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Journal of Political Economy Vol. 133 No. 12 2025

Migration, Specialization, and Trade: Evidence from Brazil’s March to the West

Heitor S. Pellegrina1; Sebastian Sotelo2

1 University of Notre Dame · 2 University of Michigan–Ann Arbor

Abstract

We study how migration shapes aggregate and regional comparative advantage, exploiting a large migration of farmers to Brazil’s West between 1950 and 2010. Migration allowed workers to sort according to their own comparative advantage, reallocating knowledge and raw labor to high-productivity regions. In a quantitative model, we find that migration cost reductions reshaped Brazil’s comparative advantage and contributed to its rise as a leading commodity exporter—accounting for 25% of the observed changes in specialization. Road expansions were key drivers of migration. Migration opportunities, moreover, account for a substantial share of the gains from trade.

DOI
10.1086/738147
Volume
133
Issue
12
Pages
3993-4049
Language
en
Sources
openalex semanticscholar crossref

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