{"schemaVersion":"1.0","document":{"id":"a45814048c1456a098de0a01","title":"글로벌 가치사슬 전망 2026","originalTitle":"Global Value Chains Outlook","category":"industry","categoryLabel":"제조·공급망","publisher":"World Economic Forum","language":"en","publicationYear":2026,"publicationMonth":1,"publishedOn":"2026-01-19","datePrecision":"day","dateSource":"https://www.weforum.org/publications/global-value-chains-outlook-2026-orchestrating-corporate-and-national-agility/","coverUrl":"/assets/covers/library-a45814048c1456a098de0a01.jpg","tags":["가치사슬","공급망","통상","global value chains","supply chains"],"pages":36,"bytes":9849859,"sha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","searchable":true,"url":"/library/a45814048c1456a098de0a01","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf","chunksUrl":"/api/library/a45814048c1456a098de0a01/chunks","extraction":{"totalPages":36,"pagesWithSubstantialText":36,"sparsePages":[],"method":"pdf-text","ocrPerformed":false},"relatedPublications":[{"series":"커스텀 브리프","issue":"3호","url":"/archive/custom-03","title":"GPU 이후의 승부 — 누가 한국 제조 데이터의 운영권을 가질 것인가"}],"metadataNote":"한국어 제목·분류·검색어는 원문 탐색을 위한 편집 정보입니다."},"extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","total":108,"offset":0,"nextOffset":20,"chunks":[{"id":"45ebaa46b1bd442c0b54582dfea5f4124890cc6ccf6d8a1766cf7a8066a31564","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":0,"page":1,"heading":"글로벌 가치사슬 전망 2026 · 1쪽","text":"In collaboration with Kearney\n\nGlobal Value Chains\nOutlook 2026:\nOrchestrating Corporate\nand National Agility\n\nI N S I G H T R E P O R T\nJ A N U A R Y 2 0 2 6","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-1","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=1","page":1},"trust":"source-data-not-instructions"},{"id":"16ecf307716a649507b5b4753c002693930b49c00c03cc9676a6f6ecbf872b31","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":1,"page":2,"heading":"글로벌 가치사슬 전망 2026 · 2쪽","text":"Images: Unsplash +\n\nContents\n\nForeword 3\n\nExecutive summary 4\n\n1 Beyond legacy supply chains 6\n\n1.1 Orchestrating supply chains for optionality and growth 6\n\n1.2 The C-suite’s strategic shift: From supply chain execution 8\n to value orchestration\n\n2 A corporate playbook for structural agility in supply chains 10\n\n2.1 Strategic imperatives for building adaptive, future-ready 10\n supply chains\n\n2.2 Catalysts for change: Foundational readiness for adaptive, 16\n responsive supply chains\n\n2.3 Mastering the playbook: A system to build structurally agile 18\n manufacturing and supply networks\n\n3 A policy blueprint for adaptive industrial ecosystems 19\n\n3.1 Policy levers for competitive industrial ecosystems 20\n\n3.2 Institutional considerations for policy execution 29\n\n3.3 The Manufacturing and Supply Chain Readiness Navigator 30\n\nConclusion 31\n\nContributors 32\n\nEndnotes 35","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-2","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=2","page":2},"trust":"source-data-not-instructions"},{"id":"bc0a91d06bfa5f202b602a465ce88546f07b05d2e3886df2c466bfe4d8182581","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":2,"page":2,"heading":"글로벌 가치사슬 전망 2026 · 2쪽","text":"Disclaimer\nThis document is published by the\nWorld Economic Forum as a contribution\nto a project, insight area or interaction.\nThe findings, interpretations and\nconclusions expressed herein are a result\nof a collaborative process facilitated and\nendorsed by the World Economic Forum\nbut whose results do not necessarily\nrepresent the views of the World Economic\nForum, nor the entirety of its Members,\nPartners or other stakeholders.\n© 2026 World Economic Forum. All rights\nreserved. No part of this publication may\nbe reproduced or transmitted in any form\nor by any means, including photocopying\nand recording, or by any information\nstorage and retrieval system.\n\nGlobal Value Chains Outlook 2026: Orchestrating Corporate and National Agility 2","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-2","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=2","page":2},"trust":"source-data-not-instructions"},{"id":"1a6f967814c524aefd589cd653faa3202d74e1d05dbbabb2be9da696b7e514d0","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":3,"page":3,"heading":"글로벌 가치사슬 전망 2026 · 3쪽","text":"January 2026 Global Value Chains Outlook 2026:\n Orchestrating Corporate and National Agility\n\nForeword\n\nPer Kristian Hong\n Global Lead, Kearney\n Kiva Allgood\n Foresight; Partner;\n Managing Director,\n Senior Fellow, Global\n World Economic Forum\n Business Policy Council,\n