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Elasticities of Substitution and Complementarity

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Author Info
David I. Stern () (Department of Economics, Rensselaer Polytechnic Institute, Troy NY 12180-3590, USA)

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Abstract

This paper is a modern synthesis of the more than seventy years of literature on the elasticity of substitution. At times, authors, such as Mundlak, have provided syntheses of the literature but these often seem to be forgotten by later authors and particularly by applied economists. I synthesize several of these approaches with the full development of duality theory. There are many different legitimate definitions of the ES and the elasticity of complementarity (EC). None of these is the one true ES - which one is useful depends on what we wish to measure. As their value and even sign can vary dramatically, the choice of the appropriate indicator is important. I propose a classification scheme: primal vs. dual measures, gross vs. net measures, ratio, scalar and mixed elasticities, and four different basic concepts of substitution and complementarity. Additionally, the Pigou Elasticity of Complementarity is reintroduced after seventy years of obscurity and a new derivation of the basic Hicks (or direct) ES is provided. The implications for the energy-capital controversy are also briefly discussed and an empirical example shows how the various elasticities differ.

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Paper provided by Rensselaer Polytechnic Institute, Department of Economics in its series Rensselaer Working Papers in Economics with number 0403.

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Date of creation: Feb 2004
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Handle: RePEc:rpi:rpiwpe:0403

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Find related papers by JEL classification:
D2 - Microeconomics - - Production and Organizations
D1 - Microeconomics - - Household Behavior
B21 - Schools of Economic Thought and Methodology - - History of Economic Thought since 1925 - - - Microeconomics
Q40 - Agricultural and Natural Resource Economics; Environmental and Ecological Economics - - Energy - - - General

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Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Subhash C. Sharma, 2002. "The Morishima Elasticity of Substitution for the Variable Profit Function and the Demand for Imports in the United States," International Economic Review, Department of Economics, University of Pennsylvania and Osaka University Institute of Social and Economic Research Association, vol. 43(1), pages 115-135, February. [Downloadable!] (restricted)
  2. Diewert, W. E., 1973. "Functional forms for profit and transformation functions," Journal of Economic Theory, Elsevier, vol. 6(3), pages 284-316, June. [Downloadable!] (restricted)
  3. Blackorby, Charles & Russell, R Robert, 1989. "Will the Real Elasticity of Substitution Please Stand Up? (A Comparison of the Allen/Uzawa and Morishima Elasticities)," American Economic Review, American Economic Association, vol. 79(4), pages 882-88, September. [Downloadable!] (restricted)
  4. Stern, David I, 1995. "Measurement Unit Invariant Coefficients in Multiplicative-Logarithmic Functions," Applied Economics, Taylor and Francis Journals, vol. 27(5), pages 451-54, May.
  5. Kim, H Youn, 2000. "The Antonelli versus Hicks Elasticity of Complementary and Inverse Input Demand Systems," Australian Economic Papers, Blackwell Publishing, vol. 39(2), pages 245-61, June. [Downloadable!] (restricted)
  6. Syrquin, Moshe & Hollender, Gideon, 1982. "Elasticities of Substitution and Complementarity: The General Case," Oxford Economic Papers, Oxford University Press, vol. 34(3), pages 515-19, November. [Downloadable!] (restricted)
  7. Lau, Lawrence J., 1978. "Applications of Profit Functions," Histoy of Economic Thought Chapters, in: Fuss, Melvyn & McFadden, Daniel (ed.), Production Economics: A Dual Approach to Theory and Applications, volume 1, chapter 3 McMaster University Archive for the History of Economic Thought. [Downloadable!]
  8. Samuelson, Paul A, 1974. "Complementarity-An Essay on the 40th Anniversary of the Hicks-Allen Revolution in Demand Theory," Journal of Economic Literature, American Economic Association, vol. 12(4), pages 1255-89, December. [Downloadable!] (restricted)
  9. Sato, Ryuzo & Koizumi, Tetsunori, 1973. "On the Elasticities of Substitution and Complementarity," Oxford Economic Papers, Oxford University Press, vol. 25(1), pages 44-56, March. [Downloadable!] (restricted)
  10. Thompson, Peter & Taylor, Timothy G, 1995. "The Capital-Energy Substitutability Debate: A New Look," The Review of Economics and Statistics, MIT Press, vol. 77(3), pages 565-69, August. [Downloadable!] (restricted)
  11. Kim, H Youn, 1992. "The Translog Production Function and Variable Returns to Scale," The Review of Economics and Statistics, MIT Press, vol. 74(3), pages 546-52, August. [Downloadable!] (restricted)
  12. Blackorby, Charles & Russell, R Robert, 1981. "The Morishima Elasticity of Substitution; Symmetry, Constancy, Separability, and Its Relationship to the Hicks and Allen Elasticities," Review of Economic Studies, Blackwell Publishing, vol. 48(1), pages 147-58, January. [Downloadable!] (restricted)
  13. Hicks, John, 1970. "Elasticity of Substitution Again: Substitutes and Complements," Oxford Economic Papers, Oxford University Press, vol. 22(3), pages 289-96, November. [Downloadable!] (restricted)
  14. Paolo Bertoletti, 2005. "Elasticities of Substitution and Complementarity: A Synthesis," Journal of Productivity Analysis, Springer, vol. 24(2), pages 183-196, October. [Downloadable!] (restricted)
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  1. Charles Blackorby & Daniel Primont & R. Russell, 2007. "The Morishima gross elasticity of substitution," Journal of Productivity Analysis, Springer, vol. 28(3), pages 203-208, December. [Downloadable!] (restricted)
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  2. Eric Heyer & Florian Pelgrin & Arnaud Sylvain, 2004. "Translog ou Cobb-Douglas? Le rôle des durées d'utilisation des facteurs," Working Papers 04-19, Bank of Canada. [Downloadable!]
  3. Alberto Behar, 2005. "Does training benefit those who do not get any? Elasticities of complementarity and factor price in South Africa," Economics Series Working Papers 244, University of Oxford, Department of Economics. [Downloadable!]
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