MARKETS29 May 2026· 9 min
European Supply Chain Restructuring: The €2.3 Trillion Reshaping of Global Trade
From COVID-19 disruptions to the energy shock and geopolitical fractures, European companies are radically redesigning their supply chains. Here's what the data reveals about the new industrial geography taking shape.
SOURCES
[1]European Commission – Strategic Dependencies and Capacities Report, 2023
[2]McKinsey Global Institute – Risk, Resilience, and Rebalancing in Global Value Chains, 2023
[3]Euler Hermes / Allianz Trade – Reshoring Index Europe 2023
[4]Eurostat – Corporate Inventory and Trade Data, 2024
[5]Gartner – Supply Chain Technology Investment Survey, 2023
[6]Roland Berger – European Supply Chain Transformation Outlook 2030
[7]Reuters – Automotive Semiconductor Inventory Report, 2023
[8]Deloitte – Supply Chain Visibility Benchmark Report, 2024
[9]European Commission – Critical Raw Materials Act (CRMA) Official Text, 2024
[10]EU Chips Act – Official Journal of the European Union, 2023