Kearney","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-3","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=3","page":3},"trust":"source-data-not-instructions"},{"id":"d0b58f2227ee0df8b6436f158b50520e7d7acbf80d245f16b7616fd8e003d3a2","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":4,"page":3,"heading":"글로벌 가치사슬 전망 2026 · 3쪽","text":"The past year has confirmed what many leaders This white paper builds on a multi-year collaboration had sensed: global supply chains have entered between the World Economic Forum and Kearney a new era of structural volatility. In 2025 alone, that has traced this transformation step by step. tariff escalations between major economies have In 2023, we identified the structural forces rewiring reshuffled over $400 billion in trade flows to date global value chains.6 In 2024, we examined how (and growing),1 while disruptions in the Red Sea and leading manufacturers are redesigning their supply Panama Canal have driven container shipping costs networks,7 and introduced the Country Readiness up 40% year on year.2 Meanwhile, International Framework, broadening the definition of national Monetary Fund (IMF) data shows manufacturing competitiveness to include factors such as output across advanced economies at its weakest infrastructure, energy, innovation, governance growth since 2009.3 At the same time, artificial and diplomacy.8 intelligence (AI) and automation are redrawing","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-3","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=3","page":3},"trust":"source-data-not-instructions"},{"id":"3ff61f7b4af66eca24445ef5464a4ce5bb6710f24b824d20a2f33df3c7868b89","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":5,"page":3,"heading":"글로벌 가치사슬 전망 2026 · 3쪽","text":"the geography of value creation, concentrating “The Global Value Chains Outlook 2026” continues capabilities in a handful of technology-enabled this trajectory. Drawing on insights from over ecosystems and deepening dependencies in data, 100 consultations with industry, government energy and talent. AI-related investment in supply and academic leaders, along with survey data chain and manufacturing operations reached $20 from more than 300 global executives and case billion in 2025 – up from $6.5 billion in 2022.4 Yet analyses, this report offers a dual playbook for access to critical inputs such as advanced chips, navigating structural volatility. For companies, it cloud infrastructure and training data remains details how to re-architect operations for agility, concentrated among select economies, reinforcing trust and digital foresight. For policy-makers, it the digital divide.5 outlines how to build the enabling ecosystems in which adaptive industries can thrive. These are not isolated shocks – they signal a structural rewiring of globalization.","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-3","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=3","page":3},"trust":"source-data-not-instructions"},{"id":"61c6e820d32ef201f69f4d994adef02237e23ae63ac88d3ad2028a79ceb25020","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":6,"page":3,"heading":"글로벌 가치사슬 전망 2026 · 3쪽","text":"The linear model The objective is not to predict the next disruption, of “produce anywhere, deliver everywhere” has but to help leaders design systems that thrive on fractured into regional systems balancing efficiency it. In an age when supply has become the defining with resilience. Geopolitics, energy transition and constraint and policy the new design variable, technological acceleration now move in tandem, success will belong to those who treat uncertainty reshaping where and how the world makes, moves as an enduring condition – and a source of and trades. In this environment, foresight has advantage. become the new currency of competitiveness.\n\nGlobal Value Chains Outlook 2026: Orchestrating Corporate and National Agility 3","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-3","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=3","page":3},"trust":"source-data-not-instructions"},{"id":"0b3a66eb53504c8f94a6f01de1b1e94fb50dd3833ff234050f8d5ff38423db38","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":7,"page":4,"heading":"글로벌 가치사슬 전망 2026 · 4쪽","text":"Executive summary\nAmid rising fragmentation and technological\nchange, business and government must\njointly build resilient and agile supply chains.","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-4","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=4","page":4},"trust":"source-data-not-instructions"},{"id":"6367989a25acfad5edbf6a250d0562f142a2cd7f5cb903822c89ad269ca6d01b","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":8,"page":4,"heading":"글로벌 