GEOPOLITICS30 September 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
As geopolitical fault lines deepen, global value chains are being stress-tested like never before. Discover how $13 trillion in trade flows are being rerouted—and what it means for strategic planners.
SOURCES
[1]World Bank, World Development Report 2023: Middlemen and Global Value Chains
[2]IMF, World Economic Outlook October 2023: Navigating Global Divergences
[3]IEA, Critical Minerals Market Review 2023
[4]McKinsey Global Institute, Risk, resilience, and rebalancing in global value chains, 2022
[5]Peterson Institute for International Economics, US-China Trade War Tariff Tracker, 2023
[6]US Census Bureau, Trade in Goods with Mexico, 2023
[7]FAO, The Importance of Ukraine and the Russian Federation for Global Agricultural Markets, 2022
[8]UNCTAD, Digital Economy Report 2023
[9]European Commission, European Chips Act Impact Assessment, 2023
[10]FDA, Drug Shortages: Root Causes and Potential Solutions, 2022
[11]US Bureau of Industry and Security, Entity List, October 2023 Update