GEOPOLITICS21 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Realignment
Global value chains are being redrawn at historic speed. Discover how geopolitical fractures, nearshoring trends, and industrial policy are reshaping the $13 trillion backbone of world trade.
SOURCES
[1]World Bank – Global Value Chain Development Report 2023
[2]IMF – Geoeconomic Fragmentation and the Future of Multilateralism, 2023
[3]UNCTAD – World Investment Report 2024
[4]Semiconductor Industry Association (SIA) – State of the U.S. Semiconductor Industry 2023
[5]IEA – Critical Minerals Market Review 2023
[6]AlixPartners – Global Automotive Outlook 2021
[7]US Census Bureau – Trade in Goods with China, 2024
[8]European Commission – REPowerEU Plan, 2022
[9]McKinsey Global Institute – Risk, Resilience, and Rebalancing in Global Value Chains, 2022
[10]USTR – Section 301 Tariff Actions and Exclusions, 2023