TABLE A6.
Supply, demand and third‐country shocks and bilateral export growth based on quantities, the role of sector characteristics, OLS regression results, EU countries
| Framework | Variables | (1) | (2) | (3) | (4) |
|---|---|---|---|---|---|
| growth_qijkt | growth_qijkt | growth_qijkt | growth_qijkt | ||
| Exporter supply shock*sector characteristic | work mobilityit *remoteik | 4.927 *** | 5.225 *** | ||
| (1.337) | (1.406) | ||||
| work mobilityit *gvcil | 0.849 | 1.358 | |||
| (1.782) | (1.797) | ||||
| Partner demand shock*sector characteristic | retail mobilityjt *durablek | 0.645 ** | 0.436 | ||
| (0.325) | (0.336) | ||||
| retail mobilityjt *gvc partnerjl | −0.723 ** | −0.763 *** | |||
| (0.288) | (0.289) | ||||
| Third country supply shock | competition shockijkt | −0.600 | 0.366 | ||
| (0.604) | (0.637) | ||||
| upstream shockilt | 5.659 * | 5.683 * | |||
| (3.115) | (3.149) | ||||
| global outputmt | 1.528 *** | 1.021 * | 1.258 ** | 0.789 | |
| (0.566) | (0.594) | (0.602) | (0.620) | ||
| Constant | 2.889 *** | 2.229 *** | 2.795 *** | 3.431 *** | |
| (0.197) | (0.068) | (0.291) | (0.388) | ||
| Observations | 446,472 | 446,472 | 446,472 | 446,472 | |
| R‐squared | .414 | .414 | .414 | .414 | |
| Exporter‐time FE | Yes | Yes | Yes | Yes | |
| Importer‐time FE | Yes | Yes | Yes | Yes | |
| Exporter‐partner‐sector FE | Yes | Yes | Yes | Yes | |
| Sector‐time FE | Yes | Yes | Yes | Yes | |
| Cluster | Exporter‐partner | Exporter‐partner | Exporter‐partner | Exporter‐partner |
Robust standard errors in parentheses. Sector‐time fixed effects control for unobserved effects affecting aggregated sectors over time (see Footnote 10). The variable global outputmt additionally controls for global sector‐time trends.
***
p < .01.
**
p < .05.
*
p < .1.