INDIRECT TRANSMISSION OF GEOPOLITICAL SHOCKS IN SUPPLY CHAINS: EVIDENCE FROM A FERTILIZER INDUSTRY IN FOZ DO IGUAÇU – PR
DOI:
https://doi.org/10.56238/revgeov17n5-134Keywords:
Supply Chain, Fertilizers, Geopolitical Shocks, Resilience, Global Value ChainsAbstract
This article analyzes how a fertilizer industry located in Foz do Iguaçu perceived and internalized the effects associated with the geopolitical shock of the Ukraine War in the context of global instability in the fertilizer market. The study seeks to understand how indirect impacts, related to internationalized pricing, exchange rates, logistics costs, and lead time, affected the company's operation. The research has a qualitative approach, exploratory character, and a single case study design, using semi-structured interviews with professionals from the areas of supply, logistics, billing, and management, in addition to the analysis of internal documents between 2021 and 2023. The data were analyzed through Content Analysis and triangulation between interviews, documents, and literature. The results indicate that the main impacts did not occur due to physical disruption of supply, but through the indirect transmission of price, lead time, and cost instabilities, generating operational replanning, pressure on inventories, and the need for internal adaptation. It is concluded that local companies can suffer significant effects from global shocks even without direct dependence on imports, due to the internationalized structure of the supply chain.
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References
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