The problem is that to implement a policy that distinguishes between the two situations, you have to trust the government to distinguish between a Trafigura and

The problem is that to implement a policy that distinguishes between the two situations, you have to trust the government to distinguish between a Trafigura and an affair, and even harder to believe, to act appropriately in each situation. My school of thought is that you should trust entities without competition as little as possible.