MARKETS13 June 2026· 10 min
European Supply Chain Restructuring: The €2.1T Reshaping of Global Trade
From COVID shockwaves to the Ukraine war and semiconductor droughts, European firms are redesigning their supply chains at unprecedented speed. Here's what the data reveals.
SOURCES
[1]European Central Bank – Supply Chain Stress Index (2023)
[2]World Bank – Global Trade and Manufacturing Export Data (2022)
[3]AlixPartners – Automotive Disruption Tracker (2022)
[4]Freightos Baltic Index – Container Freight Rates (2020–2022)
[5]German Chemical Industry Association (VCI) – Energy Cost Report (2022)
[6]UNCTAD – World Investment Report (2024)
[7]McKinsey & Company – Global Supply Chain Survey (2023)
[8]Savills – European Logistics & Industrial Real Estate Report (2023)
[9]Transport & Environment – European Battery Gigafactory Tracker (2024)
[10]International Energy Agency (IEA) – European Gas Supply Report (2024)
[11]European Commission – Critical Raw Materials Act Impact Assessment (2024)
[12]