MARKETS22 April 2026· 10 min
European Supply Chain Restructuring: The €2.3T Reshaping After Global Crises
From COVID-19 shocks to energy crises and geopolitical fractures, European supply chains are undergoing their deepest transformation in decades. Who wins, who loses, and what strategies actually work?
SOURCES
[1]McKinsey Global Institute — 'Geopolitics and the geometry of global trade' (2024)
[2]European Commission — European Chips Act & Critical Raw Materials Act Impact Assessment (2023–2024)
[3]BCG — 'From Globalization to Regionalization: The New Supply Chain Logic in Europe' (2023)
[4]Transport & Environment — 'European Gigafactory Tracker' (2024)
[5]PwC — 'Global Supply Chain Survey: Resilience Over Efficiency' (2024)
[6]ACEA — 'Economic and Market Report: EU Automotive Industry' (2022)
[7]EFPIA — 'The Pharmaceutical Industry in Figures' (2022)
[8]BusinessEurope — 'Competitiveness Radar: Permitting and Industrial Investment in Europe' (2024)
[9]MIT Center for Transportation & Logistics — 'Supply Chain Resilience Report' (2023)
[10]Institut der deutschen Wirtschaft — 'Skilled Labor Shortage in German Manufacturing' (2024)