GEOPOLITICS4 September 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being structurally redesigned under geopolitical pressure. Discover the data, trends, and strategic implications reshaping world trade in 2024-2025.
SOURCES
[1]IMF World Economic Outlook 2024 — 'Fragmentation and the Future of Global Trade'
[2]WTO World Trade Report 2023 — 'Re-globalizing for a Secure, Inclusive and Sustainable Future'
[3]Semiconductor Industry Association (SIA) — 2024 State of the U.S. Semiconductor Industry Report
[4]UNCTAD World Investment Report 2024
[5]US CHIPS and Science Act — Congressional Budget Office Analysis, 2022
[6]European Commission — European Chips Act Implementation Report, 2024
[7]Boston Consulting Group — 'Reshoring Electronics Manufacturing', 2023
[8]Federal Reserve Bank of New York — 'The Cost of US-China Decoupling', 2023
[9]TechInsights — 'China Semiconductor Progress Assessment', Q1 2024
[10]ECB Economic Bulletin — 'Supply Chain Fragmentation and Euro Area Inflation', 2023