GÉOPOLITIQUE2 juin 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
As geopolitical tensions fracture decades-old trade architectures, global value chains are being fundamentally redesigned. Here's what the data reveals about the new economic geography of production.
SOURCES
[1]World Trade Organization — Global Value Chain Development Report 2023
[2]IMF World Economic Outlook, October 2023: Navigating Global Divergences
[3]McKinsey Global Institute — Geopolitics and the Geometry of Global Trade, 2023
[4]IEA — Critical Minerals Market Review 2023
[5]UNCTAD — World Investment Report 2024
[6]AlixPartners — Global Automotive Outlook 2022
[7]US Census Bureau — Trade in Goods with Mexico and Vietnam, 2024
[8]Peterson Institute for International Economics — The Costs of US Semiconductor Self-Sufficiency, 2023
[9]Goldman Sachs Global Investment Research — China FDI at Risk Assessment, 2023
[10]World Economic Forum — Supply Chain Resilience Report 2023
[11]Center for Strategic and International Studies — Semiconductor Export Controls Analysis, 2022