GEOPOLITICS19 May 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Rewiring

Global value chains are being fundamentally restructured by geopolitical rivalry, trade wars, and supply chain shocks. Discover the strategic implications for businesses and nations in 2024.

InekIA Editorial Team

LI X

SOURCES

[1]IMF World Economic Outlook 2023 — 'Geoeconomic Fragmentation and the Future of Multilateralism'

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

[3]AlixPartners — 'Global Automotive Outlook 2022: Semiconductor Shortage Impact Assessment'

[4]US Census Bureau — 'US Trade in Goods by Country, 2017–2023'

[5]UNCTAD — 'World Investment Report 2023'

[6]McKinsey Global Institute — 'Risk, Resilience, and Rebalancing in Global Value Chains, 2021'

[7]USGS Mineral Commodity Summaries 2023 — Gallium and Germanium

[8]US Department of Commerce — CHIPS and Science Act Implementation Report 2023

[9]European Commission — Critical Raw Materials Act Impact Assessment 2023

[10]Thomson Reuters — 'Cost of Compliance 2023 Report'