Harvard Business School 2023 Working paper

Global Supply Chains: The Looming “Great Reallocation”

Laura Alfaro and Davin Chor

Alfaro, L. & Chor, D., “Global Supply Chains: The Looming “Great Reallocation”,” Harvard Business School Working Paper 24-012 (2023).

Reshoring, nearshoring and friendshoring

Figure 8 uses NL Analytics measures of earnings-call mentions of reshoring, nearshoring and friendshoring as a timely indicator of firms’ priorities. The paper reports these transcript-based measures alongside separate trade, investment and manufacturing data.

Study coverage: Earnings-call series in Figure 8, 2005 Q1–2023 Q3.
Data and materials: Counts of shoring-related mentions, reported as rolling averages

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