The Invasion of Ukraine by Russian Troops: A Violent Shock for Supply Chains

Abstract

Since the outbreak of the war between Ukraine and Russia in February 2022, supply chains have been deeply disrupted, notably with the multiplication of shortages and the significant increase in the price of many components and raw materials. It is possible to talk about a violent shock for supply chains, especially for European companies, whose sources of supply, but also their means of transport, suffer from insufficient capacity to meet their needs. The objective of this research note is to propose a summary of the issues at stake and to examine the possible reconfiguration of supply chains at the end of the conflict, in the context of a “new normal”. To do so, the author relies on secondary data dedicated to the supply chain dimensions of the war between Ukraine and Russia. This study aims to contribute to the understanding of how companies can be resilient in the face of an external shock, thus preparing themselves to better manage the next shocks they may face.