GEOPOLITICS29 August 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redraw at unprecedented speed. From semiconductors to pharmaceuticals, geopolitical fault lines are reshaping where goods are made, who controls critical inputs, and which nations hold strategic leverage.
SOURCES
[1]World Trade Organization — Global Trade Statistics 2023
[2]International Monetary Fund — World Economic Outlook 2023: Fragmentation and Geo-economic Risks
[3]Semiconductor Industry Association — 2023 State of the US Semiconductor Industry
[4]TrendForce — Global Foundry Market Share Analysis Q4 2023
[5]US Geological Survey — Mineral Commodity Summaries 2023
[6]McKinsey Global Institute — Supply Chain Resilience Report 2023
[7]European Commission — Critical Raw Materials Act Impact Assessment 2024
[8]World Bank — Global Value Chain Development Report
[9]OECD — Trade in Value Added (TiVA) Database 2023
[10]Freightos Baltic Index — Container Freight Rate Historical Data