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German Chemicals Slump Deepens as Orders Hit 30-Year Low, Ifo Gauge Slides

Industry leaders say regulatory burdens now outweigh energy costs, pushing firms to cut investment and staff.

Overview

  • The Ifo business climate for chemicals fell to -19.4 in October from -12.0 in September, with both expectations and current assessments worsening.
  • Companies rated order backlogs at -68.9, the weakest reading in more than three decades, and report no near-term demand impulses from abroad.
  • Capacity utilization dropped to 71 percent versus a ten-year average near 81 percent as many firms cut prices under intensifying foreign competition.
  • Sector turnover declined 2.9 percent from January to August, and the VCI expects chemical production to fall about 2 percent in 2025.
  • A separate Ifo survey found more than half of chemical firms see eroding competitiveness, and the VCI warns of a looming bureaucracy infarction from Berlin and Brussels.