Research Report March 14, 2026

US Healthcare
Economic Extraction Model &
Birth Cohort Dynamics

Life Expectancy, Labor Policy, Race, Civil Rights, Healthcare Value & Cohort Mortality Dynamics Across 50 States
Phillip Alvelda
Phillip Alvelda
Managing Partner, Brainworks Ventures
πŸ“š
Thomas Ferguson
Director, Political Economy Research, INET
Hallie 9000
Hallie 9000
AI Venture Associate, Brainworks Ventures

Table of Contents

  1. Executive Summary
  2. Data Acquisition & Sources
  3. National Trends: US Life Expectancy in Global Context
  4. Birth Cohort Dynamics and Life Expectancy Stagnation
  5. State-Level Divergence: The Two Americas
  6. Statistical Models & Factor Analysis
  7. The Taft-Hartley Effect: Labor Policy and Longevity
  8. Voter Turnout, Institutional Exclusion & Health
  9. Race, Ethnicity & Health Disparities
  10. State Policy Ideology and Health Outcomes
  11. Behavioral Policy Correlates
  12. The Civil Rights Revolution and Health
  13. Interaction Effects & Sensitivity Analysis
  14. Healthcare Delivery System Value
  15. Cardiovascular Disease and the Extraction Mechanism
  16. Convergent Evidence: Cohort Dynamics Meet Healthcare Value
  17. Conclusions & Implications
  18. Industrial Structure, Deindustrialization & Health Outcomes
  19. Bibliography & Data Sources
  20. Appendix A: Algorithmic Methodology
  21. Appendix B: Descriptive Statistics of Model Variables

Executive Summary

This report presents comprehensive evidence that US life expectancy is systematically shaped by state-level labor, insurance, and market concentration policies β€” not merely by individual health behaviors or demographic composition. Drawing on 30+ years of data across all 50 states and multiple peer-reviewed datasets, we document a consistent pattern: states that adopted the Taft-Hartley Act's "right-to-work" provisions, permitted hospital and insurer market consolidation, and restricted union organizing have measurably shorter lives than states that maintained stronger labor protections and competitive healthcare markets.

The findings converge from multiple independent analytical approaches β€” regression models, factor analysis, geographic clustering, time-series decomposition, sensitivity analysis, and the landmark Lescinsky et al. (2026) healthcare value study β€” all pointing to the same conclusion: the structure of economic power in a state determines the health of its people. New findings from Abrams et al. (2026) provide powerful convergent evidence through birth cohort mortality analysis, identifying the 1950-59 birth cohort as a "transition cohort" β€” with mortality improvements before this generation but deterioration after β€” and a post-2010 period effect driven primarily by cardiovascular disease that aligns precisely with our healthcare value decline findings (2011-2020).

1.49
Years shorter life
in Taft-Hartley states
66%
Health spending variance
due to policy
-16.7%
Healthcare value
decline from 2011 to 2022

1. Data Acquisition & Sources

This analysis integrates data from nine primary sources spanning demographics, health outcomes, economic indicators, political variables, and healthcare system characteristics. The temporal coverage ranges from 1933 to 2024, with the core panel dataset covering 1950-2023 across all 50 US states plus the District of Columbia.

SourceVariablesCoverageRecords
CDC/NCHSLife expectancy by state and race/ethnicity1950-20232,295+
OECD Health StatisticsInternational LE comparisons, health spending1960-20221,800+
BLS / CensusUnion membership, income, poverty, demographics1964-20233,000+
CSPP v2.6 (MSU)3,000+ state policy variables1900-20206,172
Caughey & WarshawState policy ideal points (Bayesian)1935-20143,952
Berry et al.Citizen ideology & legislative measures1960-20162,752
IHME / GBD 202167 cause-specific mortality rates by state1991-20201,500
Lescinsky et al.Healthcare delivery system value scores1991-20201,500
US Civil Rights CommissionBlack voter registration, turnout by state1940-2024552

All datasets were cleaned, standardized to consistent state identifiers (FIPS codes and postal abbreviations), adjusted for inflation where applicable, and merged into a unified panel dataset for cross-sectional and time-series analysis. Statistical methods include OLS and two-way fixed effects regression, principal component analysis (PCA), K-means clustering, stochastic frontier analysis, and bootstrap confidence interval estimation.

2. National Trends: US Life Expectancy in Global Context

The United States presents a paradox unique among wealthy nations: it spends more on healthcare per capita than any other country β€” roughly $12,500 per person annually, or 17.8% of GDP β€” yet achieves health outcomes that rank near the bottom of the OECD. This section documents the scale and trajectory of American health exceptionalism.

2.1 The Growing Gap

From 1933 to approximately 1980, US life expectancy tracked closely with other high-income countries. American women could expect to live about as long as their counterparts in Japan, France, or Sweden. After 1980, a gap emerged and has widened steadily for four decades. By 2023, the gap between the United States and the leading OECD nations had grown to approximately 6.5 years β€” the largest divergence since records began.

Japan, which spends roughly half what the US spends per capita on healthcare, now leads the world with a life expectancy of approximately 84.5 years. The US, at 78.0 years (2023 provisional), trails not only Japan but also Switzerland, Australia, Spain, Italy, South Korea, and most of Western Europe. Even countries with far lower GDP per capita β€” Portugal, Chile, Costa Rica β€” now match or exceed US life expectancy.

National Life Expectancy Trends
Exhibit 1: US Life Expectancy in Historical Context (1950-2023). The trajectory shows steady improvement from 1950 through approximately 1980, followed by a deceleration that widened into a significant gap with peer nations. The COVID-19 pandemic (2020-2021) caused a dramatic drop, but the underlying divergence predates the pandemic by four decades. The 1980 inflection point coincides with the beginning of the neoliberal policy era β€” deregulation, union decline, and the shift toward market-based healthcare. Source: CDC/NCHS National Vital Statistics Reports; OECD Health Statistics 2023.
US vs Peer Nations
Exhibit 2: United States vs. Peer Nations Life Expectancy (1960-2022). The US tracked with peer nations until ~1980, then progressively fell behind. Japan, Switzerland, Australia, and most of Western Europe now lead by 3-6+ years despite spending 30-50% less per capita on healthcare. The divergence is not explained by demographics, immigration patterns, or measurement differences β€” it is a policy outcome. Source: OECD Health Statistics; WHO Global Health Observatory.

2.2 The 1980 Pivot Point

The year 1980 marks a structural break in the US life expectancy trajectory, confirmed by formal Chow tests and Bai-Perron breakpoint detection. Before 1980, US life expectancy was improving at roughly 0.20 years annually β€” consistent with peer nations. After 1980, the rate of improvement slowed to approximately 0.10 years per year, while peer nations maintained their pace. The cumulative effect of this deceleration over four decades is the 6.5-year gap we observe today.

What changed in 1980? The policy environment shifted dramatically: the Reagan revolution brought deregulation of healthcare markets, the beginning of a sustained decline in union membership (from 23% to today's 10%), the first wave of hospital consolidation, and a philosophical shift from healthcare as a public good to healthcare as a market commodity. These structural changes created the conditions for the extraction model we document throughout this report.

Pivot Points Analysis
Exhibit 3: Structural Break Analysis β€” The 1980 Pivot. Formal breakpoint detection (Bai-Perron method) identifies 1980 as the most statistically significant structural break in the US life expectancy series. Pre-1980 improvement rate: ~0.20 years/year. Post-1980: ~0.10 years/year. The deceleration is not explained by epidemiological transition theory (which would predict convergence, not divergence from peers). Source: CDC/NCHS; authors' calculations using statsmodels structural break tests.

Cohort Analysis and the 1980 Pivot

The national life expectancy trends take on new significance when viewed through the lens of birth cohort analysis. Abrams et al. (2026) identify 1980 as a critical inflection point where life expectancy growth began decelerating β€” precisely when the 1950-59 "transition cohort" reached peak working age (25-35). This cohort, born during peak union membership but working during the Reagan-era institutional transformation, bridges the protective and extractive periods of American political economy.

The 1980 pivot point in national trends reflects not just policy changes but the demographic reality that post-transition cohorts increasingly comprised the working-age population. As these cohorts aged into higher mortality age brackets while carrying accumulated policy disadvantages, national life expectancy growth inevitably slowed.

3. Birth Cohort Dynamics and Life Expectancy Stagnation

Recent breakthrough research by Abrams et al. (2026) in Proceedings of the National Academy of Sciences provides critical temporal context for understanding US life expectancy stagnation. Using Lexis diagrams to analyze mortality dynamics from 1979-2023 for birth cohorts spanning the 1890s to 1980s, they identify distinct periods in the American mortality experience that align remarkably with our institutional extraction model.

The Transition Cohort Discovery

Abrams et al. identify the 1950-1959 birth cohort as the "transition cohort" β€” the last generation to experience sustained mortality improvements across the lifespan. Cohorts born after 1970 show deteriorating mortality patterns across all major cause groups (cardiovascular disease, cancer, external causes) at young and middle-adult ages. This finding provides the temporal scaffolding for our cross-sectional policy analysis.

Exhibit 39: US Life Expectancy Stagnation Timeline
Exhibit 39: US Life Expectancy Stagnation Timeline with Transition Cohort. The Abrams et al. periodization overlaid on national life expectancy data reveals three distinct eras: pre-1980 gains, 1980-2010 deceleration, and 2010+ stagnation. The 1950-59 transition cohort birth years coincide with peak union membership and precede the institutional changes we identify as drivers of extraction. Source: CDC/NCHS life expectancy data, Abrams et al. (2026) periodization.

Lexis Diagram Methodology and Policy Era Alignment

The Lexis diagram approach allows simultaneous analysis of age, period, and cohort effects on mortality. Unlike traditional epidemiological studies that focus on single time points, this methodology reveals how historical events and policy changes affect entire birth cohorts as they age through the social structure.

Exhibit 40: Cohort Transition Mapping to Policy Eras
Exhibit 40: Cohort Transition Mapping to Policy Eras. The timing of the transition cohort (1950-59) aligns with key labor policy shifts: Taft-Hartley Act (1947), peak union membership (~1955), Reagan-era union decline (1980s), and ACA implementation (2010). Life expectancy growth rates decelerate precisely as cohorts experience weakened institutional protections during their working years. Source: CDC life expectancy data, BLS union membership, policy timeline analysis.

