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Research

Working Papers

Big Push Policies and Network Externalities: Insights from Quebec's EV Fast-Charging Market,
Cordeau, Hugo. 2025

Network externalities can generate chicken-and-egg dynamics that result in socially inefficient outcomes. I study whether direct government provision of network infrastructure yields greater welfare than alternative policies such as subsidies or monopoly rights. I do so in the context of Québec from 2017 to 2023. I first exploit the network’s concentric expansion and implement a difference-in-differences design, finding a two-fold increase in EV adoption in newly connected cities. I then develop a structural model in which consumers choose EV models and subsequently derive utility from charging, thereby capturing the charging network’s topography. Counterfactual simulations show that direct public provision generates higher welfare than subsidies and private monopoly provision, by ensuring broader coverage, greater adoption, and more cost-effective outcomes.

Leveraging the roll-out of Montréal’s protected Express Biking Network and bikeshare data, I estimate that new lanes increase ridership by about 30 percent within 300 meters, declining to about 20 percent within 500 meters. This effect is driven by higher speeds and longer trips. Nearby lanes experience positive spillovers, suggesting new cyclists rather than displacement. A triple-differences strategy using seasonal variation finds little to no substitution away from the subway network, while descriptive evidence points to a reduction in car use.

The Impact of Violent Crimes on Commuting: Evidence from Toronto, with William Arbour. 2025

TBD

Publication

The Economic Effects of Long-Term Climate Change: Evidence from the Little Ice Age: Replication, (with Nikolai Cook, Tongzhe Li, Taylor Wright), Accepted, Economic Inquiry, 2025

Waldinger (2022) finds a positive relationship between temperature and city size during the climate change of 1600-1850. We show the main result differs by city size. Cities with less than 1000 inhabitants (which make up 23.5% of observations and are 49.6% of cities at some point) exhibit a strong and positive relationship between temperature and city size, whereas cities with always more than 1000 inhabitants exhibit a negative relationship. Further examination of the underlying city size data, which bins populations into coarse thousand-wide population intervals, finds the original analysis to be robust to a number of reasonable alternative researcher choices.

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