GEOPOLITICS29 April 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redefined by geopolitical fractures. From semiconductors to rare earths, discover how nations and corporations are adapting their strategies in a fragmented world.
SOURCES
[1]IMF World Economic Outlook 2023 — 'Geoeconomic Fragmentation and the Future of Multilateralism'
[2]World Bank Global Value Chain Development Report 2020
[3]IEA Critical Minerals and Clean Energy Transitions Report 2023
[4]AlixPartners Global Automotive Outlook 2021 — Semiconductor Shortage Impact
[5]Semiconductor Industry Association (SIA) Annual Report 2023
[6]McKinsey Global Institute — 'Globalization in Transition: The Future of Trade and Value Chains' 2019
[7]European Commission — EU Trade Statistics and Chips Act Progress Report 2024
[8]Farrell & Newman — 'Weaponized Interdependence', International Security, 2019
[9]WEF Global Risks Report 2023 — Supply Chain Resilience Survey
[10]Deloitte — '2023 Global Supply Chain Survey: Building Resilience'