The 2010 Period Effect: Broad Mortality Deterioration

Abrams et al. document that broad mortality deterioration began around 2010, affecting nearly all living adult cohorts simultaneously. This "period effect" suggests environmental or institutional changes that transcend individual cohort experiences β€” precisely what our extraction model predicts as healthcare systems consolidate and extract value rather than deliver care.

Methodological Innovation: Age-Period-Cohort Decomposition

The Abrams et al. analysis decomposes mortality changes into:

This decomposition reveals that recent US mortality stagnation stems from both unfavorable cohort experiences (post-1970 births) and adverse period effects (post-2010 institutional degradation).

Cardiovascular Disease as the Primary Driver

The Abrams et al. study identifies cardiovascular disease as the primary driver of post-2010 mortality deterioration. This finding is crucial for our extraction model because CVD is the most policy-sensitive major cause of death β€” responsive to healthcare access, workplace stress, environmental factors, and social determinants that vary systematically with labor and market policies.

Temporal Convergence: The Abrams et al. timeline provides independent validation of our institutional extraction model. They identify when American mortality dynamics shifted (transition cohort, 2010+ period effect). Our cross-sectional analysis identifies why β€” institutional extraction through weakened labor protections, healthcare market consolidation, and value extraction rather than care delivery.

4. State-Level Divergence: The Two Americas

The national average conceals a story of profound and widening divergence between states. When we disaggregate life expectancy to the state level, two distinct Americas emerge β€” one that resembles Northern Europe in its health outcomes, and another that resembles middle-income countries.

3.1 The Gap Between States

In 2023, the gap between the highest and lowest life expectancy states exceeded 6 years. Hawaii (80.9 years) and California (80.5 years) lead the nation, while Mississippi (74.1 years) and West Virginia (74.3 years) trail. To put this in perspective: the gap between the best and worst US states is comparable to the gap between the United States and Japan nationally. Americans born in Mississippi can expect to live about as long as citizens of Mexico or Colombia.

This gap is not stable β€” it is widening. In 1980, the difference between the top and bottom quintile states was approximately 3.5 years. By 2023, it had grown to over 6 years. The states that were already behind fell further behind, while the leading states continued to improve. This is not convergence toward a national standard; it is divergence into two distinct health trajectories.

State Divergence
Exhibit 4: State-Level Life Expectancy Divergence (1950-2023). Spaghetti plot showing individual state trajectories. Note the "fan-out" pattern after 1980: states that were near the national average begin diverging, with Southern and Taft-Hartley states pulling downward while coastal and Pro-Union states push upward. The variance between states has approximately doubled since 1980. Source: CDC/NCHS state life tables.

3.2 South vs. Non-South: The Persistent Regional Divide

The geographic pattern is unmistakable. The bottom 10 states for life expectancy are overwhelmingly Southern: Mississippi, West Virginia, Alabama, Louisiana, Kentucky, Arkansas, Tennessee, Oklahoma, South Carolina, and New Mexico. The top 10 are predominantly coastal and Northern: Hawaii, California, Minnesota, Massachusetts, Connecticut, New York, New Jersey, Washington, Colorado, and Vermont.

This is not simply a legacy of the Civil War or slavery β€” though those historical forces created the institutional foundations. The South-NonSouth gap widened after 1980, precisely when the policy divergence between states accelerated. Southern states were more likely to adopt right-to-work laws, reject Medicaid expansion, permit hospital consolidation, and restrict union organizing. The health consequences accumulated over decades.

South vs Non-South
Exhibit 5: South vs. Non-South Life Expectancy Trajectories. The gap between Southern states (defined as the former Confederacy plus border states) and Non-South states has widened from approximately 1.36 years in 1980 to 2.51 years in 2023. The South's life expectancy declined more sharply during COVID-19 and recovered more slowly, consistent with weaker healthcare infrastructure and lower insurance coverage rates. Source: CDC/NCHS; authors' regional classifications.
Regional Box Plot
Exhibit 6: Life Expectancy Distribution by Census Region (2023). Box plots showing the median, interquartile range, and outliers for each Census region. The South shows the lowest median and the widest dispersion, while the Northeast and West show higher medians and tighter distributions. The Mountain West shows high variance driven by the contrast between Colorado/Utah (high LE) and Montana/Wyoming (low LE). Source: CDC/NCHS.

5. Statistical Models & Factor Analysis

To move beyond correlation toward understanding the structural relationships between policy variables and health outcomes, we employed a battery of statistical methods. Each approach addresses different aspects of the relationship and provides independent confirmation of the core findings.

4.1 Correlation Structure

The correlation matrix across our key variables reveals a tightly interconnected system. Life expectancy correlates negatively with Taft-Hartley status (r = -0.51), poverty rate (r = -0.69), gun freedom index (r = -0.50), and positively with union density (r = +0.45), income per capita (r = +0.68), and policy liberalism (r = +0.66). These variables do not operate independently β€” they form a coherent policy bundle that either promotes or undermines population health.

Correlation Heatmap
Exhibit 7: Correlation Matrix of Key Variables. The heatmap reveals the interconnected structure of state-level policy and health variables. Note the strong cluster of negative correlations between "freedom" indices (gun, labor, health) and life expectancy β€” and their strong positive correlations with each other. This clustering suggests a "policy bundle" effect: states adopt packages of policies, not individual ones. Pearson correlations, n = 50 states. Source: CDC, BLS, CSPP.

4.2 Principal Component Analysis

PCA extracts the underlying dimensions that drive variation across states. The first three principal components capture 86.8% of total variance. Factor 1 (52.3% of variance) loads heavily on the policy bundle: Taft-Hartley status, union density, poverty, income, and policy ideology all load on the same dimension. This confirms that these variables are not independent predictors β€” they are manifestations of a single underlying construct: the degree of economic extraction permitted by the state's institutional framework.

Factor 2 (22.1%) captures a demographic dimension (age structure, urbanization), while Factor 3 (12.4%) captures a healthcare utilization dimension (spending per capita, hospital beds). The fact that the policy bundle dominates the first factor β€” explaining more than half of all state-level variation β€” is the strongest statistical evidence for the extraction model hypothesis.

Factor Analysis
Exhibit 8: PCA Factor Loadings. Variable loadings on the first three principal components. Factor 1 captures the "extraction" dimension β€” Taft-Hartley, low unionization, high poverty, low policy liberalism all load together with low life expectancy. Factor 2 captures demographics (age, urbanization). Factor 3 captures healthcare utilization patterns. Source: Authors' PCA analysis, n = 50 states, 12 variables.

4.3 Geographic Clustering

K-means clustering (k=4, selected by silhouette score optimization) identifies four distinct groupings of states that align remarkably well with policy geography:

Geographic Clusters
Exhibit 9: K-Means State Clustering in Factor Space. States plotted on the first two principal components, colored by cluster assignment. The clear spatial separation between Cluster 1 (Progressive Coastal, upper right) and Cluster 4 (Deep South/Extraction, lower left) demonstrates that the policy-health relationship is not a continuum but a categorical divide. Cluster boundaries estimated via K-means (k=4, silhouette score = 0.48). Source: Authors' calculations.

6. The Taft-Hartley Effect: Labor Policy and Longevity

The Taft-Hartley Act of 1947 permitted states to pass "right-to-work" laws prohibiting union security agreements. Twenty-seven states eventually adopted these provisions β€” predominantly in the South and Mountain West. The health consequences of this policy choice have been profound and durable.

5.1 The 1.49-Year Gap

As of 2023, residents of Taft-Hartley states live an average of 1.49 years less than residents of Pro-Union states. This gap persists after controlling for income, education, race, urbanization, and age structure. It is not explained by the South alone β€” Northern Taft-Hartley states (Indiana, Iowa, Michigan, Wisconsin) also show lower life expectancy than their Pro-Union neighbors (Illinois, Minnesota, Ohio before 2013).

The mechanism is not direct β€” Taft-Hartley does not literally shorten lives. Rather, it weakens the institutional counterweight to employer and corporate power. Without strong unions, workers have less bargaining power over wages, benefits, and working conditions. Employers face less resistance to healthcare cost-shifting, benefit reduction, and workplace safety shortcuts. Politically, weaker unions mean less advocacy for Medicaid expansion, workplace safety regulation, and public health investment.

Taft-Hartley Comparison
Exhibit 10: Life Expectancy in Taft-Hartley vs. Pro-Union States (1950-2023). Mean life expectancy trajectories for the 27 Taft-Hartley ("right-to-work") states vs. the 23 Pro-Union states, with 95% confidence bands. The gap emerged gradually after 1960, widened after 1980, and has continued to grow. The current gap of 1.49 years (2023) represents a consistent, durable policy effect that has survived multiple economic cycles, demographic transitions, and healthcare reforms. Source: CDC/NCHS; BLS union membership data.

5.2 The Gap is Widening

The Taft-Hartley gap is not a historical artifact β€” it is actively growing. In 1980, the gap was approximately 0.8 years. By 2000, it had grown to 1.1 years. By 2023, it reached 1.49 years. The widening accelerated after 2010, coinciding with a wave of new right-to-work adoptions (Indiana 2012, Michigan 2012, Wisconsin 2015, West Virginia 2016, Kentucky 2017) and the ACA's Medicaid expansion, which 12 Taft-Hartley states initially rejected.

Taft-Hartley Analysis
Exhibit 11: Taft-Hartley Deep Dive β€” Multiple Analytical Perspectives. Multi-panel analysis showing: (top-left) the raw gap trajectory over time, (top-right) distribution of LE by TH status, (bottom-left) within-TH variation by decade, (bottom-right) TH effect size controlling for covariates. The effect is robust across all specifications and has grown in magnitude over time. Source: CDC/NCHS; authors' regression analysis.
Individual State Trends
Exhibit 12: Individual State Life Expectancy Trends. Spaghetti plot of all 50 states with Taft-Hartley states in orange and Pro-Union states in teal. The visual separation of the two groups becomes more pronounced after 2000. Notable outliers: Utah (TH but high LE due to Mormon health behaviors), New York (Pro-Union, dramatic improvement from 1990s crime reduction), and West Virginia (TH, steepest decline driven by opioid crisis). Source: CDC/NCHS.

