GEOPOLITICS12 September 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured by geopolitical tensions, trade wars, and supply chain shocks. Discover the data, strategies, and winners of this historic realignment.
SOURCES
[1]IMF World Economic Outlook 2023 — Trade Fragmentation and Growth
[2]WTO World Trade Report 2023 — Re-globalization for a Secure, Inclusive and Sustainable Future
[3]McKinsey Global Institute — Geopolitics and the Geometry of Global Trade (2023)
[4]US Census Bureau — US Trade in Goods Data 2023
[5]European Commission — European Chips Act and Critical Raw Materials Act (2023-2024)
[6]BCG — Reshoring and the New Manufacturing Geography (2023)
[7]Global Trade Alert — Trade Policy Monitoring Report 2023
[8]MarketsandMarkets — Supply Chain Visibility Software Market Report (2023)
[9]World Economic Forum — Resilience Compass: Navigating Global Value Chain Disruptions (2023)
[10]US Department of Commerce — CHIPS Act Implementation Progress Report (2024)