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The impact of US export controls on firms’ export behavior in a third country: Evidence from Japanese customs data

Author

Listed:
  • Naoto JINJI
  • Keiko ITO
  • Toshiyuki MATSUURA

Abstract

This study examines how US export controls targeting Chinese firms affect the export behavior of Japanese firms using Japan Customs data. Focusing on the impact of the US Bureau of Industry and Security’s Entity List (EL), we identify exports from Japanese firms to Chinese firm added to the EL by the end of 2022. We find that inclusion of Chinese firms in the EL led to a significant reduction in Japanese firms’ exports to those firms. In response, the affected Japanese firms increased their exports to non-targeted Chinese firms and firms in countries aligned with the United States.

Suggested Citation

  • Naoto JINJI & Keiko ITO & Toshiyuki MATSUURA, 2025. "The impact of US export controls on firms’ export behavior in a third country: Evidence from Japanese customs data," Discussion papers e-25-008, Graduate School of Economics , Kyoto University.
    • Handle: RePEc:kue:epaper:e-25-008
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    References listed on IDEAS

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    JEL classification:

    • F13 - International Economics - - Trade - - - Trade Policy; International Trade Organizations
    • F14 - International Economics - - Trade - - - Empirical Studies of Trade
    • F51 - International Economics - - International Relations, National Security, and International Political Economy - - - International Conflicts; Negotiations; Sanctions

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