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evo-macro-sut-import-share

Computes the import content share of investment (theta) from GeoStat Supply and Use Tables using the proportionality assumption. Links SUT data to a SUT Calc sheet, calculates product-level import-to-supply ratios, and derives the aggregate import content share for GFCF. Use when estimating import leakage for demand-side investment shock analysis.

tasks-evolved/shock-analysis-demand/environment/skills/evo-macro-sut-import-share/SKILL.md

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Sep 10, 2026
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# 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)