Causal Inference for Spatial TreatmentsMany events and policies (treatments) occur at specific spatial locations, with researche

Many events and policies (treatments) occur at specific spatial locations, with researchers interested in their effects on nearby units of interest. I approach the spatial treatment setting from an experimental perspective: What ideal experiment would we design to estimate the causal effects of spatial treatments? This perspective motivates a comparison between individuals near realized treatment locations and individuals near counterfactual (unrealized) candidate locations, which differs from current empirical practice. I derive design-based standard errors that are straightforward to compute irrespective of spatial correlations in outcomes. Furthermore, I propose machine learning methods to find counterfactual candidate locations using observational data under unconfounded assignment of the treatment to locations. I apply the proposed methods to study the causal effects of grocery stores on foot traffic to nearby businesses during COVID-19 shelter-in-place policies, finding a substantial positive effect at a very short distance, with no effect at larger distances.