7. Voter Turnout, Institutional Exclusion & Health

Thomas Ferguson's foundational insight β€” that voter turnout is a proxy for institutional inclusion β€” led us to examine the historical relationship between political participation and health outcomes. The results reveal a deep connection between democratic exclusion and health inequality.

6.1 The Historical Correlation

A state's voter turnout in 1940 predicts its life expectancy in 2023 with remarkable accuracy: r = +0.52 (p = 0.0002). States that excluded large portions of their population from political participation 83 years ago still have shorter lives today. This is not because turnout directly causes health β€” it is because both low turnout and poor health outcomes are symptoms of the same underlying institutional structure: a political economy designed to extract wealth from labor rather than invest in human capital.

The Southern turnout gap in 1940 was staggering. The average Southern state had turnout of just 25.1%, compared to 73.2% for Non-South states β€” a 48 percentage point gap. South Carolina's 1940 turnout was 10.1%, reflecting near-total disenfranchisement of Black citizens through poll taxes, literacy tests, and white primaries. These same states have the lowest life expectancy today.

Voter Turnout and Health
Exhibit 13: Historical Voter Turnout and Current Health Outcomes. Scatter plot of 1940 voter turnout vs. 2023 life expectancy across 50 states, with regression line and 95% confidence band. States with lower historical turnout (predominantly Southern, reflecting Jim Crow disenfranchisement) have shorter lives today. The correlation (r = +0.52, p = 0.0002) persists after controlling for income and education, suggesting that institutional exclusion has durable health consequences that transcend individual socioeconomic status. Source: US election archives; CDC/NCHS.

8. Race, Ethnicity & Health Disparities

Race and ethnicity are central to understanding health disparities in America β€” both because racial minorities bear a disproportionate burden of poor health outcomes and because the institutional structures that produce poor health (voter suppression, weak labor protections, inadequate healthcare access) were historically constructed along racial lines.

7.1 The White-Black Gap

In 2023, the national life expectancy gap between White and Black Americans was 4.3 years (78.9 vs. 74.6 years). This gap varies dramatically by state β€” in some Southern states it exceeds 6 years, while in some Northern states it falls below 3 years. Critically, the gap is wider in Taft-Hartley states (mean: 3.7 years) than in Pro-Union states (mean: 4.1 years), though both groups show substantial disparities.

The COVID-19 pandemic exposed and amplified these disparities. Between 2019 and 2021, Black life expectancy fell by 4.5 years β€” nearly twice the White decline of 2.4 years. This 1.9Γ— disproportionate impact reflects not a biological vulnerability but a structural one: Black Americans are more likely to work in essential occupations, less likely to have paid sick leave, more likely to live in multigenerational housing, and more likely to live in states that rejected Medicaid expansion.

Life Expectancy by Race
Exhibit 14: National Life Expectancy by Race/Ethnicity (2019-2023). Time series showing the trajectories for White, Black, Hispanic, and Asian American populations through the COVID-19 pandemic and recovery. Black Americans experienced the steepest decline (4.5 years lost, 2019β†’2021) and the slowest recovery. The Hispanic population, despite lower average income, maintains a paradoxical advantage over White Americans β€” the "Hispanic epidemiological paradox" (see Β§7.2). Source: CDC/NCHS NVSR 74(6); Arias et al. (2025).
White-Black Gap by State
Exhibit 15: White-Black Life Expectancy Gap by State. State-by-state breakdown of the White-Black LE gap, sorted by magnitude. Southern and Taft-Hartley states tend to cluster at higher gap values. The variation is enormous β€” from less than 2 years in some states to over 7 years in the worst β€” demonstrating that racial health disparities are not fixed biological facts but policy-modifiable outcomes. Source: CDC/NCHS; IHME state-level estimates.

7.2 The Hispanic Paradox

One of the most consistent findings in American health research is the "Hispanic epidemiological paradox" β€” Hispanic Americans live longer than White Americans despite having lower average income, less education, and worse healthcare access. In 2023, Hispanic life expectancy was 80.0 years, exceeding White life expectancy (78.9) by 1.1 years. This advantage, first documented by Markides and Coreil (1986), has persisted for decades and resists easy explanation.

Proposed mechanisms include stronger social networks, the "healthy immigrant" selection effect, lower smoking rates, and dietary factors. The paradox is important for our analysis because it demonstrates that income and healthcare access alone do not determine health outcomes β€” social cohesion and institutional inclusion matter independently.

Hispanic Paradox
Exhibit 16: The Hispanic Epidemiological Paradox by State. Despite lower income and insurance coverage rates, Hispanic populations achieve higher life expectancy than White populations in most states. This paradox is relevant to the extraction model because it suggests that social capital and community cohesion can partially offset the health effects of economic extraction β€” but cannot fully compensate for the institutional structures documented in this report. Source: CDC/NCHS; IHME state estimates.

7.3 All Races Worse in Taft-Hartley States

A critical finding: the Taft-Hartley effect is not limited to any single racial group. White, Black, and Hispanic populations all have lower life expectancy in Taft-Hartley states compared to their same-race counterparts in Pro-Union states. This rules out the hypothesis that the TH-LE relationship is merely a proxy for racial composition β€” it is a genuine policy effect that harms all residents regardless of race.

Race Gap by Labor Policy
Exhibit 17: Life Expectancy by Race and Labor Policy Status. Comparison of life expectancy for White, Black, and Hispanic populations in Taft-Hartley vs. Pro-Union states. All three racial groups live longer in Pro-Union states. The gap is consistent across groups (1-2 years), confirming that the Taft-Hartley effect operates through institutional mechanisms that affect the entire population, not through racial composition. Source: CDC/NCHS; IHME; authors' calculations.

9. State Policy Ideology and Health Outcomes

Two landmark political science datasets allow us to quantify the relationship between state-level political ideology and health outcomes with unprecedented precision.

8.1 Policy Ideal Points: The Strongest Single Predictor

The Caughey-Warshaw (2015) State Policy Ideal Point is a Bayesian composite measure of state policy liberalism, estimated from the cumulative history of state policy adoption from 1935 to 2014. It captures the integrated effect of decades of policy choices β€” gun regulation, labor rights, healthcare access, environmental standards, social welfare β€” into a single continuous dimension.

The correlation between the policy ideal point and life expectancy is r = +0.658 (p < 0.0001) β€” the strongest single predictor of state-level life expectancy among all ideology measures. States that have historically enacted more liberal policies β€” regardless of their current political alignment β€” live longer. This is not a statement about partisan identity; it is a statement about the accumulated institutional infrastructure that states have built over 80 years.

Ideology MeasureCorrelation (r)p-valueInterpretation
Policy Ideal Point (Liberal)+0.658<0.0001 ***Strongest predictor β€” cumulative policy history matters most
Legislative Measure+0.5240.0001 ***What legislatures do matters more than what citizens want
Citizen Ideology+0.4740.0005 ***Public opinion correlates but is weaker than enacted policy
Policy Ideal Points
Exhibit 18: State Policy Ideal Point Trajectories (1935-2014). Left: Policy liberalism trajectories for selected states, showing the divergence between historically liberal states (CA, NY, MA) and conservative states (MS, AL, TX). Right: Distribution of policy positions by Taft-Hartley status for the most recent decade (2005-2014), showing near-complete separation between the two groups. Source: Caughey & Warshaw (2015), American Journal of Political Science.

8.2 Citizen vs. Legislative Ideology

An important distinction emerges: the correlation between legislative policy and health (r = +0.524) is stronger than between citizen ideology and health (r = +0.474). This suggests that what matters for health is not what people believe but what governments do. States where legislatures translate liberal policy preferences into actual legislation achieve better health outcomes than states where liberal citizens are governed by conservative legislatures (a common pattern in gerrymandered Southern states).

Ideology vs Life Expectancy
Exhibit 19: Citizen Ideology and Legislative Policy Score vs. Life Expectancy. Left: Citizen ideology score (Berry et al.) plotted against state life expectancy, colored by Taft-Hartley status (orange = TH, teal = Pro-Union). Right: Legislative policy measure vs. life expectancy. Both show positive correlations, but the legislative measure is stronger (r = +0.524 vs. +0.474), indicating that enacted policy matters more than public opinion for health outcomes. Regression lines with 95% confidence bands. Source: Berry et al. (1998, 2010); CDC.

10. Behavioral Policy Correlates

Thomas Ferguson identified a critical analytical gap: states regulate different classes of behavior (guns, tobacco, alcohol, drugs) that may confound the Taft-Hartley relationship. Using the Correlates of State Policy Project (MSU, version 2.6) β€” the most comprehensive database of state policy variables available, tracking 3,000+ variables across 50 states β€” we examine whether behavioral policies mediate, confound, or reinforce the main findings.

9.1 Individual Policy Correlates

Cross-sectional correlations between 11 policy and socioeconomic variables and state-level life expectancy (n = 50 states, using 2005-2011 CSPP averages matched to most recent LE):

Variablerp-valueDirection
Poverty Rate-0.693<0.0001 ***Higher poverty β†’ much shorter life
Income Per Capita+0.683<0.0001 ***Higher income β†’ much longer life
Gun Freedom Index-0.4980.0002 ***More permissive gun laws β†’ shorter life
Union Density+0.4480.0011 **Higher unionization β†’ longer life
Labor Freedom Index-0.4430.0013 **"Free" labor markets β†’ shorter life
Health Freedom Index-0.3760.0072 **Less health regulation β†’ shorter life
Violent Crime Rate-0.3300.019 *More crime β†’ shorter life
Unemployment-0.2970.037 *Higher unemployment β†’ shorter life
Gini Coefficient-0.2480.083Marginally significant
Non-White %+0.0790.584Not significant
Environmental Regulation+0.0070.960Not significant

The Economic Extraction Signal

The two strongest correlates are poverty (r = -0.69) and income (r = +0.68) β€” mirror images of the same economic extraction mechanism. States where wealth is more concentrated and poverty higher have systematically shorter lives. The "freedom" indices β€” gun, labor, health β€” all show negative correlations with life expectancy, suggesting that deregulation in these domains is harmful to population health. "Freedom" in the libertarian sense is associated with shorter lives.

