Reindustrialisation is no longer just a statement of intent. Three out of four large European and US companies already have a strategy under way. According to the latest data collected in the report “The return of industry: reindustrialisation strategies in Europe and the United States (source in Spanish)”, produced by the Capgemini Research Institute, 73% of European and US companies already have at least one such plan in operation, compared with 59% in 2024. The figure is even higher in Spain, where 76% of companies have a reindustrialisation strategy up and running.
However, the money on the table has collapsed: from the 4.7 trillion dollars planned last year to barely 2.5 trillion for the next three years. Yet despite these figures, the conclusion is not negative. The reduction in investment has not been withdrawn; instead, the report notes, it has been fine-tuned towards models that are “more selective and less capital-intensive”.
Most companies are no longer seeking only immediate returns, but to avoid relying on supply chains that can break from one day to the next. 86% now prioritise the resilience of their production chain over short-term profit. And to ensure that producing closer to home does not become prohibitively expensive, 87% plan to invest in artificial intelligence (AI), automation and digital twins.
