MARKETS16 April 2026· 10 min
European Supply Chain Restructuring Post-Crises: The €2.3 Trillion Realignment
From pandemic shockwaves to geopolitical fractures, European supply chains are undergoing their most dramatic restructuring since WWII. Here's what the data reveals about reshoring, friend-shoring, and the new industrial map of Europe.
SOURCES
[1]European Commission, 'Strategic Autonomy Report 2024', Brussels, March 2024
[2]McKinsey Global Institute, 'European Resilience Report: Quantifying Supply Chain Disruption Costs', 2023
[3]European Automobile Manufacturers' Association (ACEA), 'Annual Report 2021: COVID-19 Impact Assessment'
[4]AlixPartners, 'Global Automotive Outlook 2021 — Semiconductor Supply Crisis Analysis'
[5]Bundesnetzagentur, German Federal Network Agency, 'Energy Market Data 2022'
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[12]European Commission, 'Critical Raw Materials Act — Regulation (EU) 2024/1252'