GEOPOLITICS2 August 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redrawn at unprecedented speed. Geopolitical fractures, nearshoring waves, and industrial policy battles are reshaping $13 trillion in annual trade flows — with profound strategic consequences for every sector.
SOURCES
[1]WTO Global Value Chain Development Report 2023
[2]OECD Trade in Value Added (TiVA) Database 2023
[3]AlixPartners Global Automotive Outlook 2021
[4]IMF World Economic Outlook, April 2023
[5]IEA Critical Minerals Market Review 2023
[6]US Census Bureau, US Trade Statistics 2024
[7]SEMI World Fab Forecast 2024
[8]McKinsey Global Institute, Supply Chain Resilience Report 2022
[9]Eurostat FDI Statistics 2022
[10]World Bank Global Economic Prospects 2023
[11]European Commission, European Chips Act Impact Assessment 2023
[12]India Ministry of Commerce, PLI Scheme Progress Report 2023