GEOPOLITICS1 September 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured by geopolitical rivalries, trade wars, and industrial policies. Discover the data, strategies, and implications for businesses navigating the new world order.
SOURCES
[1]McKinsey Global Institute — 'Geopolitics and the geometry of global trade' (2024)
[2]OECD Trade in Value Added (TiVA) Database 2024
[3]UNCTAD World Investment Report 2023
[4]IEA — 'The Role of Critical Minerals in Clean Energy Transitions' (2023)
[5]AlixPartners — 'Global Automotive Outlook' (2021)
[6]US Census Bureau — US-Mexico-Canada Trade Statistics (2023)
[7]IMF — 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)
[8]BCG — 'The Supply Chain CEO' Report (2023)
[9]Kearney Nearshoring Index (2023)
[10]ASML Annual Report 2023
[11]World Trade Organization — Global Value Chain Development Report