can reduce injury in the event of a collision or accident, and a suitable helmet is legally required of riders in many jurisdictions. Helmets may be classified as an accessory or as an item of clothing.

Bike trainers are used to enable cyclists to cycle while the bike remains stationary. They are frequently used to warm up before races or indoors when riding conditions are unfavorable.

Standards

A number of formal and industry standards exist for bicycle components to help make spare parts exchangeable and to maintain a minimum product safety.

The International Organization for Standardization (ISO) has a special technical committee for cycles, TC149, that has the scope of "Standardization in the field of cycles, their components and accessories with particular reference to terminology, testing methods and requirements for performance and safety, and interchangeability".

The European Committee for Standardization (CEN) also has a specific Technical Committee, TC333, that defines European standards for cycles. Their mandate states that EN cycle standards shall harmonize with ISO standards. Some CEN cycle standards were developed before ISO published their standards, leading to strong European influences in this area. European cycle standards tend to describe minimum safety requirements, while ISO standards have historically harmonized parts geometry.

Maintenance and repair

Like all devices with mechanical moving parts, bicycles do require a certain amount of regular maintenance and replacement of worn parts. A bicycle is relatively simple compared with a car, so some cyclists choose to do at least part of the maintenance themselves. Some components are easy to handle using relatively simple tools, while other components may require specialist manufacturer-dependent tools.

Many bicycle components are available at several different price/quality points; manufacturers generally try to keep all components on any particular bike at about the same quality level, though at the very cheap end of the market there may be some skimping on less obvious components (e.g. bottom bracket).
  • There exist several hundred assisted-service Community Bicycle Organizations worldwide. At a Community Bicycle Organization, laypeople bring in bicycles needing repair or maintenance; volunteers teach them how to do the required steps.
  • Full service is available from bicycle mechanics at a local bike shop. In areas where it is available, some cyclists purchase roadside assistance from companies such as the Better World Club or the American Automobile Association.

Maintenance

The most basic maintenance item is keeping the tires correctly inflated; this can make a noticeable difference as to how the bike feels to ride. Bicycle tires usually have a marking on the side wall indicating the pressure appropriate for that tire. Note that bicycles use much higher pressures than cars: car tires are normally in the range 30 to 40 pounds per square inch while bicycle tires are normally in the range 60 to 100 pounds per square inch. 

Another basic maintenance item is regular lubrication of the chain and pivot points for derailleurs and brakes. Most of the bearings on a modern bike are sealed and grease-filled and require little or no attention; such bearings will usually last for 10,000 miles or more.

The chain and the brake blocks are the components which wear out most quickly, so these need to be checked from time to time (typically every 500 miles or so). Most local bike shops will do such checks for free. Note that when a chain becomes badly worn it will also wear out the rear cogs/cassette and eventually the chain ring(s), so replacing a chain when only moderately worn will prolong the life of other components.

Over the longer term, tires do wear out (2000 to 5000 miles); a rash of punctures is often the most visible sign of a worn tire.

Repair

Very few bicycle components can actually be repaired; replacement of the failing component is the normal practice.

The most common roadside problem is a puncture. After removing the offending nail/tack/thorn/glass shard/etc. there are two approaches: either mend the puncture by the roadside, or replace the inner tube and then mend the puncture in the comfort of home. Some brands of tires are much more puncture resistant than others, often incorporating one or more layers of Kevlar; the downside of such tires is that they may be heavier and/or more difficult to fit and remove.

Tools

Puncture repair kit with tire levers, sandpaper to clean off an area of the inner tube around the puncture, a tube of rubber solution (vulcanizing fluid), round and oval patches, a metal grater and piece of chalk to make chalk powder (to dust over excess rubber solution). Kits often also include a wax crayon to mark the puncture location.
 
There are specialized bicycle tools for use both in the shop and on the road. Many cyclists carry tool kits. These may include a tire patch kit (which, in turn, may contain any combination of a hand pump or CO2 Pump, tire levers, spare tubes, self-adhesive patches, or tube-patching material, an adhesive, a piece of sandpaper or a metal grater (for roughing the tube surface to be patched), Special, thin wrenches are often required for maintaining various screw fastened parts, specifically, the frequently lubricated ball-bearing "cones". and sometimes even a block of French chalk.), wrenches, hex keys, screwdrivers, and a chain tool. There are also cycling specific multi-tools that combine many of these implements into a single compact device. More specialized bicycle components may require more complex tools, including proprietary tools specific for a given manufacturer.

Social and historical aspects

The bicycle has had a considerable effect on human society, in both the cultural and industrial realms.

In daily life

Around the turn of the 20th century, bicycles reduced crowding in inner-city tenements by allowing workers to commute from more spacious dwellings in the suburbs. They also reduced dependence on horses. Bicycles allowed people to travel for leisure into the country, since bicycles were three times as energy efficient as walking and three to four times as fast.

In built up cities around the world, urban planning uses cycling infrastructure like bikeways to reduce traffic congestion and air pollution. A number of cities around the world have implemented schemes known as bicycle sharing systems or community bicycle programs. The first of these was the White Bicycle plan in Amsterdam in 1965. It was followed by yellow bicycles in La Rochelle and green bicycles in Cambridge. These initiatives complement public transport systems and offer an alternative to motorized traffic to help reduce congestion and pollution. In Europe, especially in the Netherlands and parts of Germany and Denmark, bicycle commuting is common. In Copenhagen, a cyclists' organization runs a Cycling Embassy that promotes biking for commuting and sightseeing. The United Kingdom has a tax break scheme (IR 176) that allows employees to buy a new bicycle tax free to use for commuting.

