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Global Supply Chains: The Looming “Great Reallocation”

Citations

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Cited by:

  1. Laura Alfaro & Harald Fadinger & Jan S. Schymik & Gede Virananda, 2025. "Trade and Industrial Policy in Supply Chains: Directed Technological Change in Rare Earths," NBER Working Papers 33877, National Bureau of Economic Research, Inc.
  2. Hale Utar, 2026. "Elsewhere in North America: How U.S. Tariffs on China Boosted Mexico's Manufacturing Employment and Output," CESifo Working Paper Series 12425, CESifo.
  3. Ambrocio, Gene & Hasan, Iftekhar & Li, Xiang, 2023. "Global political ties and the global financial cycle," IWH Discussion Papers 23/2023, Halle Institute for Economic Research (IWH).
  4. Antoine Bouët & Leysa Maty Sall & Yu Zheng, 2024. "Trump 2.0 Tariffs: What Cost for the World Economy?," CEPII Policy Brief 2024-49, CEPII research center.
  5. Todo, Yasuyuki & Nishitateno, Shuhei & Brown, Sean, 2025. "The impact of the Belt and Road Initiative on foreign direct investment from China, the United States, and major investor countries," Journal of the Japanese and International Economies, Elsevier, vol. 77(C).
  6. Erick Rangel & Marco A. Esteban Aguirre & Irving Llamosas-Rosas, 2025. "Early effects of nearshoring in the manufacturing labor market in Mexico," Working Papers 2025-16, Banco de México.
  7. Thierry Mayer & Isabelle Méjean & Mathias Thoenig, 2025. "The Fragmentation Paradox: De-risking Trade and Global Safety," Working Papers 2025-23, CEPII research center.
  8. Eichengreen, Barry, 2024. "Globalization and growth in a bipolar world," Journal of Policy Modeling, Elsevier, vol. 46(4), pages 714-722.
  9. Wu, Bangzheng, 2025. "Sino-American relations and gold market volatility," Finance Research Letters, Elsevier, vol. 80(C).
  10. Baur, Andreas & Dorn, Florian & Flach, Lisandra & Fuest, Clemens, 2025. "Geoeconomic fragmentation and the role of non-aligned countries," Economics Letters, Elsevier, vol. 255(C).
  11. Firooz, Hamid & Leduc, Sylvain & Liu, Zheng, 2025. "Reshoring, automation, and labor markets under trade uncertainty," Journal of International Economics, Elsevier, vol. 156(C).
  12. Khazaei, Moein & Gholian-Jouybari, Fatemeh & Davari Dolatabadi, Mahdi & Pourebrahimi Alamdari, Aryan & Eskandari, Hamidreza & Hajiaghaei-Keshteli, Mostafa, 2025. "Renewable energy portfolio in Mexico for Industry 5.0 and SDGs: Hydrogen, wind, or solar?," Renewable and Sustainable Energy Reviews, Elsevier, vol. 213(C).
  13. Beck,Anne Helene & Lim, Sunghun & Taglioni,Daria, 2024. "Understanding Firm Networks in Global Agricultural Value Chains," Policy Research Working Paper Series 10774, The World Bank.
  14. Megumi NAOI & Banri ITO & Naoto JINJI, 2026. "How Geopolitics Shapes Policy Preferences of Firms: Experimental evidence from Japan," Discussion papers 26016, Research Institute of Economy, Trade and Industry (RIETI).
  15. Gustavo de Souza & Haishi Li & Ziho Park & Yulin Wang, 2025. "Trade Policy Uncertainty and Supply Chain Disruptions: Firm-Level Evidence from "Liberation Day"," CESifo Working Paper Series 12285, CESifo.
  16. Laura Alfaro & Mariya Brussevich & Camelia Minoiu & Andrea F. Presbitero, 2025. "Bank Financing of Global Supply Chains," NBER Working Papers 33754, National Bureau of Economic Research, Inc.
  17. Aiyar, Shekhar & Malacrino, Davide & Presbitero, Andrea F., 2024. "Investing in friends: The role of geopolitical alignment in FDI flows," European Journal of Political Economy, Elsevier, vol. 83(C).
  18. James Harold, 2024. "Der Zolltarif als Trumpfkarte," Wirtschaftsdienst, Sciendo, vol. 104(12), pages 827-832.
  19. Gopinath, Gita & Gourinchas, Pierre-Olivier & Presbitero, Andrea F. & Topalova, Petia, 2025. "Changing global linkages: A new Cold War?," Journal of International Economics, Elsevier, vol. 153(C).
  20. Lavery, Paul & Spaliara, Marina-Eliza & Görg, Holger, 2024. "Private equity buyouts & firm exporting in crisis periods: Exploring a new channel," Open Access Publications from Kiel Institute for the World Economy 306864, Kiel Institute for the World Economy.
