evo-macro-sut-import-share

This skill handles the second stage of the macro demand-side accounting pipeline: computing the import content share of investment from Supply and Use Tables.

What it does

1. Creates SUT Calc sheet with columns linking to SUPPLY and USE data:

   • Col A: Product code (rows 4-41 from SUT, 38 products)
   • Col B: Product name
   • Col C: Total Supply at purchasers prices (from SUPPLY sheet col AS)
   • Col D: Imports total (from SUPPLY sheet col AR)
   • Col E: Import share per product = D/C (mu_i)
   • Col F: GFCF by product (from USE sheet col AT)
   • Col G: Imported GFCF = E*F (mu_i * I_i)
   • Col H: Product share of total GFCF = F/SUM(F)

2. Calculates aggregate import content share (theta):

   • Cell C46: theta = SUM(G) / SUM(F)
   • This is the weighted average import share across all products used in GFCF

Methodology: Proportionality Assumption

The import share of each product in GFCF equals its share in total supply:

• mu_i = Imports_i / TotalSupply_i
• theta = SUM(mu_i * GFCF_i) / SUM(GFCF_i)

Data Sources

• SUPPLY sheet: Row 42 col AR = Import total (P7), col AS = Resources total (TotPP)
• USE sheet: Col AT (col 46) = Gross fixed capital formation (P51)
• Products in rows 4-41 (38 products)

Dependencies

Requires evo-macro-weo-data to have copied the SUPPLY and USE sheets into the workbook first.