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Germany’s Auto Industry Just Collapsed

Germany’s Auto Industry Just Collapsed

Update: 2025-10-10
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Germany’s auto production absolutely crashed, falling by almost 20% in just a single month. This becomes the latest stark warning about the direction of the global economy coming from the car business. And that report on production was corroborated by Mercedes, BMW, Porsche, Ferrari, all of them reporting results and forecasts this week that have sent their stocks plunging. 

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Bloomberg German Industrial Slump Deepens on Auto Production Plunge
https://www.bloomberg.com/news/articles/2025-10-08/german-industrial-slump-deepens-with-shutdown-in-auto-production

Bloomberg German Exports Unexpectedly Drop as Shipments to the US Sink
https://www.bloomberg.com/news/articles/2025-10-09/german-exports-unexpectedly-drop-as-shipments-to-the-us-sink

DPA Germany's Mercedes-Benz sees sales plunge 12% in third quarter
https://finance.yahoo.com/news/germanys-mercedes-benz-sees-sales-131348096.html

Bloomberg Porsche’s Sinking Sales Deepen German Automotive Malaise
https://www.bloomberg.com/news/articles/2025-10-09/porsche-s-sinking-sales-deepen-german-automotive-malaise

Bloomberg BMW Drops After Forecast Cut on China Slump, Tariff Costs
https://www.bloomberg.com/news/articles/2025-10-07/bmw-lowers-annual-guidance-on-weak-china-sales-tariff-costs

BMWblog BMW Admits Tariffs And Sales Slump In China Are Hurting Profits
https://www.bmwblog.com/2025/10/07/bmw-admits-tariffs-sales-slump-china-hurting-profits/

Dow Jones Ferrari Shares Plunge as Long-Term Targets Disappoint — Update
https://www.morningstar.com/news/dow-jones/202510094181/ferrari-shares-plunge-as-long-term-targets-disappoint-update

https://eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

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Germany’s Auto Industry Just Collapsed

Germany’s Auto Industry Just Collapsed

Jeff Snider