In the Netherlands all train stations offer free bicycle parking, or a more secure parking place for a small fee, with the larger stations also offering bicycle repair shops. Cycling is so popular that the parking capacity may be exceeded, while in some places such as Delft the capacity is usually exceeded. In Trondheim in Norway, the Trampe bicycle lift has been developed to encourage cyclists by giving assistance on a steep hill. Buses in many cities have bicycle carriers mounted on the front.

There are towns in some countries where bicycle culture has been an integral part of the landscape for generations, even without much official support. That is the case of Ílhavo, in Portugal.

In cities where bicycles are not integrated into the public transportation system, commuters often use bicycles as elements of a mixed-mode commute, where the bike is used to travel to and from train stations or other forms of rapid transit. Some students who commute several miles drive a car from home to a campus parking lot, then ride a bicycle to class. Folding bicycles are useful in these scenarios, as they are less cumbersome when carried aboard. Los Angeles removed a small amount of seating on some trains to make more room for bicycles and wheel chairs.

Urban cyclists in Copenhagen in Denmark at a traffic light

Some US companies, notably in the tech sector, are developing both innovative cycle designs and cycle-friendliness in the workplace. Foursquare, whose CEO Dennis Crowley "pedaled to pitch meetings ... [when he] was raising money from venture capitalists" on a two-wheeler, chose a new location for its New York headquarters "based on where biking would be easy". Parking in the office was also integral to HQ planning. Mitchell Moss, who runs the Rudin Center for Transportation Policy & Management at New York University, said in 2012: "Biking has become the mode of choice for the educated high tech worker".

Bicycles offer an important mode of transport in many developing countries. Until recently, bicycles have been a staple of everyday life throughout Asian countries. They are the most frequently used method of transport for commuting to work, school, shopping, and life in general. In Europe, bicycles are commonly used. They also offer a degree of exercise to keep individuals healthy.

Bicycles are also celebrated in the visual arts. An example of this is the Bicycle Film Festival, a film festival hosted all around the world.

Poverty alleviation

Men in Uganda using a bicycle to transport bananas

Experiments done in Uganda, Tanzania, and Sri Lanka on hundreds of households have shown that a bicycle can increase a poor family's income as much as 35%. Transport, if analyzed for the cost-benefit analysis for rural poverty alleviation, has given one of the best returns in this regard. For example, road investments in India were a staggering 3–10 times more effective than almost all other investments and subsidies in rural economy in the decade of the 1990s. What a road does at a macro level to increase transport, the bicycle supports at the micro level. The bicycle, in that sense, can be an important poverty-eradication tool in poor nations.

Female emancipation

"Let go – but stand by"; Frances Willard learning to ride a bicycle.
 
The safety bicycle gave women unprecedented mobility, contributing to their emancipation in Western nations. As bicycles became safer and cheaper, more women had access to the personal freedom that bicycles embodied, and so the bicycle came to symbolize the New Woman of the late 19th century, especially in Britain and the United States. The bicycle craze in the 1890s also led to a movement for so-called rational dress, which helped liberate women from corsets and ankle-length skirts and other restrictive garments, substituting the then-shocking bloomers.

The bicycle was recognized by 19th-century feminists and suffragists as a "freedom machine" for women. American Susan B. Anthony said in a New York World interview on February 2, 1896: "I think it has done more to emancipate woman than any one thing in the world. I rejoice every time I see a woman ride by on a wheel. It gives her a feeling of self-reliance and independence the moment she takes her seat; and away she goes, the picture of untrammelled womanhood." In 1895 Frances Willard, the tightly laced president of the Woman’s Christian Temperance Union, wrote A Wheel Within a Wheel: How I Learned to Ride the Bicycle, with Some Reflections by the Way, a 75-page illustrated memoir praising "Gladys", her bicycle, for its "gladdening effect" on her health and political optimism. Willard used a cycling metaphor to urge other suffragists to action.

In 1985, Georgena Terry started the first women-specific bicycle company. Her designs featured frame geometry and wheel sizes chosen to better fit women, with shorter top tubes and more suitable reach.

Economic implications

Columbia Bicycles advertisement from 1886

Bicycle manufacturing proved to be a training ground for other industries and led to the development of advanced metalworking techniques, both for the frames themselves and for special components such as ball bearings, washers, and sprockets. These techniques later enabled skilled metalworkers and mechanics to develop the components used in early automobiles and aircraft. 

Wilbur and Orville Wright, a pair of businessmen, ran the Wright Cycle Company which designed, manufactured and sold their bicycles during the bike boom of the 1890s.

They also served to teach the industrial models later adopted, including mechanization and mass production (later copied and adopted by Ford and General Motors), vertical integration (also later copied and adopted by Ford), aggressive advertising (as much as 10% of all advertising in U.S. periodicals in 1898 was by bicycle makers), lobbying for better roads (which had the side benefit of acting as advertising, and of improving sales by providing more places to ride), all first practiced by Pope. In addition, bicycle makers adopted the annual model change (later derided as planned obsolescence, and usually credited to General Motors), which proved very successful.

Early bicycles were an example of conspicuous consumption, being adopted by the fashionable elites. In addition, by serving as a platform for accessories, which could ultimately cost more than the bicycle itself, it paved the way for the likes of the Barbie doll.

Bicycles helped create, or enhance, new kinds of businesses, such as bicycle messengers, traveling seamstresses, riding academies, and racing rinks. Their board tracks were later adapted to early motorcycle and automobile racing. There were a variety of new inventions, such as spoke tighteners, and specialized lights, socks and shoes, and even cameras, such as the Eastman Company's Poco. Probably the best known and most widely used of these inventions, adopted well beyond cycling, is Charles Bennett's Bike Web, which came to be called the jock strap.

