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German Chemical Industry Sounds Alarm, Sees Stagnation in 2026

VCI now projects no recovery next year, citing weak demand plus sub‑profitability utilization.

Overview

  • Factories are running at roughly 70% capacity, with the VCI saying profitability typically requires above about 82%, and about half of firms report too few orders after a drop of more than 20% since 2021.
  • The industry points to high energy costs, global overcapacity in basic chemicals, low‑priced Chinese exports and U.S. tariff policy as key pressures on competitiveness.
  • For 2026, the VCI forecasts flat output for the chemical‑pharma sector and a 1% production decline for chemicals, implying around a 2% fall in sales.
  • In 2025, sector production and producer prices fell about 0.5% year over year, and revenue slipped 1% to €220 billion, according to the association.
  • Performance diverged as chemicals shrank (−2.5% output, −3% sales) while pharmaceuticals grew (~+3% output, +4.5% sales); employment edged down 0.5% to about 478,000 as BASF, Evonik and Wacker pursued savings and layoffs, with further cuts expected from closures and relocations.