GEOPOLITICS21 September 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Fracture
Global value chains are being redrawn at unprecedented speed. With $13.8 trillion in goods traded annually through interconnected supply networks, geopolitical fractures are forcing corporations and nations to rethink decades of economic integration.
SOURCES
[1]World Bank — World Development Report 2020: Trading for Development in the Age of Global Value Chains
[2]Peterson Institute for International Economics — US-China Tariff Tracker, 2024
[3]International Monetary Fund — Geoeconomic Fragmentation and the Future of Multilateralism, 2023
[4]International Energy Agency — Critical Minerals Market Review, 2024
[5]SemiAnalysis — China Semiconductor Roadmap Analysis, 2023
[6]UNCTAD — World Investment Report 2023
[7]European Commission — Critical Raw Materials Act Impact Assessment, 2024
[8]Harvard Business Review — Geopolitical Risk and Corporate Strategy Survey, 2023
[9]McKinsey Global Institute — Risk, Resilience, and Rebalancing in Global Value Chains, 2023
[10]US Bureau of Industry and Security — Annual Report to Congress, 2024