GEOPOLITICS5 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured as geopolitical tensions reshape trade flows. Discover the data, the drivers, and the strategic playbook for navigating this new era.
SOURCES
[1]IMF World Economic Outlook 2024 — 'Geoeconomic Fragmentation and the Future of Multilateralism'
[2]World Bank Global Value Chain Report 2023
[3]UNCTAD World Investment Report 2024
[4]Semiconductor Industry Association — Global Semiconductor Sales Statistics 2024
[5]IEA Critical Minerals Market Review 2024
[6]BloombergNEF — US Inflation Reduction Act Investment Tracker 2024
[7]McKinsey Global Institute — 'Geopolitics and the Geometry of Global Trade' 2024
[8]Rhodium Group — 'Decoupling Scorecard: Assessing US-China Economic Ties' 2024
[9]General Statistics Office of Vietnam — Annual Trade Statistics 2024
[10]AlixPartners — Global Automotive Outlook 2022
[11]Ministry of Commerce and Industry, India — PLI Scheme Progress Report 2024
[12]European Commission — EU Critical Raw Materials Act Implementation Report 2024