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.
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)