A man uses a bicycle to carry goods in Ouagadougou, Burkina Faso
 
They also presaged a move away from public transit that would explode with the introduction of the automobile.

J. K. Starley's company became the Rover Cycle Company Ltd. in the late 1890s, and then simply the Rover Company when it started making cars. Morris Motors Limited (in Oxford) and Škoda also began in the bicycle business, as did the Wright brothers. Alistair Craig, whose company eventually emerged to become the engine manufacturers Ailsa Craig, also started from manufacturing bicycles, in Glasgow in March 1885.

In general, U.S. and European cycle manufacturers used to assemble cycles from their own frames and components made by other companies, although very large companies (such as Raleigh) used to make almost every part of a bicycle (including bottom brackets, axles, etc.) In recent years, those bicycle makers have greatly changed their methods of production. Now, almost none of them produce their own frames. 

Many newer or smaller companies only design and market their products; the actual production is done by Asian companies. For example, some 60% of the world's bicycles are now being made in China. Despite this shift in production, as nations such as China and India become more wealthy, their own use of bicycles has declined due to the increasing affordability of cars and motorcycles. One of the major reasons for the proliferation of Chinese-made bicycles in foreign markets is the lower cost of labor in China.

In line with the European financial crisis, in Italy in 2011 the number of bicycle sales (1.75 million) just passed the number of new car sales.

Environmental impact

One of the profound economic implications of bicycle use is that it liberates the user from oil consumption.(Ballantine, 1972) The bicycle is an inexpensive, fast, healthy and environmentally friendly mode of transport. Ivan Illich stated that bicycle use extended the usable physical environment for people, while alternatives such as cars and motorways degraded and confined people's environment and mobility. Currently, two billion bicycles are in use around the world. Children, students, professionals, laborers, civil servants and seniors are pedaling around their communities. They all experience the freedom and the natural opportunity for exercise that the bicycle easily provides. Bicycle also has lowest carbon intensity of travel.

Bicycles in Utrecht, Netherlands

Religious implications

The proper Islamic bicycle for the Iranian women is a topic of heated discussion in both Sunni and Shia Islam.

Manufacturing

The global bicycle market is $61 billion in 2011. As of 2009 130 million bicycles were sold every year globally and 66% of them were made in China.

Universal basic services

From Wikipedia, the free encyclopedia
  
Universal Basic Services (UBS) are a form of social security in which all citizens or residents of a community, region, or country receive unconditional access to a range of free, basic, public services, funded by taxes and provided by a government or public institution.

History

Universal Basic Services is a development of the welfare state model. The term appeared in 2017 in press and the first modelling in a report from University College London (UCL)'s Institute for Global Prosperity The British Labour Party welcomed the report and announced in 2018 that UBS would be incorporated into the party's platform.

UBS inclusion rationale

Universal Basic Services are provided on the basis that they are necessary to sustain and enable each citizen's material safety, opportunity to contribute, or participate in the decision making processes of their community, region or country, even if they lack any financial income. The UBS model extends the notion of a social safety net to include those elements necessary to fulfil a larger role in society.
To substantiate inclusion in a UBS provision services meet at least one of these conditions:
  • necessary to maintain the individual's, or the society's, material safety
  • necessary to enable the individual's personal effort to use their skills and abilities to contribute to their society, either for remuneration or not
  • necessary to allow the individual to participate in the political system(s) within which they live
The following table represents rationales used for the inclusion of certain services in a UBS definition:

UBS Inclusion Rationales
UBS Material safety Opportunity Participation
Shelter
Sustenance
Health & care
Education
Transport
Information
Legal

Service content

The specific content of any set of UBS varies according to the resources available to the society and their political definitions of what constitutes basic provision - see UBS Inclusion Rationale

Many societies already provide some elements of UBS, such as public education and public healthcare services.

Service definitions and examples

Shelter

Sustenance

Health and care

Services that support health, and services which provide for care of disabled, elderly and others.

Education

Schooling and training.

Transport

Local transport to access other services and employment.

Information

Access to communications that enable participation in society as well as access to the other services.

Legal

The Legal category UBS is a broad definition to include safety services, legal assistance and the apparatus necessary to sustain the society's legal system and political system. The courts, assemblies, political salaries, civil services and other aspects of the structure of the society are included in the definition of Legal UBS.

Local service definitions

UBS are designed and delivered by governments and institutions which tailor the exact content of the services to meet the particular circumstances of the local community.

Funding

In the standardised definition of UBS the cost of the services is funded by revenues derived from income taxes, which are hypothecated to the delivery of the UBS.

Most UBS services in societies around the world today are funded out of general government revenues, such as publicly funded healthcare.

Model costing

In October 2017 the Institute for Global Prosperity at University College London (UCL) produced a report modelling the cost of UBS for the United Kingdom. The report modelled funding the UBS services (£42.16Bn) from a reduction in the Personal Tax Allowance.

Cost justifications for UBS

The cost of extending public services as universal entitlements is justified through some combination of the following savings:
  • substitution of cash benefits
  • enhanced efficiency of delivery resulting from local design and demand management
  • long term savings in labour costs as UBS substitute for increases in pay

Labour market effects

The two most common effects on operagraphics (labour markets) are:
  1. increased flexibility through enhanced access to job opportunities (e.g. transport access)
  2. reduced upward pressure on labour rates through the substitution of direct financial cost ("social wage")
    1. The 2017 UCL report shows potential cost replacement of 80% of average pay for the lowest income decile

Environmental benefits

UBS can lead to lower emissions, particularly through greater use of public transport.

