Global supply chains have come under unprecedented stress as a result of US-China trade
tensions, the Covid-19 pandemic, and geopolitical shocks. We document shifts in the pattern …

Firms and policy makers are increasingly looking at friend-shoring to make supply chains
less vulnerable to geopolitical tensions. We test whether these considerations are shaping …

Global linkages are changing amidst elevated geopolitical tensions and a surge in policies
directed at increasing supply chain resilience and national security. Using granular bilateral …

How foreign firms doing business in Russia responded to the invasion of Ukraine in 2022
has received extensive media scrutiny. Publication lags in official and private databases on …

Abstract The Russian invasion of Ukraine in February 2022 and the corporate decisions that
followed offer insights into the extent to which Western firms are willing and able to sever …

As countries and firms increasingly seek ways to strengthen the resilience of their supply
chains, this paper studies the global economic costs of a decoupling of global supply chains …

The attack of Hamas on Israel of October 7, 2023, and the military response of the latter in
Gaza have made news headlines for much of the last quarter of 2023 and early 2024. The …

We build on,) and derive a theoretically grounded criterion that allows targeting bans on
exports to a sanctioned country at the level of∼ 5,000 six-digit HS products. The criterion …

Following the COVID-19 pandemic and the Russian invasion of Ukraine, the focus of many
industrialised states has shifted regarding where they secure raw materials; a revised …

This paper studies the economic impact of fragmentation of commodity trade. We assemble
a novel dataset of production and bilateral trade flows of the 48 most important energy …