Na začátku řetězce a pod tlakem: Hodnocení odolnosti australského primárního sektoru vůči celní politice USA pohledem globálních hodnotových řetězců

This paper examines the resilience of Australia’s primary sector to United States tariff policy through the lens of global value chains. The analysis focuses on three commodities: iron ore, wine, and bovine meat. Using UN Comtrade data and OECD TiVA indicators, the thesis evaluates changes in trade flows, foreign final demand exposure, and Australia’s position within downstream production chains. The findings show that tariff effects were not uniform across commodities. Iron ore remained largely insulated from direct US tariff pressure, wine experienced a measurable decline in exports to the United States, while bovine meat exports expanded due to tight supply conditions in the US market. The thesis concludes that commodity resilience depends not only on the tariff rate itself, but also on global value chain position and conditions at the destination market.