GEOPOLITICS20 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redrawn at unprecedented speed. From semiconductor reshoring to nearshoring in Mexico, the $13 trillion GVC landscape is transforming under geopolitical pressure.
SOURCES
[1]World Bank — Global Value Chain Development Report 2023
[2]McKinsey Global Institute — 'Globalization in Transition: The Future of Trade and Value Chains' 2022
[3]IMF — 'Geoeconomic Fragmentation and the Future of Multilateralism' Working Paper 2023
[4]UNCTAD — World Investment Report 2024
[5]Semiconductor Industry Association — 'State of the US Semiconductor Industry' 2024
[6]IEA — 'Critical Minerals and Clean Energy Transitions' 2023
[7]European Commission — REPowerEU Plan Progress Report 2023
[8]Kearney — Chief Procurement Officer Survey 2023
[9]Bloomberg Intelligence — Apple Supply Chain Analysis Q1 2024
[10]Boston Consulting Group — 'Supply Chain Resilience and the Mid-Market' 2024
[11]European Commission — Critical Raw Materials Act Implementation Report 2024