Lectures & Seminars

Topic: How do Sanctions Shape Global Supply Chains?

Speaker: WU Jing, The Chinese University of Hong Kong.

Time: December 12, 2025, 14:30

Venue: EMS 216

Abstract:

This study examines how firms adapt their supply chain configurations in response to US sanctions on suppliers. Using comprehensive global supply chain data and a difference-in-differences model, we find that firms not only sever ties with sanctioned suppliers but also reduce connections with non-sanctioned suppliers in sanctioned countries. To enhance resilience, firms broaden their supplier bases and increase geographic diversification, often relocating suppliers to countries with regional trade agreements to mitigate trade disruptions. Our analysis reveals significant heterogeneity by firm origin: companies in sanctioned regions frequently reshore, incurring reduced profitability and sales, while those in non-sanctioned regions pursue offshoring and diversification with minimal financial impact. Notably, US-based firms exhibit fewer adjustments and are largely unaffected operationally and financially. By integrating political risk and economic efficiency, this study provides a framework for understanding strategic supply chain reconfiguration under geopolitical constraints, offering insights for global supply chain management.

Speaker Profile:

WU Jing is a Professor in the Department of Decisions, Operations and Technology at The Chinese University of Hong Kong Business School. He serves as the Director of the Master of Science in Business Analytics program, the Director of the Center for Networked Logistics, and the Deputy Director of the Asian Institute of Supply Chains & Logistics. He earned his Ph.D. from the University of Chicago Booth School of Business and holds a bachelor’s degree from the Department of Electronic Engineering at Tsinghua University. His research interests include global supply chains, operations and finance, sustainable operations management, and business intelligence.  

Professor WU has published numerous papers in leading UTD-listed journals, including Management Science, Manufacturing & Service Operations Management (M&SOM), Information Systems Research, Journal of International Business Studies (JIBS), and Production and Operations Management (POM). He currently serves as an Associate Editor for M&SOM and a Senior Editor for POM. His primary research methodologies involve causal inference, machine learning, text analysis, and large language models. His work has received several Best Paper Awards at major conferences in the fields of operations management and information systems.