GEOPOLITICS12 August 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being restructured at unprecedented speed. Trade tensions, nearshoring, and strategic decoupling are reshaping $13 trillion in annual cross-border flows. Here's what decision-makers need to know.
SOURCES
[1]Peterson Institute for International Economics — US-China Tariff Analysis 2024
[2]IMF World Economic Outlook 2023 — Geoeconomic Fragmentation
[3]World Semiconductor Trade Statistics (WSTS) — Global Revenue Report 2023
[4]McKinsey Global Institute — Supply Chain Resilience Survey 2023
[5]World Trade Organization — Global Trade Outlook and Statistics 2024
[6]BCG — The $1 Trillion Cost of Reshoring Report 2023
[7]European Commission — Critical Raw Materials Act and European Chips Act texts
[8]US Bureau of Industry and Security (BIS) — Export Control Regulations 2022-2024
[9]Harvard Business Review — Supply Chain Visibility Study 2022
[10]UNCTAD — World Investment Report 2023