  21. Javorcik, Beata & Kett, Benjamin & Stapleton, Katherine & O’Kane, Layla, 2025. "Did the 2018 trade war improve job opportunities for US workers?," Journal of International Economics, Elsevier, vol. 158(C).
  22. Beck, Anne & Lim, Sunghun & Taglioni, Daria, 2024. "Understanding firm networks in global agricultural value chains," Food Policy, Elsevier, vol. 127(C).
  23. Garred, Jason & Yuan, Song, 2025. "Relocation from China (with Chinese characteristics)," Journal of Development Economics, Elsevier, vol. 176(C).
  24. Cui, Rongyu & Li, Xiang, 2025. "Geopolitical tensions and multinational brands: Evidence from China," Finance Research Letters, Elsevier, vol. 85(PE).
  25. McCully, Tuuli & Simola, Heli, 2024. "Are supply chain vulnerabilities increasing in the era of geoeconomic fragmentation?," BOFIT Policy Briefs 10/2024, Bank of Finland Institute for Emerging Economies (BOFIT).
  26. Tafese, Tevin & Lay, Jann & Tran, Van, 2025. "From fields to factories: Special economic zones, foreign direct investment, and labour markets in Vietnam," Journal of Development Economics, Elsevier, vol. 174(C).
  27. Luo, Changyuan & Wang, Ning, 2025. "U.S.-China trade frictions and supply chain reconstruction: Perspective from indirect links," Journal of International Money and Finance, Elsevier, vol. 151(C).
  28. Ilkova, Ivelina & Lebastard, Laura & Serafini, Roberta, 2024. "Geopolitics and trade in the euro area and the United States: de-risking of import supplies?," Occasional Paper Series 359, European Central Bank.
  29. Aaditya Mattoo & Michele Ruta & Robert W. Staiger, 2024. "Geopolitics and the World Trading System," NBER Working Papers 33293, National Bureau of Economic Research, Inc.
  30. De Haas, Ralph & Popov, Alexander & Mamonov, Mikhail & Shala, Iliriana, 2025. "Violent conflict and cross-border lending," Working Paper Series 3073, European Central Bank.
  31. Agarwal, Anmol & Barattieri, Alessandro & Mattoo, Aaditya, 2026. "Foreign Demand Shocks and Domestic Value Added : Firm-Level Evidence from Viet Nam," Policy Research Working Paper Series 11352, The World Bank.
  32. Almazán-Gómez, Miguel Ángel & El Khatabi, Fatima & Llano, Carlos & Pérez, Julián, 2025. "Modelling regional exposure to new trade wars," Journal of Policy Modeling, Elsevier, vol. 47(5), pages 919-940.
  33. Arbolino, R. & Boffardi, R. & De Simone, L. & Di Caro, P., 2025. "Geopolitical risks and the effectiveness of the EU funds: Heterogeneity in country impact," Structural Change and Economic Dynamics, Elsevier, vol. 75(C), pages 199-212.
  34. Dirks, Maximilian W., 2025. "When two quarrel, the third rejoices: Windfall FDIs and the early winners of the Russian-Ukrainian war," VfS Annual Conference 2025 (Cologne): Revival of Industrial Policy 325433, Verein für Socialpolitik / German Economic Association.
  35. Ralph Ossa & Stephen J. Redding, 2026. "The Economics of Tariffs," NBER Working Papers 34915, National Bureau of Economic Research, Inc.
  36. Crosignani, Matteo & Han, Lina & Macchiavelli, Marco & Silva, André F., 2026. "Securing technological leadership? The cost of export controls on firms," Journal of Financial Economics, Elsevier, vol. 175(C).
  37. Che, Yi & Lin, Donglin & Zhang, Yan, 2025. "Pains or gains: Trade war, trade deficit, and tariff evasion," Journal of International Economics, Elsevier, vol. 155(C).
  38. Simola, Heli, 2023. "Trends in Chinese value chains 2018-2022," BOFIT Policy Briefs 14/2023, Bank of Finland Institute for Emerging Economies (BOFIT).
  39. Martinez, Nain & Terrazas-Santamaria, Diana, 2024. "Beyond nearshoring: The political economy of Mexico's emerging electric vehicle industry," Energy Policy, Elsevier, vol. 195(C).
  40. Jena, Devasmita & Muzaffar, Uzair & Choudhury, Rahul Nath, 2025. "Weaning Away from China – Trade and Welfare Implications," International Economics, Elsevier, vol. 184(C).
  41. Chin, Kuo-Hsuan & Yan, Ho-Don & Nguyen-Thanh, Nhan, 2025. "Technology transfer in Vietnam's provinces: Insights from a product variety growth model," Journal of Asian Economics, Elsevier, vol. 100(C).
  42. Shota Miki & Yoichiro Tamanyu, 2024. "On the Restructuring of Global Semiconductor Supply Chains," Bank of Japan Working Paper Series 24-E-6, Bank of Japan.