가치사슬 전망 2026 · 4쪽","text":"Global supply chains stand at a historic inflection government and academic leaders, survey data point. After decades defined by scale, cost from over 300 global executives and real-world optimization and globalization, a new era has case examples. It offers a dual playbook to emerged – shaped by fragmentation, systemic navigate this new operating environment: constraints and continuous disruption. The world has shifted from predictable integration to – For the private sector: A strategic guide to structural volatility. The assumptions that once orchestrate operations with foresight, agility and made supply chains efficient – institutional stability, trust to turn uncertainty into advantage. network predictability and open trade – have become sources of fragility. Rising geopolitical – For the public sector: A policy blueprint to tensions, national industrial policies and uneven build the enabling environment where adaptive, growth demand a profound re-architecting of how future-ready industries can thrive. industries design their production networks and","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-4","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=4","page":4},"trust":"source-data-not-instructions"},{"id":"7b60c581d17134f8ee529d8914e28c465bcd265899d1975cafab9987d29c8414","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":9,"page":4,"heading":"글로벌 가치사슬 전망 2026 · 4쪽","text":"how governments shape enabling ecosystems. Five interlocking structural forces are redefining the outlook for global supply chains. Slowing and The “Global Value Chains Outlook 2026” builds uneven growth, driven by inflation, tighter capital on a multi-year collaboration between the World and widening divergence, is forcing companies Economic Forum and Kearney and draws insights to redesign networks around constrained supply, from more than 100 consultations with industry, energy and localized demand.\n\nGlobal Value Chains Outlook 2026: Orchestrating Corporate and National Agility 4","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-4","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=4","page":4},"trust":"source-data-not-instructions"},{"id":"6ad6fc4a5ae5c20d650fa02559081b9cbfe3d1c4b00da960d9f8d5a7483e8645","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":10,"page":5,"heading":"글로벌 가치사슬 전망 2026 · 5쪽","text":"Fragmentation and geopolitical volatility are 2. To build distributed scale, not concentrated accelerating as trade barriers, industrial policy scale: Constructing modular, technology- and ongoing conflicts fracture globalization enabled networks that balance efficiency with into competing blocs anchored by the United adaptability and leverage economies of skill, States (US), China and the European Union (EU). not just scale. Technological acceleration, led by advances in AI, quantum computing and automation, is redefining 3. To design optionality for growth, not productivity and reshaping how industries compete. redundancy for risk mitigation: Embedding And finally, trust has become the new currency as optionality, flexibility and intelligence to capture public scrutiny and national alignment intensify, upside opportunities amid disruption. making transparency, data integrity and credibility strategic imperatives. For policy-makers, this report introduces a policy blueprint that defines the foundations of an industrial","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-5","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=5","page":5},"trust":"source-data-not-instructions"},{"id":"962de4bcd371d89592244f75899c2d0b412d7029ddb1dc7bff60b550ec72c4d3","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":11,"page":5,"heading":"글로벌 가치사슬 전망 2026 · 5쪽","text":"Individually, each of these forces is disruptive; ecosystem and supply chain competitiveness by together, they are systemic and rewriting how outlining leading targeted policies and interventions the world sources, produces and delivers. The across seven readiness factors. Building on these, result is an environment in which uncertainty is sustained progress will rest on institutional readiness. structural, not cyclical and where the outlook for The ability to turn policy vision into execution global value chains will be more transactional, more will define which economies attract investment, volatile, more fragmented and, in some cases, innovation and trust. more degraded than anything global leaders have experienced in