With the intensification of global climate change, both the frequency and severity of extreme weather events have continued to increase over the past decade, causing increasingly complex disruptions to manufacturing supply chains. These disruptions are marked by long transmission chains, rapid propagation, and broad impact, making extreme weather a major source of systemic risk for manufacturing firms. This study selects manufacturing firms included in the S&P 500 Index from 2011 to 2025 as the research sample. A total of 584 news articles were collected through combined searches of firm names and supply chain–related keywords, along with 155 corresponding Corporate Earnings Call transcripts. Using the Latent Dirichlet Allocation (LDA) model, semantic topics are extracted to uncover the specific mechanisms through which extreme weather affects supply chains. The results identify six major risk patterns: energy supply disruption risk, core component shortage risk, raw material supply and price volatility risk, concentration risk in global manufacturing networks, regional energy hub failure risk, and production capacity disruption risk in vehicle and large-scale manufacturing. From a systemic perspective, the study illustrates the transmission structure of climate-related supply chain risks in manufacturing and provides theoretical insights and empirical evidence for enhancing manufacturing resilience, optimizing regional supply strategies, and informing policy design.

Shao Yingcheng. Supply Chain Risk Identification and Strategic Responses in Large Listed Manufacturing Firms under Extreme Weather Shocks. Academic Journal of Business & Management (2026), Vol. 8, Issue 1: 49-53. https://doi.org/10.25236/AJBM.2026.080107.

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