Criticisms and conditions

  • Responsive, effective and accountable local government – with financial autonomy – is necessary for the practical implementation of UBS
  • UBS startup requires some increase in real costs that need to be financed before the labour market effects that could reduce those costs are activated
  • UBS may be an inefficient method to cover the personal and necessarily individual living costs associated with needs such as toiletries, requiring any UBS to be supplemented by some form of cash transfers or credit system that can be used by citizens to satisfy personally specific living costs. This component could be delivered as a form of basic income, as modelled in the UCL report, albeit at the low end of the scale within which basic income distributions are commonly proposed.

Land value tax

From Wikipedia, the free encyclopedia
 
A land value tax or location value tax (LVT), also called a site valuation tax, split rate tax, or site-value rating, is an ad valorem levy on the unimproved value of land. Unlike property taxes, it disregards the value of buildings, personal property and other improvements to real estate. A land value tax is generally favored by economists as (unlike other taxes) it does not cause economic inefficiency, and it tends to reduce inequality.

Land value tax has been referred to as "the perfect tax" and the economic efficiency of a land value tax has been known since the eighteenth century. Many economists since Adam Smith and David Ricardo have advocated this tax, but it is most famously associated with Henry George, who argued that because the supply of land is fixed and its location value is created by communities and public works, the economic rent of land is the most logical source of public revenue.

A land value tax is a progressive tax, in that the tax burden falls on titleholders in proportion to the value of locations, the ownership of which is highly correlated with overall wealth and income. Land value taxation is currently implemented throughout Denmark, Estonia, Lithuania, Russia, Singapore, and Taiwan; it has also been applied to smaller extents in subregions of Australia, Mexico (Mexicali), and the United States (e.g., Pennsylvania).

Economic properties

Efficiency

A supply and demand diagram showing the effects of land value taxation. As the supply of land is fixed, the burden of the tax falls entirely on the land owner. There is no change in the rental price and quantity transacted, and no deadweight loss.
 
Most taxes distort economic decisions and suppress beneficial economic activity.[13] LVT is payable regardless of how well or poorly land is actually used. Because the supply of land is essentially fixed, land rents depend on what tenants are prepared to pay, rather than on landlord expenses, preventing landlords from passing LVT to tenants.

The direct beneficiaries of incremental improvements to the area surrounding a site are the land's occupants. Such improvements shift tenants' demand curve to the right. Landlords benefit from price competition among tenants; the only direct effect of LVT in this case is to reduce the amount of social benefit that is privately captured as land price by titleholders.

LVT is said to be justified for economic reasons because it does not deter production, distort markets, or otherwise create deadweight loss. Land value tax can even have negative deadweight loss (social benefits), particularly when land use improves. Nobel Prize-winner William Vickrey believed that
"removing almost all business taxes, including property taxes on improvements, excepting only taxes reflecting the marginal social cost of public services rendered to specific activities, and replacing them with taxes on site values, would substantially improve the economic efficiency of the jurisdiction."
A positive relationship of LVT and market efficiency is predicted by economic theory and has been observed in practice. Fred Foldvary stated that the tax encourages landowners to develop vacant/underused land or to sell it. He claimed that because LVT deters speculative land holding, dilapidated inner city areas return to productive use, reducing the pressure to build on undeveloped sites and so reducing urban sprawl. For example, Harrisburg, Pennsylvania in the United States has taxed land at a rate six times that on improvements since 1975. This policy was credited by mayor Stephen R. Reed with reducing the number of vacant structures in downtown Harrisburg from around 4,200 in 1982 to fewer than 500.

LVT is arguably an ecotax because it discourages the waste of prime locations, which are a finite resource. LVT is an efficient tax to collect because unlike labour and capital, land cannot be hidden or relocated. Many urban planners claim that LVT is an effective method to promote transit-oriented development.

Real estate values

The value of land is related to the value it can provide over time. This value can be measured by the ground rent that a piece of land can rent for on the market. The present value of ground-rent is the basis for land prices. A land value tax (LVT) will reduce the ground rent received by the landlord, and thus will decrease the price of land, holding all else constant. The rent charged for land may also decrease as a result of efficiency gains if speculators stop hoarding unused land.

Real estate bubbles direct savings towards rent seeking activities rather than other investments and can contribute to recessions. Advocates claim that LVT reduces the speculative element in land pricing, thereby leaving more money for productive capital investment.

At sufficiently high levels, land value tax would cause real estate prices to fall by removing land rents that would otherwise become 'capitalized' into the price of real estate. It also encourages landowners to sell or relinquish titles to locations that they are not using. This might cause some landowners, especially pure landowners, to resist high land value tax rates. Landowners often possess significant political influence, so this may explain the limited spread of land value taxes so far.

Tax incidence

A land value tax has progressive tax effects, in that it is paid by the owners of valuable land who tend to be the rich, and since the amount of land is fixed, the tax burden cannot be passed on as higher rents or lower wages to tenants, consumers or workers.

Practical issues

Several practical issues are involved in the implementation of a land value tax. Most notably, it must be:
  • Calculated fairly and accurately
  • High enough to raise sufficient revenue without causing land abandonment
  • Billed to the correct person or business entity

Assessment/appraisal

Levying a land value tax is straightforward, requiring only a valuation of the land and a title register. Value assessment can be difficult in practice. In a 1796 United States Supreme Court opinion, Justice William Paterson said that leaving the valuation process up to assessors would cause bureaucratic complexities, as well as non-uniform assessments. Murray Rothbard later raised similar concerns, claiming that no government can fairly assess value, and that this can only be determined by a free market.