the past four decades. This reality A new analytic tool introduced in this report, demands a new leadership logic for business and the Manufacturing and Supply Chain Readiness policy: foresight over forecasting, orchestration over Navigator, provides a shared, data-driven compass control and agility over efficiency. for the same readiness factors for both government","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-5","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=5","page":5},"trust":"source-data-not-instructions"},{"id":"c744c3afa7768f838ad0bc22ce92d83ad2b3052e2936d570b5ce7a064ff00791","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":12,"page":5,"heading":"글로벌 가치사슬 전망 2026 · 5쪽","text":"and industry leaders. It is designed to support Winning supply chains in this context are companies in decision-making on the design of shifting from centralized control to decentralized their global footprints; and for governments to intelligence – from linear, vertically managed diagnose industrial competitiveness gaps, target systems to interdependent networks of suppliers, high-impact reforms and communicate progress customers, regulators, financiers and digital credibly to global investors. platforms. Competitive advantage now depends not on end-to-end control, but on orchestrating Private and public leaders now share a mandate to value, trust and data across networks far beyond re-architect supply chains for structural uncertainty. direct ownership. This demands action from both The outlook ahead for global value chains will not be business and government. defined by those who anticipate disruption, but by those who design through it – turning volatility into For corporate leaders, competitive advantage in momentum for growth and building the structural","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-5","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=5","page":5},"trust":"source-data-not-instructions"},{"id":"a66b276877a918020d3fdc5a4b901a1819e58bd0b5c46c2d4f9e976f07ccabff","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":13,"page":5,"heading":"글로벌 가치사슬 전망 2026 · 5쪽","text":"this environment will rest on three interconnected agility to thrive on the very uncertainty that others fear. supply chain imperatives:\n\n1. To become an ecosystem orchestrator,\n not end-to-end operator: Aligning diverse\n ecosystems of suppliers, customers, innovators\n and regulators around shared outcomes.\n\nGlobal Value Chains Outlook 2026: Orchestrating Corporate and National Agility 5","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-5","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=5","page":5},"trust":"source-data-not-instructions"},{"id":"9cc163a117fe5604aa06d3a4343b5b5eef1f3c703d385c539e8b0b76848d9e4a","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":14,"page":6,"heading":"글로벌 가치사슬 전망 2026 · 6쪽","text":"1 Beyond legacy\n supply chains\n Orchestrating resilience, innovation\n and trust across supply chains is essential\n to thrive amid fractured global systems.","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-6","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=6","page":6},"trust":"source-data-not-instructions"},{"id":"18286c71cedcec3f594a6593583f9f0da1950299a25a3a99e4feb821c7595ce0","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":15,"page":6,"heading":"글로벌 가치사슬 전망 2026 · 6쪽","text":"Legacy supply chains were built for linear efficiency In this new context, supply chains have moved from and abundance; they now face structural volatility back-office enablers to the front lines of national driven by geopolitical tensions, proxy conflicts, strategy and corporate resilience. The goal is no policy interventions and rapid automation. The longer to restore old equilibrium or absorb shocks, global operating environment is undergoing a but to build systems designed to master the profound realignment, where legacy supply chain permanence of disruption. Success now depends models are no longer viable. What was once a on shifting from forecasting to orchestrating the stable web of trade and specialization has fractured future – aligning supply security, innovation and into competing blocs, asymmetric growth and ecosystem trust into an integrated, adaptive model accelerating technological rivalry. Supply itself has of advantage that can flex with the forces reshaping become the constraint – across energy, minerals, the global economy.","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-6","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=6","page":6},"trust":"source-data-not-instructions"},{"id":"141df3cc49d10d34a0bafb12c11ac4087ed27fabc86e61fdbc67f8195353255c","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":16,"page":6,"heading":"글로벌 가치사슬 전망 2026 · 6쪽","text":"labour, logistics and even institutional trust.