Industrial Policies Conference

Industrial Policies Conference 2026 | Adrien Matray, Atlanta Fed

IP Federal Reserve Bank of Atlanta Industrial Policies Conference
Federal Reserve Bank of Atlanta venue for the Industrial Policies Conference

May 7-8, 2026 · Atlanta

Industrial Policies in a Globalized and Financialized World

A two-day research conference on how financial forces interact with industrial policies to shape production, trade, and international integration.

Host Federal Reserve Bank of Atlanta
Dates Thursday-Friday, May 7-8, 2026
Format 3 sessions, 9 papers, conference dinner
Ends Friday, May 8 at 3:25pm

Industrial policy, trade, and finance in the same room.

Industrial policy has returned to the forefront of economic policymaking, from semiconductor subsidies and green energy incentives to reshoring initiatives and strategic trade measures. This conference brings together researchers working at the intersection of industrial policy, international finance, and trade.

  • Financial frictions and industrial policy effectiveness
  • Trade finance, export credit, and global value chains
  • International spillovers of domestic industrial policies
  • Subsidies, tariffs, strategic trade, and multinational financing

Conference pages

Program, call, and venue details

Schedule Program

The full two-day program, including all sessions, papers, presenters, discussants, meals, and the conference dinner.

 Archive Call for Papers

The original conference scope and research themes for industrial policy, international finance, trade, and global value chains.

 Location Venue

Federal Reserve Bank of Atlanta hosting information for the May 7-8, 2026 conference.

Program

Conference schedule

Day 1

Thursday, May 7, 2026

Session 1 · Industrial Policy: Design and Impacts

12:00pm – 1:00pm
Lunch
1:00pm – 1:50pm

Industrial Policies, Global Imbalances and Technological Hegemony

Ambrogio Cesa-Bianchi, Andrea Ferrero, Luca Fornaro, and Martin Wolf

Discussant: Louphou Coulibaly, University of Wisconsin

1:50pm – 2:10pm
Break
2:10pm – 3:00pm

Industrial Policy in the Global Semiconductor Sector

Pinelopi Goldberg, Réka Juhász, Nathan Lane, Giulia Lo Forte, and Jeff Thurk

Discussant: David Chor, Dartmouth, Tuck

3:00pm – 3:20pm
Break
3:20pm – 4:10pm

Industrial Policies for Multi-Stage Production: The Battle for Battery-Powered Vehicles

Keith Head, Thierry Mayer, Marc Melitz, and Chenying Yang

Discussant: Kerem Coşar, University of Virginia

4:10pm – 4:30pm
Break
4:30pm – 5:20pm

Export Subsidies as Industrial Policy: the Case of the 19th Century Sugar Industry

Bjorn Brey, Karolina Hutkova, and Lidia Smitkova

Discussant: Andrew Greenland, NC State University

5:20pm – 7:30pm
Conference Dinner

Day 2

Friday, May 8, 2026

Session 2 · Trade Finance and Credit Constraints

8:30am – 9:15am
Breakfast
9:15am – 10:05am

Credit Airlines: Financing, Modes of Export, and Comparative Advantage

María Aristizábal-Ramírez, Luis Baldomero-Quintana, Barthelemy Bonadio, Sara Echeverri, and Christian Posso

Discussant: Felipe Benguria, University of Kentucky

10:05am – 10:25am
Break
10:25am – 11:15am

Payment Terms and Heterogeneous Shock Transmission in Production Networks

Felipe Leal

Discussant: Ryan Monarch, Syracuse University

11:15am – 11:35am
Break
11:35am – 12:25pm

Exporting and Investment under Credit Constraints

Kim P. Huynh, Robert J. Petrunia, Joel Rodrigue, and Walter Steingress

Discussant: Leslie Shen, Federal Reserve Bank of Boston

12:25pm – 1:25pm
Lunch

Session 3 · Trade Policy and Development

1:25pm – 2:15pm

Strategic Avoidance and the Welfare Impacts of U.S. Solar Panel Tariffs

Todd Gerarden, Bryan Bollinger, Kenneth Gillingham, and Daniel Yi Xu

Discussant: Audrey Tiew, New York University

2:15pm – 2:35pm
Break
2:35pm – 3:25pm

Geopolitics and Export Miracles: Firm-Level Evidence from U.S. War Procurement in Korea

Philipp Barteska, Oliver Kim, Nathan Lane, and Seung Joo Lee

Discussant: Ming Li, Chinese University of Hong Kong, Shenzhen

Questions about the conference?

For program or logistics questions, please contact the organizing team at the conference email address.

adrien.matray@atl.frb.org