What if? The macroeconomic and distributional effects for Germany of a stop of energy imports from Russia
Citations
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Cited by:
- Laura Alfaro & Harald Fadinger & Jan S. Schymik & Gede Virananda, 2025.
"Trade and Industrial Policy in Supply Chains: Directed Technological Change in Rare Earths,"
NBER Working Papers
33877, National Bureau of Economic Research, Inc.
- Laura Alfaro & Harald Fadinger & Jan Schymik & Gede Virananda, 2025. "Trade and Industrial Policy in Supply Chains:Directed Technological Change in Rare Earths," CRC TR 224 Discussion Paper Series crctr224_2025_720, University of Bonn and University of Mannheim, Germany.
- Alfaro, Laura & Fadinger, Harald & Schymik, Jan & Virananda, Gede, 2025. "Trade and Industrial Policy in Supply Chains: Directed Technological Change in Rare Earths," CEPR Discussion Papers 20315, Centre for Economic Policy Research.
- Imbs, Jean & Pauwels, Laurent, 2025. "Measuring foreign exposure," Journal of International Economics, Elsevier, vol. 157(C).
- Luca Gagliardone & Mark Gertler, 2026. "Oil Prices, Monetary Policy, and Inflation Surges," American Economic Journal: Macroeconomics, American Economic Association, vol. 18(4), pages 468-501, October.
- Katia Gallegos Torres & Jakob Lehr, 2026. "The Labor Market Impact of the Energy Crisis: Evidence from Germany," CRC TR 224 Discussion Paper Series crctr224_2025_730, University of Bonn and University of Mannheim, Germany.
- Kagerer, B., 2024. "Geopolitics and corporate risk: Evidence from EU-Russia conflict shocks," Cambridge Working Papers in Economics 2471, Faculty of Economics, University of Cambridge.
- Balthazar de Vaulchier & Lionel Fontagné & Yu Zheng, 2026. "What if? Revisiting the Macroeconomic Impact of the Energy Crisis with Peak-load Electricity," Working Papers 2026-03, CEPII research center.
- Adolph, Jonas & Kohler, Wilhelm & Müller, Gernot, 2025.
"Geopolitical Conflict and Trade: Montesquieu Revisited,"
CEPR Discussion Papers
20885, Centre for Economic Policy Research.
- Jonas Adolph & Wilhelm Kohler & Gernot Müller, 2025. "Geopolitical Conflict and Trade: Montesquieu Revisited," CESifo Working Paper Series 12311, CESifo.
- Panon, Ludovic & Lebastard, Laura & Mancini, Michele & Borin, Alessandro & Tofani, Peonare Caka & Cariola, Gianmarco & Essers, Dennis & Gentili, Elena & Linarello, Andrea & Padellini, Tullia & Requena, 2026.
"Inputs in distress: Geoeconomic fragmentation and firms’ sourcing,"
European Economic Review, Elsevier, vol. 187(C).
- Ludovic Panon & Laura Lebastard & Michele Mancini & Alessandro Borin & Peonare Caka & Gianmarco Cariola & Dennis Essers & Elena Gentili & Andrea Linarello & Tullia Padellini & Francisco Requena & Jaco, 2024. "Inputs in Distress: Geoeconomic Fragmentation and Firms’ Sourcing," Working Papers 2436, Banco de España.
- Panon, Ludovic & Lebastard, Laura & Mancini, Michele & Borin, Alessandro & Essers, Dennis & Linarello, Andrea & Caka, Peonare & Cariola, Gianmarco & Gentili, Elena & Padellini, Tullia & Requena, Franc, 2024. "Inputs in distress: geoeconomic fragmentation and firms’ sourcing," Working Paper Series 2992, European Central Bank.
