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This study explores one of the defining geopolitical and economic transformations of the 21st century: the gradual shift from globalization toward regionalized production and supply chains.
The study analyzes how the long-standing economic model between China and the United States is evolving, why multinational companies are restructuring manufacturing closer to their end markets, and how the COVID-19 pandemic exposed the fragility of globally dispersed supply chains.
Key insights include:
- The decline of the China–US “Bretton Woods II” economic model.
- The rise of regional value chains and localized manufacturing.
- Strategic implications for industrial companies and investors.
- How logistics resilience, digitalization, and strategic inventory have become competitive advantages.
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