GÉOPOLITIQUE3 octobre 2026· 10 min
Economic Geopolitics and Global Value Chains: The New Fault Lines
Global value chains are being redrawn at unprecedented speed. Trade tensions, nearshoring strategies, and geopolitical rivalries are forcing multinationals to rethink decades of supply chain optimization.
SOURCES
[1]World Bank — World Development Report 2023: Migrants, Refugees, and Societies
[2]McKinsey Global Institute — 'Geopolitics and the geometry of global trade' (2023)
[3]IMF — 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)
[4]AlixPartners — Global Automotive Outlook 2022
[5]Bruegel Institute — 'The cost of Europe's energy crisis' (2023)
[6]CSIS — 'China's Semiconductor Industry: State of Play' (2024)
[7]IEA — 'Critical Minerals and Clean Energy Transitions' (2023)
[8]US Census Bureau — US Trade in Goods with China (2024)
[9]INEGI — Foreign Direct Investment in Mexico Q4 2023
[10]Gartner — Supply Chain Resilience Survey (2023)
[11]OECD — 'Industrial Policy and International Trade' (2023)
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