Tariff and the Reallocation of Global Production Networks

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Speaker: Amirhassan Keshavarzzadeh, Engineering Design Centre, University of Cambridge

About this seminar

Over the past decade, global production networks have been repeatedly exposed to trade shocks, from escalating tariff disputes to a broader return of protectionism. Yet the firm-level consequences of these shocks remain poorly understood. Firms differ substantially in their suppliers, customers, market power, geographic exposure and ability to reorganise production. As a result, the same tariff shock can trigger very different responses across firms, with consequences that may extend far beyond the firms directly affected.

This study uses large-scale firm-level supply chain data to examine how tariff shocks have reshaped global production networks over the past decade. It investigates how firms reallocated suppliers and customers in response to trade frictions, how these responses differed across firms, sectors and countries, and whether this reallocation has made the global production system more resilient or more vulnerable to contagion risk.

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No registration required. Zoom Link can be found on climatraces.org/events. If you have any questions about this seminar, please email Henning Zschietzschmann.