For Alessandro Santi, president of Federagenti, the federation of Italian shipping agents, the decision to release Italy from China's Silk Road has been "corrected and timely", "but now," he warned, "it is A public and private commitment is essential, also focused on infrastructure issues and analysis of global supply chains procurement, focusing resources on interventions substantial and not losing sight of an economic and However, there is a very high percentage of companies in the commercial sector. depend for a significant share on strategic materials made in China'.

Santi recalled that a very recent study presented by the Bank of Italy in the November 2023 Occasional Paper series highlights the significant dependence of the Italian economy on the strategic materials of foreign origin and in particular from the China: starting from the balance sheets of Italian companies, from the data customs authorities and a survey conducted by the Bank of Italy on the Italian companies most exposed to this problem out of 515 strategic products that determine levels of dependency appreciable, it emerges that 15% of Italian companies, equal to 25% of the added value of production, are dependent on these products; and how, in particular, 7% of the value added of the manufacturing sector is critically dependent, i.e. with a low level of substitutability with third-party suppliers Developing countries. Among the companies in this critical situation of "not substitutability of sources of supply', only 40% of them are looking for alternative solutions. In the study, analyses the macro impact on the Italian economy of this possible impact, identifying the most important Italian geographical areas (in descending order Marche, Tuscany and the macro-region Lombardy, Veneto and Emilia Romagna), the most important production sectors vulnerable people (clothing, leather, textiles, electronics, pharmaceuticals, also in descending order), but above all, through the use of mathematical models, highlighting how the impact of a possible 50% halt in Chinese supplies of irreplaceable products can be estimated at 2% of GDP (which means around €40 million, the value of almost two financial manoeuvres 2024). There is a downside to the medal represented by a value of general exports to the China, which accounts for about 1% of GDP, i.e. about 20 million euros, is the largest part of the country. million euros. This is a safer position than Germany (130 million), England (55 million) and France (40 million).

"With near or re-shoring phenomena often at a standstill and in any case disappointing compared to the forecasts made in the period "Today, for a country like Italy, it is essential to control and not be subject to the supply chain, by implementing economic policy actions, infrastructural enhancement that are consistent with the objective of making the the Italian system'.