GÉOPOLITIQUE26 juillet 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being reshaped by geopolitical tensions, trade wars, and strategic decoupling. Discover how $26 trillion in trade flows are being redirected — and what it means for your business.
SOURCES
[1]IMF World Economic Outlook, October 2023 — imf.org
[2]IEA Critical Minerals Market Review 2023 — iea.org
[3]World Bank World Development Report 2020: Trading for Development in the Age of Global Value Chains — worldbank.org
[4]WSTS Semiconductor Market Statistics 2024 — wsts.org
[5]OECD FDI in Figures, 2024 — oecd.org
[6]SemiAnalysis: China Semiconductor Gap Analysis, 2023 — semianalysis.com
[7]McKinsey Global Institute: Risk, Resilience, and Rebalancing in Global Value Chains, 2020 — mckinsey.com
[8]European Commission: EU Chips Act Impact Assessment, 2023 — ec.europa.eu
[9]US CHIPS and Science Act — congress.gov
[10]EU Critical Raw Materials Act, 2023 — ec.europa.eu