GÉOPOLITIQUE1 août 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains worth over $13 trillion are being fundamentally restructured by geopolitical tensions. Discover the strategic implications for businesses and nations navigating this new era of fragmentation.
SOURCES
[1]WTO (2023) — Global Value Chain Development Report
[2]IMF World Economic Outlook (October 2023) — Geoeconomic Fragmentation and the Future of Multilateralism
[3]McKinsey Global Institute (2023) — Geopolitics and the Geometry of Global Trade
[4]Boston Consulting Group (2023) — Reshoring Semiconductor Supply Chains: Costs and Trade-offs
[5]AlixPartners (2022) — Global Automotive Outlook: Semiconductor Impact Assessment
[6]U.S. Department of Commerce — CHIPS and Science Act Implementation Report (2023)
[7]European Commission — Critical Raw Materials Act Impact Assessment (2023)
[8]Vietnam General Statistics Office — Trade Statistics 2022
[9]Reserve Bank of India — FDI Statistical Overview FY2022-23
[10]Freightos Baltic Index — Container Shipping Rate Historical Data (2020-2023)
[11]UNCTAD (2023) — World Investment Report: Investing in Sustainable Energy for All