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Corporate Governance in the Age of Geopolitics

As governments reshape markets, boards must adapt to a world where strategy is increasingly defined by state power.

A new operating landscape is here. If there are corporate boards that have not, as of spring 2026, recognized that geopolitics and geoeconomics have entered the boardroom and are completely overhauling the interiors, they may already be costing shareholders far more value than they create. Recent developments make this shift difficult to ignore. 

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The Chinese government has introduced new regulations on industrial and supply chain security, explicitly framing supply chain production as a matter of national security. Investigations can reportedly be launched into actions deemed to endanger the country’s industrial stability, with countermeasures, including bans and restrictions, applied to any foreign entities or international organizations. This points to a wider trend: supply chains are increasingly evolving from commercial systems to instruments of state power.   

The French government has announced plans to move away from Windows to Linux, potentially reshaping the competitive landscape for software operators, even as structural dependencies, such as reliance on non-European hardware, underscore the limits of rapid technological sovereignty. It has also been widely reported that oil tankers transiting the Strait of Hormuz have been paying passage in yuan, challenging long-standing assumptions about dollar dominance in global energy markets, a symbolic but closely watched development in the gradual diversification of settlement currencies. 

Appearing in front of the Senate Banking Committee on April 21, Kevin Warsh noted: “There are risks to the U.S. position in the world, including economic.” He pointed to the importance of a coordinated statecraft agenda. Shortly thereafter, Treasury Secretary Scott Bessent indicated that the UAE and several Gulf and........

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