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Statistical Matching for Combining the European Survey on Income and Living Conditions and the Household Budget Surveys: An Evaluation of Energy Expenditures in Bulgaria

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dc.contributor.authorRude, Britta
dc.contributor.authorRobayo, Monica
dc.date.accessioned2024-06-26T18:20:58Z
dc.date.available2024-06-26T18:20:58Z
dc.date.issued2024-06-26
dc.description.abstractEnergy poverty has gained attention in the context of increasing energy prices and the recent energy crisis in Europe. However, measuring energy poverty and characterizing the energy poor are challenging, given that expenditure surveys (household budget surveys) often need more information to characterize the energy poor. Additionally, there is no consensus on how to measure and monitor energy poverty. It is also unknown how and why it differs from income poverty. While income poverty relies on a well-defined poverty line, energy poverty does not have a clearly defined energy poverty line that indicates the minimum energy necessary for satisfying basic needs. In addition, monetary poverty and other welfare measures are measured with income in EU countries using the European Survey of Income and Living Conditions. Therefore, it is not straightforward to characterize energy affordability among the monetary income poor or to estimate the overlap between official income poverty and energy poverty. This paper explores statistical matching as a potential strategy to overcome these data challenges in the context of Bulgaria. Via data fusion, a unique dataset is generated that contains information on energy spending shares, income-based indicators of poverty and inequality, and additional variables on households' living conditions and welfare. For this purpose, the paper first generates a harmonized dataset, which consists of the European Survey of Income and Living Conditions and household budget survey data. It then employs different imputation models and chooses the best-performing one to impute energy spending shares into data. Based on the resulting dataset, it overlays energy poverty with monetary poverty. The findings show that a large share of the energy poor is not income poor, calling for differentiated policy measures to tackle energy poverty. Importantly, these findings depend on the underlying definition of energy poverty. This paper contributes to a growing body of literature exploring the potential of statistical matching to improve the current data environment in the European Union.en
dc.identifierhttp://documents.worldbank.org/curated/en/099918006242435645/IDU18642b8e2160eb142ff18e241ebb95b21d260
dc.identifier.doi10.1596/1813-9450-10818
dc.identifier.urihttps://hdl.handle.net/10986/41781
dc.languageEnglish
dc.language.isoen_US
dc.publisherWashington, DC: World Bank
dc.relation.ispartofseriesPolicy Research Working Paper; 10818
dc.rightsCC BY 3.0 IGO
dc.rights.holderWorld Bank
dc.rights.urihttps://creativecommons.org/licenses/by/3.0/igo/
dc.subjectENERGY POVERTY
dc.subjectSTATISTICAL MATCHING
dc.subjectPOVERTY
dc.subjectDATA FUSION
dc.subjectIMPUTATION
dc.subjectEU-SILC
dc.subjectBULGARIA
dc.subjectHOUSEHOLD AND INDIVIDUAL LIVING CONDITIONS
dc.subjectNO POVERTY
dc.subjectSDG 1
dc.subjectAFFORDABLE AND CLEAN ENERGY
dc.subjectSDG 7
dc.titleStatistical Matching for Combining the European Survey on Income and Living Conditions and the Household Budget Surveysen
dc.title.subtitleAn Evaluation of Energy Expenditures in Bulgariaen
dc.typeWorking Paper
dspace.entity.typePublication
okr.associatedcontenthttps://reproducibility.worldbank.org/index.php/catalog/150 Link to data and reproducibility package
okr.crossref.titleStatistical Matching for Combining the European Survey on Income and Living Conditions and the Household Budget Surveys: An Evaluation of Energy Expenditures in Bulgaria
okr.date.disclosure2024-06-26
okr.date.lastmodified2024-06-24T00:00:00Zen
okr.doctypePolicy Research Working Paper
okr.doctypePublications & Research
okr.docurlhttp://documents.worldbank.org/curated/en/099918006242435645/IDU18642b8e2160eb142ff18e241ebb95b21d260
okr.guid099918006242435645
okr.identifier.docmidIDU-8642b8e2-60eb-42ff-8e24-ebb95b21d260
okr.identifier.doi10.1596/1813-9450-10818
okr.identifier.doihttps://doi.org/10.1596/1813-9450-10818
okr.identifier.externaldocumentum34348356
okr.identifier.internaldocumentum34348356
okr.identifier.reportWPS10818
okr.import.id4599
okr.importedtrueen
okr.language.supporteden
okr.pdfurlhttp://documents.worldbank.org/curated/en/099918006242435645/pdf/IDU18642b8e2160eb142ff18e241ebb95b21d260.pdfen
okr.region.administrativeEurope and Central Asia
okr.region.countryBulgaria
okr.sectorCentral Government (Central Agencies)
okr.themeInclusive Growth,Mitigation,Participation and Civic Engagement,Gender,Human Development and Gender,Economic Policy,Social Protection,Social Development and Protection,Economic Growth and Planning,Environment and Natural Resource Management,Labor Market Policy and Programs,Climate change,Adaptation,Social Inclusion,Social Safety Nets,Labor Market Institutions
okr.topicEnergy::Energy and Poverty Alleviation
okr.topicPoverty Reduction::Living Standards
okr.topicPoverty Reduction::Poverty Monitoring & Analysis
okr.topicSocial Protections and Labor::Social Protections & Assistance
okr.unitEFI-ECA-POV-Poverty and Equity (EECPV)
relation.isSeriesOfPublication26e071dc-b0bf-409c-b982-df2970295c87
relation.isSeriesOfPublication.latestForDiscovery26e071dc-b0bf-409c-b982-df2970295c87
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