GÉOPOLITIQUE26 juillet 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Rewiring

Global value chains are being fundamentally restructured by geopolitical tensions. With $13 trillion in trade at stake, companies and nations race to adapt their supply strategies.

Équipe éditoriale InekIA

LI X

SOURCES

[1]IMF World Economic Outlook 2023 — Geoeconomic Fragmentation and the Future of Multilateralism

[2]World Bank GVC Development Report 2020

[3]AlixPartners Global Automotive Outlook 2022 — Semiconductor Shortage Impact

[4]FAO World Food Situation Report 2022

[5]IEA Critical Minerals Market Review 2023

[6]McKinsey Global Institute — Supply Chain Resilience Survey 2023

[7]AidData Research Lab — Geopolitical Alignment and Trade Flows 2023

[8]US Department of Commerce — CHIPS and Science Act Implementation Progress Report 2023

[9]European Commission — Critical Raw Materials Act Impact Assessment 2023

[10]BlackRock Investment Institute — Geopolitical Risk Outlook 2024

[11]SemiAnalysis — China Semiconductor Capability Assessment 2023