IESET.
Hypotheses·trade·industrial_policy_hightech_exports_patents_panel

Mission-oriented industrial policy raises high-tech export shares and resident patenting after five to ten years, with support only if gains exceed general R&D and education trends.

SUPPORTEDengine/runs/industrial_policy_hightech_exports_patents_panel

SUPPORTED — coef=+4.132 (sign matches claim +), p=0.00287

confidence cueThis is a clear pass for the claim as written. It still applies only to this sample, period, and method.

policy briefNeeds review

In ordinary language

Does the policy environment make innovation easier to fund, build, and scale, or does it slow down useful new technology?

plain answer

The data clearly moved in the predicted direction. coef=+4.132 (sign matches claim +), p=0.00287

why it matters

This matters because trade claims should change belief only when they survive a pre-declared empirical test.

how the test works

It compares 1 country or place units from 1990 to 2024, using a panel fe design, with fixed effects for country and year.

what was measured
What changed
  • Research and development intensity
What we checked
  • High tech export share
what this does not prove

A single test is not the whole truth. It narrows the claim under a specific sample, time period, and method. Strong policy conclusions need the pattern to survive nearby tests, alternative data, and serious objections.

verification

No evidence packet has been generated yet.

Results

engine/runs/industrial_policy_hightech_exports_patents_panel
1007550250199020072024GLOBAL
illustrative sketch · run pending
No coefficients yet. When the model fires, this chart will show high_tech_export_share across 1 sampled countries over 19902024.
The shapes above are stylised — none of the lines are real data.
Placeholder for industrial_policy_hightech_exports_patents_panel. Published chart will be generated from engine/runs/industrial_policy_hightech_exports_patents_panel/chart_data.json.

Who has skin in the game — schools predicting on this

17 schools list this hypothesis as a test of their position. The chips below are school-level scoreboard outcomes, not a second hypothesis verdict.

hypothesis verdict vs scoreboard outcome

The banner verdict judges this hypothesis as written. The scoreboard asks whether each school's polarity-corrected prediction was right. Raw status is not a school win: SUPPORTED supports schools that needed SUPPORTED, but refutes schools that needed REFUTED.

Pre-registration

registration ordering unverified
first-spec commit 4c8ce8e · 2026-07-18T22:11:21Z
run generated · 2026-06-29T17:54:39Z
Run timestamp predates this path's first git-add commit (rebase, rename, or pre-git local run). Spec hash is still the path's first-add commit — not repository HEAD — but ordering is not a clean pre-registration proof.

Mission-oriented industrial policy raises high-tech export shares and resident patenting after five to ten years, with support only if gains exceed general R&D and education trends.

Falsification criterion — what would disprove this

set before the run · honoured after

This hypothesis is considered falsified if:

SUPPORTED if the primary treatment coefficient has the pre-registered + sign at p<=0.10 with minimum sample gates. REFUTED if the coefficient has the opposite sign at p<=0.10. Otherwise PARTIAL; missing data or failed sample gates are INCONCLUSIVE_DATA_PENDING.

formal test & threshold
test:      panel_fe_industrial_policy_hightech_exports_patents_panel
threshold: [object Object]

Method

Template
panel_fe
Fixed effects
country, year
Clustering
country
Sample
1 countries · 19902024
Evidence type
associational

Alias-batch panel fixed effects screen. The proxy source is explicitly local and runnable, but exact policy semantics should be upgraded before scoreboard conversion.

Data

VariableSourceTransform
high_tech_export_share
outcome
world_bank_wdi:TX.VAL.TECH.MF.ZStier 2
level
research_and_development_intensity
treatment
world_bank_wdi:GB.XPD.RSDV.GD.ZStier 2
level_lagged_one_year
log_gdp_pc
control
world_bank_wdi:NY.GDP.PCAP.KDtier 2
log
trade_openness
control
world_bank_wdi:NE.TRD.GNFS.ZStier 2
level
government_effectiveness
control
wgi:GE.ESTtier 4
level

ready  ·  pending  ·  reconstruct-needed

Detailed result card

Result card — industrial_policy_hightech_exports_patents_panel

Verdict: SUPPORTED — coef=+4.132 (sign matches claim +), p=0.00287

Pre-registration

  • Claim: Mission-oriented industrial policy raises high-tech export shares and resident patenting after five to ten years, with support only if gains exceed general R&D and education trends.
  • Falsification rule: SUPPORTED if the primary treatment coefficient has the pre-registered + sign at p<=0.10 with minimum sample gates. REFUTED if the coefficient has the opposite sign at p<=0.10. Otherwise PARTIAL; missing data or failed sample gates are INCONCLUSIVE_DATA_PENDING.
  • Falsification test: panel_fe_industrial_policy_hightech_exports_patents_panel

Estimate

  • Method: linearmodels.PanelOLS
  • Coefficient (treatment): +4.132
  • Std error: 1.383
  • p-value: 0.00287
  • Observations: 1186, countries: 109
  • Within R²: 0.0506
  • Fixed effects: entity=True, time=True
  • Clustering: country

Variables resolved

  • world_bank_wdi:TX.VAL.TECH.MF.ZS → high_tech_export_share (outcome, publisher=world_bank_wdi, n=3283)
  • world_bank_wdi:GB.XPD.RSDV.GD.ZS → research_and_development_intensity (treatment, publisher=world_bank_wdi, n=3140)
  • world_bank_wdi:NY.GDP.PCAP.KD → log_gdp_pc (controls, publisher=world_bank_wdi, n=12104)
  • world_bank_wdi:NE.TRD.GNFS.ZS → trade_openness (controls, publisher=world_bank_wdi, n=10714)
  • wgi:GE.EST → government_effectiveness (controls, publisher=wgi, n=5168)

Generated by scripts/run_panel_fe.py at 2026-06-29T17:54:39+00:00

Strongest opposing argument

Every hypothesis ships with its charitable opposing argument. The framework earns credibility by handling objections at their strongest, not weakest.

Notes

Source shard: engine/audits/swarm_2026-05-22_200_hypotheses_worker_B_left_intervention.md. Backlog source families: WDI R&D and high-tech exports, WIPO/OECD patents, WITS, industrial-policy datasets.. Alias proxy used: world_bank_wdi:GB.XPD.RSDV.GD.ZS -> world_bank_wdi:TX.VAL.TECH.MF.ZS. Initial promotion pass left scoreboard mapping empty; mapped by the 2026-05-22 swarm scoreboard conversion v1.

Authored framework. Read the transparency note.