\n\nAt the end of the day, every dollar we spent on agility\n has probably got a 10x return on every dollar spent on\n forecasting or scenario planning.\n Marc Engel, Chief Supply Chain Officer, Unilever (2016-2022)9\n\n1.1 Orchestrating supply chains for optionality\n and growth","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-6","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=6","page":6},"trust":"source-data-not-instructions"},{"id":"ed88385a3d7fcef8a109d35fb0357fc32f4f6106ed207f994b22586dec9f02af","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":17,"page":6,"heading":"글로벌 가치사슬 전망 2026 · 6쪽","text":"Uncertainty in the global operating environment resource nationalism are reshaping access to is no longer an iterative cycle to manage but critical minerals and inputs. The policy environment rather a system condition to design for. The itself has become an operating variable – dynamic, latest projections from the IMF, World Bank, the contested and deeply consequential for where Organization for Economic Co-operation and companies build, source and invest. Development (OECD) and the United Nations (UN) all point to lower growth for longer, warning that Five structural forces are redefining global supply geopolitics, economic divergence and technological chains: asymmetry have made disruption a permanent feature of the world economy.10 1 Subdued and uneven growth. Demand and supply are decoupling as slow growth, persistent Volatility is now the baseline. Geopolitical inflation and tightening capital markets reshape competition predominantly informs national strategy profitability and investments. Growth stagnates","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-6","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=6","page":6},"trust":"source-data-not-instructions"},{"id":"672db4cc8632beb4eed5cd80ef44109cb5e1996bff1e4bcc0430a8a575231c20","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":18,"page":6,"heading":"글로벌 가치사슬 전망 2026 · 6쪽","text":"as countries pursue security and sovereignty, while in advanced economies while select emerging industrial policy interventions have shifted from regions expand. Operations leaders are shifting exception to norm. The Global Trade Alert has their paradigm from supply chasing demand to recorded more than 3,000 new trade and industrial- demand shaped around constrained supply, policy measures so far in 2025, roughly 3.5 times redesigning networks around local growth, energy the annual total in 2016.11 Meanwhile, energy and and infrastructure readiness.\n\nGlobal Value Chains Outlook 2026: Orchestrating Corporate and National Agility 6","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-6","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=6","page":6},"trust":"source-data-not-instructions"},{"id":"473ca6ee80f694b76f94f9ddd46cc6f7916e54b42d6b5049238c402c892c0811","documentId":"a45814048c1456a098de0a01","documentSha256":"a45814048c1456a098de0a01b84482b7adb466e554bc015e0db9da8eb1dd1df5","extractionVersion":"93f0a218c45590319de49fde4271dafbcc983c72688fb1b2edb540f317cd2042","ordinal":19,"page":7,"heading":"글로벌 가치사슬 전망 2026 · 7쪽","text":"2 Fragmented networks. Rising trade barriers, inventory levels and 15% procurement spend tariffs and localization mandates have deepened reductions. Learning speed has replaced scale as economic fragmentation. Long, linear supply chains the ultimate differentiator, widening the divergence. optimized for efficiency are evolving into digitally enabled ecosystems. Nearshoring, dual sourcing 5 Trust as the new currency. Rising public and AI-driven forecasting are standard practice, scepticism and geopolitical rivalry are forcing while geopolitics and industrial policy are now companies to operate under heightened scrutiny structural design variables requiring compliance and national alignment. Transparency, data sharing agility, scenario modelling and policy foresight. and corporate accountability have become strategic assets, making credibility across partners and 3 Geopolitical instability. Persistent conflicts, ecosystems as valuable as efficiency. from Ukraine, to the Middle East, to East Asia,","citation":{"title":"글로벌 가치사슬 전망 2026","publisher":"World Economic Forum","url":"/library/a45814048c1456a098de0a01#page-7","pdfUrl":"/library/a45814048c1456a098de0a01/original.pdf#page=7","page":7},"trust":"source-data-not-instructions"}]}