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ABSTRACTThis article builds on critiques of the concept of social upgrading in global value chain (GVC) research, which problematize its coupling to lead firm strategies and economic upgrading by supplier firms, by reconceptualizing social upgrading through the lens of worker power. It argues that a better understanding of the causal processes of social upgrading can be obtained by integrating insights from labour geography, which situates worker agency at the intersection of a 'vertical' dimension of transnational relations and a 'horizontal' dimension of local relations, with conceptualizations of worker power from (global) labour studies, particularly the modes of structural and associational power. The authors call for a deeper theorization of the places in which GVCs 'touch down', arguing that worker power is decisively shaped by state–labour relations as well as the intersectionality of worker identities and interlinkages between spheres of production and reproduction. Case study analyses of the apparel sectors in Cambodia and Vietnam employ this reconceptualization, drawing on the authors' own fieldwork. In both cases, worker power expressed in strike action was a key causal driver of social upgrading; and in both, the outcomes were conditioned by GVC dynamics as well as shifting state–labour relations and intersections of worker identities linked to gender, household and community relations.

This article assesses the impact of the COVID-19 pandemic, the war in Ukraine and geopolitics on geographies of production. Criticizing simplified perspectives on globalized versus intraregional production, we stress the multi-scalarity, the role of industrial policies and sector-specific path dependencies in shaping global production. Based on expert interviews and policy and industry documents, our analysis focuses on the automotive, clothing, and electronics industries. Although concerns for resilience increasingly shape lead firms' strategies, increased regionalization of production through re- or near-shoring is only one of several strategies. Where it does occur, it has been driven by state policies that tackle certain strategically important products, not production networks as a whole. Hence, while recent events exposed the vulnerabilities of global production, we do not observe deglobalization in the sense of a comprehensive retreat from globalized in favor of intraregional production. Nonetheless, state interventions that are geopolitically motivated and affect firms' investment decisions have intensified particularly in the United States and the European Union.

AbstractThis paper calls for integrating price-setting power and related uneven exposure to price risks into the analysis of governance in global value chains (GVCs) as it adds to other power dimensions in producing unequal distributional outcomes. This is shown for the cocoa GVC, in which—unlike in today's mostly liberalised market structures—the world's top cocoa-producing countries, Côte d'Ivoire and Ghana, pursue price stabilisation measures. These measures address intra-seasonal producer price volatility, and recent collaboration has achieved a living-income differential on top of export prices, but such measures do not shield export and producer prices from inter-seasonal variations in world prices determined on commodity derivatives markets. Based on interviews with actors along the cocoa GVC, we argue that this is related to the price-setting power of 'grinder-traders' and the key role of financial hedging and trading on commodity derivatives markets in their business strategies. Financialisation processes have increased derivatives trading's complexity and short-termism, accelerating consolidation among grinder-traders and making price stabilisation more challenging. Through their price stabilisation systems, Côte d'Ivoire and Ghana have maintained some price-setting power in the cocoa GVC, but largely remain 'global price-takers', with prices determined on derivatives markets and transmitted along the cocoa GVC through grinder-traders.

ABSTRACTRestructuring of global and local markets has led to an increased influence of commodity derivatives markets on commodity price setting. This has critical implications for price risks experienced by actors along commodity chains. Commodity derivatives markets have undergone significant changes that have been referred to as the 'financialization of commodities', which we define as an increase in trading activity by financial investors and the reorientation of business strategies by commodity trading houses towards risk management and financial activities. This article assesses how these global financialization processes affect commodity producers in low‐income countries via the operational dynamics of global commodity chains and national market structures. It investigates how prices are set and transmitted and how risks are distributed and managed in the cotton sectors in Burkina Faso, Mozambique and Tanzania. It concludes that uneven exposure to price instability and access to price risk management have important distributional implications. Whilst international traders have the capacity to deal with price risks through hedging, in addition to expanding their profit possibilities through financial activities on derivatives markets, local actors in producing countries face the challenge of increased short‐termism — albeit to different extents depending on national market structures — with limited access to risk management.

Dieser Beitrag kritisiert das herkömmliche, in der Forschung über globale Wertschöpfungsketten (GWK) geläufige Konzept von sozialem Upgrading, da es den Zusammenhang zwischen Machtbeziehungen und Beschäftigungsbedingungen unzureichend berücksichtigt. Die Autor*innen stellen eine Neukonzeptualisierung vor, die auf einem kritischen Verständnis von Beschäftigtenmacht beruht. Beschäftigtenmacht in GWK wird auf einer vertikalen und einer horizontalen Achse bestimmt. Die erste Achse betrifft die Beziehungen innerhalb von GWK, die zweite die lokalen Kapital-Arbeit- und Staat-Gesellschaft-Beziehungen. Zudem betonen die Autor*innen die Bedeutung einer Analyse der Intersektionalität von Beschäftigtenidentitäten im Rahmen von Machtverhältnissen und bei der Machtausübung. Beschäftigtenmacht – hier als strukturelle und Assoziationsmacht betrachtet – wird am Schnittpunkt der beiden Achsen ausgeübt und ist verwoben mit den Staat-Gesellschaft-Beziehungen und multiplen Beschäftigtenidentitäten. Eine exemplarische Analyse der Bekleidungsindustrie Kambodschas zeigt, dass die Neukonzeptualisierung bei der Untersuchung sozialer Up- und Downgradingprozesse hilfreich sein kann.

The Discussion Paper examines the opportunities that the rising industrial wages in China will bring for Africa. China has been the industrial workbench of the global economy for decades. However, its competitive advantages are waning, particularly for labour-intensive assembly activities in the clothing, shows, electronics and toy industries. The Chinese government estimates that up to 81 million low-cost industrial jobs are at risk of relocation to other countries - unless China can keep the companies in the country through automation. Against this background, three complementary studies were carried out. The first examines where the automation technology for clothing and footwear production stands today; the second, how clothing companies in China deal with the cost pressure: to what extent they automate, relocate within China or abroad and how great is the interest in Africa as a production location. The third part is devoted to Africa's competitiveness in clothing assemly, with empirical findings from Ethiopia and Madagascar. The Discussion Paper shows that the manufacture of clothing can already be robotized today, but that for sewing, robotization will probably remain more expensive than manual labor in the next 15-20 years. China's companies are investing heavily in the automation of all other production processes and at the same time shifting production to neighbouring Asian countries. In Africa, only Ethiopia is currently competitive in the manufacture of clothing, and here too there are significant institutional difficulties in absorbing large amounts of direct investment.