Reshoring and Supply Chain Relocation

Secular themes

Industrial policy, subsidy and security anxiety pulling production back or nearer; a capital-spending theme rather than a returns theme so far.

8 books

Start here

  1. Chip WarChris Miller, 2022
  2. Apple in ChinaPatrick McGee, 2025
  3. ChokepointsEdward Fishman, 2025

Books 8

Chip War
T1 Chip War
Chris Miller · 2022 · The single best case study of why a supply chain became a strategic problem.
Open Library
Andrew Wilkinson
Material World
T2 Material World
Ed Conway · 2023 · Where the physical inputs actually come from, and how hard they are to move.
Open Library
Underground Empire
T2 Underground Empire
Henry Farrell, Abraham Newman · 2023 · How trade and payment chokepoints became instruments of state coercion.
Open Library
Apple in China
T2 Apple in China
Patrick McGee · 2025 · The scale of the dependency that any reshoring effort has to unwind.
Open Library
Christopher Bloomstran
Chokepoints
T2 Chokepoints
Edward Fishman · 2025 · Sanctions and export controls as the force actually moving supply chains.
Open Library
Arriving Today
T3 Arriving Today
Christopher Mims · 2021 · The logistics system as it exists, from factory to doorstep.
Open Library
Homecoming
T3 Homecoming
Rana Foroohar · 2022 · The case for localism, argued from the political economy side.
Open Library
The End of the World Is Just the Beginning
T3 The End of the World Is Just the Beginning
Peter Zeihan · 2022 · The maximal version of the deglobalisation and relocation thesis.
Open Library
Andrew Wilkinson