GEOPOLITICS26 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being forcibly restructured by geopolitical fractures. Discover how $13 trillion in trade flows are being rerouted, who wins, and what strategic moves firms must make now.
SOURCES
[1]IMF World Economic Outlook 2023 — imf.org
[2]World Bank Trade Data 2023 — data.worldbank.org
[3]US Census Bureau, US-China and US-Mexico Trade Statistics 2024 — census.gov
[4]AlixPartners Global Automotive Outlook 2021 — alixpartners.com
[5]Semiconductor Industry Association (SIA) State of the Industry Report 2023 — semiconductors.org
[6]McKinsey Global Institute, 'Geopolitics and the geometry of global trade', 2023 — mckinsey.com
[7]US CHIPS and Science Act Implementation, NIST 2023 — nist.gov
[8]China State Administration of Foreign Exchange (SAFE), FDI Data 2024
[9]Gartner Supply Chain Risk Management Market Guide 2023 — gartner.com
[10]European Commission, EU Chips Act and Critical Raw Materials Act 2023 — ec.europa.eu
[11]Deloitte Global Supply Chain Survey 2023 — deloitte.com
[12]US National Security Strategy 2022 — whitehouse.gov