Trade Disruptions and Reshoring

• 成果类型: Article
• 署名作者: Chakrabarti, Anindya s.; Mahajan, Kanika; Tomar, Shekhar
• 署名单位: Indian Institute of Management (IIM System); Indian Institute of Management Ahmedabad; Ashoka University; Indian School of Business (ISB)
• 刊物名称: AMERICAN ECONOMIC JOURNAL-APPLIED ECONOMICS
• ISSN/ISSBN: 1945-7782
• DOI: 10.1257/app.20230270
• 发表日期: 2025
• 页码: 239-270
• 关键词: INTERNATIONAL-TRADE; production networks; CRISIS; exports; shocks

摘要

Firms are increasingly concerned about the resilience of their sales and sourcing decisions. Using administrative data, we show that a temporary disruption in trade due to state border closures in India led to a persistent trade collapse within the country-- interstate trade relative to intrastate remains five percent lower even six months after all restrictions were lifted. Reshoring explains this phenomenon as plants more dependent on interstate sales ( input-sourcing) shift from inter- to intrastate sales ( input-sourcing). State borders rather than distance are salient in explaining the observed substitution. We propose a novel product-level measure that determines the extent of reshoring. ( JEL D22, F14, L14, L23, O14, R12)