GÉOPOLITIQUE23 juillet 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being fundamentally restructured under geopolitical pressure. With $13 trillion in trade at stake, businesses face a defining strategic inflection point between efficiency and resilience.
SOURCES
[1]IMF World Economic Outlook 2023 — 'Geo-Economic Fragmentation and the Future of Multilateralism'
[2]World Bank (2020) — 'World Development Report: Trading for Development in the Age of Global Value Chains'
[3]McKinsey Global Institute (2023) — 'Resilience for Sustainable Inclusive Growth'
[4]AlixPartners (2022) — 'Global Automotive Outlook: Semiconductor Shortage Impact Assessment'
[5]US Census Bureau (2024) — US-Mexico Trade Statistics
[6]Peterson Institute for International Economics (2023) — 'The Costs of a US-China Decoupling'
[7]Rhodium Group (2023) — 'Chips and Geopolitics: Taiwan Strait Conflict Scenario Analysis'
[8]FAO (2023) — 'The Impacts of the Ukraine-Russia Conflict on Global Food Security'
[9]Gartner (2022) — 'Supply Chain Executive Survey: Risk and Resilience'
[10]Grand View Research (2023) — 'Supply Chain Risk Management Software Market Size & Forecast'
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