GÉOPOLITIQUE9 mai 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redrawn at historic speed. Trade fragmentation, nearshoring, and strategic decoupling are reshaping $13 trillion in annual cross-border flows — and every boardroom must adapt.
SOURCES
[1]IMF World Economic Outlook 2023 — Geoeconomic Fragmentation
[2]WTO Global Trade Outlook and Statistics 2023
[3]US Census Bureau — Trade in Goods with Mexico, 2024
[4]AlixPartners Global Automotive Outlook 2021
[5]McKinsey Global Institute — Geopolitics and the Geometry of Global Trade, 2023
[6]TrendForce Semiconductor Market Share Analysis, 2023
[7]IEA Global EV Outlook 2023
[8]US Geological Survey Mineral Commodity Summaries 2024
[9]Bain & Company Global Luxury Study 2023
[10]Vietnam General Statistics Office — Export Statistics 2024
[11]Boston Consulting Group — Reshoring Manufacturing Cost Analysis, 2023
[12]Gartner Supply Chain Top 25 Research, 2023