GEOPOLITICS28 September 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redrawn at historic speed. Trade fragmentation, nearshoring, and geopolitical rivalry are forcing businesses to rethink decades of supply chain orthodoxy.
SOURCES
[1]IMF World Economic Outlook, April 2024 — 'Fragmentation and the World Economy'
[2]UNCTAD World Investment Report 2023
[3]WTO Global Value Chain Development Report 2023
[4]AlixPartners Automotive Study 2021 — Semiconductor Shortage Impact
[5]IEA Critical Minerals Market Review 2023
[6]McKinsey Global Institute — 'Resilience for Sustainable, Inclusive Growth' (2023)
[7]Bain & Company — Global Supply Chain Survey 2023
[8]Federal Reserve Bank of New York — 'Supply Chain Inflation Pressure' (2023)
[9]Boston Consulting Group — 'The Great Supply Chain Divergence' (2023)
[10]Farrell & Newman — 'Weaponized Interdependence', International Security (2019)
[11]Gartner Supply Chain Top 25 Report 2023
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