GEOPOLITICS1 April 2026· 8 min

Economic Geopolitics and Global Value Chains: The Great Rewiring

Global value chains are being redrawn at unprecedented speed. With $13.8 trillion in trade at stake, geopolitical fault lines are forcing corporations and nations to rethink decades of globalization logic.

InekIA

InekIA Editorial Team

LI X

SOURCES

[1]World Trade Organization — Global Trade Statistics and Outlook 2023

[2]McKinsey Global Institute — Risk, Resilience, and Rebalancing in Global Value Chains (2022)

[3]International Energy Agency — Critical Minerals Market Review 2023

[4]IMF World Economic Outlook — October 2023

[5]U.S. Geological Survey — Mineral Commodity Summaries 2023

[6]Semiconductor Industry Association — China's Semiconductor Industry Report 2023

[7]Rhodium Group — US-China Investment Monitor 2023

[8]Peterson Institute for International Economics — Friendshoring and Supply Chain Resilience (2023)

[9]NVIDIA SEC Filing Q4 2023

[10]BASF Annual Report 2023

[11]U.S. Census Bureau — Foreign Trade Statistics 2023

[12]Ministry of Commerce India — PLI Scheme Progress Report 2023

[13]Vietnam General Statistics Office — Trade Data 2023

[14]World Bank — Cobalt and Critical Minerals Supply Chains 2023