From Ports to Prices: The Inflationary Effects of Global Supply Chain Disruptions

2026

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This paper quantifies the significant inflationary impact of global supply chain disruptions, demonstrating how shipping delays directly translate into higher consumer prices.

* Examines the link between port-to-port shipping times and consumer prices using novel maritime and trade data.
* Documents substantial heterogeneity in import exposure to shipping delays across ports and products.
* Estimates that a 100-hour shipping delay can raise inflation by approximately 0.5 percentage points at its peak.

Supply Chain Disruption, Port Congestion, Inflation, Price Dynamics, Global Trade

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