环境经济与政策前沿论坛
Seminars on Environmental Economics and Policy
Welfare Impact of the US Solar Panel Tariffs
时间：2023年10月13日（周五）上午9:30–11:00 （北京时间）
主讲人： Daniel Xu，杜克大学经济学教授
个人主页：https://scholars.duke.edu/person/yi.xu
Abstract:
This study examines the effects of a series of tariffs imposed by the United States on imported solar panels in 2012, 2014, and 2018. To do so, we bring together data on solar panel manufacturing, imports, and pricing. We first present evidence of tariff avoidance behavior by solar panel manufacturers, including strategic offshoring of production. We develop a “strategic tariff” measure that accounts for this behavior, and we find that strategic tariff rates differ substantially from statutory tariff rates. In particular, they are much lower than statutory rates in 2012 and 2014. In contrast, avoidance of the 2018 tariffs was more difficult due to their broad-based nature, and this is reflected in higher strategic tariff rates. We embed these strategic tariff rates in a Cournot model of manufacturer competition and include a dynamic model of solar demand. We use the model to quantify the real impacts of tariffs on solar panel prices, solar panel adoption, and heterogeneity in manufacturers’ responses. We find that the tariffs produced modest gains for firms with domestic manufacturing, but that those gains came at the cost of large losses for domestic consumers and installers.
Bio:
Professor Daniel Xu’s research focuses on Productivity, International Trade, and Industrial Organization. He has received numerous grants from the National Science Foundation, the Private Enterprise Development in Low-Income Countries, and the NET Institute. His most recent work has been published in the American Economic Review, the Journal of Political Economy, the Review of Economic Studies, the Rand Journal of Economics, Management Science, Review of Economic Dynamics, and the World Bank Economic Review. He is currently the co-editor of the Review of Economics and Statistics and an associate editor of the Rand Journal of Economics and the American Economic Journal: Applied. He previously served as the co-editor of the Journal of Development Economics. He has been working on projects that explore innovation, productivity, exporting and industry dynamics, with a special focus on emerging economies such as China, Colombia, Taiwan, Korea, and Turkey.
Zoom ID: 384 333 5320
Password: 666888
Link: https://hku.zoom.us/j/3843335320?pwd=cTNPS1RQdUh3SFRCRG5sS0tWM3JuQT09
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