Program Monday, June 8, 2026 Tuesday, June 9, 2026 Adjourn
International Economics in Times of Geoeconomic Challenges
Organizers: Lei Li, Frank Pisch, Jan Schymik, and Robin Sogalla
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
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
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)