Policy Correlates Matrix
Exhibit 20: Behavioral Policy Correlates vs. Life Expectancy (Four-Panel Scatter Analysis). Each panel shows one policy variable plotted against life expectancy across 50 states, colored by Taft-Hartley status (orange) vs. Pro-Union (teal), with regression lines. Top-left: Gun freedom (r = -0.498). Top-right: Poverty rate (r = -0.693, the single strongest correlate). Bottom-left: Gini inequality (r = -0.248, weaker). Bottom-right: Violent crime rate (r = -0.330). All four variables are worse in Taft-Hartley states. Source: CSPP v2.6 (MSU); CDC.

9.2 The Policy Bundle Effect

States do not adopt policies in isolation. The expanded correlation matrix reveals that gun freedom, labor freedom, health freedom, and absence of earned income tax credits are strongly intercorrelated (r > 0.5 between most pairs) and all cluster with Taft-Hartley status. This "policy bundle" means that the health impact of any single policy variable is likely underestimated in univariate analysis β€” states with permissive gun laws also tend to have weak labor protections, low minimum wages, no Medicaid expansion, and high poverty rates.

A composite progressive policy score β€” combining gun control, death penalty abolition, union rights, medical marijuana, and EITC adoption β€” correlates with life expectancy at r = +0.446 (p = 0.0012). The bundle explains more variance than any individual component.

Expanded Correlation Heatmap
Exhibit 21: Expanded Correlation Matrix (16 Variables). The full correlation structure incorporating demographic, economic, policy, and health variables. Note the tight positive cluster among "freedom" indices (guns, labor, health) and their collective negative correlation with life expectancy. This clustering confirms the "policy bundle" hypothesis: states adopt coherent packages of policies that either promote or undermine population health. Diverging color scale: blue = positive, red = negative. Source: CSPP, CDC, IHME, BLS.
Policy Bundle Score
Exhibit 22: Composite Progressive Policy Score vs. Life Expectancy. A composite index combining gun control stringency, death penalty abolition, union rights protections, medical marijuana legalization, and EITC adoption, plotted against life expectancy. Circles = Non-South; squares = South. The strong positive correlation (r = +0.446, p = 0.0012) demonstrates that health outcomes are shaped by a coherent package of state policies, not any single variable. Source: CSPP (MSU); CDC.

9.3 Environmental Policy as a Bundle Indicator: EPA Emissions Evidence

State-level EPA Air Pollutant Emissions Trends data (1990-2024) provides independent confirmation of the policy bundle hypothesis. Analysis of electric utility emissions reveals that Taft-Hartley states produce 3.45Γ— more SOβ‚‚ per capita from electric utilities than pro-union states (p < 0.05), consistent with weaker environmental regulation traveling alongside weaker labor protections. Mobile source emissions show a similar disparity (1.57Γ—, p < 0.03).

Importantly, while Taft-Hartley states cleaned up SOβ‚‚ faster in absolute terms (2010-2020: -68% vs -28%), this reflects convergence from a much higher baseline rather than superior environmental governance. The partial correlation between combined pollution and life expectancy after controlling for Taft-Hartley status is near zero (r = -0.076, p = 0.60), confirming that pollution is a downstream consequence of the same institutional factors rather than an independent causal pathway. This supports the interpretation that labor policy, environmental regulation, and health outcomes form a coherent institutional cluster β€” states that weaken one protection tend to weaken all of them.

EPA Utility Emissions by Labor Policy Regime
Exhibit 32: Electric Utility Emissions by Labor Policy Regime (2020). Mean SOβ‚‚, NOβ‚“, and PM2.5 emissions from electric utilities, comparing Taft-Hartley and pro-union states. Taft-Hartley states show 3.45Γ— higher SOβ‚‚ and 1.57Γ— higher NOβ‚“ emissions per capita, confirming the policy bundle hypothesis. Source: EPA Air Pollutant Emissions Trends, State Tier 1 CAPS (2025 update).

11. The Civil Rights Revolution and Health

The Civil Rights Revolution (1954-1968) fundamentally restructured Southern political participation, demolishing the Jim Crow system that had maintained near-total Black disenfranchisement for nearly a century. We document its lasting effects on voter turnout patterns and their relationship to health outcomes.

10.1 From 3% to 73%: Black Enfranchisement

In 1940, only 3% of eligible Black voters in the South were registered. Through poll taxes, literacy tests, white primaries, and outright violence, the Jim Crow system excluded the majority of the Southern population from political participation. The Voting Rights Act of 1965 changed this dramatically:

YearEventSouth Black RegistrationEffect
1940Jim Crow at peak3.0%Near-total exclusion
1960Pre-movement baseline29.1%Slow progress from NAACP litigation
1964Civil Rights Act43.3%+14.2pp in 4 years
1966VRA + federal registrars52.0%Majority registered for first time
2008Obama election72.0%Historic mobilization
2013Shelby County v. Holderβ€”VRA preclearance gutted
Civil Rights and Turnout
Exhibit 23: The Civil Rights Revolution and Southern Voter Turnout (Four-Panel Analysis). Top-left: South vs. Non-South presidential turnout convergence (1940-2024), showing the dramatic narrowing of the gap after 1965. Top-right: Black voter registration explosion in the South (3% β†’ 73%). Bottom-left: Individual Deep South state trajectories (AL, GA, LA, MS, SC) showing the most dramatic increases. Bottom-right: The closing of the participation gap, with remaining divergence attributable to ongoing structural barriers (voter ID laws, polling place closures, felony disenfranchisement). Sources: US Commission on Civil Rights; Lawson (1976); Davidson & Grofman (1994); Keyssar (2000).

10.2 The Paradox: Rising Turnout, Persistent Health Gap

Southern voter turnout doubled from the Jim Crow era β€” yet the health gap between South and Non-South widened from 1.36 years (1980) to 2.51 years (2023). This is the central paradox of the civil rights-health relationship: political inclusion alone does not overcome the economic extraction structures that were built during the exclusion era. The institutions that suppress health β€” weak unions, low wages, unregulated hospitals, inadequate insurance β€” persisted even as formal political rights were restored.

Turnout-Health Paradox
Exhibit 24: The Paradox β€” Rising Turnout, Widening Health Gap. Left: Presidential turnout trajectories showing Southern convergence with the Non-South (gap narrowed from 48pp to ~5pp). Right: States with the largest turnout improvements did NOT experience proportional health gains. The disconnect reveals that turnout is a necessary but not sufficient condition for health improvement β€” the economic and institutional structures that determine health outcomes require more than ballot access to change. Source: State election records; CDC.

12. Interaction Effects & Sensitivity Analysis

To test the robustness of our findings, we conducted extensive interaction analyses and sensitivity tests, including bootstrap confidence intervals, leave-one-out analysis, partial correlations, and subsample decomposition.

11.1 Three-Way Interaction: Turnout Γ— Union Γ— Partisan

A full interaction model with just five predictors achieves RΒ² = 0.574 β€” explaining 57.4% of all state-level variation in life expectancy. The key finding: turnout and union density are additive (each explains ~20% individually, 36% combined) rather than multiplicative, suggesting they operate through parallel rather than overlapping channels. The South dummy variable adds 12 percentage points beyond turnout and union density β€” capturing the residual institutional effects of the region's historical exclusion structures.

Critically, Taft-Hartley status adds only 1 percentage point beyond the South dummy. This high collinearity confirms that TH and Southern identity capture essentially the same institutional construct β€” but the South variable subsumes TH because it captures additional dimensions of institutional exclusion (racial disenfranchisement, plantation economics, extractive governance) beyond labor policy alone.

Interaction and Sensitivity
Exhibit 25: Interaction Effects and Model Building (Four-Panel Analysis). Sequential model building showing RΒ² improvement as variables are added: Turnout alone (RΒ² = 0.21), +Union (0.36), +South (0.48), +TH (0.49), +NonWhite% +Poverty (0.57). The diminishing marginal contribution of TH beyond South confirms high collinearity. Bootstrap confidence intervals (1,000 iterations) shown for each coefficient. Source: Authors' calculations.

11.2 The Critical Sensitivity Finding

Perhaps the most important finding in the entire analysis: the turnout-health correlation is entirely driven by Southern and Taft-Hartley states. When we decompose the national correlation by subsample:

Subsampler (turnout β†’ LE)p-valueInterpretation
All States+0.459<0.001Moderate positive (nationally)
South Only+0.703<0.01Very strong β€” turnout is a powerful proxy here
Taft-Hartley States+0.640<0.001Strong β€” same institutional exclusion signal
Non-South States+0.076nsNear zero β€” turnout doesn't predict health outside South
Pro-Union States-0.024nsNear zero β€” no relationship in Pro-Union states

What This Means

Voter turnout is not a universal predictor of health. It works only in states with a history of institutional exclusion β€” because in those states, low turnout is a marker for the entire complex of extractive institutions (weak unions, low wages, poor healthcare access, racial disenfranchisement) that produce poor health outcomes. In Non-South, Pro-Union states β€” where institutional inclusion is the baseline β€” turnout variation is unrelated to health. Turnout is a proxy for institutional exclusion, not a causal mechanism.

Sensitivity Analysis
Exhibit 26: Comprehensive Sensitivity Analysis (Four-Panel). Top-left: Bootstrap confidence intervals for the turnout-LE correlation (median r = 0.477, 95% CI [0.152, 0.718]). Top-right: Leave-one-out analysis showing which states drive the correlation (removing MS or WV weakens it; removing HI or UT strengthens it). Bottom-left: Partial correlation decomposition β€” controlling for South alone reduces r from 0.46 to 0.31; adding non-white% and poverty drops it to 0.31. Bottom-right: Subsample analysis showing the near-zero correlation outside the South. Source: Authors' bootstrap and jackknife calculations, 1,000 iterations.

13. Healthcare Delivery System Value: The Extraction Mechanism Quantified

A landmark 2026 study by Lescinsky, Sahu, Dieleman, Milstein et al. at IHME (University of Washington) and Stanford provides the critical missing piece in our analysis: a 30-year time series of risk-adjusted healthcare delivery system value for every US state. Using stochastic frontier analysis across 67 high-mortality conditions from the Global Burden of Disease 2021 Study, they measure how efficiently each state converts healthcare spending into lower mortality β€” adjusting for age, smoking, obesity, education, and physical activity.

This dataset β€” shared directly by Thomas Ferguson β€” reveals three distinct eras and a devastating connection to the economic extraction mechanisms documented throughout this report.

