The Textbook Case for Industrial Policy: Theory Meets Data

S-Tier
Journal: Journal of Political Economy
Year: 2025
Volume: 133
Issue: 5
Pages: 1527 - 1573

Authors (4)

Dominick Bartelme (not in RePEc) Arnaud Costinot (not in RePEc) Dave Donaldson (not in RePEc) Andrés Rodríguez-Clare (University of California at Be...)

Score contribution per author:

2.011 = (α=2.01 / 4 authors) × 4.0x S-tier

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

Abstract

The textbook case for industrial policy is well understood: sectors with relatively large external economies of scale should be subsidized at the expense of other sectors. Little is known, however, about the magnitude of the welfare gains from such interventions. We develop an empirical strategy that leverages commonly available trade data to estimate sector-level economies of scale and, in turn, to quantify the gains from optimal industrial policy in a general equilibrium environment. Our results point toward significant economies of scale across manufacturing sectors but gains from industrial policy that are hardly transformative, even among the most open economies.

Technical Details

RePEc Handle
repec:ucp:jpolec:doi:10.1086/734129
Journal Field
General
Author Count
4
Added to Database
2026-01-25