GEOPOLITICS8 August 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Restructuring
Global value chains are being redrawn at unprecedented speed. As geopolitical fault lines deepen, $13.4 trillion in annual trade flows hang in the balance — and every boardroom must adapt.
SOURCES
[1]WTO (2024) — World Trade Statistical Review 2024
[2]IMF (2023) — Geoeconomic Fragmentation and the Future of Multilateralism, World Economic Outlook
[3]OECD — Trade in Value Added (TiVA) Database, 2023 Edition
[4]European Commission (2023) — Strategic Dependencies and Capacities: Pharmaceutical Sector Analysis
[5]IEA (2023) — Critical Minerals Outlook: Energy Security in the Clean Energy Transition
[6]McKinsey Global Institute (2023) — Geopolitics and the Geometry of Global Trade
[7]Gartner (2024) — Supply Chain Technology User Wants and Needs Survey
[8]SemiAnalysis (2024) — China Semiconductor Industry Report
[9]Morgan Stanley Research (2024) — The Cost of Decoupling: Reshoring Economics
[10]US Department of Commerce (2024) — CHIPS and Science Act Implementation Progress Report