GEOPOLITICS25 April 2026· 10 min

Economic Geopolitics and Global Value Chains: The Great Rewiring

Global value chains are being forcibly redesigned by geopolitical tensions, trade wars, and industrial policy. Discover the strategic implications for businesses navigating the new world order.

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InekIA Editorial Team
InekIA Editorial Team
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SOURCES
[1]World Bank (2020) — 'World Development Report 2020: Trading for Development in the Age of Global Value Chains'
[2]AlixPartners (2021) — 'Global Automotive Outlook: Semiconductor Shortage Impact Assessment'
[3]USTR (2023) — 'Section 301 Tariffs on China: Current Status and Implementation'
[4]European Commission (2023) — 'Critical Raw Materials Act: Impact Assessment and Strategic Dependency Analysis'
[5]US Census Bureau (2024) — 'US Trade in Goods with Mexico: Annual Data'
[6]Gartner (2023) — 'Semiconductor Market Revenue Forecast and Analysis'
[7]McKinsey Global Institute (2023) — 'The Future of Global Supply Chains: Resilience and Reconfiguration'
[8]IMF (2023) — 'Geoeconomic Fragmentation and the Future of Multilateralism — World Economic Outlook Chapter 4'
[9]Global Sustainable Investment Alliance (2023) — 'Global Sustainable Investment Review'
[10]Center for Strategic and International Studies — CSIS (2022) — 'The Meaning of America's New Semiconductor Export Controls'
[11]TSMC Annual Report (2024) — Global Fab Expansion and Capacity Planning
[12]Ministry of Commerce India (2023) — 'Production-Linked Incentive Scheme: Progress Report'