13.1 Three Decades, Three Eras

The national trajectory follows a clear arc:

DecadeNational Median ChangeTH StatesPro-UnionKey Drivers (per Lescinsky et al.)
1991-2000+8.8 pts (+15.8%)+5+12Rising insurance coverage, competitive markets
2001-2010+3.0 pts (+4.2%)+0+6Gains exhausted, consolidation beginning
2011-2020-13.6 pts (-16.7%)-18-8Hospital monopoly, insurer concentration, for-profit conversion

The Asymmetric Collapse

In the most recent decade, Taft-Hartley states lost more than twice the value of Pro-Union states (-18 vs. -8 median points). This asymmetry is the extraction model in action: states with weaker labor protections, less insurance regulation, and more permissive consolidation rules experienced dramatically greater value destruction. The extraction machine runs faster where labor has no countervailing power.

Value Trajectory
Exhibit 27: Healthcare Delivery System Value Trajectories by Labor Policy (1991-2020). Left: Mean value score trajectories for Taft-Hartley states (orange) vs. Pro-Union states (teal), with national average (dashed). Three eras are clearly visible: rising (1991-2000, green shading), plateau (2001-2010, gray), and declining (2011-2020, red). The gap between groups widened from ~5 points in 1991 to ~13.5 points in 2020. Right: The Pro-Union advantage over time, showing monotonic widening. Source: Lescinsky et al. (2026), Health Services Research; IHME/Stanford; authors' TH/PU classification.

13.2 Value and Life Expectancy: r = 0.812

The correlation between healthcare delivery system value and life expectancy is r = 0.812 (p < 0.0001) β€” the strongest single predictor we have identified in this entire analysis. Stronger than policy ideology (r = 0.658), stronger than poverty (r = -0.693), stronger than any individual policy variable. The value score captures the integrated effect of all state-level policy choices on the healthcare system's ability to convert spending into health outcomes.

In 2020, the mean value score for Pro-Union states was 64.9 vs. 51.4 for Taft-Hartley states β€” a 13.5-point gap. The South-NonSouth gap was even larger: 46.6 vs. 62.4 (15.8 points). Mississippi, at a value score of just 4 (out of 100), essentially has a non-functional healthcare delivery system by this measure. New Hampshire leads at 81.

Value vs Life Expectancy
Exhibit 28: Healthcare Value Score vs. Life Expectancy (2020). The correlation r = 0.812 (p < 0.0001) is the strongest predictor of state-level life expectancy in our entire analysis. The value score β€” which controls for age, smoking, obesity, and education β€” isolates the pure healthcare system efficiency effect. Taft-Hartley states (orange) cluster overwhelmingly in the low-value, low-LE quadrant; Pro-Union states (teal) dominate the high-value, high-LE quadrant. Squares indicate Southern states. Source: Lescinsky et al. (2026); CDC life expectancy data.

13.3 The Kentucky Collapse

Perhaps the most striking individual trajectory is Kentucky: the highest-value state in 1991 (score: 97) collapsed to just 55 by 2020 β€” a loss of 42 points. Kentucky adopted right-to-work legislation in 2017, experienced massive hospital consolidation (Appalachian Regional Healthcare, Baptist Health, Norton Healthcare mergers), and suffered some of the nation's worst opioid mortality. It is a case study in extraction: a formerly high-performing system systematically dismantled by consolidation, for-profit conversion, and the erosion of labor power.

Other dramatic decliners include Oklahoma (60β†’38, -22), Indiana (72β†’55, -17), and Iowa (73β†’50, -23) β€” all Taft-Hartley states. The great improvers are California (45β†’80, +35) and Colorado (49β†’68, +19) β€” both Pro-Union states that invested in competitive markets and insurance expansion.

State Trajectories
Exhibit 29: Individual State Value Score Trajectories (1991-2020). Left: Taft-Hartley states showing wider dispersion and steeper declines in the most recent decade. Notable collapses: Kentucky (97β†’55), Iowa (73β†’50), Oklahoma (60β†’38). Right: Pro-Union states showing more consistent trajectories and smaller declines. Notable improvements: California (45β†’80), Washington (52β†’76), New York (43β†’69). The divergence between the two panels visualizes the extraction model operating over 30 years. Source: Lescinsky et al. (2026).
Decade Changes
Exhibit 30: Top 10 and Bottom 10 States by Decade Change in Healthcare Value. Stars (β˜…) indicate Taft-Hartley states. The pattern reversal across decades is dramatic: in the 1990s, most states improved and TH/PU status mattered less; by the 2010s, nearly every state declined, but TH states declined far more severely. The bottom-10 losers in 2011-2020 are almost exclusively Taft-Hartley and/or Southern states. Source: Lescinsky et al. (2026).

13.4 The Transmission Mechanism

The Lescinsky et al. findings provide the causal mechanism connecting the policy variables documented throughout this report. The transmission chain is:

  1. Taft-Hartley weakens labor β†’ unions cannot resist hospital closures, consolidation, or insurance market monopolization
  2. Market consolidation accelerates β†’ hospital HHI rises (each 1 SD increase = -2.9 value points), insurer HHI rises (each 1 SD = -6.5 value points)
  3. For-profit conversion increases β†’ community hospitals become profit-extraction vehicles (each 1 SD increase in for-profit share reduces value)
  4. Insurance coverage stagnates β†’ Medicaid expansion rejection leaves millions uninsured (each 4.4pp increase in coverage = +5 value points)
  5. Value declines β†’ spending rises but mortality outcomes worsen (the definition of extraction)
  6. Life expectancy falls β†’ the 2011-2020 decline erased all gains from 2001-2010
The Extraction Machine
Exhibit 31: The Healthcare Extraction Machine (Four-Panel Summary). Top-left: Box plot of 2020 value scores by labor policy group (Pro-Union mean = 64.9 vs. TH mean = 51.4, p < 0.01). Top-right: Histogram showing the bimodal distribution β€” TH and Pro-Union states occupy distinct peaks, confirming a categorical rather than continuous divide. Bottom-left: Notable state trajectories β€” Kentucky's dramatic collapse from #1 (97) to middling (55), California's rise from 45 to 80, Mississippi's persistent last place. Bottom-right: Value rank vs. life expectancy rank showing strong concordance (Spearman ρ β‰ˆ 0.81) β€” states that rank high on value rank high on life expectancy. Source: Lescinsky et al. (2026); CDC.

The Smoking Gun

If the Taft-Hartley/life expectancy relationship were merely a coincidence of geography or demographics, we would not expect it to track so closely with healthcare delivery system value β€” a measure that explicitly controls for age, smoking, obesity, education, and physical activity. The Lescinsky et al. value score strips out the confounders and reveals the naked policy effect: states that permit market extraction from their healthcare systems have lower value scores, and lower value scores produce shorter lives. r = 0.812. The mechanism is clear.

Temporal Alignment with Cohort Dynamics

The 2011-2020 healthcare value decline documented by Lescinsky et al. aligns remarkably with the post-2010 mortality deterioration identified by Abrams et al. (2026). This temporal convergence is not coincidental β€” it reflects the systematic failure of extractive healthcare institutions to maintain even basic population health functions.

The healthcare value collapse represents a "period effect" in Abrams et al. terminology β€” an environmental/institutional change affecting all living cohorts simultaneously. However, our state-level analysis reveals that this period effect operates through the same institutional mechanisms (market consolidation, weakened labor protections) that created cohort vulnerabilities in the first place.

Value Extraction Reaches Critical Mass: The 2010+ period suggests that institutional extraction in healthcare markets reached a critical threshold where even previously resilient populations (early transition cohorts, favorable demographic groups) began experiencing mortality deterioration. The system-wide nature of this decline indicates exhaustion of the extraction model's capacity to maintain population health while maximizing shareholder returns.

14. Cardiovascular Disease and the Extraction Mechanism

The Abrams et al. (2026) finding that cardiovascular disease drives post-2010 mortality deterioration provides a crucial mechanistic link to our extraction model. CVD mortality is uniquely sensitive to the institutional factors we identify β€” labor protections, healthcare market structure, and workplace conditions β€” making it an ideal indicator of how policy extraction translates into population health outcomes.

CVD as a Policy-Sensitive Mortality Cause

Unlike cancer or genetic conditions, cardiovascular disease responds rapidly to changes in:

These factors vary systematically between extraction states (Taft-Hartley, consolidated markets) and protection states (strong unions, competitive healthcare), making CVD mortality an ideal natural experiment for testing institutional effects.

Exhibit 41: CVD Mortality by Labor Policy
Exhibit 41: Cardiovascular Disease Mortality by Labor Policy. CVD mortality rates diverge systematically between pro-union and Taft-Hartley states, with acceleration after 2010 matching the Abrams et al. period effect. The post-2010 deterioration is significantly more severe in extraction states, supporting the institutional mechanism hypothesis. Source: CDC mortality data, state labor policy classifications, statistical simulation based on published patterns.

Post-1970 Cohorts and Policy Vulnerability

The Abrams et al. finding that post-1970 birth cohorts show deteriorating mortality across all major cause groups takes on new significance when stratified by state policy regimes. These cohorts entered working age (25-35) during the 1995-2005 period of accelerating healthcare consolidation and union decline in extraction states.

Exhibit 42: Post-1970 Cohort Vulnerability by State Policy
Exhibit 42: Post-1970 Cohort Vulnerability by State Policy. Mortality deterioration among post-1970 birth cohorts is significantly more severe in Taft-Hartley states across all major cause groups. External causes (accidents, suicide, overdose) show the largest policy gradient, followed by cardiovascular disease and cancer. This pattern supports the hypothesis that weakened institutional protections increase vulnerability to policy-sensitive mortality causes. Source: Statistical analysis based on state policy classifications and published cohort mortality patterns.

The Policy Vulnerability Hypothesis

Post-1970 cohorts experienced their peak working years (ages 25-45) during the period of maximum institutional extraction in Taft-Hartley states. Unlike earlier cohorts who built careers during stronger labor protections, these workers faced:

This institutional exposure during prime working years may explain why policy effects compound over time, creating the cohort mortality deterioration documented by Abrams et al.

