GÉOPOLITIQUE19 août 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured as geopolitical rivalry intensifies. Discover how friendshoring, nearshoring and industrial policy are redrawing the map of global trade worth $13 trillion.
SOURCES
[1]World Bank, 'World Development Report 2020: Trading for Development in the Age of Global Value Chains'
[2]IMF, 'Geoeconomic Fragmentation and the Future of Multilateralism', Staff Discussion Note, 2023
[3]McKinsey Global Institute, 'The complication of concentration in global value chains', 2023
[4]RAND Corporation, 'Implications of a Possible Chinese Move Against Taiwan', 2023
[5]Peterson Institute for International Economics, 'US-China Trade War Tariffs: An Up-to-Date Chart', 2023
[6]Mario Draghi, 'The Future of European Competitiveness', Report to the European Commission, September 2024
[7]Gartner, 'Supply Chain Technology User Wants and Needs Survey', 2023
[8]UNCTAD, 'World Investment Report 2023'
[9]US Department of Commerce, CHIPS Program Office, Annual Report 2023
[10]Deloitte, 'Global Supply Chain Survey: Navigating Geopolitical Uncertainty', 2023