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 Program Monday, June 8, 2026 08:50 – 09:00 09:00 – 09:40 09:40 – 10:20 10:20 – 11:00 11:00 – 11:30 11:30 – 12:20 12:20 – 13:30 13:30 – 14:10 14:10 – 14:50 14:50 – 15:20 15:20 – 16:00 16:00 – 16:40 16:40 – 17:20 19:00 Tuesday, June 9, 2026 09:00 – 09:40 09:40 – 10:20 10:20 – 10:40 10:40 – 11:30 11:30 – 12:10 12:10 – 13:20 13:20 – 14:00 14:00 – 14:40 Adjourn
International Economics in Times of Geoeconomic Challenges
Hotel Hardtwald, Bad Homburg
Opening
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)
Markups as Shadow Tariffs: How Market Power Skews Trade Reciprocity?
with Siying Ding (UIBE) and Ahmad Lashkaripour (Indiana University)
Volodymyr Lugovskyy (Indiana University)
New Trade Models, Same Old Emissions?
with Robin Sogalla (University of Mannheim) and Yuta Watabe (IDE Tokyo)
Joschka Wanner (University of Würzburg)
Coffee Break
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)
Lunch Break
Revisiting Trade Intermediaries: The Role of International Forward Integration
with Giuseppe Berlingieri (ESSEC) and Claudia Steinwender (LMU Munich)
Frank Pisch (TU Darmstadt)
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)
Coffee Break
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)
Power Decarbonization in a Global Energy Market: The Climate Effect of U.S. LNG Exports
Constanza Abuin (Princeton University)
Unilateral Carbon Pricing and Heterogeneous Firms
Robin Sogalla (University of Mannheim)
Dinner
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)
Trading around Geopolitics
with Giancarlo Corsetti (EUI) and Beata Javorcik (University of Oxford and EBRD)
Banu Demir (University of Oxford)
Coffee Break
Keynote #2: AI Unbound: Digital Infrastructure, AI Adoption, and Firm Performance
with Nuriye Melisa Bilgin (Koç University)
Gianmarco Ottaviano (Bocconi)
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)
Lunch Break
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)
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)