GÉOPOLITIQUE1 juillet 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured as geopolitical rivalry, supply shocks, and industrial policy reshape where the world makes things. Here's what leaders need to know.
SOURCES
[1]WTO World Trade Report 2023 — Global value chains and trade statistics
[2]IMF Working Paper 2023 — 'Geoeconomic Fragmentation and the Future of Multilateralism'
[3]US Census Bureau — US Trade in Goods with China and Mexico, 2023
[4]AlixPartners Global Automotive Outlook 2021 — Semiconductor shortage revenue impact
[5]McKinsey Global Institute — 'Supply Chain Resilience' Survey 2023
[6]IEA Critical Minerals Market Review 2023
[7]UNCTAD World Investment Report 2023
[8]Vietnam General Statistics Office — Foreign Trade Statistics 2023
[9]Destatis (German Federal Statistics Office) — Industrial Output 2023
[10]US CHIPS and Science Act — Department of Commerce Implementation Reports 2023
[11]Gartner Supply Chain Top 25 Report 2023 — Supplier visibility data