American Economic Journal:
Applied Economics
ISSN 1945-7782 (Print) | ISSN 1945-7790 (Online)
Rising Import Tariffs, Falling Exports: When Modern Supply Chains Meet Old-Style Protectionism
American Economic Journal: Applied Economics
vol. 17,
no. 1, January 2025
(pp. 208–38)
Abstract
We examine the impacts of the 2018–2019 US import tariff increases on US exports through the lens of supply chain linkages. Using 2016 confidential firm-trade linked data, we identify exporters who were importing products that eventually faced tariff increases to construct product-level exposure to import tariffs. We find that the most exposed products had lower exports in 2018–2019, with the largest effects in 2019. The decline in exports in 2019 is equivalent to an ad valorem tariff on US exports of 2 percent to 4 percent.Citation
Handley, Kyle, Fariha Kamal, and Ryan Monarch. 2025. "Rising Import Tariffs, Falling Exports: When Modern Supply Chains Meet Old-Style Protectionism." American Economic Journal: Applied Economics, 17 (1): 208–38. DOI: 10.1257/app.20210051Additional Materials
JEL Classification
- F13 Trade Policy; International Trade Organizations
- F14 Empirical Studies of Trade
- F23 Multinational Firms; International Business
- L14 Transactional Relationships; Contracts and Reputation; Networks
There are no comments for this article.
Login to Comment