Critical for policy-making and business operations, the study of global supply chains has been severely hampered by a lack of detailed data. Here we harness international firm-level transaction data covering 20m global firms, and 1 billion cross-border transactions, to infer key inputs for over 1200 products. Transforming this data to a directed network, we find that products are clustered into three large groups including textiles, chemicals and food, and machinery and metals. European industrial nations and China dominate critical intermediate products such as metals, common components and tools, while industrial complexity is highly correlated with embeddedness in densely connected supply chains. We find structural similarities with AIPNET, a product network generated via LLM queries, and strong linkages between products identified in manually-mapped electric vehicle battery and semiconductor supply chains. Finally, both forward and backward linkages are predictive of country-product diversification patterns, with stronger overall evidence for backward (upstream) linkages.
About the speaker
Neave O'Clery is (Full) Professor of Cities and Networks, and Director of Research, at the Centre for Advanced Spatial Analysis (CASA) at University College London where she leads a research group focused on data-driven models for economic development, complex systems and cities. She also works alongside a wide variety of policy makers ranging from local and national government to global multilaterals such as the World Bank.
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