Research

Working Papers

Greening Ricardo: Environmental Comparative Advantage and the Environmental Gains From Trade

M. Le Moigne, S. Lepot, R. Ossa, M. Ritel, D. Simon, 2024

Abstract: We show that climate policy can unlock large environmental gains from trade by inducing countries to specialize according to their environmental comparative advantage. We make this point by exploring the effects of a carbon tax in a quantitative trade model. Our main result is that the environmental gains from trade account for over one-third of the total reduction in greenhouse gas emissions brought about by the carbon tax. This finding holds for a wide range of carbon tax rates and coverages.

Link to the paper

The Distributional Effects of Carbon Pricing: A Global View of Common but Differentiated Responsibilities

M. Le Moigne, S. Lepot, M. Ritel, D. Simon 2024

Abstract: We use a quantitative international trade model with climate policies to explore the idea of Common but Differentiated Responsibilities (CBDR), a leading principle of climate action. The principle recognizes that low- and middle-income countries are most affected by climate change despite their lower contributions to its causes. We ask what are the consequences for global equity of policies that ignore CBDR and explore the efficiency and feasibility of various policy schemes that comply with it. Our analysis delivers three main results. First, we document that efficient climate policies that ignore CBDR strongly exacerbate between-country inequality. Second, we show that equity can still be achieved with efficient climate policies when they are paired with realistic international transfers that either equalize the costs of carbon taxation or account for historical emission patterns with both types having a modest impact on the population of high- income countries. Third, we show that carbon taxation schemes that rely on heterogeneous pricing with lower taxes for low and middle-income countries do not necessarily lead to fairer outcomes.

Link to the paper

Watch my coauthor Marcos presenting the paper in September 2024: Link to the recording (from minute 53:50)

To Beef or Not To Beef: Trade, Meat, and the Environment

D. Simon, 2024

Abstract: The agricultural sector is the second largest contributor to greenhouse gas emissions. How can food consumption choices reduce emissions? I estimate a model of meat demand using purchasing data of meat and other protein rich products from a European retailer. I combine the purchasing data with data on production and transport emissions. In several counterfactual exercises, I analyze the reaction of consumers to some popular, supposedly eco-friendly food consumption policies. Contrary to popular belief, I find that buying local increases emissions by around 5% compared to the status quo. While vegetarianism decreases emissions by around 17%, consuming no beef and cheese yields the highest decrease in emissions of around 34%. My results show that consumer behavior can have a large impact on the emissions of food consumption.

Link to the paper

Consumption Slowdown after the Great Recession

D. Simon, V. Sulaja, 2022

Abstract: The consumption growth in the US has considerably decreased since the last financial crisis. We argue that this happened due to controls imposed on banks that were facing foreclosure issues. Those banks that faced foreclosure issues have faced controls by government institutions, which increased their costs and decreased their supply of mortgage loans. As a result, counties more exposed to controlled banks faced a slower recovery of house prices and therefore wealth. Using data on employment and consumption we argue that it is the wealth effect originating from bank controls that decreased consumption growth. Banks decrease their mortgage loan origination by issuing lower number of loans and not by decreasing the average amount of loan.

Link to the paper

Work in Progress

Trump Tariffs and Emissions

M. Ritel, D. Simon 2024

Research Question: What is the effect of Trump’s proposed trade policy for welfare and emissions in and outside the US?

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