GÉOPOLITIQUE17 mai 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured by geopolitical tensions, trade wars, and strategic decoupling. Discover the data, the key actors, and what it means for your business.
SOURCES
[1]WTO World Trade Report 2024 — www.wto.org
[2]McKinsey Global Institute, 'Global Value Chains: Efficiency and Risks in the Wake of Pandemic' (2022)
[3]Semiconductor Industry Association (SIA), 'State of the US Semiconductor Industry' (2023)
[4]IEA, 'Critical Minerals Market Review 2023' — www.iea.org
[5]US Census Bureau, 'US International Trade in Goods and Services' (2024)
[6]Boston Consulting Group, 'The $1 Trillion Cost to Rewire the Global Semiconductor Supply Chain' (2023)
[7]IMF World Economic Outlook, 'Geo-economic Fragmentation and the Future of Multilateralism' (2023)
[8]Gartner, 'Global Semiconductor Revenue Forecast' (2024)
[9]CSIS, 'China's Semiconductor Self-Sufficiency Drive' (2024)
[10]World Bank, 'World Development Report: Trading for Development in the Age of Global Value Chains' (2023)