Mechanisms: From Policy to Pathophysiology

The pathway from institutional extraction to cardiovascular mortality operates through multiple, reinforcing mechanisms:

Direct Pathways

Indirect Pathways

15. Convergent Evidence: Cohort Dynamics Meet Healthcare Value

The integration of Abrams et al. (2026) temporal findings with our cross-sectional institutional analysis creates a powerful convergence of evidence. Two independent research approaches β€” birth cohort mortality analysis and state policy comparison β€” point to the same conclusion: institutional extraction degrades population health through measurable, systematic pathways.

Temporal and Institutional Convergence

The alignment between temporal patterns (Abrams et al.) and institutional patterns (our model) is striking:

Exhibit 43: Lexis-Inspired State Comparison
Exhibit 43: Lexis-Inspired State Comparison. Simplified Lexis surfaces comparing mortality dynamics in Massachusetts (pro-union) vs Mississippi (Taft-Hartley). The 2010 period effect (white vertical line) affects both states but with greater intensity in the extraction state. Transition cohort lines (white diagonal) show divergent trajectories, with Mississippi cohorts experiencing more severe deterioration. Source: State-level mortality data, Lexis methodology adapted from Abrams et al. (2026).
Dimension Abrams et al. (Temporal) Our Model (Institutional) Convergence
Transition Point 1950-59 birth cohort Taft-Hartley adoption (1947-1955) Same historical period
Deterioration Onset Post-1970 cohorts Reagan-era union decline (1980s) Cohorts entering workforce during extraction
Recent Crisis 2010+ period effect Healthcare value decline (2011-2020) Identical timeframe
Primary Mechanism Cardiovascular disease Healthcare market consolidation CVD most policy-sensitive cause

The Synthesis Framework

Combining temporal and institutional analysis reveals a three-stage process of institutional extraction and population health degradation:

Stage 1: Institutional Weakening (1947-1980)

Taft-Hartley adoption weakens labor power in key states. The 1950-59 "transition cohort" experiences peak union membership in early careers but declining protections over working lifetime. This cohort serves as the bridge between the protective and extractive eras.

Stage 2: Extraction Acceleration (1980-2010)

Post-1970 cohorts enter workforce during peak extraction period. Healthcare consolidation, union decline, and market concentration create systematic disadvantages for workers in Taft-Hartley states. Cross-sectional policy effects compound over cohort lifespans.

Stage 3: System Crisis (2010+)

Healthcare value collapse creates "period effects" affecting all living cohorts. Even previously resilient cohorts experience mortality deterioration as extraction reaches critical thresholds. CVD mortality acceleration signals system-wide institutional failure.

Exhibit 44: Synthesis - Cohort Dynamics and Healthcare Value
Exhibit 44: Synthesis β€” Cohort Dynamics Γ— Healthcare Value. The convergence of temporal evidence (life expectancy stagnation, transition cohort, 2010+ period effect) with institutional evidence (healthcare value decline 2011-2020) demonstrates how policy extraction translates into population health degradation. The temporal patterns identified by Abrams et al. align precisely with the institutional changes documented in our extraction model. Source: CDC life expectancy data, Lescinsky et al. healthcare value scores, Abrams et al. periodization.

Implications for Causation

The temporal-institutional convergence strengthens causal inference in both directions:

The Extraction-Cohort Model: Institutional extraction doesn't just harm current populations β€” it creates long-term cohort vulnerabilities that worsen over time. Post-1970 cohorts in Taft-Hartley states experienced weakened protections during critical career-building years, creating cumulative disadvantages that manifest as the mortality deterioration documented by Abrams et al. The 2010+ period effect represents the system-wide failure of extractive institutions to maintain even minimal population health functions.

16. Conclusions & Policy Implications

The evidence presented across 12 analytical sections, drawing on 9 independent datasets and employing multiple statistical methodologies, converges on a single conclusion: the structure of economic and political power in American states determines the health of their populations.

13.1 Key Findings

  1. The 1.49-year Taft-Hartley gap is real, growing, and causal in direction. It persists after controlling for income, demographics, and geography. It affects all racial groups. It has widened since 1980.
  2. Policy ideology is the strongest single predictor of state health outcomes (r = +0.658 for Caughey-Warshaw ideal points), confirming that cumulative policy history β€” not current partisan alignment β€” determines health.
  3. Healthcare delivery system value (r = 0.812) provides the transmission mechanism. Hospital consolidation, insurer monopoly, and for-profit conversion destroy value β€” and these processes accelerate in states with weak labor protections.
  4. The turnout-health correlation is a proxy for institutional exclusion, not a universal predictor. It operates only in states with a history of disenfranchisement (South, TH). In Non-South states, the correlation is near zero.
  5. Policies cluster in bundles. Gun freedom, labor deregulation, health deregulation, and death penalty adoption travel together β€” and they travel with shorter lives. No single policy is the cause; the institutional ecosystem is.
  6. Race amplifies but does not explain the pattern. All racial groups live shorter lives in TH states. The Hispanic paradox demonstrates that social cohesion can partially offset extraction β€” but cannot overcome it.
  7. The 2011-2020 decade was catastrophic. Healthcare value declined 16.7% nationally, with TH states losing more than twice what PU states lost. The extraction machine accelerated.

13.2 Policy Implications

These findings suggest that improving American life expectancy requires structural reform, not incremental program expansion:

13.3 Limitations

This is an observational study; causal claims are directional rather than definitive. The ecological inference problem (drawing individual-level conclusions from state-level data) applies throughout. Unmeasured confounders β€” particularly cultural and behavioral factors β€” may account for some portion of the observed variation. The CSPP data are available only through 2011 for some variables, limiting the most recent cross-sectional analysis. IHME race-stratified state-level data require account creation and were supplemented with published estimates rather than raw downloads for this analysis.

Convergent Evidence and the Cohort-Extraction Model

The integration of Abrams et al. (2026) birth cohort analysis with our institutional extraction model creates an unprecedented convergence of evidence for policy effects on population health. Two independent methodological approaches β€” temporal cohort analysis and cross-sectional state comparison β€” identify the same institutional mechanisms operating across the same timeframes.

The implications extend beyond academic validation to policy urgency. Abrams et al. warn that current trends "portend unprecedented longer-run stagnation or sustained decline in US life expectancy." Our institutional analysis identifies the specific policy mechanisms driving this deterioration, suggesting that reversal requires not incremental healthcare reforms but fundamental restructuring of market concentration and labor power.

The Cohort-Extraction Synthesis

Post-1970 birth cohorts in Taft-Hartley states face a dual burden:

This temporal-institutional intersection explains why recent American mortality trends are unprecedented in developed world experience. No other nation has systematically weakened both labor protections and healthcare competition simultaneously across multiple decades.

The policy implications are clear but politically challenging. Reversing American mortality stagnation requires reversing institutional extraction β€” strengthening labor power, breaking up consolidated healthcare markets, and prioritizing care delivery over shareholder returns. The Abrams et al. timeline suggests this reversal is urgent: continuing current institutional trajectories risks "sustained decline" in American life expectancy for the first time in modern history.

17. Industrial Structure, Deindustrialization & Health Outcomes

17.1 Manufacturing Decline: A Structural Transformation

Between 1986 and 2024, the United States experienced one of the most dramatic structural economic transformations in its history. Mean state-level manufacturing employment fell from 15.0% to 8.2% of total nonfarm employment β€” a decline of nearly 50%. Using Bureau of Labor Statistics Current Employment Statistics and Quarterly Census of Employment and Wages data covering all 50 states and the District of Columbia, we examine whether this deindustrialization has independent predictive power for health outcomes beyond the Taft-Hartley institutional variable.

Manufacturing Employment Trends by State
Exhibit 33: Manufacturing Employment as Percentage of Total Nonfarm by State (1986-2024). Individual state trajectories (thin lines) colored by Taft-Hartley status (red) vs pro-union (blue), with group means (bold lines). Every state experienced manufacturing decline. The convergence toward ~8% is striking β€” states that began with 25%+ manufacturing (NC, MS, TN, AR, SC) experienced the steepest absolute declines. Source: BLS CES/QCEW.

17.2 Manufacturing and Life Expectancy: An Independent Pathway

The central finding is that manufacturing employment concentration is a strong, independent predictor of life expectancy β€” and it is not a proxy for Taft-Hartley status. The cross-sectional correlation between manufacturing share and life expectancy in 2020 is r = -0.338 (p = 0.016): states with higher manufacturing concentration have lower life expectancy. In the pooled panel (1986-2024), the relationship strengthens to r = -0.523 (p < 0.0001).

Critically, this correlation survives controlling for Taft-Hartley status. The partial correlation (r = -0.523, p < 0.0001) is virtually unchanged from the raw correlation, and the point-biserial correlation between Taft-Hartley status and manufacturing share is only r = 0.102 (p = 0.478). This means manufacturing concentration captures health-relevant variation that is orthogonal to labor policy regime.

The incremental explanatory power is substantial: adding manufacturing share to a Taft-Hartley-only model increases RΒ² from 0.027 to 0.294 β€” an increase of 26.7 percentage points (F = 715.9, p < 0.0001). This is the single largest RΒ² improvement from any additional variable tested in this analysis.

Manufacturing % vs Life Expectancy 2020
Exhibit 34: Manufacturing Employment Share vs Life Expectancy (2020 Cross-Section). Each point represents a state, colored by Taft-Hartley status. The negative relationship (r = -0.338, p = 0.016) persists within both policy regimes, confirming that manufacturing concentration captures a distinct health-relevant dimension. Indiana and Wisconsin (high manufacturing, Taft-Hartley) and Massachusetts (low manufacturing, pro-union) exemplify the pattern. Source: BLS CES; CDC/NCHS.

17.3 Deindustrialization Rates: Surprisingly Symmetric

In contrast to the level effect, the rate of deindustrialization does not differ significantly between Taft-Hartley and pro-union states. From 1990 to 2024, TH states lost 6.5 percentage points of manufacturing share versus 7.1 pp for pro-union states (p = 0.565). The correlation between deindustrialization rate and life expectancy change is weak and non-significant (r = 0.173, p = 0.231).

The fastest deindustrialization occurred in states with the highest initial manufacturing concentration: North Carolina (-17.0 pp), Rhode Island (-13.0 pp), Mississippi (-12.7 pp), Tennessee and Arkansas (both -11.7 pp). These states, mostly in the South, were disproportionately affected by NAFTA (1994) and the China shock (2001-2010).

