MARKETS27 September 2026· 10 min
European Supply Chain Restructuring: A New Industrial Geography
From pandemic shocks to geopolitical fractures, European firms are radically redesigning their supply chains. Here is what the data reveals about the new industrial map of Europe.
SOURCES
[1]European Central Bank — Supply Chain Disruption Cost Estimates, 2023
[2]KPMG — European Automotive Semiconductor Impact Report, 2022
[3]Transport & Environment — European Gigafactory Tracker, 2024
[4]McKinsey Global Institute — Geopolitics and the Geometry of Global Trade, 2023
[5]Eurostat — EU-China Trade Statistics, 2023
[6]fDi Intelligence — Central and Eastern Europe FDI Report, 2024
[7]Deloitte — Supply Chain Visibility Benchmark Study, 2023
[8]European Parliament — Strategic Dependencies and Capacities, 2021
[9]Bruegel — Carbon Border Adjustment Mechanism Impact Assessment, 2023
[10]IDC — Digital Supply Chain Twin Market Forecast, 2024
[11]Polish Investment and Trade Agency — Annual FDI Report, 2024
[12]