GÉOPOLITIQUE5 juillet 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Fracture

Global value chains are being fundamentally rewired by geopolitical tensions. With $13.6 trillion in trade at stake, corporations and nations face a historic restructuring of the world economy.

Équipe éditoriale InekIA

LI X

SOURCES

[1]World Trade Organization – Global Value Chain Development Report 2023

[2]IMF World Economic Outlook, October 2023 – Fragmentation and the Global Economy

[3]US Census Bureau – US-China Trade Statistics 2023

[4]IEA – Critical Minerals Market Review 2023

[5]Rhodium Group / MERICS – Chinese FDI in Europe 2022 Report

[6]McKinsey Global Institute – Geopolitics and the Geometry of Global Trade, 2023

[7]UNCTAD – World Investment Report 2023

[8]European Commission – Critical Raw Materials Act, Net Zero Industry Act, European Chips Act 2023

[9]US Department of Commerce – CHIPS and Science Act Implementation Reports 2023

[10]World Bank – World Development Report: Trading for Development in the Age of Global Value Chains