主讲人：樊海潮（复旦大学）

主持人：余昌华（北京大学国家发展研究院）

时间：2024年11月27日（周三）下午13:30-15:00（北京时间）

地点：131教室

题目：Dirty Trade War: The Effects of Trade War on Carbon Emission

摘要：

How trade policy and energy policy interplay in shaping the carbon effect of trade activities is critical to understanding the trade-carbon linkage. Using US-China trade friction as the exogenous shock, we empirically and quantitatively examine the impact of US-China trade friction on carbon emissions, carbon emission intensity, and welfare. With comprehensive firm-level tax survey data, we find that US-China trade friction raises carbon emission intensity at both the city level and firm level. Two mechanisms drive the effects: cities react to the shock by loosening government environmental regulations, which boosts firms’ usage of coal and then increases subsequent carbon emission intensity; resource reallocation occurs after the shock as former exporters gravitate toward domestic production, which is apparently less clean. Our quantitative analyses further discuss the impact of the trade friction on the welfare of China, the U.S., and the world due to affected production and increased carbon emissions.

主讲人介绍：

樊海潮是复旦大学世界经济研究所副所长，二级教授，博士生导师，曾获各个层面国家级人才项目。作为负责人/首席专家，主持国家社科基金重大应急项目、国家自科重点项目、国家自科面上项目、国家自科应急项目和国家自科青年项目等课题。荣获教育部高等学校科学研究(人文社会科学)优秀成果奖，张培刚发展经济学青年学者奖、浦山世界经济学优秀论文奖、上海市哲学社会科学优秀成果论文一等奖和二等奖等。学术成果发表在Review of Economics and Statistics、Journal of International Economics、Economic Journal、Journal of Development Economics、《经济研究》、《管理世界》等国内外学术期刊上。已有研究在共获得近4000次引用（google学术和知网）。部分研究成果被美国经济研究局（NBER）推介，并入选经济学与商学全球前1% ESI高引论文。现任Annals of Economics and Finance联合主编；Review of International Economics、Journal of Economic Survey、Economic Modelling、Review of World Economics副主编等，世界经济文汇责任编辑，以及多个杂志的特刊主编。