GEOPOLITICS1 June 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
As geopolitical fractures deepen, global value chains are being stress-tested like never before. Discover how the $13.8 trillion GVC ecosystem is being redesigned — and what it means for strategic planners.
SOURCES
[1]WTO World Trade Report 2023 — https://www.wto.org/english/res_e/booksp_e/wtr23_e/wtr23_e.pdf
[2]IMF World Economic Outlook, October 2023 — https://www.imf.org/en/Publications/WEO
[3]OECD Trade in Value Added (TiVA) Database 2023 — https://www.oecd.org/sti/ind/measuringtradeinvalue-addedanoecd-wtojointinitiative.htm
[4]UNCTAD World Investment Report 2024 — https://unctad.org/wir
[5]IEA Critical Minerals Report 2023 — https://www.iea.org/reports/critical-minerals-market-review-2023
[6]US Census Bureau, US-Mexico-China Trade Data 2024 — https://www.census.gov/foreign-trade/
[7]Kearney Reshoring Index 2023 — https://www.kearney.com/service/operations-performance/us-reshoring-index
[8]Boston Consulting Group, Semiconductor Manufacturing Cost Analysis 2023
[9]Rhodium Group, Taiwan Conflict Economic Impact Study 2023
[10]Peterson Institute for International Economics (PIIE), US-China Tariff Tracker 2024 — https://www.piie.com/research/piie-charts/us-china-trade-war-tariffs-date-chart