MARKETS25 September 2026· 10 min
European Supply Chain Restructuring Post-Crises: The €2.3T Rewiring
From COVID shocks to geopolitical fractures, European firms are spending over €2.3 trillion to rewire global supply chains. Here's what the data reveals about reshoring, friend-shoring, and strategic resilience.
SOURCES
[1]McKinsey Global Institute – 'Geopolitics and the geometry of global trade' (2023)
[2]European Automobile Manufacturers' Association (ACEA) – Production Impact Report 2021-2023
[3]Eurostat – European Energy Statistics and Industrial Cost Analysis (2023)
[4]European Commission – Critical Raw Materials Act Impact Assessment (2023)
[5]Transport & Environment – European Battery Gigafactory Tracker (2024)
[6]Gartner – Supply Chain Technology Market Forecast Europe (2024)
[7]Cedefop – European Skills Shortage Report (2023)
[8]Euler Hermes – European CFO Supply Chain Survey (2023)
[9]Polish Investment and Trade Agency – FDI Annual Report (2023)
[10]European Fine Chemicals Group – API Production Capacity Report (2023)