GEOPOLITICS1 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being systematically dismantled and rebuilt along geopolitical fault lines. Over $1 trillion in reshoring investments have been announced since 2020, reshaping the architecture of world trade.
SOURCES
[1]AlixPartners, 2021 Global Automotive Outlook — Semiconductor Shortage Impact Assessment
[2]World Trade Organization, World Trade Statistical Review 2023
[3]US Census Bureau, Manufacturing Construction Spending Report, 2023
[4]Mexico Secretariat of Economy, Foreign Direct Investment Statistics 2022-2023
[5]International Energy Agency, Clean Energy Supply Chains Report 2023
[6]US Geological Survey, Mineral Commodity Summaries 2023
[7]Harvard Business Review, 'How Apple's Global Supply Chain Really Works', 2020
[8]European Commission, European Economic Security Strategy, June 2023
[9]World Bank, Global Value Chain Development Report 2019
[10]US Treasury, Secretary Yellen Remarks on Friendshoring, April 2022