GÉOPOLITIQUE15 août 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redrawn at historic speed. Discover how geopolitical fractures, friend-shoring, and industrial policy are reshaping the $23 trillion backbone of world trade.
SOURCES
[1]OECD Trade in Value Added Database, 2023 — https://www.oecd.org/sti/ind/measuring-trade-in-value-added.htm
[2]AlixPartners Global Automotive Outlook, 2022 — https://www.alixpartners.com
[3]Peterson Institute for International Economics, US-China Tariff Tracker, 2023 — https://www.piie.com
[4]International Energy Agency (IEA), Critical Minerals Report, 2023 — https://www.iea.org/reports/critical-minerals-market-review-2023
[5]IMF World Economic Outlook, October 2023 — https://www.imf.org/en/Publications/WEO
[6]Boston Consulting Group, 'Strengthening the Global Semiconductor Supply Chain', 2023 — https://www.bcg.com
[7]Semiconductor Industry Association (SIA), State of the U.S. Semiconductor Industry, 2023 — https://www.semiconductors.org
[8]McKinsey Global Institute, 'Geopolitics and the geometry of global trade', 2023 — https://www.mckinsey.com/mgi
[9]US Census Bureau, US Trade in Goods Data, 2024 — https://www.census.gov/foreign-trade
[10]World Bank, 'Rearranging the Global Value Chain Map', 2023 — https://www.worldbank.org