GEOPOLITICS3 June 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being dismantled and rebuilt at unprecedented speed. Geopolitical fractures, nearshoring waves, and strategic decoupling are reshaping $13 trillion in annual trade flows — here's what it means for your business.
SOURCES
[1]WTO World Trade Report 2023 — Global Value Chains and Trade
[2]World Bank, 'World Development Report 2020: Trading for Development in the Age of Global Value Chains'
[3]IMF World Economic Outlook 2023 — Geoeconomic Fragmentation
[4]McKinsey Global Institute, 'Risk, Resilience, and Rebalancing in Global Value Chains' (2022)
[5]US Census Bureau, US Trade in Goods by Country (2017-2023)
[6]Banco de México, Foreign Direct Investment Statistics Q4 2023
[7]AlixPartners, 'Global Automotive Outlook 2022'
[8]Bruegel Institute, 'European Natural Gas Demand Reduction' (2023)
[9]International Federation of Robotics (IFR), World Robotics Report 2023
[10]UNIDO, Global Manufacturing Value Added Report 2023
[11]European Commission, European Chips Act Implementation Report 2023