GEOPOLITICS15 July 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured by geopolitical tensions. Discover how reshoring, friend-shoring, and strategic decoupling are redrawing the map of world trade.
SOURCES
[1]McKinsey Global Institute — 'Geopolitics and the geometry of global trade' (2024)
[2]IMF World Economic Outlook — 'Geoeconomic Fragmentation' (2023)
[3]IEA — 'Critical Minerals Market Review' (2023)
[4]World Trade Organization — 'Global Value Chain Development Report' (2023)
[5]UNCTAD — 'Review of Maritime Transport' (2024)
[6]BCG — 'The CEO's Guide to Navigating Geopolitical Risk in Supply Chains' (2023)
[7]AlixPartners — 'Global Automotive Outlook' (2022)
[8]WSTS — 'Semiconductor Market Forecast' (2024)
[9]US Census Bureau — 'Manufacturing Construction Spending' (2024)
[10]JPMorgan — 'Apple Supply Chain Diversification Analysis' (2023)