GEOPOLITICS5 October 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being restructured at an unprecedented pace. Geopolitical tensions, trade wars, and supply chain shocks are forcing corporations and nations to rethink decades of hyperglobalization.
SOURCES
[1]McKinsey Global Institute — 'Risk, resilience, and rebalancing in global value chains' (2022)
[2]World Bank — Trade (% of GDP) indicator, World Development Indicators (2023)
[3]AlixPartners — 'Automotive Disruption Tracker: Semiconductor Shortage Impact' (2022)
[4]US Census Bureau — US International Trade in Goods and Services, Annual Report (2023)
[5]International Energy Agency (IEA) — 'Critical Minerals Market Review' (2023)
[6]BloombergNEF — 'Energy Transition Investment Trends' (2024)
[7]Semiconductor Industry Association (SIA) — 'State of the US Semiconductor Industry' (2023)
[8]European Commission — 'Critical Raw Materials Act: Impact Assessment' (2023)
[9]Deloitte — 'Supply Chain Resilience Survey' (2023)
[10]US Department of Commerce — Bureau of Industry and Security, Export Control Regulations (2023)