GÉOPOLITIQUE16 avril 2026· 10 min
Géopolitique économique : comment les tensions reconfigurent les chaînes de valeur mondiales
Entre découplage sino-américain, reshoring européen et nouvelles routes commerciales, les chaînes de valeur mondiales subissent une recomposition historique. Décryptage stratégique.
SOURCES
[1]FMI, World Economic Outlook — Geoeconomic Fragmentation, 2023
[2]U.S. Census Bureau, Trade in Goods with China, 2024
[3]McKinsey Global Institute, 'Risk, resilience, and rebalancing in global value chains', 2022
[4]BloombergNEF, Electric Vehicle Outlook 2024
[5]SEMI, World Fab Forecast, 2024
[6]Peterson Institute for International Economics, 'The Costs of Friend-Shoring', 2023
[7]Bruegel, 'The cost of the European energy crisis', 2023
[8]UNCTAD, World Investment Report 2024
[9]U.S. Geological Survey, Mineral Commodity Summaries 2024
[10]Financial Times, 'IRA investment tracker', 2024
[11]FAO, 'The impact of the Ukraine-Russia conflict on food, agriculture and markets', 2022
[12]Resilinc, Annual Supply Chain Disruption Report 2021
[13]ACEA, Semiconductor shortage impact on European automotive production, 2022