GEOPOLITICS25 June 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Restructuring
Global value chains are being redrawn at historic speed. Geopolitical fractures, nearshoring waves, and technological decoupling are forcing multinationals to rethink decades of offshoring strategy.
SOURCES
[1]UNCTAD World Investment Report 2023 & 2024 — unctad.org
[2]IMF World Economic Outlook 2023: Geoeconomic Fragmentation — imf.org
[3]World Bank, World Development Indicators 2024 — worldbank.org
[4]WTO Global Trade Statistics 2023 — wto.org
[5]IEA Critical Minerals Market Review 2023 — iea.org
[6]US Census Bureau, Trade in Goods with Mexico & China 2024 — census.gov
[7]McKinsey Global Institute, Supply Chain Resilience Report 2023 — mckinsey.com
[8]BCG, The True Cost of Supply Chain Diversification 2023 — bcg.com
[9]AlixPartners, Automotive Supply Chain Disruption Report 2021 — alixpartners.com
[10]Eurostat, EU Energy Dependency Statistics 2022 — ec.europa.eu
[11]Vietnamese Ministry of Industry and Trade, Export Statistics 2024