GEOPOLITICS18 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 it means for corporate strategy.
SOURCES
[1]IMF World Economic Outlook 2024 — Geoeconomic Fragmentation and the Future of Multilateralism
[2]UNCTAD World Investment Report 2024
[3]Peterson Institute for International Economics — US-China Tariff Tracker 2024
[4]McKinsey Global Institute — Geopolitics and the Geometry of Global Trade (2023)
[5]Semiconductor Industry Association (SIA) — Global Semiconductor Policy Report 2024
[6]International Energy Agency — Critical Minerals Market Review 2024
[7]AlixPartners — Global Automotive Outlook 2021 — Semiconductor Shortage Impact
[8]US Census Bureau — Trade in Goods with Mexico, 2024
[9]World Bank — World Development Report 2020: Global Value Chains
[10]European Commission — Critical Raw Materials Act Implementation Report 2024