GEOPOLITICS20 August 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 2024-2025.

InekIA Editorial Team

LI X

SOURCES

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

[2]OECD (2022) — 'Global Value Chains: Efficiency and Risks in the Context of COVID-19'

[3]IEA (2023) — 'Critical Minerals Market Review 2023'

[4]US Census Bureau (2024) — 'U.S. International Trade in Goods and Services'

[5]AlixPartners (2021) — 'Global Automotive Outlook: Semiconductor Shortage Impact'

[6]McKinsey Global Institute (2022) — 'Risk, resilience, and rebalancing in global value chains'

[7]Peterson Institute for International Economics — 'The Costs of a New Cold War'

[8]South China Morning Post (2024) — 'China's third semiconductor fund exceeds $27 billion'

[9]MarketsandMarkets (2023) — 'Supply Chain Risk Management Software Market Report'

[10]European Commission (2024) — 'Critical Raw Materials Act — Official Text and Impact Assessment'

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