GÉOPOLITIQUE20 juin 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Realignment

Global value chains are being redrawn at unprecedented speed. Discover how geopolitical tensions, nearshoring trends, and technological shifts are forcing multinationals to rethink their entire supply architectures.

Équipe éditoriale InekIA

LI X

SOURCES

[1]McKinsey Global Institute — 'Risk, resilience, and rebalancing in global value chains' (2020, updated 2023)

[2]World Trade Organization — 'Global Value Chain Development Report 2023'

[3]International Monetary Fund — 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)

[4]Semiconductor Industry Association — 'State of the US Semiconductor Industry Report 2023'

[5]IEA — 'Critical Minerals Market Review 2023'

[6]BloombergNEF — 'Electric Vehicle Outlook 2023'

[7]AlixPartners — 'Automotive Semiconductor Shortage Impact Assessment 2021'

[8]CSIS — 'Mapping the Semiconductor Supply Chain' (2022)

[9]PwC — 'CEO Survey: Geopolitical Risk and Business Strategy 2023'

[10]US Semiconductor Industry Association — 'CHIPS Act Investment Tracker 2023'

[11]World Bank — 'Global Manufacturing Value Added Database'