GÉOPOLITIQUE17 août 2026· 10 min
Economic Geopolitics and Global Value Chains: The Great Rewiring
Global value chains are being forcibly restructured by geopolitical tensions, trade wars, and industrial policy. Discover the data, strategies, and winners emerging from this $13 trillion transformation.
SOURCES
[1]IMF World Economic Outlook 2023 — Geoeconomic Fragmentation and the Future of Multilateralism
[2]World Bank (2023) — World Development Report: Trading for Development in the Age of Global Value Chains
[3]BCG (2023) — Reshoring and Friend-Shoring: The New Economics of Supply Chains
[4]McKinsey Global Institute (2023) — Risk, Resilience, and Rebalancing in Global Value Chains
[5]UNCTAD World Investment Report 2023
[6]US Congressional Research Service — CHIPS and Science Act: Overview and Analysis (2023)
[7]European Commission — Critical Raw Materials Act Impact Assessment (2023)
[8]Grand View Research — Supply Chain Risk Management Market Report 2023-2027
[9]Peterson Institute for International Economics — Friendshoring and the Costs of Geopolitical Trade Barriers (2023)
[10]ASEAN Secretariat — Regional Economic Outlook 2023