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COVID Sonrası AB-ABD İşbirliğinde Tedarik Zincirlerinin Geri Getirilmesi: Bir Vaka Analizi

Yıl 2025, Cilt: 12 Sayı: 2, 497 - 521, 29.12.2025
https://doi.org/10.47097/piar.1778257

Öz

COVID-19, küresel tedarik zincirlerindeki önemli kırılganlıkları ortaya çıkarmış ve hem AB’nin hem de ABD’nin kritik malların üretimini geri çekmeye (reshoring) yönelik politikalar geliştirmesine yol açmıştır. Bu çalışma, yarı iletkenler, tıbbi malzemeler ve elektrikli araçlar olmak üzere üç örnek olay incelemesi üzerinden, transatlantik işbirliğinin kapsamını ve niteliğini değerlendirmektedir. AB Çip Yasası, ABD CHIPS and Science Act, Ticaret ve Teknoloji Konseyi (TTC) aracılığıyla yürütülen ortak girişimler, tıbbi ürünlerde stratejik stoklama uygulamaları ve batarya ile elektrikli araç tedarik zincirlerine yönelik karşılaştırmalı sanayi teşvikleri bu çerçevede analiz edilmektedir. Bulgular, her iki blokun da stratejik özerklik ve dayanıklılığı artırmayı hedeflediğini; ancak koordinasyonun alana göre değiştiğini göstermektedir: yarı iletkenlerde en güçlü, sağlık alanında erken aşamada ve yeşil teknolojilerde daha rekabetçi bir görünüm söz konusudur. Çalışma, ortak standartların geliştirilmesi, eşgüdümlü tedarik mekanizmaları ve teknoloji transferi çerçeveleri dâhil olmak üzere AB-ABD sanayi işbirliğini derinleştirmeye yönelik politika önerileri sunmaktadır.

