Pass-through ratio ρ
Retail drop ÷ GST-adjusted statutory drop. 100% = complete.
Asymmetry — "rockets & feathers"
Adjustment half-life (weeks) to cost increases vs decreases.
Retail price & wholesale benchmark
Weekly. Dashed line = 1 Apr 2025 carbon removal; dotted =
14 Apr 2026 excise suspension. Pick a city.
Event-study coefficient path (2025 removal)
Wholesale-removed pre-tax price by event week (95% band). Flat
before the event; a clean step down after. k = weeks relative to 1 Apr 2025.