  43. Christine Wieck & Bettina Rudloff & Kristina Mensah & Olayinka Kareem & Jose Ma Luis Montesclaros & David Orden & Niels Søndergaard & Wusheng Yu, 2024. "Geostrategic dimensions of recent food policy decisions," Applied Economic Perspectives and Policy, John Wiley & Sons, vol. 46(4), pages 1605-1626, December.
  44. Golitsis, Petros & Emmanouilidis, Kyriakos, 2025. "Temporal dynamics of uncertainty shocks on China's trade openness: A TVP-VAR estimation," Journal of Multinational Financial Management, Elsevier, vol. 79(C).
  45. Paul Lavery & Marina Spaliara & Holger Görg, 2024. "Private equity buyouts & firm exporting in crisis periods: Exploring a new channel," Working Papers 2024_09, Business School - Economics, University of Glasgow.
  46. Richard Baldwin & Rebecca Freeman & Angelos Theodorakopoulos, 2023. "Hidden Exposure: Measuring US Supply Chain Reliance," Brookings Papers on Economic Activity, Economic Studies Program, The Brookings Institution, vol. 54(2 (Fall)), pages 79-167.
  47. Jason Dunn & Fernando Leibovici, 2024. "Decoupling Where it Matters? US Imports from China in Critical Sectors," Economic Synopses, Federal Reserve Bank of St. Louis, issue 1, pages 1-3, January.
  48. Dela‐Dem Doe Fiankor & Bernhard Dalheimer & Gabriele Mack, 2025. "Pesticide regulatory heterogeneity, foreign sourcing, and global agricultural value chains," American Journal of Agricultural Economics, John Wiley & Sons, vol. 107(2), pages 611-634, March.
  49. Mulabdic, Alen & Nayyar, Gaurav, 2024. "Is the U.S. Friend-Shoring, Nearshoring, or Reshoring ? Evidence from Greenfield Investment Announcements," Policy Research Working Paper Series 11006, The World Bank.
  50. Chen, Chen & Hussain, Khadim & Hussain, Shakir, 2026. "From trade wars to energy markets: An examination of how US-China tensions reshape the US energy market using a Wavelet quantile-on-quantile approach," Energy Policy, Elsevier, vol. 209(PA).
  51. Haishi Li & Zhi Li & Ziho Park & Yulin Wang & Jing Wu, 2024. "To Comply or Not to Comply: Understanding Neutral Country Supply Chain Responses to Russian Sanctions," CESifo Working Paper Series 11110, CESifo.
  52. Toshiyuki Matsuura, 2025. "Navigating Trade Shocks: The Impact of the US-China Trade War on Japanese Exporters and MNEs," Working Papers e213, Tokyo Center for Economic Research.
  53. Shekhar Aiyar & Franziska Ohnsorge, 2024. "Geoeconomic Fragmentation and "Connector" Countries," CAMA Working Papers 2024-53, Centre for Applied Macroeconomic Analysis, Crawford School of Public Policy, The Australian National University.
  54. Dumont, Michel & Michel, Bernhard & Rayp, Glenn, 2024. "Belgium's import and export dependence on non-EU countries," MPRA Paper 125112, University Library of Munich, Germany.
  55. Agustin Benetrix & Hayley Pallan & Ugo Panizza, 2026. "The Elusive Link Between FDI and Economic Growth: Sectoral Heterogeneity and Global Value Chains," Trinity Economics Papers tep0126, Trinity College Dublin, Department of Economics.
  56. Duran-Fernandez, Roberto, 2024. "Nearshoring in Mexico: Navigating Expectations and Realities of the Reconfiguration of Global Value Chains," EconStor Preprints 301885, ZBW - Leibniz Information Centre for Economics.
  57. Thi Thanh Ha DOAN & Asei ITO & Changyuan LUO & Hongyong ZHANG, 2025. "Geopolitical Risk and Supply Chain Diversification: Evidence from Japanese multinational firms," Discussion papers 25112, Research Institute of Economy, Trade and Industry (RIETI).
  58. Gnidchenko, A., 2025. "World trade concentration and product market segregation," Journal of the New Economic Association, New Economic Association, vol. 66(1), pages 36-53.
  59. Cipollina, Maria & Dal Bianco, Silvia, 2025. "Trade sanctions and global value chains: The role of financial development and capital openness in emerging markets," Emerging Markets Review, Elsevier, vol. 67(C).
  60. Dirks, Maximilian W., 2025. "When two quarrel, the third rejoices: Windfall FDI and the early winners of the Russian-Ukrainian war," Ruhr Economic Papers 1161, RWI - Leibniz-Institut für Wirtschaftsforschung, Ruhr-University Bochum, TU Dortmund University, University of Duisburg-Essen.
  61. Chen, Renjing & Jin, Chenxin & Jin, Wei & Sheng, Bin & Wang, Guanxiang, 2025. "Geopolitics along the value chains," China Economic Review, Elsevier, vol. 90(C).
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