Supply Chain Disruption and Reorganization: Theory and Evidence From Ukraine's War.
How do localized conflicts disrupt supply chains and prompt firms to reorganize them? How do these forces affect firm-level and aggregate economic activity? Using firm-to-firm Ukrainian railway-shipment data before and during the 2014 Russia–Ukraine conflict, we document that firms with prior suppli...
| Publicado en: | Review of Economic Studies Vol. 93; no. 4; pp. 2750 - 2784 |
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| Autores principales: | , , |
| Formato: | Artículo |
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Oxford University Press / USA
Jul2026
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| Acceso en línea: | Ver este registro en EBSCOhost |
| fields | @attributes: recordID: 1 pdfLink: plink: https://search.ebscohost.com/login.aspx?direct=true&db=ssf&AN=195161447&site=ehost-live header: @attributes: shortDbName: ssf uiTerm: 195161447 longDbName: Social Sciences Full Text (H.W. Wilson) uiTag: AN controlInfo: bkinfo: jinfo: jid: 00346527 REM jtl: Review of Economic Studies issn: 00346527 maglogo: N pubinfo: dt: Jul2026 vid: 93 iid: 4 pid: 622 pub: Oxford University Press / USA artinfo: ui: 195161447 10.1093/restud/rdaf080 ppf: 2750 ppct: 34 formats: tig: atl: Supply Chain Disruption and Reorganization: Theory and Evidence From Ukraine's War. aug: au: Korovkin, Vasily Makarin, Alexey Miyauchi, Yuhei affil: Universitat Pompeu Fabra, Barcelona School of Economics, Spain MIT Sloan School of Management, USA Boston University, USA su: Ukraine Conflict management International conflict Production (Economic theory) Supply chain disruptions Russia-Ukraine Conflict, 2014- Corporate reorganizations Global production networks Production quantity sug: subj: Conflict management International conflict Production (Economic theory) Ukraine Supply chain disruptions Russia-Ukraine Conflict, 2014- Corporate reorganizations Global production networks Production quantity keyword: Conflict copyrightHolder:Review of Economic Studies Ltd copyrightYear:2026 Firm-to-firm trade inLanguage:en Production networks publisher:Oxford University Press sameAs:https://dx.doi.org/10.1093/restud/rdaf080 War Conflict copyrightHolder:Review of Economic Studies Ltd copyrightYear:2026 Firm-to-firm trade inLanguage:en Production networks publisher:Oxford University Press sameAs:https://dx.doi.org/10.1093/restud/rdaf080 War ab: How do localized conflicts disrupt supply chains and prompt firms to reorganize them? How do these forces affect firm-level and aggregate economic activity? Using firm-to-firm Ukrainian railway-shipment data before and during the 2014 Russia–Ukraine conflict, we document that firms with prior supplier and buyer exposure to the conflict areas substantially decreased their output. Simultaneously, firms reorganized their production linkages away from partners directly or indirectly exposed to the conflict shock. We build a general-equilibrium production-network model with endogeneous link formation, and we show that our model's sufficient statistics accurately explains the observed relative decline in firm output once we account for network reorganization. Calibrating our model to the Ukrainian economy, we find that the localized conflict decreased aggregate output in nonconflict areas by 5.5%. This effect increases to 8.4% if we abstract from endogeneous link formation, suggesting that production-network reorganization partially mitigates the detrimental, far-reaching aggregate economic costs of conflicts. pubtype: Academic Journal doctype: Article src: R language: English refInfo: copyright: @attributes: flag: N holdings: @attributes: islocal: N |
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