GEOPOLITICS22 August 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being radically restructured under geopolitical pressure. With $13.8 trillion in trade at stake, corporations and nations are racing to adapt. Here's what the data reveals.
SOURCES
[1]WTO World Trade Report 2023 — Trade and Geopolitics
[2]McKinsey Global Institute, 'Geopolitics and the geometry of global trade' (2023)
[3]International Monetary Fund, 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)
[4]Boston Consulting Group, 'Semiconductor Cost Competitiveness Across Geographies' (2023)
[5]International Energy Agency, 'Critical Minerals Market Review 2023'
[6]AlixPartners, 'Automotive Supply Chain Disruption Report 2022'
[7]UNIDO Industrial Statistics Database 2023
[8]US Department of Commerce, CHIPS and Science Act Implementation Reports (2023)
[9]European Commission, Critical Raw Materials Act Impact Assessment (2023)
[10]World Bank, 'World Development Report 2020: Trading for Development in the Age of Global Value Chains'