GEOPOLITICS4 July 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Rewiring

Global value chains are being reshaped by geopolitical tensions, nearshoring trends, and industrial policy. Discover the data, the winners, and the strategic playbook for 2025 and beyond.

InekIA Editorial Team

LI X

SOURCES

[1]IMF World Economic Outlook 2024 — Fragmentation and Global Value Chains

[2]UNCTAD World Investment Report 2023

[3]McKinsey Global Institute — 'Geopolitics and the geometry of global trade' (2023)

[4]AlixPartners Global Automotive Outlook 2022

[5]IEA Critical Minerals Market Review 2024

[6]Boston Consulting Group — 'Capturing the True Cost of Reshoring Semiconductors' (2023)

[7]Aiyar et al., IMF Working Paper — 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)

[8]Drewry World Container Index — Red Sea Crisis Data (2024)

[9]Global Trade Alert Database — Industrial Policy Interventions Report 2023

[10]World Bank — 'Trading for Development in the Age of Global Value Chains' (2023)

[11]General Statistics Office of Vietnam — Trade Statistics 2023