GEOPOLITICS15 June 2026· 10 min
Economic Geopolitics and Global Value Chains: The New Fault Lines
As geopolitical tensions reshape trade flows, global value chains are fracturing into competing blocs. Discover how businesses and nations are adapting to a world of strategic decoupling.
SOURCES
[1]UNCTAD World Investment Report 2023 — Global Value Chains and Sustainable Development
[2]McKinsey Global Institute — 'Risk, resilience, and rebalancing in global value chains' (2020)
[3]International Energy Agency — 'Critical Minerals Market Review 2023'
[4]World Trade Organization — 'Global Trade Outlook and Statistics 2023'
[5]IMF Working Paper — 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)
[6]US Semiconductor Industry Association — 'State of the US Semiconductor Industry 2023'
[7]Gartner Supply Chain Research — 'Supply Chain Disruption Survey 2023'
[8]World Bank — 'World Development Report 2020: Trading for Development in the Age of GVCs'
[9]Marsh McLennan — 'Political Risk Report 2023'
[10]European Commission — 'Critical Raw Materials Act Impact Assessment 2024'