MARKETS16 August 2026· 10 min
European Supply Chain Restructuring Post-Crises: The €2.3 Trillion Reshaping
From COVID-19 to the Ukraine war, European supply chains have faced unprecedented shocks. Discover how the continent is spending €2.3 trillion to rewire its industrial dependencies — and who wins.
SOURCES
[1]European Commission — European Chips Act Impact Assessment, 2023
[2]McKinsey Global Institute — 'Securing Europe's supply chain resilience', 2023
[3]AlixPartners — Global Automotive Outlook, 2022
[4]IMF Working Paper WP/23/172 — 'Geoeconomic Fragmentation and the Future of Multilateralism', 2023
[5]European Central Bank — Economic Bulletin Issue 3/2023, Supply Chain Inflation Analysis
[6]Euler Hermes — Supply Chain Resilience Index, 2023
[7]Bruegel Policy Brief — 'Critical Raw Materials and European Strategic Autonomy', 2024
[8]ACEA — Sustainability Report & Supply Chain Analysis, 2023
[9]European Medicines Agency — Medicine Shortages Report, 2022
[10]Oxford Economics — European Industrial Competitiveness Outlook 2024