Kaynakça

  • Baldwin, R., & Freeman, R. (2021). Risks and global supply chains: What we know and what we need to know (NBER Working Paper No. 29444). National Bureau of Economic Research. https://www.nber.org/system/files/working_papers/w29444/w29444.pdf
  • Biomedical Advanced Research and Development Authority. (2022). Medical countermeasures supply chain strategy. https://www.medicalcountermeasures.gov
  • Congress.gov. (2022). CHIPS and Science Act of 2022, H.R.4346. https://www.congress.gov/bill/117th-congress/house-bill/4346
  • Council on Foreign Relations. (2023). What is the CHIPS Act? https://www.cfr.org/in-brief/what-chips-act
  • European Battery Alliance. (2022). Building a European battery industry. https://www.eba250.com
  • European Commission. (2022a). Health Emergency Preparedness and Response Authority (HERA). https://health.ec.europa.eu/health-emergency-preparedness-and-response-hera_en
  • European Commission. (2022b). A Chips Act for Europe: Communication from the Commission to the European Parliament and the Council, COM(2022) 45 final. https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:52022DC0045
  • European Commission. (2023a). Green Deal Industrial Plan: Strengthening the EU’s net-zero industry and clean technology manufacturing. https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/european-green-deal/green-deal-industrial-plan_en
  • European Commission. (2023b). Joint Statement EU-US Trade and Technology Council of 31 May 2023 in Lulea, Sweden. https://ec.europa.eu/commission/presscorner/detail/et/statement_23_2992
  • European Commission. (2023c). Critical raw materials: Ensuring secure and sustainable supply chains for EU's green and digital future. https://ec.europa.eu/commission/presscorner/detail/en/ip_23_1661
  • European Parliament. (2023). Regulation (EU) 2023/1781 establishing a framework of measures for strengthening Europe's semiconductor ecosystem (Chips Act). https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32023R1781
  • Financial Times. (2025, February 28). EU struggles to balance its green and growth goals. https://www.ft.com/content/6f74926a-6ab3-46ee-a434-573c588b7ff4
  • Frieske, B., & Stieler, S. (2022). The “semiconductor crisis” as a result of the COVID-19 pandemic and impacts on the automotive industry and its supply chains. World Electric Vehicle Journal, 13(1), 189. https://doi.org/10.3390/wevj13100189
  • Gereffi, G. (2020). What does the COVID-19 pandemic teach us about global value chains? The case of medical supplies. Journal of International Business Policy, 3, 287–301. https://doi.org/10.1057/s42214-020-00062-w
  • Gereffi, G. (2023). How to make global supply chains more resilient (Columbia FDI Perspectives No. 348). Columbia Center on Sustainable Investment, Columbia University. https://www.econstor.eu/bitstream/10419/268539/1/1832497496.pdf
  • McNamara, K. R. (2023). Transforming Europe? The EU’s industrial policy and geopolitical turn. Journal of European Public Policy, 31(3), 1–26. https://doi.org/10.1080/13501763.2023.2230247
  • Navarra, E. (2023). The effects of corporate subsidies along the supply chain (SSRN Working Paper No. 4337015). Social Science Research Network. https://doi.org/10.2139/ssrn.4337015
  • North, D. C. (1990). Institutions, institutional change and economic performance. Cambridge University Press. https://doi.org/10.1017/CBO9780511808678
  • OECD. (2021). COVID-19 and a new resilient infrastructure landscape. OECD Publishing. https://www.oecd.org/en/publications/covid-19-and-a-new-resilient-infrastructure-landscape_d40a19e3-en.html
  • OECD. (2023). Policies to strengthen the resilience of global value chains: Empirical evidence from the COVID-19 shock (OECD Science, Technology and Industry Policy Papers, No. 1412). OECD Publishing. https://www.oecd.org/content/dam/oecd/en/publications/reports/2023/02/policies-to-strengthen-the-resilience-of-global-value-chains_e6dcc19a/fd82abd4-en.pdf
  • OECD. (2024). Securing medical supply chains in a post-pandemic world. OECD Publishing. https://www.oecd.org/en/publications/2024/02/securing-medical-supply-chains-in-a-post-pandemic-world_3c8cef7c.html
  • PwC. (2024). The CHIPS Act: What it means for the semiconductor ecosystem. https://www.pwc.com/us/en/library/chips-act.html
  • Rodrik, D. (2004). Industrial policy for the twenty-first century (CEPR Discussion Paper No. 4767). Centre for Economic Policy Research. https://doi.org/10.2139/ssrn.617544
  • Schneider-Petsinger, M. (2021). US and European strategies for resilient supply chains: Balancing globalisation and sovereignty (Chatham House Research Paper). Chatham House. https://www.chathamhouse.org/2021/09/us-and-european-strategies-resilient-supply-chains
  • Teece, D. J. (2007). Explicating dynamic capabilities: The nature and micro-foundations of (sustainable) enterprise performance. Strategic Management Journal, 28(13), 1319–1350. https://doi.org/10.1002/smj.640
  • U.S. Department of Health and Human Services. (2021). National strategy for a resilient public health supply chain. https://aspr.hhs.gov/SNS/Pages/default.aspx
  • White House. (2021). Executive order on America’s supply chains. https://bidenwhitehouse.archives.gov/briefing-room/presidential-actions/2021/02/24/executive-order-on-americas-supply-chains/
  • White House. (2022). Inflation Reduction Act guidebook. https://bidenwhitehouse.archives.gov/cleanenergy/inflation-reduction-act-guidebook/
  • World Health Organization. (2020). Shortage of personal protective equipment endangering health workers worldwide. https://www.who.int/news/item/03-03-2020-shortage-of-personal-protective-equipment-endangering-health-workers-worldwide
  • Wilson Center. (2022). European Chips Act: A vital step in the right direction. https://www.wilsoncenter.org/article/european-chips-act-vital-step-right-direction

Reshoring Supply Chains in EU - US Collaboration after COVID: A Case Study Analysis

