GEOPOLITICS17 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured by geopolitical tensions. Discover how $13 trillion in trade flows are being redirected and what this means for your strategy.
SOURCES
[1]WTO World Trade Statistical Review 2023
[2]Peterson Institute for International Economics — US-China Tariff Tracker 2024
[3]McKinsey Global Institute — Risk, Resilience, and Rebalancing in Global Value Chains 2022
[4]International Energy Agency — Critical Minerals Report 2024
[5]UNCTAD World Investment Report 2024
[6]Semiconductor Industry Association — State of the US Semiconductor Industry 2023
[7]BloombergNEF — Energy Transition Investment Trends 2024
[8]World Semiconductor Trade Statistics (WSTS) — Global Semiconductor Market 2023
[9]US Bureau of Industry and Security — Export Administration Regulations 2022–2024
[10]European Commission — EU Critical Raw Materials Act 2024