Working Paper: CEPR ID: DP9421
Authors: Richard Baldwin; Javier Lopez-Gonzalez
Abstract: The trade linked to international production networks ? supply-chain trade for short ? is associated with momentous global economic changes. This paper presents a portrait of the global pattern of supply-chain trade and how it has evolved since 1995. The paper draws on a variety of data sources but most heavily on the recent World Input-Output Database. China?s supply-chain trade receives special attention.
Keywords: China; Trade; Fragmentation; Intermediate Goods; Trade Offshoring; Second Unbundling; Supply Chain Trade
JEL Codes: C67; F15; F23
Edges that are evidenced by causal inference methods are in orange, and the rest are in light blue.
| Cause | Effect |
|---|---|
| supply chain trade (F19) | global economic relations (F01) |
| supply chain trade (F19) | shift in global manufacturing dynamics (F69) |
| shift in global manufacturing dynamics (F69) | decline in G7 nations' shares of world trade and income (F62) |
| supply chain trade (F19) | second unbundling of globalization (F69) |
| second unbundling of globalization (F69) | rapid industrialization of nations (O14) |
| geographic clustering of manufacturing growth (R32) | efficiency of production networks (D24) |