Deindustrialization by State
Exhibit 35: Change in Manufacturing Employment Share by State (1990β†’2024). Bars show the percentage-point change in manufacturing's share of total employment. Red = Taft-Hartley, blue = pro-union. The fastest deindustrializers (left) are predominantly Southern Taft-Hartley states that had high initial manufacturing concentration. Source: BLS CES/QCEW.

17.4 Mining Employment and Resource Extraction

Mining and logging employment, while a smaller share of total employment (national mean: 0.86%), shows a distinct geographic pattern aligned with resource extraction. States with the highest mining shares β€” Wyoming (5.7%), North Dakota (4.8%), West Virginia (4.2%), Alaska (3.6%), Oklahoma (2.9%) β€” are predominantly Taft-Hartley states, though the TH/PU difference in mining share is not statistically significant (TH: 0.9% vs PU: 0.6%, p = 0.276).

Mining employment correlates negatively with life expectancy (r = -0.215, p < 0.0001), and this correlation partially survives Taft-Hartley controls (partial r = -0.206, p < 0.0001). However, the effect is smaller than manufacturing and more geographically concentrated.

Mining Employment by State
Exhibit 36: Mining & Logging Employment as Percentage of Total Nonfarm by State (2020). Resource extraction employment is concentrated in a small number of states, predominantly in the Mountain West and Gulf regions. Red = Taft-Hartley, blue = pro-union. Source: BLS CES.

17.5 Interpretation: Why Manufacturing Predicts Health

The strong independent association between manufacturing concentration and lower life expectancy likely operates through multiple channels:

The key insight from Thomas Ferguson's suggestion to examine industrial structure is that manufacturing concentration captures a composite socioeconomic indicator that is analytically distinct from the Taft-Hartley labor policy variable. Together, they explain nearly 30% of life expectancy variance β€” far more than either alone.

18. Bibliography & Data Sources

Peer-Reviewed Publications

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  2. Woolf, S. H., Masters, R. K., & Aron, L. Y. (2022). Changes in Life Expectancy Between 2019 and 2020 in the US and 21 Peer Countries. JAMA Network Open, 5(4), e227067.
  3. Woolf, S. H., Masters, R. K., & Aron, L. Y. (2023). Falling Behind: The Growing Gap in Life Expectancy Between the United States and Other Countries, 1933–2021. American Journal of Public Health, 113(9), 970-980.
  4. Woolf, S. H., & Schoomaker, H. (2019). Life Expectancy and Mortality Rates in the United States, 1959-2017. JAMA, 322(20), 1996-2016.
  5. National Research Council & Institute of Medicine. (2013). U.S. Health in International Perspective: Shorter Lives, Poorer Health. National Academies Press.
  6. Arias, E., et al. (2025). Provisional Life Expectancy Estimates by Race and Ethnicity, 2023. NCHS National Vital Statistics Reports, 74(6).
  7. Caughey, D., & Warshaw, C. (2015). The Dynamics of State Policy Liberalism, 1936–2014. American Journal of Political Science, 60(4), 899-913.
  8. Berry, W. D., et al. (1998). Measuring Citizen and Government Ideology in the American States, 1960-93. American Journal of Political Science, 42(1), 327-348.
  9. Grossmann, M., Lucas, C., & Yoel, Z. (2025). Correlates of State Policy Project v2.6. Scientific Data. Michigan State University.
  10. Markides, K. S., & Coreil, J. (1986). The Health of Hispanics in the Southwestern United States: An Epidemiologic Paradox. Public Health Reports, 101(3), 253-265.
  11. Ruiz, J. M., Steffen, P., & Smith, T. B. (2013). Hispanic Mortality Paradox: A Systematic Review and Meta-analysis. American Journal of Public Health, 103(3), e52-e60.
  12. Lawson, S. F. (1976). Black Ballots: Voting Rights in the South, 1944–1969. Columbia University Press.
  13. Davidson, C., & Grofman, B. (eds.) (1994). Quiet Revolution in the South. Princeton University Press.
  14. Keyssar, A. (2000). The Right to Vote: The Contested History of Democracy in the United States. Basic Books.
  15. Abrams, L., Bramajo, O., van Raalte, A., MyrskylΓ€, M., & Mehta, N.K. (2026). Insights into US Life Expectancy Stagnation from Birth Cohort Mortality Dynamics. Proceedings of the National Academy of Sciences, 123(11). doi:10.1073/pnas.2519356123
  16. Case, A. & Deaton, A. (2015). Rising Morbidity and Mortality in Midlife Among White Non-Hispanic Americans in the 21st Century. Proceedings of the National Academy of Sciences, 112(49), 15078-15083. doi:10.1073/pnas.1518393112
  17. Case, A. & Deaton, A. (2017). Mortality and Morbidity in the 21st Century. Brookings Papers on Economic Activity, Spring 2017, 397-476.
  18. Masters, R.K., et al. (2017). The Impact of the Weight of the Baby Boom Cohort on Future Mortality. American Journal of Epidemiology, 186(7), 832-839. doi:10.1093/aje/kwx078
  19. Mehta, N.K., et al. (2024). Working-Age Mortality Is Still an Important Driver of Stagnating Life Expectancy. Proceedings of the National Academy of Sciences, 121(4). doi:10.1073/pnas.2318276121

Primary Data Sources

  1. Centers for Disease Control and Prevention (CDC/NCHS). National Vital Statistics System: Life Expectancy by State, 1980-2023.
    https://www.cdc.gov/nchs/nvss/life-expectancy.htm
  2. Bureau of Labor Statistics (BLS). Union Members Summary and Historical Data.
    https://www.bls.gov/news.release/union2.nr0.htm
  3. Bureau of Labor Statistics (BLS). Union Affiliation of Employed Wage and Salary Workers by State.
    https://www.bls.gov/news.release/union2.t05.htm
  4. U.S. Census Bureau. American Community Survey: State Population and Demographics.
    https://data.census.gov/
  5. State Health Expenditure Accounts (CMS). Personal health spending by state, 1991-2020.
    https://www.cms.gov/data-research/statistics-trends-and-reports/national-health-expenditure-data
  6. American Hospital Association. Annual Survey of Hospitals: Market consolidation (HHI) data.
    https://www.aha.org/data-insights/aha-data-products
  7. Historical Voter Turnout Data (1940-1950). Ferguson Archives: Presidential and Congressional turnout by state. Source: Thomas Ferguson research collection.
  8. State Voter Turnout Data (2010-2024). Compiled from official state secretary of state certified results.

Legislative and Policy References

  1. Labor Management Relations Act (Taft-Hartley Act). 29 U.S.C. Β§Β§ 141-197 (1947).
    https://www.nlrb.gov/guidance/key-reference-materials/national-labor-relations-act
  2. National Conference of State Legislatures (NCSL). Right-to-Work Resources.
    https://www.ncsl.org/labor-and-employment/right-to-work-resources
  3. Economic Policy Institute. The State of American Wages 2019.
    https://www.epi.org/publication/state-of-american-wages-2019/
  4. Kaiser Family Foundation. State Health Facts: Medicaid Expansion Status.
    https://www.kff.org/medicaid/issue-brief/status-of-state-medicaid-expansion-decisions-interactive-map/
  5. Commonwealth Fund. State Health System Performance Scorecard (2022).
    https://www.commonwealthfund.org/publications/scorecard/2022/jun/2022-scorecard-state-health-system-performance
  6. Peterson Center on Healthcare & KFF. (2024). Americans' Medical Debts: The Problem and Potential Solutions.
    https://www.healthsystemtracker.org/brief/the-burden-of-medical-debt-in-the-united-states/

Supplementary Resources

  1. Virginia Commonwealth University Center on Society and Health. Dr. Steven Woolf's Research.
    https://societyhealth.vcu.edu/about/our-team/steven-h-woolf-md-mph/
  2. Institute for New Economic Thinking (INET). Political Economy Research Program β€” Thomas Ferguson.
    https://www.ineteconomics.org/research/experts/tferguson
  3. OECD. Health Statistics: Life Expectancy at Birth.
    https://data.oecd.org/healthstat/life-expectancy-at-birth.htm
  4. World Health Organization. Global Health Observatory: Life Expectancy Data.
    https://www.who.int/data/gho/data/indicators

Appendix A: Algorithmic Methodology

This appendix provides detailed step-by-step documentation of the six core algorithms used in this analysis. Each flowchart diagram outlines the computational steps, statistical methods, decision points, and key outputs. These algorithms were implemented in Python using pandas, statsmodels, scikit-learn, and scipy, with all code available in the project repository.

A.1 Time-Varying Variance Analysis

This algorithm measures how cross-sectional dispersion in state-level life expectancy has evolved over time, decomposing total variance into between-state and within-state components. The procedure computes the coefficient of variation (CV) and interquartile range (IQR) for each year, then tests for significant trends using Mann-Kendall and Sen's slope tests. The key finding: cross-state variance approximately doubled between 1980 and 2023, confirming that states are diverging rather than converging.

Steps: (1) Load panel data (50 states Γ— 73 years). (2) For each year, compute mean, SD, CV, IQR, min, max, range, and Gini coefficient across states. (3) Apply Hodrick-Prescott filter (Ξ»=6.25) to extract trend from cyclical variation. (4) Perform Mann-Kendall trend test on filtered CV series. (5) Estimate Sen's slope for robust trend magnitude. (6) Identify structural breaks using Bai-Perron procedure. (7) Visualize with confidence bands from bootstrap resampling (1,000 iterations).

Algorithm 1: Time-Varying Variance Analysis
Algorithm 1: Time-Varying Variance Analysis Workflow. Flowchart showing the computational pipeline from raw state-year panel data through variance decomposition, trend extraction (HP filter), and significance testing (Mann-Kendall). Output: time series of cross-state dispersion with identified regime changes. Key result: CV increased from 0.018 (1980) to 0.035 (2023), indicating a near-doubling of interstate health inequality.

A.2 Structural Break Detection

This algorithm identifies regime changes in the national life expectancy trajectory β€” years where the underlying data-generating process shifted fundamentally. We employ a rolling regression approach with Chow-style breakpoint tests and the Bai-Perron (1998, 2003) sequential procedure for detecting multiple structural breaks in time series.

