GEOPOLITICS6 May 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured under geopolitical pressure. Discover how $13 trillion in trade flows are shifting, who wins, and what strategies businesses must adopt.
SOURCES
[1]IMF World Economic Outlook 2023 — Chapter 4: Geoeconomic Fragmentation and Foreign Direct Investment
[2]World Bank World Development Report 2023: Migrants, Refugees, and Societies
[3]McKinsey Global Institute: 'Geopolitics and the geometry of global trade' (2023)
[4]Semiconductor Industry Association: Global Semiconductor Sales Report Q4 2023
[5]ASEAN Secretariat: ASEAN Statistical Yearbook 2023
[6]Bruegel Institute: 'The costs of the energy crisis in Europe' (2023)
[7]IEA: Critical Minerals Market Review 2023
[8]JP Morgan: 'Apple supply chain diversification tracker' (2023)
[9]Gartner: Supply Chain Technology Trends 2023-2024
[10]European Commission: Carbon Border Adjustment Mechanism — Implementation Report (2023)
[11]US Semiconductor Industry Association & Boston Consulting Group: 'Strengthening the Global Semiconductor Supply Chain' (2023)