GEOPOLITICS11 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Fracture
Global value chains are being redrawn at historic speed. With $13 trillion in trade flows at stake, geopolitical fault lines are forcing corporations to rethink decades of globalization strategy.
SOURCES
[1]WTO — Global Value Chain Development Report 2023
[2]World Bank — World Development Report 2020: Trading for Development in the Age of Global Value Chains
[3]OECD — Trade in Value Added (TiVA) Database 2021
[4]UNCTAD — World Investment Report 2022 & 2023
[5]McKinsey Global Institute — Resilience for Sustainable, Inclusive Growth (2023)
[6]IMF — Geoeconomic Fragmentation and the Future of Multilateralism (2023)
[7]US Bureau of Industry and Security — Entity List Updates 2024
[8]AlixPartners — Global Automotive Outlook 2022
[9]CSET — China's Semiconductor Industry: Investment and Policy (2023)
[10]IEA — World Energy Outlook 2022
[11]FAO — Cereal Supply and Demand Brief 2023
[12]US Census Bureau — Trade in Goods with Mexico 2024
[13]Gartner — Supply Chain Technology User Wants and Needs 2023
[14]US Customs and Border Protection — UFLPA Statistics 2024
[15]Goldman Sachs — Semiconductors: The New Oil (2023)
[16]SemiAnalysis — SMIC Process Node Analysis 2024