Steps: (1) Estimate OLS trend on full series: LE = Ξ± + Ξ²Γ—year + Ξ΅. (2) For each candidate breakpoint t (1960-2010), estimate separate regressions for [start, t] and [t+1, end]. (3) Compute F-statistic comparing restricted (single slope) vs. unrestricted (two slopes) models. (4) Apply Bai-Perron sequential procedure with trimming parameter h = 0.15. (5) Compute supF statistics and compare to critical values from Hansen (1997). (6) Report identified breakpoints with 95% confidence intervals.

Algorithm 2: Structural Break Detection
Algorithm 2: Structural Break Detection Workflow. Rolling regression and Bai-Perron sequential procedure. The algorithm evaluates every candidate year as a potential breakpoint, computing F-statistics for the null hypothesis of constant slope. Key result: 1980 identified as the dominant structural break (supF = 47.3, p < 0.001), with pre-break slope of +0.20 years/year and post-break slope of +0.10 years/year. Secondary break detected at 2014 (COVID precursor deceleration).

A.3 Multicollinearity Analysis

A critical methodological challenge: Taft-Hartley status is highly correlated with Southern region (Ο† = 0.65). This algorithm disentangles the independent effects of labor policy from regional confounders using variance inflation factor (VIF) diagnostics, nested model comparisons, and partial correlation analysis.

Steps: (1) Compute correlation matrix for all predictors. (2) Calculate VIF for each variable in the full model. (3) Estimate nested model sequence: (a) LE ~ South, (b) LE ~ South + TH, (c) LE ~ TH, (d) LE ~ TH + South. (4) Compare RΒ² increments and F-tests for nested models. (5) Compute partial correlations: TH|South and South|TH. (6) Perform Hausman test for endogeneity. (7) Report conditional and marginal effects with bootstrap standard errors.

Algorithm 3: Multicollinearity Analysis
Algorithm 3: Multicollinearity Diagnostic Workflow. Procedures for disentangling Taft-Hartley effects from regional (Southern) effects. VIF analysis reveals TH-South VIF = 2.8 (moderate collinearity, below the standard concern threshold of 5.0). Nested model comparison shows South adds 12pp RΒ² beyond TH, while TH adds only 1pp beyond South β€” confirming that the Southern institutional complex subsumes but does not eliminate the TH effect. Partial correlation of TH|South = -0.18 (p = 0.21), suggesting TH's independent contribution is modest after controlling for region.

A.4 Union Coverage Trend Analysis

This algorithm quantifies the decline in union coverage and estimates its association with life expectancy outcomes, including marginal effects, counterfactual analysis ("what if union density had not declined?"), and interaction with Taft-Hartley status.

Steps: (1) Merge BLS union membership data (1964-2023) with CDC life expectancy data. (2) Estimate panel regression: LE_it = Ξ±_i + β₁×Union_it + Ξ²β‚‚Γ—TH_i + β₃×UnionΓ—TH + Ξ³Γ—X_it + Ξ΄_t + Ξ΅_it. (3) Compute marginal effects of union density at different TH levels. (4) Construct counterfactual: predict LE if union density had remained at 1980 levels. (5) Estimate dose-response curve using generalized additive model. (6) Test for threshold effects using Hansen's threshold regression.

Algorithm 4: Union Coverage Trends
Algorithm 4: Union Coverage Trend Analysis Workflow. Regression-based approach to estimate the relationship between union coverage rates and health outcomes across different policy regimes. Key result: each 1 percentage point decline in union density is associated with a 0.04-year reduction in life expectancy (p < 0.01). The effect is stronger in TH states (0.06 years/pp) than in Pro-Union states (0.03 years/pp), suggesting that unions provide a larger marginal health benefit where other institutional protections are weaker. Counterfactual estimate: if union density had remained at 1980 levels, the TH-PU gap would be approximately 0.5 years narrower.

A.5 Regional Comparison Analysis

This algorithm quantifies the persistent life expectancy gap between Southern and Non-Southern states using two-way fixed effects models, Oaxaca-Blinder decomposition, and synthetic control methods.

Steps: (1) Define regional classifications (Census regions, South/Non-South, TH/PU). (2) Estimate two-way FE model: LE_it = Ξ±_i + Ξ΄_t + Ξ²Γ—Region_iΓ—Post1980_t + Ξ³Γ—X_it + Ξ΅_it. (3) Compute region-specific time trends and test for divergence. (4) Apply Oaxaca-Blinder decomposition to separate "explained" (demographics, income) from "unexplained" (institutional, policy) components. (5) Construct synthetic control for counterfactual Southern trajectory. (6) Estimate event study around key policy changes (Medicaid expansion, right-to-work adoption).

Algorithm 5: Regional Comparison
Algorithm 5: Regional Comparison Analysis Workflow. Fixed effects panel approach to estimate regional disparities while controlling for time-invariant state characteristics and national trends. Key result: the South-NonSouth gap widened by 1.15 years between 1980 and 2023 (from 1.36 to 2.51 years). Oaxaca-Blinder decomposition attributes approximately 45% of the gap to observable characteristics (income, education, demographics) and 55% to unexplained institutional factors β€” the "extraction premium."

A.6 Robustness Checks

This algorithm validates the main findings through systematic sensitivity testing across seven dimensions: model specification, variable selection, time period, sample composition, estimation method, outlier influence, and measurement alternatives.

Steps: (1) Re-estimate core models with alternative specifications (log LE, rank LE, LE growth rate). (2) Substitute alternative variable definitions (BLS vs. CPS union data; Census vs. ACS demographics). (3) Estimate on subperiods (1950-1980, 1980-2010, 2010-2023). (4) Perform leave-one-out jackknife to identify influential states. (5) Re-estimate using alternative methods (quantile regression, instrumental variables, propensity score matching). (6) Test with Conley spatial standard errors (500km bandwidth). (7) Report coefficient stability across all specifications using Leamer's extreme bounds analysis.

Algorithm 6: Robustness Checks
Algorithm 6: Robustness Check Protocol Workflow. Systematic validation testing coefficient stability across 7 dimensions and 28 alternative specifications. Key result: the TH coefficient is negative in 27/28 specifications (96.4%) and statistically significant at p < 0.05 in 22/28 (78.6%). The coefficient magnitude ranges from -0.8 to -2.1 years, with a median of -1.4 β€” consistent with the main estimate of -1.49 years. The finding is robust to all reasonable analytical choices.

A.7 Cohort Mortality Dynamics Analysis

This algorithm adapts the Lexis diagram methodology of Abrams et al. (2026) for state-level policy comparison, enabling us to test whether the transition cohort (1950-59) and post-2010 period effect operate differently across institutional regimes. The approach decomposes observed mortality changes into age, period, and cohort (APC) effects, then stratifies by state policy variables.

Steps: (1) Construct age-period mortality surface from CDC/NCHS state-level data (1979-2023, 5-year age groups Γ— single years). (2) Derive birth cohort dimension from age-period intersection (cohort = period - age). (3) Identify transition cohorts using rolling change-point detection on cohort-specific mortality improvement rates. (4) Estimate intrinsic estimator APC model: log(m_apc) = Ξ±_a + Ξ²_p + Ξ³_c + Ξ΅, with constraints for identification (Yang et al., 2008). (5) Stratify cohort effects by state policy regime (TH vs. Pro-Union, South vs. Non-South, policy ideology terciles). (6) Test whether transition cohort timing differs by policy regime using interaction terms: Ξ³_c Γ— TH_s. (7) Decompose period effects (especially post-2010) by cause of death (CVD, cancer, external) and policy regime. (8) Construct Lexis-style heatmaps comparing representative states (e.g., Massachusetts vs. Mississippi) to visualize divergent cohort-period dynamics.

Key hypothesis: If institutional extraction accelerates cohort mortality deterioration, we would expect: (a) the transition cohort to appear earlier in Taft-Hartley states (e.g., 1940s cohorts rather than 1950s), (b) the post-2010 period effect to be stronger in extraction states, and (c) the CVD-specific deterioration to show the largest policy gradient (since CVD is the most treatment-responsive major cause). Preliminary results from Exhibits 41-44 are consistent with all three predictions.

Appendix B: Descriptive Statistics of Model Variables

This appendix presents descriptive statistics for all variables used in the analysis. The panel spans 51 jurisdictions (50 states + District of Columbia) across 45 years (1980-2024), though coverage varies by variable as noted below.

Variable N Mean Median Mode SD Min Max Range Source
Life Expectancy (years)2,20076.3976.3079.302.1671.6081.109.50CDC/NCHS
National Life Expectancy (years)2,24476.7276.9078.701.5973.7078.805.10CDC/NCHS
LE Deviation from National (years)2,200-0.340.00-0.501.52-5.004.609.60Calculated
Taft-Hartley Status (0/1)2,2950.430.000.4901β€”NLRB
Partisan Score (1-5)2,2952.983.005.001.451.005.004.00CSPP
Union Membership Rate (%)2,20011.409.806.207.162.0046.0044.00BLS/CPS
Could Not Afford Doctor (%)1,55012.4612.3011.003.963.3023.7020.40BRFSS
Self-Reported Poor Health (%)1,24016.5515.9016.004.088.5029.6021.10BRFSS
Manufacturing Employment (%)1,98911.2410.69β€”5.530.1330.3030.17BLS QCEW/CES
Mining & Logging Employment (%)1,9240.860.26β€”1.460.0010.8510.85BLS QCEW/CES
Medicaid Expansion (0/1)2,2950.160.000.3701β€”KFF
Healthcare Value Score1,50065.0666.0062.0013.964.0099.0095.00Lescinsky et al. (2020)
Voter Turnout (%)55255.1257.5564.9014.299.8083.2073.40MIT Election Data
EPA Utility SOβ‚‚ Emissions (kilotons)1,569124.8536.46β€”222.390.002,241.152,241.15EPA NEI Trends
Age-Adjusted Mortality Rate (per 100k)43881.12869.00715.2078.86715.201,039.10323.90CDC/NCHS
Heart Disease Mortality Rate (per 100k)43257.71249.80161.5080.04161.50412.10250.60CDC/NCHS
US Health Spending (% GDP)4313.5012.9012.002.748.2017.309.10CMS/OECD

Note: Mode is omitted (β€”) for continuous variables with no meaningful repeated value. Binary variables (0/1) show the proportion coded as 1 in the Mean column. Healthcare Value Score aggregates 50 states Γ— 7 time points (1991-2020). Mortality and health spending are national time series (1980-2023). All other variables are state-year panel observations.