IDEAS home Printed from https://ideas.repec.org/a/eee/proeco/v280y2025ics092552732400330x.html
   My bibliography  Save this article

Global sourcing under tariffs: A perspective of time series analysis

Author

Listed:
  • Zhang, D. James
  • Dabadghao, Shaunak S.
  • Udenio, Maximiliano

Abstract

Global sourcing is a complex process to acquire products and services from international sources, and therefore is subject to various disruptions. This paper focuses on the effects of the large-scale tariffs during 2018–2019 on global sourcing behaviors. Drawing on tariff implications from analytic models of global supply network design, we specifically examine the patterns of global sourcing and how tariffs could disrupt global supply chains by investigating time series of monthly sourced amounts. We draw 222 manufacturing firms from the FactSet Shipping database, with 3,348,595 unique observations covering time period between January 2014 and December 2019. By applying multivariate time series clustering algorithm, we identify seven unique clusters for these firms. We further examine the disruptive effects of these tariffs by using intervention analysis of time series in each cluster. The results of intervention analysis demonstrates that disruptive effects differ in each cluster. An additional analysis reveals that firm size, growth potential, and firm profitability are associated with firms’ ability to deal with disruptions. Overall, our results have important implications for global supply chain management.

Suggested Citation

  • Zhang, D. James & Dabadghao, Shaunak S. & Udenio, Maximiliano, 2025. "Global sourcing under tariffs: A perspective of time series analysis," International Journal of Production Economics, Elsevier, vol. 280(C).
    • Handle: RePEc:eee:proeco:v:280:y:2025:i:c:s092552732400330x
    DOI: 10.1016/j.ijpe.2024.109473
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S092552732400330X
    Download Restriction: Full text for ScienceDirect subscribers only
    File URL: https://libkey.io/10.1016/j.ijpe.2024.109473?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:proeco:v:280:y:2025:i:c:s092552732400330x. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.elsevier.com/locate/ijpe .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.