GEOPOLITICS24 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 how $13 trillion in annual trade is being rewired — and what it means for your strategy.
SOURCES
[1]McKinsey Global Institute — 'Global Value Chains in a Changing World' (2023)
[2]WTO — 'World Trade Report 2022: Re-imagining the future of trade'
[3]Semiconductor Industry Association — 'State of the U.S. Semiconductor Industry 2023'
[4]IEA — 'Critical Minerals Market Review 2023'
[5]US Census Bureau — 'U.S. International Trade in Goods and Services, 2024'
[6]European Commission — 'REPowerEU Plan: Progress Report 2023'
[7]BCG — 'Resilience vs. Efficiency: The New Supply Chain Calculus' (2023)
[8]Allianz Research — 'Supply Chain Risk Barometer 2023'
[9]Vietnam General Statistics Office — 'Statistical Yearbook of Vietnam 2023'
[10]European Parliament — 'Critical Raw Materials Act (CRMA) 2023'