Compared to modern day property tax evaluations, land valuations involve fewer variables and have smoother gradients than valuations that include improvements. This is due to variation of building style, quality and size between lots. Modern statistical techniques have eased the process; in the 1960s and 1970s, multivariate analysis was introduced as an assessment means. Usually, such a valuation process commences with a measurement of the most and least valuable land within the taxation area. A few sites of intermediate value are then identified and used as "landmark" values. Other values are filled in between the landmark values. The data is then collated in a database and linked to a unique property reference number, "smoothed" and mapped using a geographic information system (GIS). Thus, even if the initial valuation is difficult, once the system is in use, successive valuations become easier. Although still easily distorted by corrupt politicians through the excuse of the complex coding.

Revenue

In this case, land is taxed at 100% of its value, eliminating the landowner surplus completely. The ownership of land becomes worthless except to those who value it higher than market rents.

In the context of land value taxation as a single tax (replacing all other taxes), some have argued that LVT alone cannot raise enough revenues. However, the presence of other taxes can reduce land values and hence the amount of revenue that can be raised from them. The Physiocrats argued that all taxes are ultimately at the expense of land rental values. Most modern LVT systems function alongside other taxes and thus only reduce their impact without removing them. Land taxes that are higher than the rental surplus (the full land rent for that time period) would result in landowner abandonment.

Title

In some countries, LVT is impractical because of uncertainty regarding land titles and established land ownership and tenure. For instance a parcel of grazing land may be communally owned by village inhabitants and administered by village elders. The land in question would need to be held in a trust or similar body for taxation purposes. If the government cannot accurately define ownership boundaries and ascertain the proper owners, it cannot know from whom to collect the tax. The lack of clear titles is found in many developing countries. In African countries with imperfect land registration, boundaries may be poorly surveyed and the owner can be unknown. LVT proponents argue that such owners can be made to identify themselves under penalty of losing the land.

Incentives

Speculation

The owner of a vacant lot in a thriving city must still pay a tax and would rationally perceive the property as a financial liability, encouraging him/her to put the land to use in order to cover the tax. LVT removes financial incentives to hold unused land solely for price appreciation, making more land available for productive uses. Land value tax creates an incentive to convert these sites to more intensive private uses or into public purposes.

Incidence

The selling price of a good that is fixed in supply, such as land, decreases if it is taxed. By contrast, the price of manufactured goods can rise in response to increased taxes, because the higher price reduces the number of units that are made. The price increase is how the maker passes along some part of the tax to consumers. However, if the revenue from LVT is used to reduce other taxes or to provide valuable public investment, it can cause land prices to rise as a result of higher productivity, by more than the amount that LVT removed.

Land tax incidence rests completely upon landlords, although business sectors that provide services to landlords are indirectly impacted. In some economies, 80 percent of bank lending finances real estate, with a large portion of that for land. Reduced demand for land speculation might reduce the amount of circulating bank credit. 

While owners cannot charge higher rent to compensate for LVT, removing other taxes may increase rents.

Land use

Assuming constant demand, an increase in constructed space decreases the cost of improvements to land such as houses. Shifting property taxes from improvements to land encourages development. Infill of underutilized urban space is one common practice to reduce urban sprawl.

Collection

LVT is less vulnerable to tax evasion, since land cannot be concealed or moved overseas and titles are easily identified, as they are registered with the public. Land value assessments are usually considered public information, which is available upon request. Transparency reduces tax evasion.

Ethics

Land acquires a scarcity value owing to the competing needs for space. The value of land generally owes nothing to the landowner and everything to the surroundings. LVT supporters claim that the value of land depends on the community.

Religion

In religious terms, it has been claimed that land is God's gift to mankind. For example, the Roman Catholic Church as part of its "universal destination of goods" principle asserts:
Everyone knows that the Fathers of the Church laid down the duty of the rich toward the poor in no uncertain terms. As St. Ambrose put it: "You are not making a gift of what is yours to the poor man, but you are giving him back what is his. You have been appropriating things that are meant to be for the common use of everyone. The earth belongs to everyone, not to the rich."
In addition, the Church maintains that political authority has the right and duty to regulate, including the right to tax, the legitimate exercise of the right to ownership for the sake of the common good.

Equity

Everybody works but the vacant lot – Henry George
 
LVT considers the effect on land value of location, and of improvements made to neighbouring land, such as proximity to roads and public works. LVT is the purest implementation of the public finance principle known as value capture.

A public works project can increase land values and thus increase LVT revenues. Arguably, public improvements should be paid for by the landowners who benefit from them. Thus, LVT captures the value of socially created wealth, allowing a reduction in tax on privately created (non-land) wealth.

LVT generally is a progressive tax, with those of greater means paying more, in that land ownership is correlated to incomes and landlords cannot shift the tax burden onto tenants. LVT generally reduces economic inequality, removes incentives to misuse real estate, and reduces the vulnerability of economies to property bubbles and their collapse.

History

Pre-modern

Land value taxation began after the introduction of agriculture. It was originally based on crop yield. This early version of the tax required simply sharing the yield at the time of the harvest, on a yearly basis.

Aryan sages of ancient India claimed that land should be held in common and that unfarmed land should produce the same tax as productive land. "The earth ...is common to all beings enjoying the fruit of their own labour; it belongs...to all alike"; therefore, "there should be left some for everyone". Apastamba said "If any person holding land does not exert himself and hence bears no produce, he shall, if rich, be made to pay what ought to have been produced".

