GEOPOLITICS26 September 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Rewiring

Global value chains are being fundamentally restructured by geopolitical tensions. With $13 trillion in trade at stake, businesses and nations face a strategic inflection point unlike any since the Cold War.

InekIA Editorial Team

LI X

SOURCES

[1]WTO Global Trade Outlook 2024 — World Trade Organization

[2]IMF World Economic Outlook 2023: Geoeconomic Fragmentation — International Monetary Fund

[3]McKinsey Global Institute: Risk, Resilience, and Rebalancing in Global Value Chains (2022)

[4]Peterson Institute for International Economics: U.S.-China Tariff Tracker (2024)

[5]IEA Critical Minerals Market Review 2024 — International Energy Agency

[6]Boston Consulting Group: Strengthening the Global Semiconductor Supply Chain (2023)

[7]European Commission: Critical Raw Materials Act Impact Assessment (2024)

[8]Gartner Supply Chain Survey 2023

[9]Banco de México: Foreign Direct Investment Statistics 2023

[10]Semiconductor Industry Association: U.S. Export Controls Impact Assessment (2023)