IMF Economic Review
Date of Publication:
2026
This forthcoming article examines the large-scale reorganization of U.S. supply chain trade in response to geopolitical tensions, trade policy shifts, and changing patterns of global production. The authors analyze how firms reallocate sourcing and production across countries and industries, identifying the economic forces driving changes in supply chain structure. The study contributes to understanding the evolving geography of global trade and the implications of supply chain diversification for resilience, efficiency, and international economic integration.
Citations
Alfaro, Laura, and Davin Chor. 2026. An Anatomy of the Great Reallocation in U.S. Supply Chain Trade. IMF Economic Review (published online June 21). https://doi.org/10.1057/s41308-026-00311-7