Search Results
Discussion Paper
Mexico in U.S. Supply Chains: Lessons from 2018-19 Tariffs
In the wake of the 2018–19 U.S.-China tariff hikes, there has been a significant shift in U.S. supply chains, with Mexico emerging as the largest supplier of U.S. imports, surpassing China. This shift has been attributed in part to Mexico gaining a cost advantage over China following the U.S tariffs on China.
Discussion Paper
Vietnam's Export Boom to the U.S.: The Role of Chinese Firms
In recent years, Vietnam has attracted considerable attention as a potential major beneficiary of the 2018-19 U.S.-China tariff increases, reflecting substantial trade diversion as exports shifted away from China (Alfaro and Chor, 2023; Freund et al., 2024). As shown in the left panel of Figure 1, U.S. imports from China declined sharply after the 2018-19 tariffs, while imports from Vietnam tripled by 2025.