MARCHÉS10 juillet 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?
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