GEOPOLITICS10 May 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Rewiring

Global value chains worth $13 trillion are being restructured by geopolitical rivalry, nearshoring, and industrial policy. Who wins, who loses, and what strategies matter now.

InekIA Editorial Team

LI X

SOURCES

[1]World Bank, 'World Development Report 2020: Trading for Development in the Age of Global Value Chains'

[2]AlixPartners, 'Global Automotive Outlook 2022 — Semiconductor Impact Assessment'

[3]US Census Bureau, 'US Trade in Goods by Country, 2023 Annual Data'

[4]International Monetary Fund, 'World Economic Outlook: Navigating Global Divergences, October 2023'

[5]BloombergNEF, 'Electric Vehicle Outlook 2024'

[6]Boston Consulting Group, 'Reshoring Semiconductor Manufacturing: The Costs and Benefits, 2023'

[7]McKinsey Global Institute, 'Geopolitics and the Geometry of Global Trade, 2023'

[8]US Geological Survey (USGS), 'Mineral Commodity Summaries 2024'

[9]Gartner, 'Supply Chain Technology User Wants and Needs Survey, 2023'

[10]European Commission, 'Critical Raw Materials Act — Impact Assessment, 2023'

[11]US CHIPS and Science Act, Public Law 117-167, August 2022