GÉOPOLITIQUE25 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 supply chain shocks. Discover how $13.8 trillion in trade flows are being rerouted and what this means for corporate strategy.
SOURCES
[1]World Bank — World Development Indicators: Trade (% of GDP), 2023
[2]IMF — World Economic Outlook, October 2023: Fragmentation and Supply Chain Risks
[3]AlixPartners — Global Automotive Outlook 2022: Semiconductor Shortage Impact
[4]US Reshoring Initiative — Data Report 2022: Record Manufacturing Investment
[5]INEGI (Instituto Nacional de Estadística y Geografía) — Foreign Direct Investment Mexico 2023
[6]IEA — The Role of Critical Minerals in Clean Energy Transitions, 2023 Update
[7]CHIPS and Science Act — US Department of Commerce Implementation Report, 2024
[8]European Commission — European Chips Act, Official Journal of the EU, 2023
[9]TSMC — Annual Report 2023 and Arizona Fab Development Updates
[10]McKinsey Global Institute — Risk, Resilience, and Rebalancing in Global Value Chains, 2022
[11]WTO — Global Value Chain Development Report 2023