GÉOPOLITIQUE9 septembre 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being redraw at unprecedented speed. From semiconductor wars to nearshoring booms, discover how geopolitical fractures are reshaping the $13 trillion backbone of world trade.
SOURCES
[1]World Bank, 'Global Value Chain Development Report 2023'
[2]AlixPartners, 'Global Automotive Outlook 2021 — Semiconductor Impact Analysis'
[3]U.S. Census Bureau, 'U.S. Trade in Goods by Country, 2018–2023'
[4]McKinsey Global Institute, 'Geopolitics and the Geometry of Global Trade, 2023'
[5]World Semiconductor Trade Statistics (WSTS), 'Semiconductor Market Forecast 2023'
[6]European Commission, 'European Chips Act & Critical Raw Materials Act — Official Impact Assessments, 2023'
[7]USITC (U.S. International Trade Commission), 'U.S.-Vietnam Trade Data 2023'
[8]Rhodium Group, 'US-China Investment Monitor 2023'
[9]Ministry of Commerce India, 'PLI Scheme Progress Report 2023'
[10]UNCTAD, 'World Investment Report 2023'