Conference Agenda
Overview and details of the sessions of this conference.
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Some information on the session logistics:
If not stated otherwise, the discussant is the following speaker, with the first speaker being the discussant of the last paper. The last speaker of each session is the session chair. (Exception: invited sessions)
Presenters should speak for no more than 20 minutes, and discussants should limit their remarks to no more than 5 minutes. The remaining time should be reserved for audience questions and the presenter’s responses. We suggest following these guidelines also in the (less common) 3-paper sessions in a 2-hour slot, to allow participants to move between sessions. Discussants are encouraged to avoid summarizing the paper. By focusing on a few questions and comments, the discussants can help start a broader discussion with the audience.
Only registered participants can attend this conference. Further information available on the congress website https://www.iseg.ulisboa.pt/en/event/iipf/ .
Venue address: ISEG - Lisbon School of Economics & Management, R. Francesinhas 21, 1200-675 Lisboa, Portugal
Please note that all times are shown in the time zone of the conference. The current conference time is: 17th Sept 2026, 11:40:17am WEST
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Daily Overview |
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G02: Tariffs, Subsidies, and Industrial Policy in a Fragmented World Location: Room 102 (Francesinhas 1) | |
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When Tariffs Hit The Sun: Chinas Reallocation Of Exports As A Reaction To The 2018 US Tariffs University of Goettingen, Germany This paper examines whether downstream trade policy generates upstream spillover effects within global value chains, analysing the impact of recent US solar trade measures on Chinese solar wafer exports to ASEAN countries. Following the expiration of the U.S. tariff moratorium in June 2024, tariffs were implemented on solar cells and modules imported from Cambodia, Malaysia, Thailand and Vietnam. This resulted in weaker incentives for firms to assemble Chinese solar products in these countries and export them to the U.S. Using highly disaggregated quarterly trade data and event-study models with binary, binned and continuous treatment specifications, the analysis revealed a significant decrease in Chinese wafer exports to the affected ASEAN countries. The most significant effects occurred immediately after the tariff moratorium expired and during the preliminary tariff phase. These findings demonstrate that downstream trade policy can generate significant upstream spillover effects through global value chains by reducing demand for intermediate inputs.
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