MARKETS3 June 2026· 10 min
European Supply Chain Restructuring Post-Crises: The €2.3T Realignment
From pandemic shocks to energy crises, European companies are radically redesigning their supply chains. A €2.3 trillion restructuring wave is underway — here's what it means strategically.
SOURCES
[1]McKinsey Global Institute – 'Securing Europe's Supply Chains' (2023)
[2]European Commission – Critical Raw Materials Act Impact Assessment (2024)
[3]ACEA – European Automobile Manufacturers' Association Annual Report (2022)
[4]IEA – 'Europe's Energy Security: Preparing for the Next Winter' (2023)
[5]Eurostat – EU Trade and Manufacturing Statistics (2023)
[6]Benchmark Mineral Intelligence – European Battery Manufacturing Capacity Report (2023)
[7]European Central Bank – 'Supply Chain Disruptions and Inflation in the Euro Area' (2023)
[8]Capgemini Research Institute – 'Supply Chain Resilience Report' (2023)
[9]IMF – 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)
[10]IDC – European Supply Chain Technology Market Forecast (2024)
[11]BloombergNEF – Solar PV Cost Benchmarks (2023)