- Ludovic Panon & Laura Lebastard & Michele Mancini & Alessandro Borin & Peonare Caka & Gianmarco Cariola & Dennis Essers & Elena Gentili & Andrea Linarello & Tullia Padellini & Francisco Requena & Jaco, 2024. "Inputs in distress: geoeconomic fragmentation and firms' sourcing," Questioni di Economia e Finanza (Occasional Papers) 861, Bank of Italy, Economic Research and International Relations Area.
- Ludovic Panon & Laura Lebastard & Michele Mancini & Alessandro Borin & Peonare Caka & Gianmarco Cariola & Dennis Essers & Elena Gentili & Andrea Linarello & Tullia Padellini & Francisco Requena & Jaco, 2024. "Inputs in distress: Geoeconomic fragmentation and firms' sourcing," Working Paper Research 452, National Bank of Belgium.
- Bondarenko, Yevheniia & Kang, Nayeon & Lewis, Vivien & Rottner, Matthias & Schüler, Yves, 2026.
"Geopolitical Risk in the Euro Area: Measurement and Transmission,"
CEPR Discussion Papers
21409, Centre for Economic Policy Research.
- Yevheniia Bondarenko & Nayeon Kang & Vivien Lewis & Matthias Rottner & Yves Schueler, 2026. "Geopolitical risk in the euro area: measurement and transmission," BIS Working Papers 1348, Bank for International Settlements.
- Bondarenko, Yevheniia & Kang, Nayeon & Lewis, Vivien & Rottner, Matthias & Schüler, Yves, 2026. "Geopolitical risk in the euro area: Measurement and transmission," Discussion Papers 14/2026, Deutsche Bundesbank.
- Cecilia Bellora & Lionel Fontagné & Christophe Gouel & Youssef Salib, 2025. "Carbon Bias of Tariffs: Are Fossil fuels the Culprits?," Working Papers 2025-08, CEPII research center.
- Jochen Güntner & Magnus Reif & Maik Wolters, 2024.
"Sudden stop: Supply and demand shocks in the German natural gas market,"
Journal of Applied Econometrics, John Wiley & Sons, Ltd., vol. 39(7), pages 1282-1300, November.
- Güntner, Jochen & Reif, Magnus & Wolters, Maik H., 2024. "Sudden stop: Supply and demand shocks in the German natural gas market," Discussion Papers 22/2024, Deutsche Bundesbank.
- Jochen Güntner & Magnus Reif & Maik Wolters, 2024. "Sudden Stop: Supply and Demand Shocks in the German Natural Gas Market," CESifo Working Paper Series 11191, CESifo.
- Güntner, Jochen & Reif, Magnus & Wolters, Maik H., 2024. "Sudden stop: Supply and demand shocks in the German natural gas market," IMFS Working Paper Series 206, Goethe University Frankfurt, Institute for Monetary and Financial Stability (IMFS).
- Nikou, Vasilis, 2025. "From exit to exposure: Gas import shocks and macroeconomic asymmetries in the wake of Europe's coal phaseout," Energy, Elsevier, vol. 335(C).
- Olmez Turan, Merve & Gilbert, Ben & Flamand, Tulay, 2025. "How good are weather shocks for identifying energy elasticities? A LASSO-IV approach to European natural gas demand," Journal of Commodity Markets, Elsevier, vol. 39(C).
- Elliott, M. & Jackson, M. O., 2024.
"Supply Chain Disruptions, the Structure of Production Networks, and the Impact of Globalization,"
Cambridge Working Papers in Economics
2424, Faculty of Economics, University of Cambridge.
- Elliott, M. & Jackson, M. O., 2026. "Supply Chain Disruptions, the Structure of Production Networks, and the Impact of Globalization," Cambridge Working Papers in Economics 2625, Faculty of Economics, University of Cambridge.
- Matthew L. Elliott & Matthew O. Jackson, 2025. "Supply Chain Disruptions, the Structure of Production Networks, and the Impact of Globalization," Papers 2511.03660, arXiv.org, revised Jan 2026.
