GEOPOLITICS24 August 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redefined by geopolitical fault lines. From semiconductor reshoring to rare earth diplomacy, here is what business leaders must understand to navigate the new economic order.
SOURCES
[1]IMF World Economic Outlook 2023 — Fragmentation and the Global Economy
[2]World Bank (2020) — World Development Report: Trading for Development in the Age of Global Value Chains
[3]BCG / Semiconductor Industry Association (2021) — Strengthening the Global Semiconductor Supply Chain in an Uncertain Era
[4]European Commission (2023) — Critical Raw Materials Act: Factsheet
[5]McKinsey Global Institute (2022) — Risk, Resilience, and Rebalancing in Global Value Chains
[6]IEA (2023) — Europe's Energy Security: Milestones in Reducing Russian Gas Imports
[7]Gartner (2023) — Supply Chain Top 25 and Resilience Survey
[8]WTO (2023) — World Trade Report: Re-Globalization for a Secure, Inclusive and Sustainable Future
[9]MarketsandMarkets (2023) — Supply Chain Risk Management Market Global Forecast to 2028
[10]US CHIPS and Science Act — Congressional Research Service Summary (2022)