GEOPOLITICS5 October 2026· 10 min
Economic Geopolitics and Global Value Chains: The New Fault Lines
Global value chains are being redrawn at unprecedented speed. From semiconductor reshoring to rare earth dependencies, the intersection of geopolitics and economics is forcing corporations and governments to rethink decades of globalization doctrine.
SOURCES
[1]McKinsey Global Institute – 'Risk, Resilience, and Rebalancing in Global Value Chains' (2023)
[2]World Trade Organization – 'World Trade Report 2023: Re-globalization for a Secure, Inclusive and Sustainable Future'
[3]IEA – 'Critical Minerals Market Review 2023'
[4]Peterson Institute for International Economics – 'US-China Trade War Tariff Tracker' (2024)
[5]US Census Bureau – 'Foreign Trade Statistics 2023'
[6]Boston Consulting Group – 'The Shifting Economics of Global Manufacturing' (2023)
[7]Goldman Sachs Economic Research – 'The Cost of US-China Decoupling' (2023)
[8]Gartner – 'Supply Chain Technology User Wants and Needs Survey' (2023)
[9]Grand View Research – 'Supply Chain Management Market Size Report' (2023)
[10]Bundesbank – 'German Industrial Output and Energy Transition' (2023)
[11]JPMorgan – 'Apple's India Manufacturing Expansion' (2024)