GEOPOLITICS1 August 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured by geopolitical forces. Discover how $13.8T in trade flows are being rerouted, who wins, and what strategic leaders must do now.
SOURCES
[1]World Bank – Global Value Chain Development Report, 2023
[2]McKinsey Global Institute – 'Securing Europe's Competitiveness', 2023
[3]UNCTAD – World Investment Report 2024
[4]IEA – Critical Minerals Market Review 2023
[5]Gartner – Semiconductor Revenue Forecast 2023
[6]U.S. Center for Strategic and International Studies (CSIS) – China Semiconductor Subsidies, 2024
[7]Boston Consulting Group – 'Reshoring and Nearshoring' Analysis, 2023
[8]Goldman Sachs – 'The Cost of Supply Chain Bifurcation', 2023
[9]FAO – Global Food Security Report 2022
[10]Deloitte – Supply Chain Visibility Survey 2023
[11]U.S. Census Bureau – Trade in Goods with China, 2023
[12]