MARKETS18 May 2026· 10 min
European Supply Chain Restructuring: The €2.3 Trillion Reshaping of Industrial Europe
From COVID-19 shocks to the Ukraine war and semiconductor shortages, European supply chains are undergoing a historic transformation. Here's what the data reveals about the new industrial map of Europe.
SOURCES
[1]European Central Bank — Supply Chain Resilience Report 2024
[2]European Automobile Manufacturers' Association (ACEA) — Annual Report 2021/2023
[3]McKinsey & Company — European Supply Chain Survey 2023
[4]Transport & Environment — European Battery Gigafactory Tracker 2024
[5]International Energy Agency (IEA) — World Energy Outlook 2024
[6]Bundesnetzagentur — German Energy Import Statistics 2022
[7]Polish Investment and Trade Agency — FDI Annual Report 2024
[8]European Parliament — Pharmaceutical Strategy Impact Assessment 2021
[9]European Commission — European Chips Act Implementation Report 2024
[10]European Commission — Critical Raw Materials Act (CRMA) 2024