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Free exchange - Heated debate

The costs of climate change can be mitigated if economic activity moves in

response

Dec 8th 2012 | from the print edition

WHEN Superstorm Sandy roared ashore in late October and the lights of lower

Manhattan went out, New Yorkers were given a stark vision of a possible future.

Climate-change science is still a realm of great uncertainty but there is

consensus that the planet is warming dangerously and that people are to blame.

A recent report commissioned by the World Bank warned that the world is on

track to have a global mean temperature that is 4 C above pre-industrial levels

by 2100. If so, sea levels could rise by between half a metre and a metre by

the end of the century, threatening hundreds of millions of people in coastal

cities. Other regions would face the threats of droughts, bigger storms and

changing rainfall patterns. That entails not just human costs but economic

ones, too.

The question that preoccupies Klaus Desmet of the Universidad Carlos III in

Madrid and Esteban Rossi-Hansberg of Princeton University in a new NBER working

paper* is whether there are ways to manage the impact of changing weather

patterns by moving the location of economic activity. They note that roughly

90% of global production uses just 10% of available land. If that 10% is

threatened, activity may at least theoretically shift to bits of the 90% made

more hospitable by climate change.

Messrs Desmet and Rossi-Hansberg build a model economy, and then batter it with

different temperature increases to see how it reacts. In their benchmark

analysis, they allow people to move around as they like in response to these

changes. In extreme scenarios freedom of movement doesn t make much difference:

temperatures reduce global agricultural productivity to near zero, implying

the end of human life on Earth . But in more moderate scenarios, rising global

temperatures improve agricultural productivity in northerly climes. Welfare

losses are small because there are big movements of people northward. A

relatively small temperature increase (by the model s standards), of 2 C at the

Equator rising to 6 C at the North Pole, causes a shift in the average

locations of agricultural and manufacturing activity of about ten degrees of

latitude by the end of this century roughly the distance between Dallas and

Chicago, or Frankfurt and Oslo.

Restrictions on movement dramatically increase welfare costs, however. The

authors modify the model by introducing a rigid border at the 45th parallel,

which runs through the northern United States and across southern Europe, with

roughly 1 billion people living above the line and 6 billion below. The model

finds that rising temperatures actually benefit the northern section of the

globe. Agricultural productivity grows and northern manufacturers enjoy more

trade with the throngs that mass just south of the border. Welfare in the south

falls, by contrast, by about 5% on average relative to the no-warming case. The

model is simplistic, of course, but it suggests that limits on migration have a

big effect on the costs of global warming.

Unfettered migration is obviously a lot more likely within countries. But even

then, wouldn t it matter if people left a really productive place for somewhere

less dynamic? Real output per person in the New York area is some 70% higher

than in Buffalo, for instance; a New Yorker fleeing upstate may suffer a large

income loss. Matthew Kahn of the University of California, Los Angeles, reckons

that this, too, is manageable. In his book Climatopolis , Mr Kahn points out

that the productivity of rich places often has little to do with unique

geographical advantages. Instead, cities profit as magnets for skilled workers

attracted by other skilled workers. New York s financial wealth stems not from

its port but from its brimming community of firms and workers.

Mr Kahn argues that as the climate warms, vulnerable areas like lower Manhattan

will become less desirable relative to rival centres: midtown Manhattan, New

York s suburbs, or Chicago. Rational workers and firms should assess the risk

of floods or the like and migrate, raising the productivity of the destination

locations as they arrive. The move wouldn t be costless. Investors in lower

Manhattan property would suffer large losses, for example. Yet Mr Kahn says

there could also be gains, as activity shifts from cities with an out-of-date

capital stock (like New York s ageing infrastructure) to more modern areas. The

speed of climate change may also help, reckons Paul Romer of New York

University, if broader shifts in habitability occur slowly enough to allow a

relatively smooth geographic adjustment. But change may be too quick and

unpredictable to allow for easy adaptation.

Over to the policymakers

Governments may hinder the process of adjustment. Subsidies like

government-provided flood insurance to those in vulnerable areas may mute price

signals that would otherwise encourage people to leave threatened places before

they have no choice. Climate-safe cities, if any exist, might limit their own

development when confronted by flows of migrants from vulnerable areas. That,

in turn, could deflect migrants, who might wind up not at the next best

alternative to lower Manhattan but the tenth-best option. If those who stand to

gain from warming use government to protect their interests, the costs of

climate change could soar.

Policymakers can also help. Messrs Desmet and Rossi-Hansberg reckon that a

carbon tax would raise the relative incomes of innovative cities that rely more

on ideas than natural resources for production, encouraging people to migrate

toward more productive places. Mr Kahn also worries about market failures.

Areas that lose value as they become riskier may become magnets for poor

families seeking affordable housing. That may set the stage for humanitarian

disaster. Climate change demands a lot of governments that have done little to

justify confidence.

Sources

"Turn down the heat: Why a 4 degree Celsius warmer world must be avoided",

World Bank report, November 2012

"On the spatial impact of global warming", by Klaus Desmet and Esteban

Rossi-Hansberg, NBER Working paper #18546, November 2012

"Climatopolis", by Matthew Kahn, Basic Books, September 2010

http://www.Economist.com/blogs/freeexchange

from the print edition | Finance and economics