MARKETS17 May 2026· 10 min

European Supply Chain Restructuring: The Great Reshoring Race

From COVID-19 shocks to energy crises and geopolitical fractures, European supply chains are undergoing their most radical transformation in 30 years. Here's what the data reveals.

InekIA Editorial Team

LI X

SOURCES

[1]European Automobile Manufacturers' Association (ACEA) — Vehicle Production Impact Report 2021

[2]McKinsey Global Institute — 'Geopolitics and the geometry of global trade' (2023)

[3]Kiel Institute for the World Economy — 'Costs of Supply Chain Regionalization' (2024)

[4]International Federation of Robotics (IFR) — World Robotics Report 2022

[5]European Commission — European Chips Act Implementation Report (2024)

[6]Polish Investment and Trade Agency — FDI Report 2023

[7]Morgan Stanley Research — 'European Supply Chain Capex Opportunity' (2024)

[8]IMF World Economic Outlook — Supply Chain Inflation Estimates (2023)

[9]Semiconductor Industry Association — Global Semiconductor Supply Chain Report (2023)

[10]European Battery Alliance — Gigafactory Pipeline Tracker (2024)