Reshoring: Intent, Paradox, What Comes Next
The hosts:
Beatrix von Schröder, noa
Philipp Emig, Leitmotif
What is this Ripple about?
Reshoring has become the defining industrial policy of our time, but the data tells a more complicated story: nearshoring intent is rising while manufacturing import ratios are too. Policy is reshaping supply chains - but it has not yet reshaped purchasing decisions. This panel asks why, and what comes next.
Why this topic timely or urgent in 2026
The Hormuz shock and the US tariff wave hit the same supply chains in the same quarter. Suddenly, the cost of not reshoring has become impossible to ignore. But policy can't build what the industrial base isn't ready to absorb - and until now, the economics never worked. This panel asks what the West actually builds next, and who wins when it does.
Key questions or challenges being explored
Policy is reshaping supply chains but it hasn't reshaped purchasing decision yet. Who breaks the deadlock? Governments, procurement teams, or a supply shock?
How far do we believe nearshoring will go? Are we heading toward a world of micro-factories and regional self-sufficiency, or is this fantasy ignoring the realities of global industrial systems?
For founders and investors trying to position ahead of the shift: Where is the window genuinely open now, where are we already too late, and where might we still be too early to tell?
The key tension or debate at the heart of this discussion
Reshoring intent vs. reshoring reality - manufacturing imports are still rising. And underneath that: is this time actually different, or have we seen this movie before?
Who would get the most value from attending this Ripple?
Founders, investors, and operators across manufacturing, supply chain, industrial automation, and advanced materials - from early-stage to growth. Particularly those building or allocating in the US and Europe who need to know where the industrial shift is real and where it isn't.