- Boeck, Maximilian & Zörner, Thomas O., 2025. "Natural gas prices, inflation expectations, and the pass-through to euro area inflation," Energy Economics, Elsevier, vol. 141(C).
- Kim, Daisoon & Lee, Sunhyung, 2026. "Multinational investment activity under policy uncertainty in host and competing countries," Journal of International Economics, Elsevier, vol. 161(C).
- Robert Lehmann & Christoph Schult, 2024. "Auswirkung eines potenziellen Gasdefizits auf die industrielle Wertschöpfung der Bundesländer," ifo Dresden berichtet, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, vol. 31(06), pages 15-16, December.
- Boonman, Hettie & Rodriguez, Mauricio, 2025. "Mitigating foreign fossil fuel shocks: The role of renewable energy and industrial electrification in The Netherlands," Economic Modelling, Elsevier, vol. 151(C).
- Théo Konc & Jan Christoph Steckel & Jacob Edenhofer & Jens Ewald & Thomas Sterner, 2026. "The Political Consequences of Energy Price Shocks: Evidence from Germany," CESifo Working Paper Series 12887, CESifo.
- Douch, Mustapha & Wu, Yupei & Gao, Bo, 2025. "Impact of U.S. sanctions on Russian trade: Firm-level evidence from the NTR act," Journal of Economic Behavior & Organization, Elsevier, vol. 240(C).
- Aguilar, Pablo & Darracq Pariès, Matthieu & Jouvanceau, Valentin & Meunier, Baptiste & Spital, Tajda, 2026. "Global implications of export controls on rare earths: a model-based assessment," Occasional Paper Series 384, European Central Bank.
- Adolfsen, Jakob Feveile & Ferrari Minesso, Massimo & Mork, Jente Esther & Van Robays, Ine, 2024.
"Gas price shocks and euro area inflation,"
Journal of International Money and Finance, Elsevier, vol. 149(C).
- Adolfsen, Jakob Feveile & Ferrari Minesso, Massimo & Mork, Jente Esther & Van Robays, Ine, 2024. "Gas price shocks and euro area inflation," Working Paper Series 2905, European Central Bank.
- Crozet, Matthieu & Hinz, Julian & Šváb, Patrik, 2026. "Trade sanctions: Evidence from Russia," Kiel Working Papers 2325, Kiel Institute for the World Economy.
- Ipsen, Leonhard & Aminian, Armin & Schulz, Jan, 2025. "Stress-testing Inflation Exposure: Systemically significant prices and asymmetric shock propagation in the EU," Structural Change and Economic Dynamics, Elsevier, vol. 74(C), pages 713-724.
- Abberger, Klaus & Bibaj, Arbërim & Gersbach, Hans & Perakis, Alexis & Rathke, Alexander & Sarferaz, Samad & Walsh, Kieran James, 2026.
"Tariffs and Firm Expectations,"
CEPR Discussion Papers
21269, Centre for Economic Policy Research.
- Klaus Abberger & Arbërim Bibaj & Hans Gersbach & Alexis Perakis & Alexander Rathke & Samad Sarferaz & Kieran Walsh, 2026. "Tariffs and Firm Expectations," CESifo Working Paper Series 12510, CESifo.
- Fabra, Natalia & Leblanc, Clement & Souza, Mateus, 2025.
"Unpacking the Distributional Implications of the Energy Crisis: Lessons from the Iberian Electricity Market,"
CEPR Discussion Papers
20593, Centre for Economic Policy Research.
- Natalia Fabra & Clément Leblanc & Mateus Souza, 2025. "Unpacking the Distributional Implications of the Energy Crisis Lessons from the Iberian Electricity Market," CRC TR 224 Discussion Paper Series crctr224_2025_716, University of Bonn and University of Mannheim, Germany.
- Casagrande, Sara & Dallago, Bruno, 2025. "The economic and geostrategic role of LNG in EU energy transition," Structural Change and Economic Dynamics, Elsevier, vol. 74(C), pages 387-404.
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