GEOPOLITICS24 May 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being reshaped by geopolitical tensions, reshoring strategies, and technological shifts. Discover the data, the key players, and the strategic implications for businesses worldwide.
SOURCES
[1]IMF World Economic Outlook 2024 — 'Geoeconomic Fragmentation and the Future of Global Trade'
[2]WTO Global Value Chain Development Report 2023
[3]IEA Critical Minerals Report 2023 — 'Energy Technology Perspectives'
[4]US Census Bureau — US Trade in Goods with China, 2023
[5]McKinsey Global Institute — 'Risk, Resilience and Rebalancing in Global Value Chains', 2020
[6]UNCTAD World Investment Report 2023
[7]European Commission — REPowerEU Plan, 2022
[8]Boston Consulting Group — 'Rerouting the Future of Global Value Chains', 2023
[9]KPMG Global Supply Chain Survey 2023
[10]Fajgelbaum & Khandelwal, 'The Economic Impacts of the US-China Trade War', Journal of International Economics, 2022
[11]Gartner Supply Chain Top 25 Report 2023