Europe's making some bold moves on the supply chain front. Word is that policymakers are pushing for a target where 70% of critical goods need to come from domestic production. That's a massive shift in thinking.

We're talking about everything from semiconductors to rare earth materials—stuff that's been heavily reliant on imports for decades. The geopolitical climate's definitely forcing their hand here. With trade tensions escalating and supply disruptions becoming the new normal, can you blame them?

But here's the thing: achieving 70% self-sufficiency isn't exactly a walk in the park. The infrastructure investments alone would be astronomical. Plus, you're looking at years, maybe even a decade, to build out that kind of manufacturing capacity.

For those watching global markets, this kind of economic nationalism could reshape investment flows. Industries tied to European production might see fresh capital, while sectors dependent on international trade could face headwinds. It's a chess game, and everyone's repositioning their pieces.