GEOPOLITICS6 May 2026· 10 min
Economic Geopolitics & Global Value Chains: The Great Rewiring
Global value chains are being redrawn at historic speed. With $13.8 trillion in trade at stake, geopolitical fractures are forcing corporations and nations to rethink decades of hyper-globalization.
SOURCES
[1]World Trade Organization — Global Value Chain Report 2023
[2]International Monetary Fund — World Economic Outlook 2023: Fragmentation and the Future of Trade
[3]McKinsey Global Institute — Geopolitics and the Geometry of Global Trade, 2023
[4]International Energy Agency — Critical Minerals Market Review 2023
[5]US CHIPS and Science Act — White House Fact Sheet, August 2022
[6]European Commission — European Chips Act and Critical Raw Materials Act, 2023
[7]INEGI (Instituto Nacional de Estadística y Geografía) — Mexico FDI Statistics Q4 2023
[8]Boston Consulting Group — The Hidden Costs of Reshoring, 2023
[9]UNCTAD — World Investment Report 2023
[10]Financial Times — US Manufacturing Investment Boom, December 2023
[11]Gartner — Supply Chain Visibility Survey 2021