GEOPOLITICS18 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured by geopolitical rivalry, supply chain shocks, and industrial policy. Here's what decision-makers need to know in 2024.
SOURCES
[1]IMF World Economic Outlook 2023 — imf.org
[2]US Census Bureau, US Trade in Goods by Country 2023 — census.gov
[3]European Commission, Critical Raw Materials Act Impact Assessment 2023 — ec.europa.eu
[4]Semiconductor Industry Association, State of the US Semiconductor Industry 2024 — semiconductors.org
[5]AlixPartners, Global Automotive Outlook 2021 — alixpartners.com
[6]BCG, Rerouting the Supply Chain 2023 — bcg.com
[7]McKinsey Global Institute, Risk, Resilience, and Rebalancing in Global Value Chains 2022 — mckinsey.com
[8]RAND Corporation, Costs and Consequences of a War over Taiwan 2023 — rand.org
[9]Counterpoint Research, India Smartphone Manufacturing Report Q1 2024 — counterpointresearch.com
[10]WTO, Global Value Chain Development Report — wto.org