Mencius was a Chinese philosopher (around 300 BCE) who advocated for the elimination of taxes and tariffs, to be replaced by the public collection of urban land rent: "In the market-places, charge land-rent, but don't tax the goods."

During the Middle-Ages, in the West, the first regular and permanent land tax system was based on a unit of land known as the hide. The hide was originally an amount of land sufficient to support a household, but later became subject to a land tax known as "geld".

Physiocrats

Anne Robert Jacques Turgot, one of the leading physiocrats

The physiocrats were a group of economists who believed that the wealth of nations was derived solely from the value of land agriculture or land development. Before the Industrial Revolution, this was approximately correct. Physiocracy is one of the "early modern" schools of economics. Physiocrats called for the abolition of all existing taxes, completely free trade and a single tax on land. They did not distinguish between the intrinsic value of land and ground rent. Their theories originated in France and were most popular during the second half of the 18th century. The movement was particularly dominated by Anne Robert Jacques Turgot (1727–1781) and François Quesnay (1694–1774). It influenced contemporary statesmen, such as Charles Alexandre de Calonne. The Physiocrats were highly influential in the early history of land value taxation in the United States.

Radical Movement

A participant in the Radical Movement, Thomas Paine contended in his Agrarian Justice pamphlet that all citizens should be paid 15 pounds at age 21 "as a compensation in part for the loss of his or her natural inheritance by the introduction of the system of landed property." "Men did not make the earth. It is the value of the improvements only, and not the earth itself, that is individual property. Every proprietor owes to the community a ground rent for the land which he holds." This proposal was the origin of the citizen's dividend advocated by Geolibertarianism. Thomas Spence advocated a similar proposal except that the land rent would be distributed equally each year regardless of age.

Classical economists

Adam Smith, in his 1776 book The Wealth of Nations, first rigorously analyzed the effects of a land value tax, pointing out how it would not hurt economic activity, and how it would not raise contract rents.
Ground-rents are a still more proper subject of taxation than the rent of houses. A tax upon ground-rents would not raise the rents of houses. It would fall altogether upon the owner of the ground-rent, who acts always as a monopolist, and exacts the greatest rent which can be got for the use of his ground. More or less can be got for it according as the competitors happen to be richer or poorer, or can afford to gratify their fancy for a particular spot of ground at a greater or smaller expense. In every country the greatest number of rich competitors is in the capital, and it is there accordingly that the highest ground-rents are always to be found. As the wealth of those competitors would in no respect be increased by a tax upon ground-rents, they would not probably be disposed to pay more for the use of the ground. Whether the tax was to be advanced by the inhabitant, or by the owner of the ground, would be of little importance. The more the inhabitant was obliged to pay for the tax, the less he would incline to pay for the ground; so that the final payment of the tax would fall altogether upon the owner of the ground-rent.
— Adam Smith, The Wealth of Nations, Book V, Chapter 2, Article I: Taxes upon the Rent of Houses

Henry George

Henry George in 1865

Henry George (2 September 1839 – 29 October 1897) was perhaps the most famous advocate of recovering land rents for public purposes. An American journalist, politician and political economist, he advocated a "Single Tax" on land that would eliminate the need for all other taxes. In his best-selling work Progress and Poverty (1879), Henry George argued that because the value of land depends on natural qualities combined with the economic activity of communities, including public investments, the economic rent of land was the best source of tax revenue. This book significantly influenced land taxation in the United States and other countries, including Denmark, which continues 'grundskyld' (Ground Duty) as a key component of its tax system. The philosophy that natural resource rents should be captured by society is now often known as Georgism. Its relevance to public finance is underpinned by the Henry George theorem.

Meiji Restoration

After the 1868 Meiji Restoration in Japan, Land Tax Reform was undertaken. A land value tax was implemented beginning in 1873. By 1880 initial problems with valuation and rural opposition had been overcome and rapid industrialisation began.

Liberal and Labour Parties in the United Kingdom

In the United Kingdom, LVT was an important part of the platform of the Liberal Party during the early part of the twentieth century: David Lloyd George and H. H. Asquith proposed "to free the land that from this very hour is shackled with the chains of feudalism." It was also advocated by Winston Churchill early in his career. The modern Liberal Party (not to be confused with the Liberal Democrats, who are the heir to the earlier Liberal Party and who offer some support for the idea) remains committed to a local form of land value taxation, as do the Green Party of England and Wales and the Scottish Green Party.

The 1931 Labour budget included a land value tax, but before it came into force it was repealed by the Conservative-dominated National Government that followed shortly after.

An attempt at introducing site value taxation in the administrative County of London was made by the local authority under the leadership of Herbert Morrison in the 1938–9 Parliament, called the London Rating (Site Values) Bill. Although it failed, it detailed legislation for the implementation of a system of land value taxation using annual value assessment.

After 1945, the Labour Party adopted the policy, against substantial opposition, of collecting "development value": the increase in land price arising from planning consent. This was one of the provisions of the Town and Country Planning Act 1947, but it was repealed when the Labour government lost power in 1951.

Senior Labour figures in recent times have advocated an LVT, notably Andy Burnham in his 2010 leadership campaign, former Leader of the Opposition Jeremy Corbyn and Shadow Chancellor John McDonnell.

Republic of China

The Republic of China was one of the first countries to implement a Land Value Tax, it being part of its constitution. Sun Yat-Sen would learn about LVT from the Kiautschou Bay concession, which had successful implementation of LVT, bringing increased wealth and financial stability to the colony. The Republic of China would go on to implement LVT in farms at first, later implementing it in the urban areas due to its success. 

