Reshoring trends & market sizing, the digital power problem for 2025.
Businesses accelerate reshoring and near-shoring amid heightened geopolitical uncertainties and rising costs, Bain & Company finds
“Amid intensified geopolitical uncertainties and rising costs, analysis from Bain’s biennial operations survey of CEOs and chief operating officers shows a further rise in companies planning, or already investing in and executing, reshoring and near-shoring – as well as the emerging trend of “split-shoring,” where businesses balance a mix of offshore production with other key manufacturing activity close to home.
Bain’s findings show that the proportion of CEOs and COOs reporting their companies have plans to bring supply chains closer to market has risen to 81%, up by a sharp 18 percentage points from 63% in 2022… the findings also show reshoring efforts also have much further to run, with only 2% of companies reporting having fully completed their plans.”
Link to Full Article Here.
A $10 Trillion Opportunity in U.S. Reshoring
“Global manufacturing is undergoing a seismic shift, and the United States is at the epicenter of this transformation. After decades of offshoring and relying on international supply chains, the pendulum is swinging back toward domestic production. This movement – known as reshoring – is not just a fleeting trend but a strategic realignment of manufacturing capabilities that is indicative of the “multipolar” theme playing out globally.
In fact, we believe the US is entering the early innings of re-Industrialization – a multi-decade opportunity that we size at $10 trillion and think has the potential to restore growth to the US industrial economy following more than 20 years of stagnation.”
Link to Audio Here.
2025 Infrastructure Outlook: The Digital Power Problem
“Digitalization, the energy transition, and the digital power problem are massive challenges that require scaled capital and deep sector expertise to solve, but also present a tremendous investment opportunity to those with the ability to solve them.”
Link to Full Report Here.