MARKETS10 July 2026· 10 min

European Supply Chain Restructuring: The €2.3T Reshaping of Global Trade

From COVID-19 shocks to energy crises and geopolitical fractures, Europe is fundamentally rewiring its supply chains. Who wins, who loses, and what does strategic resilience look like in 2024?

InekIA Editorial Team

LI X

SOURCES

[1]European Central Bank, 'Supply Chain Disruptions and the European Economy', 2023

[2]McKinsey Global Institute, 'Resilience for Sustainable, Inclusive Growth', 2022

[3]Eurostat, 'EU Energy Dependence Statistics', 2022–2024

[4]European Commission, 'Critical Raw Materials Act — Impact Assessment', 2024

[5]European Commission, 'European Chips Act — Progress Report', 2024

[6]IEA, 'Critical Minerals Market Review', 2023

[7]Euler Hermes / Allianz Trade, 'Reshoring Index Europe', 2023

[8]Business Continuity Institute, 'Supply Chain Resilience Report', 2023

[9]Boston Consulting Group, 'European Semiconductor Strategy: Ambition vs. Reality', 2023

[10]OECD, 'Trade in Value Added and Global Value Chains', 2023

[11]European Manufacturers' Association (Industriall Europe), 'Reshoring Survey', 2023