Modern economists

Alfred Marshall argued in favour of a "fresh air rate", a tax to be charged to urban landowners and ‘'levied on that value of urban land that is caused by the concentration of population'’. That ‘'general rate'’ should have ‘'to be spent on breaking out small green spots in the midst of dense industrial districts, and on the preservation of large green areas between different towns and between different suburbs which are tending to coalesce'’. This idea influenced Marshall's pupil Arthur Pigou's ideas on taxing negative externalities.

Paul Samuelson supported a land value tax. "Our ideal society finds it essential to put a rent on land as a way of maximizing the total consumption available to the society. ...Pure land rent is in the nature of a 'surplus' which can be taxed heavily without distorting production incentives or efficiency. A land value tax can be called 'the useful tax on measured land surplus'."

Milton Friedman stated: "There's a sense in which all taxes are antagonistic to free enterprise – and yet we need taxes. ...So the question is, which are the least bad taxes? In my opinion the least bad tax is the property tax on the unimproved value of land, the Henry George argument of many, many years ago."

Michael Hudson is a proponent for taxing rent, especially land rent.".... politically, taxing economic rent has become the bête noire of neoliberal globalism. It is what property owners and rentiers fear most of all, as land, subsoil resources and natural monopolies far exceed industrial capital in magnitude. What appears in the statistics at first glance as "profit" turns out upon examination to be Ricardian or "economic" rent."

Paul Krugman agreed that a land value tax is efficient, however he disputed whether it should be considered a single tax, as he believed it would not be enough alone, excluding taxes on natural resource rents and other Georgist taxes, to fund a welfare state. "Believe it or not, urban economics models actually do suggest that Georgist taxation would be the right approach at least to finance city growth. But I would just say: I don’t think you can raise nearly enough money to run a modern welfare state by taxing land [only]."

Joseph Stiglitz, articulating the Henry George theorem wrote that, "Not only was Henry George correct that a tax on land is nondistortionary, but in an equilitarian society ... tax on land raises just enough revenue to finance the (optimally chosen) level of government expenditure."

Rick Falkvinge has proposed a "Simplified taxless state" where the state is said to own all the land it can defend from other states, and may lease this land to people at market rates.

Implementation

Australia

Land taxes in Australia are levied by the states, and generally apply to land holdings only within a particular state. The exemption thresholds vary, as do the tax rates and other rules. 

In New South Wales, the state land tax exempts farmland and principal residences and there is a tax threshold. Determination of land value for tax purposes is the responsibility of the Valuer-General. In Victoria, the land tax threshold is $250,000 on the total value of all Victorian property owned by a person as at 31 December of each year, and taxed at a progressive rate. The principal residence, primary production land and land used by a charity are exempt from land tax. In Tasmania the threshold is $25,000 and the audit date is 1 July. Between $25,000 and $350,000 the tax rate is 0.55% and over $350,000 it is 1.5%. In Queensland, the threshold for individuals is $600,000 and $350,000 for other entities, and the audit date is 30 June. In South Australia the threshold is $332,000 and taxed at a progressive rate, the audit date is 30 June.

By revenue, property taxes represent 4.5% of total taxation in Australia. A government report in 1986 for Brisbane, Queensland advocated a land tax. 

The Henry Tax Review of 2010 commissioned by the federal government recommended that state governments replace stamp duty with land value tax. The review proposed multiple marginal rates and that most agricultural land would be in the lowest band with a rate of zero. Only the Australian Capital Territory moved to adopt this system and planned to reduce stamp duty by 5% and raise land tax by 5% for each of twenty years.

United States

Common property taxes include land value, which usually has a separate assessment. Thus, land value taxation already exists in many jurisdictions. Some jurisdictions have attempted to rely more heavily on it. In Pennsylvania certain cities raised the tax on land value while reducing the tax on improvement/building/structure values. For example, the city of Altoona adopted a property tax that solely taxes land value in 2002 but repealed the tax in 2016.

In the late 19th century followers of Henry George founded a single tax colony at Fairhope, Alabama. Although the colony, now a nonprofit corporation, still holds land in the area and collects a relatively small ground rent, the land is subject to state and local property taxes.

Hong Kong

Government rent in Hong Kong, formerly the crown rent, is levied in addition to Rates. For properties that are located in the New Territories (including New Kowloon), or located in the rest of the territory and whose land grant was recorded after 27 May 1985, government rent is levied at 3% of the rateable rental value.

Canada

Land value taxes were common in Western Canada at the turn of the twentieth century. In Vancouver LVT became the sole form of municipal taxation in 1910 under the leadership of mayor, Louis D. Taylor. Gary B. Nixon (2000) stated that the rate never exceeded 2% of land value, too low to prevent the speculation that led directly to the 1913 real estate crash. All Canadian provinces later taxed improvements.

Estonia

Estonia levies a land value tax which is used to fund local municipalities. It is a state level tax, but 100% of the revenue is used to fund Local Councils. The rate is set by the Local Council within the limits of 0.1–2.5%. It is one of the most important sources of funding for municipalities. The land value tax is levied on the value of the land only, improvements are not considered. Very few exemptions are considered on the land tax and even public institutions are subject to the land value tax. Land that is the site of a church is exempt, but other land held by religious institutions is not exempt. The tax has contributed to a high rate (~90%) of owner-occupied residences within Estonia, compared to a rate of 67.4% in the United States.

