GÉOPOLITIQUE30 août 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured by geopolitical rivalries, trade wars, and pandemic-era shocks. Learn how $13.8 trillion in trade flows are being redirected — and what it means for your strategy.
SOURCES
[1]WTO — Global Trade Statistics 2023 (https://www.wto.org/english/res_e/statis_e/wts2023_e/wts23_toc_e.htm)
[2]IMF World Economic Outlook, October 2023 — Fragmentation and the Global Economy
[3]McKinsey Global Institute — 'Risk, Resilience, and Rebalancing in Global Value Chains', 2023
[4]Peterson Institute for International Economics — US-China Trade War Tariff Tracker, 2023
[5]Boston Consulting Group — 'Strengthening the Global Semiconductor Supply Chain in an Uncertain Era', 2021
[6]UNCTAD — World Investment Report 2023: Investing in Sustainable Energy for All
[7]US Census Bureau — US International Trade in Goods and Services, 2023
[8]European Commission — Critical Raw Materials Act, 2023
[9]Polish Investment and Trade Agency — FDI Report 2022-2023
[10]Semiconductor Industry Association — 'Chipping Away: Assessing and Addressing the Labor Market Gap Facing the US Semiconductor Industry', 2023