Yıl 2025, Cilt: 12 Sayı: 2, 497 - 521, 29.12.2025
https://doi.org/10.47097/piar.1778257

Öz

COVID - 19 exposed significant vulnerabilities in global supply chains, prompting both the EU and US to initiate policies aimed at reshoring critical goods production. This paper examines three illustrative case studies - semiconductors, medical supplies, and electric vehicles - to assess the extent and nature of transatlantic collaboration. Recent initiatives such as the EU Chips Act, US CHIPS and Science Act, as well as joint efforts via the Trade and Technology Council (TTC), strategic stockpiling of medical goods, and comparative industrial incentives for battery and EV supply chains are analyzed. The findings reveal that while both blocs aim to enhance strategic autonomy and resilience, coordination varies: strongest in the semiconductor space; nascent in health; and competitive in green technologies. The paper includes policy recommendations to deepen EU - US industrial cooperation, including shared standards, coordinated procurement, and technology transfer frameworks.

Kaynakça

  • Baldwin, R., & Freeman, R. (2021). Risks and global supply chains: What we know and what we need to know (NBER Working Paper No. 29444). National Bureau of Economic Research. https://www.nber.org/system/files/working_papers/w29444/w29444.pdf
  • Biomedical Advanced Research and Development Authority. (2022). Medical countermeasures supply chain strategy. https://www.medicalcountermeasures.gov
  • Congress.gov. (2022). CHIPS and Science Act of 2022, H.R.4346. https://www.congress.gov/bill/117th-congress/house-bill/4346
  • Council on Foreign Relations. (2023). What is the CHIPS Act? https://www.cfr.org/in-brief/what-chips-act
  • European Battery Alliance. (2022). Building a European battery industry. https://www.eba250.com
  • European Commission. (2022a). Health Emergency Preparedness and Response Authority (HERA). https://health.ec.europa.eu/health-emergency-preparedness-and-response-hera_en
  • European Commission. (2022b). A Chips Act for Europe: Communication from the Commission to the European Parliament and the Council, COM(2022) 45 final. https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:52022DC0045
  • European Commission. (2023a). Green Deal Industrial Plan: Strengthening the EU’s net-zero industry and clean technology manufacturing. https://commission.europa.eu/strategy-and-policy/priorities-2019-2024/european-green-deal/green-deal-industrial-plan_en
  • European Commission. (2023b). Joint Statement EU-US Trade and Technology Council of 31 May 2023 in Lulea, Sweden. https://ec.europa.eu/commission/presscorner/detail/et/statement_23_2992
  • European Commission. (2023c). Critical raw materials: Ensuring secure and sustainable supply chains for EU's green and digital future. https://ec.europa.eu/commission/presscorner/detail/en/ip_23_1661
  • European Parliament. (2023). Regulation (EU) 2023/1781 establishing a framework of measures for strengthening Europe's semiconductor ecosystem (Chips Act). https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32023R1781
  • Financial Times. (2025, February 28). EU struggles to balance its green and growth goals. https://www.ft.com/content/6f74926a-6ab3-46ee-a434-573c588b7ff4
  • Frieske, B., & Stieler, S. (2022). The “semiconductor crisis” as a result of the COVID-19 pandemic and impacts on the automotive industry and its supply chains. World Electric Vehicle Journal, 13(1), 189. https://doi.org/10.3390/wevj13100189
  • Gereffi, G. (2020). What does the COVID-19 pandemic teach us about global value chains? The case of medical supplies. Journal of International Business Policy, 3, 287–301. https://doi.org/10.1057/s42214-020-00062-w
