GEOPOLITICS15 August 2026· 10 min
Géopolitique économique : comment les tensions mondiales reconfigurent les chaînes de valeur
Entre découplage technologique, nearshoring et alliances industrielles inédites, les chaînes de valeur mondiales traversent leur plus grande mutation depuis 1990. Analyse des forces en jeu et des stratégies gagnantes.
SOURCES
[1]McKinsey Global Institute, 'Global Supply Chains: Navigating New Pressures', 2024
[2]OMC, 'World Trade Report 2023 : Re-globalization for a Secure, Inclusive and Sustainable Future'
[3]CNUCED, 'World Investment Report 2024'
[4]FMI, 'Geoeconomic Fragmentation and the Future of Multilateralism', Working Paper 2023
[5]AIE, 'Critical Minerals Market Review 2024'
[6]Commission Européenne, 'European Chips Act — Factsheet', mars 2023
[7]Commission Européenne, 'Critical Raw Materials Act', mars 2023
[8]Semiconductor Industry Association (SIA), 'Chipping Away: Assessing and Addressing the Labor Market Gap Facing the U.S. Semiconductor Industry', 2023
[9]ASML, 'Annual Report 2023'
[10]Banque Mondiale, 'Trading for Development in the Age of Global Value Chains', 2024