MARKETS26 May 2026· 9 min
European Supply Chain Restructuring: The €2.3T Reshoring Revolution
Post-pandemic, post-Ukraine, post-chip shortage: Europe is rebuilding its supply chains from the ground up. A €2.3 trillion industrial transformation is underway — and the strategic winners are already emerging.
SOURCES
[1]European Commission — Strategic Autonomy Monitor 2024
[2]McKinsey Global Institute — Supply Chain Resilience Report 2022
[3]IEA — Critical Minerals for Energy Transitions 2024
[4]Transport & Environment — European Gigafactory Tracker 2024
[5]fDi Intelligence — European FDI Report 2024
[6]EFPIA — European Pharmaceutical Industry Association, API Sourcing Data 2024
[7]Boston Consulting Group — Semiconductor Geopolitics Study 2023
[8]European Round Table for Industry (ERT) — Supply Chain Survey 2024
[9]Eurostat — EU-China Trade Statistics 2023