  • Gereffi, G. (2023). How to make global supply chains more resilient (Columbia FDI Perspectives No. 348). Columbia Center on Sustainable Investment, Columbia University. https://www.econstor.eu/bitstream/10419/268539/1/1832497496.pdf
  • McNamara, K. R. (2023). Transforming Europe? The EU’s industrial policy and geopolitical turn. Journal of European Public Policy, 31(3), 1–26. https://doi.org/10.1080/13501763.2023.2230247
  • Navarra, E. (2023). The effects of corporate subsidies along the supply chain (SSRN Working Paper No. 4337015). Social Science Research Network. https://doi.org/10.2139/ssrn.4337015
  • North, D. C. (1990). Institutions, institutional change and economic performance. Cambridge University Press. https://doi.org/10.1017/CBO9780511808678
  • OECD. (2021). COVID-19 and a new resilient infrastructure landscape. OECD Publishing. https://www.oecd.org/en/publications/covid-19-and-a-new-resilient-infrastructure-landscape_d40a19e3-en.html
  • OECD. (2023). Policies to strengthen the resilience of global value chains: Empirical evidence from the COVID-19 shock (OECD Science, Technology and Industry Policy Papers, No. 1412). OECD Publishing. https://www.oecd.org/content/dam/oecd/en/publications/reports/2023/02/policies-to-strengthen-the-resilience-of-global-value-chains_e6dcc19a/fd82abd4-en.pdf
  • OECD. (2024). Securing medical supply chains in a post-pandemic world. OECD Publishing. https://www.oecd.org/en/publications/2024/02/securing-medical-supply-chains-in-a-post-pandemic-world_3c8cef7c.html
  • PwC. (2024). The CHIPS Act: What it means for the semiconductor ecosystem. https://www.pwc.com/us/en/library/chips-act.html
  • Rodrik, D. (2004). Industrial policy for the twenty-first century (CEPR Discussion Paper No. 4767). Centre for Economic Policy Research. https://doi.org/10.2139/ssrn.617544
  • Schneider-Petsinger, M. (2021). US and European strategies for resilient supply chains: Balancing globalisation and sovereignty (Chatham House Research Paper). Chatham House. https://www.chathamhouse.org/2021/09/us-and-european-strategies-resilient-supply-chains
  • Teece, D. J. (2007). Explicating dynamic capabilities: The nature and micro-foundations of (sustainable) enterprise performance. Strategic Management Journal, 28(13), 1319–1350. https://doi.org/10.1002/smj.640
  • U.S. Department of Health and Human Services. (2021). National strategy for a resilient public health supply chain. https://aspr.hhs.gov/SNS/Pages/default.aspx
  • White House. (2021). Executive order on America’s supply chains. https://bidenwhitehouse.archives.gov/briefing-room/presidential-actions/2021/02/24/executive-order-on-americas-supply-chains/
  • White House. (2022). Inflation Reduction Act guidebook. https://bidenwhitehouse.archives.gov/cleanenergy/inflation-reduction-act-guidebook/
  • World Health Organization. (2020). Shortage of personal protective equipment endangering health workers worldwide. https://www.who.int/news/item/03-03-2020-shortage-of-personal-protective-equipment-endangering-health-workers-worldwide
  • Wilson Center. (2022). European Chips Act: A vital step in the right direction. https://www.wilsoncenter.org/article/european-chips-act-vital-step-right-direction
Toplam 30 adet kaynakça vardır.

Ayrıntılar

Birincil Dil İngilizce
Konular Tedarik Zinciri Yönetimi
Bölüm Araştırma Makalesi
Yazarlar

Monika Moraliyska 0000-0002-6199-9458

Gönderilme Tarihi 4 Eylül 2025
Kabul Tarihi 10 Kasım 2025
Yayımlanma Tarihi 29 Aralık 2025
Yayımlandığı Sayı Yıl 2025 Cilt: 12 Sayı: 2

Kaynak Göster

APA Moraliyska, M. (2025). Reshoring Supply Chains in EU - US Collaboration after COVID: A Case Study Analysis. Pamukkale Üniversitesi İşletme Araştırmaları Dergisi, 12(2), 497-521. https://doi.org/10.47097/piar.1778257

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