International Economics in Times of Geoeconomic Challenges

Sponsored by the Collaborative Research Center Transregio 224 and the German Research Foundation

June 8 and 9, 2026

Hotel Hardtwald, Bad Homburg

Program

Monday, June 8, 2026

08:50 – 09:00

Opening

09:00 – 09:40

Evading Sanctions

with Lisa Scheckenhofer (ifo Institute), David Torun (University of Zurich) and Joschka Wanner (University of Würzburg)

Feodora Teti (LMU Munich and ifo Institute)

09:40 – 10:20

Markups as Shadow Tariffs: How Market Power Skews Trade Reciprocity?

with Siying Ding (UIBE) and Ahmad Lashkaripour (Indiana University)

Volodymyr Lugovskyy (Indiana University)

10:20 – 11:00

New Trade Models, Same Old Emissions?

with Robin Sogalla (University of Mannheim) and Yuta Watabe (IDE Tokyo)

Joschka Wanner (University of Würzburg)

11:00 – 11:30

Coffee Break

11:30 – 12:20

Keynote #1: Carbon Taxes in the Global Economy

with Ezequiel Garcia-Lembergman (Pontifical Catholic University of Chile), Andrés Rodríguez-Clare (UC Berkeley) and Joseph S. Shapiro (UC Berkeley)

Natalia Ramondo (Boston University)

12:20 – 13:30

Lunch Break

13:30 – 14:10

Revisiting Trade Intermediaries: The Role of International Forward Integration

with Giuseppe Berlingieri (ESSEC) and Claudia Steinwender (LMU Munich)

Frank Pisch (TU Darmstadt)

14:10 – 14:50

Quality as Buffer: Tariff Pass-Through and Firm Adjustment

with Chujie He (Peking University) and Wei Tian He (Peking University)

Lei Li (University of Göttingen)

14:50 – 15:20

Coffee Break

15:20 – 16:00

Clean Production, Dirty Sourcing: Importing, Exporting, and Emission Shifting in Global Supply Chains

with Till Köveker (DIW Berlin), Alexander Schiersch (DIW Berlin) and Robin Sogalla (University of Mannheim)

Philipp Richter (University of Mannheim)

16:00 – 16:40

Power Decarbonization in a Global Energy Market: The Climate Effect of U.S. LNG Exports

Constanza Abuin (Princeton University)

16:40 – 17:20

Unilateral Carbon Pricing and Heterogeneous Firms

Robin Sogalla (University of Mannheim)

19:00

Dinner

Tuesday, June 9, 2026

09:00 – 09:40

Mind the Break-Up: When Policy Disrupts Firms’ Supply Chains

with Elsa Leromain (University of Antwerp) and Martina Magli (LMU Munich)

Holger Breinlich (University of Surrey)

09:40 – 10:20

Trading around Geopolitics

with Giancarlo Corsetti (EUI) and Beata Javorcik (University of Oxford and EBRD)

Banu Demir (University of Oxford)

10:20 – 10:40

Coffee Break

10:40 – 11:30

Keynote #2: AI Unbound: Digital Infrastructure, AI Adoption, and Firm Performance

with Nuriye Melisa Bilgin (Koç University)

Gianmarco Ottaviano (Bocconi)

11:30 – 12:10

Capital-Skill Complementarity in Firms and in the Aggregate Economy

with Filippo Boeri (LSE), Danial Lashkari (FED New York) and Jonathan Vogel (UCLA)

Giuseppe Berlingieri (ESSEC)

12:10 – 13:20

Lunch Break

13:20 – 14:00

Who Can Produce What? Firm Capabilities and Product Entry

with Luca Macedoni (University of Milan) and Vladimir Tyazhelnikov (University of Sydney)

John Morrow (Queen Mary London)

14:00 – 14:40

Demand and Supply Linkages in Exporting Multiproduct Firms

with Lisandra Flach (LMU Munich and ifo Institute) and Ning Meng (Nanjing University)

Carsten Eckel (LMU Munich)

Adjourn