Peter John Lambert
econopete.bsky.social
Peter John Lambert
@econopete.bsky.social
PhD student at London School of Economics (LSE).

Interested in using frontier measurement tools to study organizations, industries, jobs, and economic growth.
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Website: http://peterjohnlambert.com
In our paper, "AI-Generated Production Networks" (2024), joint with with @trfetzer.com Bennet Feld @prashantgarg.bsky.social , we used AI to build a granular input/output network across 5,000+ traded goods. This public dataset can be used to study the knock-on impacts of trade shocks.
December 11, 2024 at 8:21 PM
Ostensibly the goal of this move is to support domestic solar production, a highly complex production process which requires key components targeted in this action. Our input/output network can be used to identify all the production linkages for this, and 5,000+ other products:
December 11, 2024 at 8:21 PM
🚨 BREAKING: Biden to announce major tariff hikes on critical production components (e.g. tungsten, polysilicon, solar wafers) - @financialtimes.com

Our research provides a lens to study the ripple effects of this US-China trade escalation. A brief 🧵 (1/6)
December 11, 2024 at 8:21 PM
Pooling over all products using product-dyads in a DiD setting, there is clear evidence of "onshoring" i.e. increased import demand for upstream/critical products linked to shock-exposed final goods.
November 18, 2024 at 4:22 PM
Finally, by identifying all the input/output relationships we can empirically test for vertical substition patterns i.e. "onshoring". We take a large trade shock to a small open economy and follow demand for both the focal product and it's basket of production inputs.
November 18, 2024 at 4:22 PM
Another neat feature of our granular production network is the ability to identify emerging critical inputs, such as Chips, Lasers, Lithium - v. helpful to inform industrial strategy!
November 18, 2024 at 4:22 PM
Across broad BEC product groups, "Capital Goods" and "Industrial Supplies" have become ever more critical parts of the production network.
November 18, 2024 at 4:22 PM
We also leverage the AIPNET network structure to measure shifts in import composition towards more critical/central/upstream inputs. We see lots of divergence e.g. 🇨🇳China: Building domestic capabilities 🇺🇸US: Reducing upstream input dependence.
November 18, 2024 at 4:22 PM
Some products are incredibly complex, like "Wind powered generators" which require huge amounts of complex parts and materials:
November 18, 2024 at 4:22 PM
The AI-built Production Network (AIPNET) maps 5,000+ products, connecting them based on production processes. Each node is a product, connections show input/output links. E.g. "Full-fat milk".
November 18, 2024 at 4:22 PM
🧵 New paper uses AI to map global production networks & study recent shifts in global trade: "AI-Generated Production Networks" by @trfetzer.com @econopete.bsky.social @prashantgarg.bsky.social and Bennet Feld.
November 18, 2024 at 4:22 PM