Policy Uncertainty in the Market for Coal Electricity: The Case of Air Toxics Standards

S-Tier
Journal: Journal of Political Economy
Year: 2025
Volume: 133
Issue: 6
Pages: 1757 - 1795

Authors (3)

Gautam Gowrisankaran (not in RePEc) Ashley Langer (National Bureau of Economic Re...) Wendan Zhang (not in RePEc)

Score contribution per author:

2.681 = (α=2.01 / 3 authors) × 4.0x S-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Government policy uncertainty affects irreversible decisions including technology adoption and exit. This paper quantifies uncertainty surrounding the Mercury and Air Toxics Standards (MATS). We estimate a dynamic oligopoly model for coal-fired electricity generators that recovers generators’ beliefs regarding future MATS enforcement. We develop the approximate belief oligopoly equilibrium concept, where players understand that their decisions impact aggregate market states. MATS enforcement created substantial uncertainty: the perceived enforcement probability dropped to 43%. Resolving uncertainty early would increase profits by $1.39 billion but also increase pollution costs by $0.652–$1.776 billion. Had exit been unlikely, resolving uncertainty early would have decreased pollution.

Technical Details

RePEc Handle
repec:ucp:jpolec:doi:10.1086/734779
Journal Field
General
Author Count
3
Added to Database
2026-01-25