GEOPOLITICS12 April 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Rewiring

Name: InekIA
Rating: 4.8 (12 reviews)

Global value chains are being redrawn at unprecedented speed. From semiconductor reshoring to rare earth diplomacy, the $13.8 trillion GVC system faces its deepest structural transformation since the Cold War.

InekIA Editorial Team

LI X

SOURCES

[1]World Bank – World Development Indicators 2023: Trade as % of GDP

[2]McKinsey Global Institute – 'Globalization in Transition: The Future of Trade and Value Chains' (2019, updated 2023)

[3]Center for Strategic and International Studies (CSIS) – 'China's Semiconductor Subsidies' (2024)

[4]International Energy Agency (IEA) – 'European Gas Market Report' (2024)

[5]European Commission – 'Critical Raw Materials Act Impact Assessment' (2023)

[6]IMF – 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)

[7]Reshoring Initiative – 'Data Report 2024: US Manufacturing Investment Announcements'

[8]Gartner – 'Supply Chain Risk Management Survey' (2023)

[9]Freightos Baltic Index – Container Shipping Rate Historical Data (2020–2024)

[10]ProMéxico – 'Foreign Direct Investment Report: Nuevo León 2023'

[11]WTO – 'World Trade Report: Re-globalization for Sustainable Inclusive Development' (2023)

[12]Goldman Sachs – 'India's Ascent: Five Pillars of the New Manufacturing Hub' (2024)