Kenya

Kenya's LVT history dates to at least 1972, shortly after it achieved independence. Local governments must tax land value, but are required to seek approval from the central government for rates that exceed 4 percent. Buildings were not taxed in Kenya as of 2000. The central government is legally required to pay municipalities for the value of land it occupies. Kelly claimed that maybe as a result of this land reform, Kenya became the only stable country in its region. As of late 2014, the city of Nairobi was still taxing only land values, although a tax on improvements had been proposed.

Namibia

A land value taxation on rural land was introduced in Namibia, with the primary intention of improving land use.

Singapore

Singapore owns the majority of its land which it leases for 99-year terms. In addition, Singapore also taxing development uplift at around 70%. These two sources of revenue fund most of Singapore's new infrastructure.

Taiwan

As of 2010, land value taxes and land value increment taxes accounted for 8.4% of total government revenue in Taiwan.

Mexico

The capital city of Baja California, Mexicali, has had a Land Value Tax since the 1990s when it became the first locality in Mexico to implement such a tax.

Russia

In 1990, several economists wrote to then President Mikhail Gorbachev suggesting that Russia adopt LVT; its failure to do so was argued as causal in the rise of the Oligarchs. Currently, Russia has a very modest Land Value tax of 0.3% on residential, agricultural and utilities lands as well as a 1.5% tax for other types of land.

Countries with active discussion

China

China's Real Rights Law contains provisions founded on LVT analysis.

Ireland

In 2010 the government of Ireland announced that it would introduce an LVT, beginning in 2013. However following a 2011 change in government, a property value tax was introduced instead (see Local property tax (Ireland)).

New Zealand

After decades of a modest land value tax, New Zealand abolished the tax in 1990. Discussions remain as to whether or not to bring it back (see Land taxes in New Zealand). Earlier Georgist politicians included Patrick O'Regan and Tom Paul (who was Vice-President of the New Zealand Land Values League).

United Kingdom

In September 1908 Prime Minister Lloyd George instructed McKenna, the First Lord of the Admiralty, to build more Dreadnought battleships in the financial year to the following April, the ships were to be financed by a proposed new Land Tax. Lloyd George believed relating national defence to land tax would both provoke the opposition of the House of Lords and rally the people round a simple emotive issue. The House of Lords, composed of wealthy land owners, rejected the Budget in November 1909, leading to a constitutional crisis.

LVT was on the UK statute books briefly in 1931, introduced by Philip Snowden's 1931 budget, strongly supported by prominent LVT campaigner Andrew MacLaren MP. MacLaren lost his seat at the next election (1931) and the act was repealed, MacLaren tried again with a private member's bill in 1937; it was rejected 141 to 118.

Labour Land Campaign activities within the Labour party and the broader Labour movement for "a more equitable distribution of the Land Values that are created by the whole community" through LVT. Its membership includes members of the British Labour Party, Trade Unions and Cooperatives and individuals. The Liberal Democrats' ALTER (Action for Land Taxation and Economic Reform) aims
to improve the understanding of and support for Land Value Taxation amongst members of the Liberal Democrats; to encourage all Liberal Democrats to promote and campaign for this policy as part of a more sustainable and just resource based economic system in which no one is enslaved by poverty; and to cooperate with other bodies, both inside and outside the Liberal Democrat Party, who share these objectives.
The Green Party "favour moving to a system of Land Value Tax, where the level of taxation depends on the rental value of the land concerned."

A course in "Economics with Justice" with a strong foundation in LVT are offered at the School of Economic Science, which was founded by Andrew MacLaren MP and has historical links with the Henry George Foundation.
Scotland
Since the establishment of the Scottish Parliament in 1999, interest in adopting a land value tax in Scotland has grown. 

In February 1998, the Scottish Office of the British Government launched a public consultation process on land reform. A survey of the public response found that: "excluding the responses of the lairds and their agents, reckoned as likely prejudiced against the measure, 20% of all responses favoured the land tax" (12% in grand total, without the exclusions). The government responded by announcing "a comprehensive economic evaluation of the possible impact of moving to a land value taxation basis". However, no measure was adopted.

In 2000 the Parliament's Local Government Committee's inquiry into local government finance explicitly included LVT, but the final report omitted any mention.

In 2003 the Scottish Parliament passed a resolution: "That the Parliament notes recent studies by the Scottish Executive and is interested in building on them by considering and investigating the contribution that land value taxation could make to the cultural, economic, environmental and democratic renaissance of Scotland."

In 2004 a letter of support was sent from members of the Scottish Parliament to the organisers and delegates of the IU's 24th international conference—including members of the Scottish Green Party, Scottish Socialist Party and the Scottish National Party.

The policy was considered the 2006 Scottish Local Government Finance Review whose 2007 Report concluded that "although land value taxation meets a number of our criteria, we question whether the public would accept the upheaval involved in radical reform of this nature, unless they could clearly understand the nature of the change and the benefits involved.... We considered at length the many positive features of a land value tax which are consistent with our recommended local property tax [LPT], particularly its progressive nature." However, "[h]aving considered both rateable value and land value as the basis for taxation, we concur with Layfield (UK Committee of Inquiry, 1976) who recommended that any local property tax should be based on capital values."

In 2009, Glasgow City Council resolved to introduce LVT: "the idea could become the blueprint for Scotland’s future local taxation" The Council agreed to a "long term move to a local property tax / land value tax hybrid tax": Its Local Taxation Working Group stated that simple [non-hybrid] land value taxation should itself "not be discounted as an option for local taxation reform: it potentially holds many benefits and addresses many existing concerns".

Policy interest

In Zimbabwe, government coalition partners the Movement for Democratic Change adopted LVT.
Belgium
Ethiopia
Republic of South Africa
Thailand
Hungary

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